NICOLET BANKSHARES INC (NIC)

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2026 Annual Meeting Analysis

NICOLET BANKSHARES INC · Meeting: May 18, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

12

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

12 FOR
✓ FOR
Robert B. Atwell

Nicolet's 3-year stock return of +134.2% outpaces the community bank benchmark (QABA — First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, well above the 65-point threshold required to trigger a negative vote, and no other policy flags apply.

✓ FOR
Carl J. Chaney

Mr. Chaney joined the board in 2026 upon the MidWest One merger closing and is exempt from the TSR trigger as a director with less than 24 months of tenure; he brings over 35 years of banking and regulatory experience.

✓ FOR
Michael E. Daniels

As CEO and director, Mr. Daniels is subject to the same TSR trigger as other directors, but Nicolet's +134.2% 3-year return beats QABA (First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, far exceeding the 65-point threshold, so no TSR concern arises; no other flags apply.

✓ FOR
John N. Dykema

Long-tenured director with substantial manufacturing and corporate governance experience; Nicolet's strong 3-year TSR versus QABA (First Trust NASDAQ ABA Community Bank Index) means the TSR trigger does not apply.

✓ FOR
Janet E. Godwin

Ms. Godwin joined the board in 2026 upon the MidWest One merger closing and is exempt from the TSR trigger as a new director with less than 24 months of tenure; she brings executive leadership and strategic operations experience.

✓ FOR
Matthew J. Hayek

Mr. Hayek joined the board in 2026 upon the MidWest One merger closing and is exempt from the TSR trigger as a new director with less than 24 months of tenure; he brings legal and business experience.

✓ FOR
Donald J. Long, Jr.

Founding board member with extensive business ownership and corporate governance experience; Nicolet's 3-year TSR beats QABA (First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, well above the trigger threshold.

✓ FOR
Tracy S. McCormick

Ms. McCormick joined the board in 2026 upon the MidWest One merger closing and is exempt from the TSR trigger as a new director with less than 24 months of tenure; she is designated an audit committee financial expert with investment banking and CFO experience.

✓ FOR
Susan L. Merkatoris

Certified Public Accountant and longtime board member with strong financial expertise; Nicolet's outstanding 3-year TSR versus QABA (First Trust NASDAQ ABA Community Bank Index) means the TSR trigger does not apply, and she chairs the audit committee appropriately.

✓ FOR
Oliver Pierce Smith

Director since 2017 with meaningful ownership stake and relevant business experience; Nicolet's 3-year TSR of +134.2% outperforms QABA (First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, so the TSR trigger does not apply.

✓ FOR
Glen E. Tellock

Joined the board in 2023 and brings extensive public company CEO, CFO, and board experience; Nicolet's strong TSR versus QABA (First Trust NASDAQ ABA Community Bank Index) means the TSR trigger does not apply, and he is designated an audit committee financial expert.

✓ FOR
Robert J. Weyers

Founding board member with real estate and private equity experience and significant personal ownership; Nicolet's 3-year TSR beats QABA (First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, well above the trigger threshold.

All twelve director nominees receive a FOR vote. Nicolet's 3-year stock return of +134.2% outperforms the community bank benchmark (QABA — First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points, far exceeding the 65-point gap required to trigger a negative vote under the strong-positive-TSR tier. The four directors who joined in 2026 via the MidWest One merger are additionally exempt as new directors with fewer than 24 months of tenure. No overboarding, attendance, independence, or qualification concerns were identified for any nominee.

Say on Pay

✓ FOR

CEO

Michael E. Daniels

Total Comp

$14,944,068

Prior Support

88%%

elevated ceo pay warrants scrutinyfront loaded equity grant inflates single year total

The CEO's reported total compensation of $14.9 million in 2025 is heavily inflated by a single large equity award of $12.4 million granted in September 2025 — a multi-year performance grant covering a five-year strategic period through 2030, not a routine annual pay package — which makes direct year-over-year comparisons misleading; stripping that episodic grant out, the CEO's annual cash and incentive compensation is far more in line with peers at a $3 billion community bank. Pay-for-performance alignment is strong: Nicolet delivered record net income of $151 million, adjusted diluted earnings per share of $9.82 (above the maximum target of $9.64), and a core return on average assets and tangible equity placing it in the top quartile or decile of peers, directly justifying maximum cash incentive payouts. The company received 88% shareholder support last year (up from 72% the prior year), has a meaningful clawback policy, meaningful performance conditions on equity awards (ROAA percentile and EPS targets), and the compensation structure is improving toward more formulaic and transparent metrics, all of which support a FOR vote.

Auditor Ratification

✓ FOR

Auditor

Forvis Mazars, LLP

Tenure

5 yrs

Audit Fees

$763,574

Non-Audit Fees

$78,700

Forvis Mazars has served as Nicolet's auditor since 2021 (approximately 5 years), well below the 25-year tenure threshold that would raise independence concerns. Non-audit fees of $78,700 represent only about 10% of audit fees of $763,574, comfortably below the 50% threshold. No material restatements were identified, and Forvis Mazars is a large national firm appropriate for a $3.1 billion market-cap bank.

Overall Assessment

The 2026 Nicolet Bankshares annual meeting presents a clean ballot with no significant governance concerns. All twelve director nominees receive a FOR vote supported by Nicolet's exceptional 3-year total shareholder return of +134.2%, which outpaces the community bank benchmark (QABA — First Trust NASDAQ ABA Community Bank Index) by +91.6 percentage points; the auditor ratification is straightforward with low non-audit fees and a short tenure; and the Say on Pay vote is supported by record financial performance, improving pay structure with genuine performance conditions, and strong prior-year shareholder approval of 88%.

Filing date: March 24, 2026·Policy v1.2·high confidence

Compensation Peer Group

24 companies disclosed in 2026 proxy filing

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NWBINorthwest Bancshares, Inc.
PRKPark National Corporation
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PFCPremier Financial Corp.
QCRHQCR Holdings, Inc.
RBCAARepublic Bancorp, Inc.
STBAS&T Bancorp, Inc.
SYBTStock Yards Bancorp, Inc.