Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director · President & CEO | 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 | 37,777.9343 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 123 · Balance 37,777.9343 |
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 02, 2017 Filed Oct 5, 2017 13:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 14.5191 | $27.55 | $400.00 |
DisclosureSEC source: 0000842517-17-000192 · wf-form4_150721170306886.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,542.5273 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 13:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 502.029 | $28.59 | $14,353.01 |
DisclosureSEC source: 0000842517-17-000192 · wf-form4_150721170306886.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,508.9742 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 14:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 14.7221 | $27.17 | $400.00 |
DisclosureSEC source: 0000842517-17-000168 · wf-form4_150462048548324.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993.0691 Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.0094 | $26.65 | $400.00 |
DisclosureSEC source: 0000842517-17-000151 · wf-form4_150170578383282.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,978.347 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 240.602 | $27.93 | $6,720.01 |
DisclosureSEC source: 0000842517-17-000133 · wf-form4_149937505139003.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963.3376 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 22.5564 | $26.60 | $600.00 |
DisclosureSEC source: 0000842517-17-000133 · wf-form4_149937505139003.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,708.6206 Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 18:47 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.0659 | $26.55 | $400.00 |
DisclosureSEC source: 0000842517-17-000118 · wf-form4_149642923583296.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,672.8504 Read SEC document |
| May 01, 2017 Filed May 1, 2017 18:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.2265 | $26.27 | $400.00 |
DisclosureSEC source: 0000842517-17-000102 · wf-form4_149366259377591.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,657.7845 Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.2555 | $26.22 | $400.00 |
DisclosureSEC source: 0000842517-17-000089 · wf-form4_149142782110433.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,642.558 Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 223.102 | $27.79 | $6,200.00 |
DisclosureSEC source: 0000842517-17-000089 · wf-form4_149142782110433.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598.527 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.1515 | $26.40 | $400.00 |
DisclosureSEC source: 0000842517-17-000063 · wf-form4_148847423014256.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,378.2644 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 451.0492 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-17-000063 · wf-form4_148847423014256.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,363.1129 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.1114 | $26.47 | $400.00 |
DisclosureSEC source: 0000842517-17-000037 · wf-form4_148615793226415.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,912.0636 Read SEC document |
| January 03, 2017 Filed Feb 3, 2017 21:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 22.6757 | $26.46 | $600.00 |
DisclosureSEC source: 0000842517-17-000037 · wf-form4_148615793226415.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,896.9522 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 9.805 | $27.83 | $272.87 |
DisclosureSEC source: 0000842517-17-000021 · wf-form4_148357267832886.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,874.2765 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 183.255 | $27.83 | $5,099.99 |
DisclosureSEC source: 0000842517-17-000021 · wf-form4_148357267832886.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,864.4715 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:53 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.1172 | $26.46 | $400.00 |
DisclosureSEC source: 0000842517-16-000369 · wf-form4_148071557391721.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,669.0506 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 14:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.2847 | $26.17 | $400.00 |
DisclosureSEC source: 0000842517-16-000359 · wf-form4_147809767152538.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,653.9334 Read SEC document |
| October 03, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.1976 | $26.32 | $400.00 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 6 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,638.6488 Read SEC document |
| September 30, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 11.7063 | $27.68 | $324.03 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 5 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,623.4512 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 8.106 | $27.76 | $225.02 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 4 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,611.7449 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 244.957 | $27.76 | $6,800.01 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 3 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,603.6389 Read SEC document |
| September 01, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.1172 | $26.46 | $400.00 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,358.6819 Read SEC document |
| August 01, 2016 Filed Oct 6, 2016 22:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.2555 | $26.22 | $400.00 |
DisclosureSEC source: 0000842517-16-000343 · wf-form4_147579138577412.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343.5647 Read SEC document |
| March 31, 2016 Filed Feb 15, 2017 01:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 236.934 | $28.70 | $6,800.01 |
DisclosureSEC source: 0000842517-17-000053 · wf-form5_148712291212263.xml · nonDerivative · entry 4 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,058.5036 Read SEC document |
| March 01, 2016 Filed Feb 15, 2017 01:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 15.2005 | $26.32 | $400.08 |
DisclosureSEC source: 0000842517-17-000053 · wf-form5_148712291212263.xml · nonDerivative · entry 3 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,821.5696 Read SEC document |
| February 01, 2016 Filed Feb 15, 2017 01:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 14.9042 | $26.84 | $400.03 |
DisclosureSEC source: 0000842517-17-000053 · wf-form5_148712291212263.xml · nonDerivative · entry 2 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806.3692 Read SEC document |
| January 04, 2016 Filed Feb 15, 2017 01:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 21.123 | $28.41 | $600.10 |
DisclosureSEC source: 0000842517-17-000053 · wf-form5_148712291212263.xml · nonDerivative · entry 1 Schwind Jerome E · CIK 0001596032 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791.4649 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.