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 | 231,538.2065 |
Reported balance
After 2023-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-01 · Grant · Acquired 377 · Balance 231,538.2065 F1: Includes shares acquired through quarterly dividend reinvestment. |
| commonSEC Table I · non-derivative | IndirectSpouse's Trust | 5,182.524 |
Reported balance
Holding disclosure · report date 2023-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,182.524 F1: Includes shares acquired through quarterly dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired through quarterly dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| June 01, 2023 Filed Jun 5, 2023 20:18 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 377 | $23.75 | $8,953.75 |
DisclosureSEC source: 0000842517-23-000117 · wk-form4_1685996314.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,538.2065 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,141 | $24.40 | $27,840.40 |
DisclosureSEC source: 0000842517-23-000051 · wf-form4_167787538415709.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,575.0741 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 15:46 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 651 | $23.36 | $15,207.36 |
DisclosureSEC source: 0000842517-22-000204 · wf-form4_167025514545118.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,814.7845 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 17:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 200 | $23.47 | $4,694.00 |
DisclosureSEC source: 0000842517-22-000173 · wf-form4_166274573401394.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,553.175 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 21:10 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 562 | $23.45 | $13,178.90 |
DisclosureSEC source: 0000842517-22-000167 · wf-form4_166249860276026.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,353.175 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:09 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 558 | $24.65 | $13,754.70 |
DisclosureSEC source: 0000842517-22-000116 · wf-form4_165428695942602.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,257.6545 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 17, 2022 22:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 923 | $25.89 | $23,896.47 |
DisclosureSEC source: 0000842517-22-000066 · wf-form4_164755676414849.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,177.2109 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 23:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 452 | $28.00 | $12,656.00 |
DisclosureSEC source: 0000842517-21-000244 · wf-form4_163848800130014.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,773.1089 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 19:53 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 545 | $23.00 | $12,535.00 |
DisclosureSEC source: 0000842517-21-000194 · wf-form4_163069876794105.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,821.7708 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:05 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 236 | $23.45 | $5,534.20 |
DisclosureSEC source: 0000842517-21-000141 · wf-form4_162275426864926.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,401.4376 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2021 Filed Sep 3, 2021 19:51 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 543 | $23.45 | $12,733.35 |
DisclosureSEC source: 0000842517-21-000193 · wf-form4a_163069863785539.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,708.4376 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 766 | $20.75 | $15,894.50 |
DisclosureSEC source: 0000842517-21-000048 · wf-form4_161471636060245.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,556.0667 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2020 Filed Dec 4, 2020 00:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 247 | $19.60 | $4,841.20 |
DisclosureSEC source: 0000842517-20-000161 · wf-form4_160704117208793.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,788.1714 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 19:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 308 | $16.20 | $4,989.60 |
DisclosureSEC source: 0000842517-20-000112 · wf-form4_159916157128545.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,985.5367 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 200 | $16.26 | $3,252.00 |
DisclosureSEC source: 0000842517-20-000100 · wf-form4_159665696307508.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,677.5357 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 19:47 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 517 | $16.35 | $8,452.95 |
DisclosureSEC source: 0000842517-20-000078 · wf-form4_159121365741308.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,301.0426 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 310 | $23.68 | $7,340.80 |
DisclosureSEC source: 0000842517-20-000025 · wf-form4_158327936607340.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,617.004 F1 · kind: Purchase with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 21:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 352 | $24.00 | $8,448.00 |
DisclosureSEC source: 0000842517-19-000168 · wf-form4_157541038123293.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,030.7376 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 19:40 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 364 | $22.15 | $8,062.60 |
DisclosureSEC source: 0000842517-19-000137 · wf-form4_156771244144423.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,343.6573 Read SEC document |
| June 03, 2019 Filed Jun 6, 2019 00:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 319 | $22.99 | $7,333.81 |
DisclosureSEC source: 0000842517-19-000103 · wf-form4_155977955212507.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,757.283 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 22:53 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 325.581 | $23.65 | $7,699.99 |
DisclosureSEC source: 0000842517-19-000075 · wf-form4_155424562116981.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,438.283 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 362.443 | $23.31 | $8,448.55 |
DisclosureSEC source: 0000842517-19-000004 · wf-form4_154656292756088.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,943.9888 Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 23:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 273.031 | $26.92 | $7,349.99 |
DisclosureSEC source: 0000842517-18-000153 · wf-form4_153852162737321.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,741.0514 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:48 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 315.063 | $26.82 | $8,449.99 |
DisclosureSEC source: 0000842517-18-000117 · wf-form4_153065091409234.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,276.3794 Read SEC document |
| March 30, 2018 Filed Apr 4, 2018 00:45 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 271.82 | $27.04 | $7,350.01 |
DisclosureSEC source: 0000842517-18-000069 · wf-form4_152280272292894.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,486.1982 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:09 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 178.697 | $28.40 | $5,074.99 |
DisclosureSEC source: 0000842517-18-000004 · wf-form4_151511092878797.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,503.7199 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 01:53 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 386.499 | $28.59 | $11,050.01 |
DisclosureSEC source: 0000842517-17-000183 · wf-form4_150716840386274.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,156.1699 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:05 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 219.298 | $27.93 | $6,124.99 |
DisclosureSEC source: 0000842517-17-000135 · wf-form4_149937513992788.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,605.0619 Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:25 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 388.629 | $27.79 | $10,800.00 |
DisclosureSEC source: 0000842517-17-000082 · wf-form4_149142749654482.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,228.6119 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 149.524 | $27.83 | $4,161.25 |
DisclosureSEC source: 0000842517-17-000015 · wf-form4_148357251947767.xml · nonDerivative · entry 2 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,211.5837 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 170.679 | $27.83 | $4,750.00 |
DisclosureSEC source: 0000842517-17-000015 · wf-form4_148357251947767.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,062.0597 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:09 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 147.039 | $27.76 | $4,081.80 |
DisclosureSEC source: 0000842517-16-000321 · wf-form4_147561534699722.xml · nonDerivative · entry 2 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,302.3746 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:09 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 376.441 | $27.76 | $10,450.00 |
DisclosureSEC source: 0000842517-16-000321 · wf-form4_147561534699722.xml · nonDerivative · entry 1 Hubscher G Charles · CIK 0001480109 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,155.3356 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.