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 | 4,226.4275 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 24 · Balance 4,226.4275 |
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 17:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 24 | $38.55 | $925.20 |
DisclosureSEC source: 0000842517-26-000207 · wk-form4_1788454936.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,226.4275 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 16:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 22 | $41.49 | $912.78 |
DisclosureSEC source: 0000842517-26-000122 · wk-form4_1780504272.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,200.7689 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 14:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 18 | $48.54 | $873.72 |
DisclosureSEC source: 0000842517-26-000054 · wk-form4_1772636092.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,177.297 Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 17:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 403.3885 | $49.58 | $20,000.00 |
DisclosureSEC source: 0000842517-26-000018 · wk-form4_1769188574.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,159.297 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 14:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 21 | $43.50 | $913.50 |
DisclosureSEC source: 0000842517-25-000225 · wk-form4_1764770780.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,755.1993 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 | 26 | $33.13 | $861.38 |
DisclosureSEC source: 0000842517-25-000170 · wk-form4_1757017825.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,733.1224 F1 · balance_after: 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 | 33 | $27.01 | $891.33 |
DisclosureSEC source: 0000842517-25-000117 · wk-form4_1748978007.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,705.9745 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,643 | $24.60 | $40,417.80 |
DisclosureSEC source: 0000842517-25-000039 · wk-form4_1741194476.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,671.3522 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 548 | $24.80 | $13,590.40 |
DisclosureSEC source: 0000842517-24-000218 · wk-form4_1733348472.xml · nonDerivative · entry 1 Sackett Brian Roy · CIK 0002038303 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,026.8552 F1 · 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.