Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director · President | September 01, 2026 | September 03, 2026 |
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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 12,239.1038 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 3 · Balance 12,239.1038 |
| commonSEC Table I · non-derivative | IndirectBy immediate family member | 42 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 42 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 16:58 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 3 | $38.55 | $115.65 |
DisclosureSEC source: 0000842517-26-000201 · wk-form4_1788454710.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,239.1038 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 17:56 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 3 | $41.49 | $124.47 |
DisclosureSEC source: 0000842517-26-000128 · wk-form4_1780509366.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,202.1715 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 20:51 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 55 | $31.47 | $1,730.85 |
DisclosureSEC source: 0000842517-26-000063 · wk-form4_1772657503.xml · nonDerivative · entry 2 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,188.9588 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 20:51 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 2 | $48.54 | $97.08 |
DisclosureSEC source: 0000842517-26-000063 · wk-form4_1772657503.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,133.9588 Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 20:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 2,225.5193 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-26-000023 · wk-form4_1769805297.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,095.8005 Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 17:05 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 302.5414 | $49.58 | $15,000.00 |
DisclosureSEC source: 0000842517-26-000014 · wk-form4_1769187917.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,870.2812 F1 · kind: Shares acquired with 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 01, 2025 Filed Dec 3, 2025 16:14 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 2 | $43.50 | $87.00 |
DisclosureSEC source: 0000842517-25-000231 · wk-form4_1764778462.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,561.519 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 4 | $33.13 | $132.52 |
DisclosureSEC source: 0000842517-25-000171 · wk-form4_1757017838.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,548.8367 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. F1 · ownership.direct: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 19:13 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 4 | $27.01 | $108.04 |
DisclosureSEC source: 0000842517-25-000114 · wk-form4_1748977976.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,536.0062 F1 · ownership.direct: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| May 09, 2025 Filed May 13, 2025 16:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15 | $27.60 | $414.00 |
DisclosureSEC source: 0000842517-25-000105 · wk-form4_1747153019.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By immediate family member Disclosed balance after: 42 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 4 | $24.60 | $98.40 |
DisclosureSEC source: 0000842517-25-000033 · wk-form4_1741194415.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,517.7758 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,289.7844 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-25-000020 · wk-form4_1738706337.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,513.7758 Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 22:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 581.3976 | $25.80 | $15,000.00 |
DisclosureSEC source: 0000842517-25-000008 · wk-form4_1738102784.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,223.9914 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:01 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 4 | $24.80 | $99.20 |
DisclosureSEC source: 0000842517-24-000211 · wk-form4_1733346089.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,639.9147 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 13:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 389 | $19.28 | $7,499.92 |
DisclosureSEC source: 0000842517-24-000164 · wk-form4_1725541655.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,632.6613 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 04, 2024 Filed Jun 7, 2024 01:27 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 27 | $18.50 | $499.50 |
DisclosureSEC source: 0000842517-24-000121 · wk-form4_1717723660.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Director · President & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By immediate family member Disclosed balance after: 27 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 21:40 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,397.4855 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-23-000006 · wf-form4_167520122072729.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232.8384 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| January 27, 2023 Filed Feb 10, 2023 19:59 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,444.4222 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-23-000026 · wf-form4a_167605912408798.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,236.8872 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 01:57 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 3,183.908 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-22-000016 · wf-form4_164342143460368.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830.9524 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:11 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 952.213 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-21-000035 · wf-form4_161437747042802.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,585.9867 Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 12:43 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,196.663 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-20-000034 · wf-form4_158375778888083.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,538.7188 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 18:50 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 327.1641 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-19-000044 · wf-form4_155207103671461.xml · nonDerivative · entry 1 McDonnell Neil Michael · CIK 0001666463 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327.1641 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.