Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ISABELLA BANK CORP
Report date December 31, 2018 · Filed February 14, 2019
Section 16 reporting ended · disclosed 2019-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 34,113.8161 |
Ending reported balance
After 2018-07-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-02-01 · Purchase · Acquired 65 · Balance 33,902.8161 Row 2 · 2018-05-02 · Purchase · Acquired 66 · Balance 33,968.8161 Row 3 · 2018-07-23 · Purchase · Acquired 78 · Balance 34,046.8161 Row 4 · 2018-07-31 · Purchase · Acquired 67 · Balance 34,113.8161 |
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 31, 2018 Filed Nov 2, 2018 20:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 72 | $25.00 | $1,800.00 |
DisclosureSEC source: 0000842517-18-000166 · wf-form4_154118921025904.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,185.8161 Read SEC document |
| October 31, 2018 Filed Nov 5, 2018 21:06 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 72 | $25.00 | $1,800.00 |
DisclosureSEC source: 0000842517-18-000170 · wf-form4a_154145194966639.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,185.8161 Read SEC document |
| October 29, 2018 Filed Nov 5, 2018 21:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1,000 | $25.25 | $25,250.00 |
DisclosureSEC source: 0000842517-18-000171 · wf-form4_154145210929425.xml · nonDerivative · entry 2 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,113.8161 Read SEC document |
| October 03, 2018 Filed Nov 5, 2018 21:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3,000 | $26.75 | $80,250.00 |
DisclosureSEC source: 0000842517-18-000171 · wf-form4_154145210929425.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,113.8161 Read SEC document |
| August 14, 2018 Filed Aug 16, 2018 21:05 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 3,000 | $26.05 | $78,150.00 |
DisclosureSEC source: 0000842517-18-000145 · wf-form4_153445351598677.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,113.8161 Read SEC document |
| July 31, 2018 Filed Feb 14, 2019 22:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 67 | $26.70 | $1,788.90 |
DisclosureSEC source: 0000842517-19-000031 · wf-form5_155018212285625.xml · nonDerivative · entry 4 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,113.8161 Read SEC document |
| July 23, 2018 Filed Feb 14, 2019 22:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 78 | $27.10 | $2,113.80 |
DisclosureSEC source: 0000842517-19-000031 · wf-form5_155018212285625.xml · nonDerivative · entry 3 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,046.8161 Read SEC document |
| May 02, 2018 Filed Feb 14, 2019 22:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 66 | $27.00 | $1,782.00 |
DisclosureSEC source: 0000842517-19-000031 · wf-form5_155018212285625.xml · nonDerivative · entry 2 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,968.8161 Read SEC document |
| February 01, 2018 Filed Feb 14, 2019 22:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 65 | $27.51 | $1,788.15 |
DisclosureSEC source: 0000842517-19-000031 · wf-form5_155018212285625.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,902.8161 Read SEC document |
| December 26, 2017 Filed Dec 27, 2017 14:35 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.74 | $527.06 |
DisclosureSEC source: 0000842517-17-000225 · wf-form4_151438531206946.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,837.8161 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 20:15 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $28.51 | $541.69 |
DisclosureSEC source: 0000842517-17-000210 · wf-form4_151267773966502.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,818.8161 Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 23:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $28.80 | $547.20 |
DisclosureSEC source: 0000842517-17-000196 · wf-form4_150966459640463.xml · nonDerivative · entry 2 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,799.8161 Read SEC document |
| October 06, 2017 Filed Nov 2, 2017 23:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Giftcommon | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-17-000196 · wf-form4_150966459640463.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,780.8161 Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 01:52 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 18 | $29.00 | $522.00 |
DisclosureSEC source: 0000842517-17-000182 · wf-form4_150716835982854.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,790.8161 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 19:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $28.40 | $539.60 |
DisclosureSEC source: 0000842517-17-000164 · wf-form4_150429282256497.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,772.8161 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 15:51 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $28.00 | $532.00 |
DisclosureSEC source: 0000842517-17-000147 · wf-form4_150160267280121.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,753.8161 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:50 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.99 | $531.81 |
DisclosureSEC source: 0000842517-17-000125 · wf-form4_149937421486467.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,734.8161 Read SEC document |
| May 26, 2017 Filed Feb 14, 2018 23:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.90 | $530.10 |
DisclosureSEC source: 0000842517-18-000045 · wf-form5_151865062859746.xml · nonDerivative · entry 5 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,154.8161 Read SEC document |
| April 27, 2017 Filed Feb 14, 2018 23:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.65 | $525.35 |
DisclosureSEC source: 0000842517-18-000045 · wf-form5_151865062859746.xml · nonDerivative · entry 4 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,135.8161 Read SEC document |
| March 28, 2017 Filed Feb 14, 2018 23:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.75 | $527.25 |
DisclosureSEC source: 0000842517-18-000045 · wf-form5_151865062859746.xml · nonDerivative · entry 3 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,116.8161 Read SEC document |
| February 28, 2017 Filed Feb 14, 2018 23:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.79 | $528.01 |
DisclosureSEC source: 0000842517-18-000045 · wf-form5_151865062859746.xml · nonDerivative · entry 2 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,097.8161 Read SEC document |
| January 30, 2017 Filed Feb 14, 2018 23:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.85 | $529.15 |
DisclosureSEC source: 0000842517-18-000045 · wf-form5_151865062859746.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,078.8161 Read SEC document |
| December 23, 2016 Filed Feb 15, 2017 01:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.85 | $529.15 |
DisclosureSEC source: 0000842517-17-000043 · wf-form5_148712079364844.xml · nonDerivative · entry 5 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,834.2353 Read SEC document |
| November 28, 2016 Filed Feb 15, 2017 01:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.85 | $529.15 |
DisclosureSEC source: 0000842517-17-000043 · wf-form5_148712079364844.xml · nonDerivative · entry 4 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,815.2353 Read SEC document |
| October 31, 2016 Filed Feb 15, 2017 01:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.60 | $524.40 |
DisclosureSEC source: 0000842517-17-000043 · wf-form5_148712079364844.xml · nonDerivative · entry 3 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,796.2353 Read SEC document |
| October 24, 2016 Filed Feb 15, 2017 01:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Giftcommon | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-17-000043 · wf-form5_148712079364844.xml · nonDerivative · entry 2 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,777.2353 Read SEC document |
| October 03, 2016 Filed Feb 15, 2017 01:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19 | $27.75 | $527.25 |
DisclosureSEC source: 0000842517-17-000043 · wf-form5_148712079364844.xml · nonDerivative · entry 1 BARZ RICHARD J · CIK 0001260122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,787.2353 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.