Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENT BANK CORP /MI/IBCP · Entity 5179 | Director | August 14, 2026 | October 02, 2026 |
| UFP INDUSTRIES INCUFPI · Entity 3970 | Director | August 03, 2026 | August 04, 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.
INDEPENDENT BANK CORP /MI/
Report date August 14, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,868.25 |
Reported balance
After 2026-08-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-14 · Grant · Acquired 259.02 · Balance 35,868.25 F2: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 810 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 810 |
| Common StockSEC Table I · non-derivative | Direct | 6,322.67 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,322.67 F1: Includes 14.8688 shares acquired through dividend reinvestment program (DRIP) during the third quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 14.8688 shares acquired through dividend reinvestment program (DRIP) during the third quarter.
F2: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director.
UFP INDUSTRIES INC
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,135 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 368 · Balance 2,135 |
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 |
|---|---|---|---|---|---|---|
| May 15, 2017 Filed Jul 3, 2017 21:25 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 22.14 | $21.58 | $477.78 |
DisclosureSEC source: 0000039311-17-000033 · primary_doc.xml · derivative · entry 1 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800.8 Underlying: Common Stock · 22.14 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 16:44 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 688.41 | $20.70 | $14,250.09 |
DisclosureSEC source: 0000039311-17-000027 · primary_doc.xml · derivative · entry 2 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,778.66 Underlying: Common Stock · 688.41 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| February 15, 2017 Filed Apr 3, 2017 16:44 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 18.89 | $21.55 | $407.08 |
DisclosureSEC source: 0000039311-17-000027 · primary_doc.xml · derivative · entry 1 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,090.25 Underlying: Common Stock · 18.89 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:09 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 656.68 | $21.70 | $14,249.96 |
DisclosureSEC source: 0000039311-17-000004 · primary_doc.xml · derivative · entry 2 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071.36 Underlying: Common Stock · 656.68 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| November 15, 2016 Filed Jan 3, 2017 21:09 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 18.57 | $18.29 | $339.65 |
DisclosureSEC source: 0000039311-17-000004 · primary_doc.xml · derivative · entry 1 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,414.68 Underlying: Common Stock · 18.57 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 16:14 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 762.03 | $16.83 | $12,824.96 |
DisclosureSEC source: 0000039311-16-000111 · primary_doc.xml · derivative · entry 2 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,396.11 Underlying: Common Stock · 762.03 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. Read SEC document |
| August 15, 2016 Filed Oct 3, 2016 16:14 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 12.81 | $16.37 | $209.70 |
DisclosureSEC source: 0000039311-16-000111 · primary_doc.xml · derivative · entry 1 Budden Joan A · CIK 0001649667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,634.08 Underlying: Common Stock · 12.81 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non-Employee Directors and are to be settled in Independent Bank Corporation Common Stock upon the reporting person's retirement. 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.