Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | June 01, 2023 | June 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ISABELLA BANK CORP
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 54,441.5788 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Grant · Acquired 565 · Balance 54,441.5788 |
| commonSEC Table I · non-derivative | IndirectSpouse's Trust | 2,090.1475 |
Reported balance
Holding disclosure · report date 2023-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,090.1475 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 28, 2016 Filed Nov 29, 2016 16:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 76.6068 | $27.85 | $2,133.50 |
DisclosureSEC source: 0000842517-16-000365 · wf-form4_148043536968191.xml · nonDerivative · entry 1 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,901.9682 Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 17:37 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 89.529 | $27.60 | $2,471.00 |
DisclosureSEC source: 0000842517-16-000355 · wf-form4_147802186067619.xml · nonDerivative · entry 1 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,825.3614 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 21:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 76.8829 | $27.75 | $2,133.50 |
DisclosureSEC source: 0000842517-16-000337 · wf-form4_147561680795390.xml · nonDerivative · entry 3 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,494.2334 Read SEC document |
| October 03, 2016 Filed Nov 1, 2016 17:39 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 76.8829 | $27.75 | $2,133.50 |
DisclosureSEC source: 0000842517-16-000356 · wf-form4a_147802193819081.xml · nonDerivative · entry 4 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,735.8324 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 241.599 | $27.76 | $6,706.79 |
DisclosureSEC source: 0000842517-16-000337 · wf-form4_147561680795390.xml · nonDerivative · entry 4 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,735.8324 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 32.1362 | $27.68 | $889.53 |
DisclosureSEC source: 0000842517-16-000337 · wf-form4_147561680795390.xml · nonDerivative · entry 2 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,417.3505 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 230.566 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-16-000337 · wf-form4_147561680795390.xml · nonDerivative · entry 1 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,385.2143 Read SEC document |
| September 30, 2016 Filed Nov 1, 2016 17:39 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 32.1362 | $27.68 | $889.53 |
DisclosureSEC source: 0000842517-16-000356 · wf-form4a_147802193819081.xml · nonDerivative · entry 3 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,658.9495 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Nov 1, 2016 17:39 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 241.599 | $27.76 | $6,706.79 |
DisclosureSEC source: 0000842517-16-000356 · wf-form4a_147802193819081.xml · nonDerivative · entry 2 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,626.8133 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Nov 1, 2016 17:39 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 230.566 | $27.76 | $6,400.51 |
DisclosureSEC source: 0000842517-16-000356 · wf-form4a_147802193819081.xml · nonDerivative · entry 1 Maness David J · CIK 0001296598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,385.2143 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.