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 | 9,896.4592 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 33 · Balance 9,896.4592 |
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 17:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 33 | $38.55 | $1,272.15 |
DisclosureSEC source: 0000842517-26-000209 · wk-form4_1788454987.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,896.4592 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 16:30 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 30 | $41.49 | $1,244.70 |
DisclosureSEC source: 0000842517-26-000120 · wk-form4_1780504223.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,854.1075 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 14:52 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 251 | $48.54 | $12,183.54 |
DisclosureSEC source: 0000842517-26-000047 · wk-form4_1772635937.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,815.8088 F1 · 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 | 27 | $43.50 | $1,174.50 |
DisclosureSEC source: 0000842517-25-000227 · wk-form4_1764770790.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,557.8442 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 | 35 | $33.13 | $1,159.55 |
DisclosureSEC source: 0000842517-25-000168 · wk-form4_1757017798.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,520.2701 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 | 43 | $27.01 | $1,161.43 |
DisclosureSEC source: 0000842517-25-000118 · wk-form4_1748978018.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,473.9989 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 931 | $24.60 | $22,902.60 |
DisclosureSEC source: 0000842517-25-000034 · wk-form4_1741194425.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,415.0676 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 | 35 | $24.80 | $868.00 |
DisclosureSEC source: 0000842517-24-000209 · wk-form4_1733346068.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,469.3678 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 13:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 45 | $19.28 | $867.60 |
DisclosureSEC source: 0000842517-24-000159 · wk-form4_1725541604.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,416.5166 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 13:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 44 | $19.50 | $858.00 |
DisclosureSEC source: 0000842517-24-000111 · wk-form4_1717593880.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,351.3717 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,148 | $19.64 | $22,546.72 |
DisclosureSEC source: 0000842517-24-000038 · wk-form4_1709687818.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,288.4621 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2023 Filed Dec 6, 2023 00:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 56 | $19.99 | $1,119.44 |
DisclosureSEC source: 0000842517-23-000210 · wk-form4_1701821525.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,122.7004 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:56 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 25 | $20.10 | $502.50 |
DisclosureSEC source: 0000842517-23-000158 · wk-form4_1694019363.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,049.3034 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:21 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 172 | $23.75 | $4,085.00 |
DisclosureSEC source: 0000842517-23-000118 · wk-form4_1685996478.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,006.8056 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 18:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,663 | $24.40 | $40,577.20 |
DisclosureSEC source: 0000842517-23-000038 · wf-form4_167786888827289.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,819.588 Read SEC document |
| January 27, 2023 Filed Feb 3, 2023 00:23 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 291.1111 | $22.50 | $6,550.00 |
DisclosureSEC source: 0000842517-23-000010 · wf-form4_167538381727098.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,156.588 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 |
| October 27, 2022 Filed Nov 1, 2022 01:35 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 364.4444 | $22.50 | $8,200.00 |
DisclosureSEC source: 0000842517-22-000193 · wf-form4_166726652063383.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,850.3062 F1 · kind: Shares acquired with quarterly 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 |
| July 29, 2022 Filed Aug 1, 2022 19:00 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 275.7895 | $23.75 | $6,550.00 |
DisclosureSEC source: 0000842517-22-000145 · wf-form4_165938040638692.xml · nonDerivative · entry 2 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,472.0277 Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 19:00 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.3291 | $23.70 | $150.00 |
DisclosureSEC source: 0000842517-22-000145 · wf-form4_165938040638692.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,196.2382 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 262.8482 | $25.49 | $6,700.00 |
DisclosureSEC source: 0000842517-22-000097 · wf-form4_165160945862829.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178.5727 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 20:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 391.3894 | $25.55 | $10,000.00 |
DisclosureSEC source: 0000842517-22-000051 · wf-form4_164608086740359.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,905.3216 Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 02:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 298 | $25.00 | $7,450.00 |
DisclosureSEC source: 0000842517-22-000019 · wf-form4_164342170724318.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,513.9322 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 105.8824 | $25.50 | $2,700.00 |
DisclosureSEC source: 0000842517-22-000004 · wf-form4_164133357315797.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,215.9322 F1 · kind: Purchase with quarterly 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 |
| October 29, 2021 Filed Nov 1, 2021 21:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.6285 | $26.65 | $150.00 |
DisclosureSEC source: 0000842517-21-000225 · wf-form4_163580291532638.xml · nonDerivative · entry 2 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,102.4211 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 21:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 195.122 | $26.65 | $5,200.00 |
DisclosureSEC source: 0000842517-21-000225 · wf-form4_163580291532638.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,096.7925 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 21:01 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 234.6491 | $22.80 | $5,350.00 |
DisclosureSEC source: 0000842517-21-000157 · wf-form4_162802446583760.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,894.265 F1 · kind: Purchase with quarterly 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 |
| April 22, 2021 Filed Apr 26, 2021 13:47 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 263.8298 | $23.50 | $6,200.00 |
DisclosureSEC source: 0000842517-21-000096 · wf-form4_161944483765505.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,651.8703 F1 · kind: Purchase with quarterly 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 |
| January 28, 2021 Filed Jan 29, 2021 20:36 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 501.2531 | $19.95 | $10,000.00 |
DisclosureSEC source: 0000842517-21-000020 · wf-form4_161195260085693.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,380.5735 F1 · kind: Purchase with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 21:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 296.9092 | $20.55 | $6,100.00 |
DisclosureSEC source: 0000842517-21-000012 · wf-form4_161178446502191.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879.3204 F1 · kind: Purchase with quarterly 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 |
| October 30, 2020 Filed Nov 3, 2020 16:52 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 329.1926 | $16.10 | $5,300.00 |
DisclosureSEC source: 0000842517-20-000152 · wf-form4_160442235649338.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561.2181 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 20:11 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 301.3864 | $16.59 | $5,000.00 |
DisclosureSEC source: 0000842517-20-000106 · wf-form4_159665825197408.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,211.9863 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 16:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 517.4419 | $17.20 | $8,900.00 |
DisclosureSEC source: 0000842517-20-000068 · wf-form4_158826413105369.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 897.1133 F1 · kind: Purchase with quarterly 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 |
| January 31, 2020 Filed Feb 4, 2020 23:45 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 373.9669 | $24.20 | $9,050.00 |
DisclosureSEC source: 0000842517-20-000014 · wf-form4_158085989700712.xml · nonDerivative · entry 1 Rupp Vicki L · CIK 0001795323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373.9669 F1 · kind: Purchase with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. 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.