Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ISABELLA BANK CORP
Report date June 01, 2022 · Filed June 03, 2022
Section 16 reporting ended · disclosed 2022-06-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 187.5769 |
Reported balance
After 2022-06-01 transaction · row 1
1 source rowRow 1 · 2022-06-01 · Purchase · Acquired 4.2535 · Balance 187.5769 |
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, 2022 Filed Jun 3, 2022 20:01 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.2535 | $23.51 | $100.00 |
DisclosureSEC source: 0000842517-22-000111 · wf-form4_165428648145228.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187.5769 Read SEC document |
| May 02, 2022 Filed May 3, 2022 20:23 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.2535 | $23.51 | $100.00 |
DisclosureSEC source: 0000842517-22-000096 · wf-form4_165160936309534.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183.3234 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:35 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.1075 | $24.56 | $150.00 |
DisclosureSEC source: 0000842517-22-000082 · wf-form4_164919089902918.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179.0699 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 |
| March 01, 2022 Filed Mar 3, 2022 15:51 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.1442 | $24.13 | $100.00 |
DisclosureSEC source: 0000842517-22-000056 · wf-form4_164632267345785.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172.5031 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:40 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.2105 | $23.75 | $100.00 |
DisclosureSEC source: 0000842517-22-000027 · wf-form4_164392804166569.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168.3588 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 01:37 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.1271 | $24.23 | $100.00 |
DisclosureSEC source: 0000842517-22-000010 · wf-form4_164143306281803.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164.1483 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 21:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3.7594 | $26.60 | $100.00 |
DisclosureSEC source: 0000842517-21-000240 · wf-form4_163848062984224.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159.6288 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 17:45 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3.9793 | $25.13 | $100.00 |
DisclosureSEC source: 0000842517-21-000228 · wf-form4_163587510380864.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155.8694 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 21:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.0655 | $24.73 | $150.00 |
DisclosureSEC source: 0000842517-21-000205 · wf-form4_163347015343410.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151.8901 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 18:56 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.4803 | $22.32 | $100.00 |
DisclosureSEC source: 0000842517-21-000183 · wf-form4_163069535618771.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145.4524 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 13:46 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.5662 | $21.90 | $100.00 |
DisclosureSEC source: 0000842517-21-000166 · wf-form4_162808477440912.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140.9721 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 | 4.5767 | $21.85 | $100.00 |
DisclosureSEC source: 0000842517-21-000148 · wf-form4_162557542876404.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136.4059 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 20:57 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.5767 | $21.85 | $100.00 |
DisclosureSEC source: 0000842517-21-000133 · wf-form4_162275383959865.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131.4454 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 20:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.8807 | $21.80 | $150.00 |
DisclosureSEC source: 0000842517-21-000113 · wf-form4_162015870323992.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126.8687 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 21:20 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 4.8403 | $20.66 | $100.00 |
DisclosureSEC source: 0000842517-21-000080 · wf-form4_161765756517936.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119.988 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 |
| March 01, 2021 Filed Mar 2, 2021 20:21 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.0865 | $19.66 | $100.00 |
DisclosureSEC source: 0000842517-21-000053 · wf-form4_161471647052158.xml · nonDerivative · entry 1 Smith Julie A · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114.7876 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.1361 | $19.47 | $100.00 |
DisclosureSEC source: 0000842517-21-000024 · wf-form4_161246393766986.xml · nonDerivative · entry 1 Huber Julie · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109.7011 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.3792 | $18.59 | $100.00 |
DisclosureSEC source: 0000842517-21-000006 · wf-form4_160997423754931.xml · nonDerivative · entry 1 Huber Julie · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104.565 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 04, 2020 Filed Dec 8, 2020 23:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.5218 | $18.11 | $100.00 |
DisclosureSEC source: 0000842517-20-000167 · wf-form4_160747024081613.xml · nonDerivative · entry 1 Huber Julie · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97.8575 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 16:50 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 9.8103 | $15.29 | $150.00 |
DisclosureSEC source: 0000842517-20-000145 · wf-form4_160442223620637.xml · nonDerivative · entry 1 Huber Julie · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92.3357 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 19:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.2893 | $15.90 | $100.00 |
DisclosureSEC source: 0000842517-20-000121 · wf-form4_160192620706664.xml · nonDerivative · entry 1 Huber Julie · CIK 0001825918 · VP & Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82.5253 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.