Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | 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 | 1,070 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 8 · Balance 1,070 |
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 16:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 8 | $38.55 | $308.40 |
DisclosureSEC source: 0000842517-26-000203 · wk-form4_1788454764.xml · nonDerivative · entry 1 Tessin Brian B · CIK 0002092371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 16:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 7 | $41.49 | $290.43 |
DisclosureSEC source: 0000842517-26-000118 · wk-form4_1780504157.xml · nonDerivative · entry 1 Tessin Brian B · CIK 0002092371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,062 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 14:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 826 | $48.54 | $40,094.04 |
DisclosureSEC source: 0000842517-26-000055 · wk-form4_1772636111.xml · nonDerivative · entry 1 Tessin Brian B · CIK 0002092371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,055 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 14:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 229 | $43.50 | $9,961.50 |
DisclosureSEC source: 0000842517-25-000229 · wk-form4_1764770800.xml · nonDerivative · entry 1 Tessin Brian B · CIK 0002092371 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229 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.