Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Chief Credit Officer | March 01, 2021 | March 02, 2021 |
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 March 01, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 451.2008 |
Reported balance
After 2021-03-01 transaction · row 1
1 source rowRow 1 · 2021-03-01 · Purchase · Acquired 2.5432 · Balance 451.2008 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 2, 2021 20:20 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 2.5432 | $19.66 | $50.00 |
DisclosureSEC source: 0000842517-21-000051 · wf-form4_161471642800471.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.2008 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:38 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.1361 | $19.47 | $100.00 |
DisclosureSEC source: 0000842517-21-000023 · wf-form4_161246388572314.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448.6575 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:03 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.3792 | $18.59 | $100.00 |
DisclosureSEC source: 0000842517-21-000004 · wf-form4_160997420095878.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443.5214 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 23:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 5.5218 | $18.11 | $100.00 |
DisclosureSEC source: 0000842517-20-000168 · wf-form4_160747029867271.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432.2744 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 16:51 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 9.8103 | $15.29 | $150.00 |
DisclosureSEC source: 0000842517-20-000146 · wf-form4_160442225317472.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426.7526 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 6.2893 | $15.90 | $100.00 |
DisclosureSEC source: 0000842517-20-000123 · wf-form4_160193306659826.xml · nonDerivative · entry 1 Matthews Gregory S · CIK 0001825981 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416.9423 F1 · kind: Purchase via compensation deduction pursuant to the Isabella Bank Corporation Stockholder Dividend Reinvestment And Employee Stock Purchase Plan. F2 · 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.