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 |
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 | 464.94 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 3.36 · Balance 464.94 F1: 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,115.24 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired 650.3 · Balance 1,115.24 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral.
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 01, 2026 Filed Oct 2, 2026 19:29 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 650.3 | $31.72 | $20,627.52 |
DisclosureSEC source: 0002147236-26-000004 · wk-form4_1790954969.xml · derivative · entry 2 Tagg Nathaniel Ernest · CIK 0002147236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,115.24 Underlying: Common Stock · 650.3 shares Expires not disclosed F2 · derivative.exercise_price: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.exercise_date: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.expiration_date: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. Read SEC document |
| August 14, 2026 Filed Oct 2, 2026 19:29 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 3.36 | $38.49 | $129.33 |
DisclosureSEC source: 0002147236-26-000004 · wk-form4_1790954969.xml · derivative · entry 1 Tagg Nathaniel Ernest · CIK 0002147236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464.94 Underlying: Common Stock · 3.36 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 20:30 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 461.58 | $34.37 | $15,864.50 |
DisclosureSEC source: 0002147236-26-000003 · wk-form4_1785875406.xml · derivative · entry 1 Tagg Nathaniel Ernest · CIK 0002147236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461.58 Underlying: Common Stock · 461.58 shares Expires not disclosed F1 · derivative.exercise_price: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F1 · derivative.exercise_date: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F1 · derivative.expiration_date: 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. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. 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.