Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Sr VP & Chief Lending Officer | October 27, 2021 | October 28, 2021 |
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 October 27, 2021 · Filed October 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 9,000 |
Reported balance
After 2021-10-27 transaction · row 1
1 source rowRow 1 · 2021-10-27 · Sale · Disposed 1,754 · Balance 9,000 |
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 |
|---|---|---|---|---|---|---|
| October 27, 2021 Filed Oct 28, 2021 19:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Salecommon | 1,754 | $27.00 | $47,358.00 |
DisclosureSEC source: 0000842517-21-000215 · wf-form4_163544966849119.xml · nonDerivative · entry 1 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| February 20, 2019 Filed Jan 15, 2020 00:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Salecommon | 0.8247 | $23.00 | $18.97 |
DisclosureSEC source: 0000842517-20-000006 · wf-form5_157904745554942.xml · nonDerivative · entry 3 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,754 F1 · kind: Sale of fractional shares due to disenrollment of quarterly dividend reinvestment, pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| January 08, 2019 Filed Jan 15, 2020 00:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 600 | $23.15 | $13,890.00 |
DisclosureSEC source: 0000842517-20-000006 · wf-form5_157904745554942.xml · nonDerivative · entry 2 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,754.8247 Read SEC document |
| January 08, 2019 Filed Jan 21, 2020 13:47 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 600 | $23.15 | $13,890.00 |
DisclosureSEC source: 0000842517-20-000009 · wf-form5a_157961443562799.xml · nonDerivative · entry 2 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,754 F1 · balance_after: Reflects mandatory redemption of 0.8247 shares due to disenrollment from dividend reinvestment program pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| January 03, 2019 Filed Jan 15, 2020 00:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $23.15 | $11,575.00 |
DisclosureSEC source: 0000842517-20-000006 · wf-form5_157904745554942.xml · nonDerivative · entry 1 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154.8247 Read SEC document |
| January 03, 2019 Filed Jan 21, 2020 13:47 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $23.15 | $11,575.00 |
DisclosureSEC source: 0000842517-20-000009 · wf-form5a_157961443562799.xml · nonDerivative · entry 1 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,154.8247 Read SEC document |
| December 11, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 15 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,618.9208 Read SEC document |
| December 11, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 14 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,654.8247 F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. F3 · balance_after: Reflects decrease in shares beneficially owned which were related to minor child. Read SEC document |
| December 04, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 900 | $24.90 | $22,410.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 14 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,294.3036 Read SEC document |
| December 04, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 900 | $24.90 | $22,410.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 13 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,294.3036 Read SEC document |
| November 27, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 13 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,394.3036 Read SEC document |
| November 27, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 12 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,394.3036 Read SEC document |
| November 07, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.05 | $12,525.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 12 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,894.3036 Read SEC document |
| November 07, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.05 | $12,525.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 11 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,894.3036 Read SEC document |
| October 26, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.50 | $12,750.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 11 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394.3036 Read SEC document |
| October 26, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $25.50 | $12,750.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 10 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394.3036 Read SEC document |
| October 22, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.35 | $13,175.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 10 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,894.3036 Read SEC document |
| October 22, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.35 | $13,175.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 9 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,894.3036 Read SEC document |
| October 15, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.75 | $13,375.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 9 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,394.3036 Read SEC document |
| October 15, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.75 | $13,375.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 8 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,394.3036 Read SEC document |
| October 10, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.85 | $13,425.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 8 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894.3036 Read SEC document |
| October 10, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.85 | $13,425.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 7 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,894.3036 Read SEC document |
| October 01, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.95 | $13,475.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 7 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394.3036 Read SEC document |
| October 01, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $26.95 | $13,475.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 6 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394.3036 F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 26, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 55 | $27.00 | $1,485.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 6 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,863.512 Read SEC document |
| September 26, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 55 | $27.00 | $1,485.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 5 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,863.512 Read SEC document |
| September 25, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 245 | $27.00 | $6,615.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 5 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,808.512 Read SEC document |
| September 25, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 245 | $27.00 | $6,615.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 4 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,808.512 Read SEC document |
| September 24, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 200 | $27.30 | $5,460.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 4 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,563.512 Read SEC document |
| September 24, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 200 | $27.30 | $5,460.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 3 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,563.512 Read SEC document |
| September 18, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 900 | $27.50 | $24,750.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 3 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,363.512 Read SEC document |
| September 18, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 900 | $27.50 | $24,750.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 2 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,363.512 Read SEC document |
| September 14, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 100 | $27.50 | $2,750.00 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 2 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,463.512 Read SEC document |
| September 14, 2018 Filed Mar 21, 2019 18:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 100 | $27.50 | $2,750.00 |
DisclosureSEC source: 0000842517-19-000071 · wf-form5a_155319159566875.xml · nonDerivative · entry 1 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,463.512 F1 · balance_after: Reflects decrease in ESOP shares which were put back to the issuer on August 29, 2018. Read SEC document |
| August 29, 2018 Filed Feb 14, 2019 23:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Salecommon | 6,826.4782 | $29.50 | $201,381.11 |
DisclosureSEC source: 0000842517-19-000038 · wf-form5_155018625829602.xml · nonDerivative · entry 1 Reetz David J · CIK 0001595618 · Sr VP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,363.512 F1 · kind: Shares previously held through the ESOP which were distributed and sold on August 29, 2018. 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.