Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | VP & Controller | December 31, 2022 | February 10, 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 December 31, 2022 · Filed February 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | IndirectHeld by minor children | 305.2322 |
Reported balance
After 2022-11-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-11-15 · Purchase · Acquired 12 · Balance 305.2322 |
| commonSEC Table I · non-derivative | Direct | 819.9386 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 819.9386 |
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 15, 2022 Filed Feb 10, 2023 19:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 12 | $22.00 | $264.00 |
DisclosureSEC source: 0000842517-23-000023 · wf-form5_167605702743188.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Indirect · Held by minor children Disclosed balance after: 305.2322 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1.0526 | $23.75 | $25.00 |
DisclosureSEC source: 0000842517-22-000026 · wf-form4_164392796591221.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810.4976 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 01:32 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.0636 | $24.23 | $50.00 |
DisclosureSEC source: 0000842517-22-000008 · wf-form4_164143272291656.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809.445 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1.8797 | $26.60 | $50.00 |
DisclosureSEC source: 0000842517-21-000239 · wf-form4_163848054052651.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805.4011 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| November 12, 2021 Filed Feb 14, 2022 23:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 12 | $27.00 | $324.00 |
DisclosureSEC source: 0000842517-22-000035 · wf-form5_164487923540230.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Indirect · Held by minor children Disclosed balance after: 289.1078 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 17:44 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1.9897 | $25.13 | $50.00 |
DisclosureSEC source: 0000842517-21-000227 · wf-form4_163587507829991.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803.5214 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:37 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3.0328 | $24.73 | $75.00 |
DisclosureSEC source: 0000842517-21-000204 · wf-form4_163346980809522.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801.5317 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 18:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.2401 | $22.32 | $50.00 |
DisclosureSEC source: 0000842517-21-000182 · wf-form4_163069534048385.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796.461 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 13:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.2831 | $21.90 | $50.00 |
DisclosureSEC source: 0000842517-21-000164 · wf-form4_162808437253788.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794.2209 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 12:43 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.2883 | $21.85 | $50.00 |
DisclosureSEC source: 0000842517-21-000146 · wf-form4_162557540005571.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791.9378 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:58 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.2883 | $21.85 | $50.00 |
DisclosureSEC source: 0000842517-21-000134 · wf-form4_162275388115735.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787.3496 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| May 03, 2021 Filed May 4, 2021 20:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3.4404 | $21.80 | $75.00 |
DisclosureSEC source: 0000842517-21-000114 · wf-form4_162015882892100.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785.0613 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:14 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.4201 | $20.66 | $50.00 |
DisclosureSEC source: 0000842517-21-000078 · wf-form4_161765719415721.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057.2169 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| April 01, 2021 Filed May 4, 2021 20:00 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.4201 | $20.66 | $50.00 |
DisclosureSEC source: 0000842517-21-000111 · wf-form4a_162015838235634.xml · nonDerivative · entry 1 Gill Jennifer L · CIK 0001850335 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781.6209 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. 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.