Balance Sheet Highlights
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
M&I Llc Buyer Discontinued 7/10/1985
Ridge Bancorporation Of Wisconsin Seller Discontinued 4/10/1981
Relationships Role Relationship Start Relationship End
M&I Llc Parent 7/8/1985 7/9/1985
Jacobus Company Parent 12/31/1970 12/27/1978
Heritage Bank Subsidary 12/31/1982 7/9/1985
Marshall & Ilsley Trust Company Subsidary 10/26/1973 7/9/1985
Heritage Bank Of West Bend Subsidary 12/31/1977 7/9/1985
Inland Beloit Corporation Subsidary 4/29/1977 7/9/1985
Heritage Investment Advisors Inc Subsidary 12/31/1970 7/9/1985
Heritage Wisconsin Corporate Services Subsidary 4/16/1984 7/9/1985
Newton Securities Inc Subsidary 12/31/1970 7/8/1985
Heritage Leasing Corporation Subsidary 12/31/1970 7/8/1985
Johnson Insurance Services, Llc Subsidary 12/31/1970 12/30/1984
Heritage Data Services Subsidary 4/1/1980 12/31/1983
Heritage Bank Subsidary 12/31/1977 12/30/1982
Heritage Bank Southridge Subsidary 4/10/1981 12/29/1982
Heritage Bank Northridge Subsidary 4/10/1981 12/29/1982
Heritage Bank Of Whitefish Bay Subsidary 12/31/1978 12/29/1982
Heritage Bank Shores Inc Subsidary 5/31/1972 12/31/1978
Heritage Bank Of Whitefish Bay Subsidary 12/31/1977 12/30/1978
Heritage Bank Subsidary 12/31/1974 12/30/1977
Heritage Bank Of West Bend Subsidary 3/31/1974 12/30/1977
Heritage Bank Of Whitefish Bay Subsidary 12/31/1973 12/30/1977
Heritage Bank Subsidary 5/31/1972 12/30/1974
Goetz-Haessler-James, Inc. Subsidary 12/31/1970 3/31/1974
Heritage Bank Of Whitefish Bay Subsidary 12/31/1972 12/30/1973
Heritage Bank Of Whitefish Bay Subsidary 12/31/1970 12/30/1972
Financial Highlights
Total Assets