Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | March 02, 2026 | March 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.
ISABELLA BANK CORP
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 26,971.2488 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 18 · Balance 26,971.2488 |
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 |
|---|---|---|---|---|---|---|
| February 01, 2019 Filed Feb 5, 2019 21:09 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 157 | $22.25 | $3,493.25 |
DisclosureSEC source: 0000842517-19-000015 · wf-form4_154940097762855.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,853.3371 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 20:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 155 | $25.00 | $3,875.00 |
DisclosureSEC source: 0000842517-18-000167 · wf-form4_154118925443659.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,653.2838 Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 12:33 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 130 | $26.70 | $3,471.00 |
DisclosureSEC source: 0000842517-18-000130 · wf-form4_153329961263507.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,461.3568 Read SEC document |
| May 02, 2018 Filed May 3, 2018 20:52 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 143 | $27.00 | $3,861.00 |
DisclosureSEC source: 0000842517-18-000090 · wf-form4_152538068305535.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,294.6481 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 00:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 520.2701 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-18-000067 · wf-form4_152280246456769.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,151.5481 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 127 | $27.51 | $3,493.77 |
DisclosureSEC source: 0000842517-18-000024 · wf-form4_151787212128118.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,570.2137 Read SEC document |
| December 26, 2017 Filed Dec 27, 2017 14:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.74 | $665.76 |
DisclosureSEC source: 0000842517-17-000222 · wf-form4_151438425295609.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,424.0637 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 20:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 23 | $28.51 | $655.73 |
DisclosureSEC source: 0000842517-17-000212 · wf-form4_151267928429048.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400.0637 Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 23:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 35 | $28.80 | $1,008.00 |
DisclosureSEC source: 0000842517-17-000198 · wf-form4_150966474415616.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,377.0637 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 01:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 23 | $29.00 | $667.00 |
DisclosureSEC source: 0000842517-17-000184 · wf-form4_150716847983721.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,342.0637 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 19:04 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 28 | $28.40 | $795.20 |
DisclosureSEC source: 0000842517-17-000162 · wf-form4_150429268230868.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,300.2117 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 15:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 113 | $28.00 | $3,164.00 |
DisclosureSEC source: 0000842517-17-000145 · wf-form4_150160258074405.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,272.2117 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:56 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.99 | $671.76 |
DisclosureSEC source: 0000842517-17-000127 · wf-form4_149937455914769.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,159.2117 Read SEC document |
| May 26, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.90 | $669.60 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 6 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,116.8217 Read SEC document |
| April 27, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 36 | $27.65 | $995.40 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 5 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,092.8217 Read SEC document |
| March 28, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.75 | $666.00 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 4 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,028.723 Read SEC document |
| March 01, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 585.8083 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 3 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,004.723 Read SEC document |
| February 28, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.79 | $666.96 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 2 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418.9147 Read SEC document |
| January 30, 2017 Filed Feb 14, 2018 14:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 114 | $27.85 | $3,174.90 |
DisclosureSEC source: 0000842517-18-000034 · wf-form5_151861883966540.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,394.9147 Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 19:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.85 | $668.40 |
DisclosureSEC source: 0000842517-16-000374 · wf-form4_148295344464893.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,169.7308 Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 16:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.85 | $668.40 |
DisclosureSEC source: 0000842517-16-000367 · wf-form4_148043564928347.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,145.7308 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 17:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 36 | $27.60 | $993.60 |
DisclosureSEC source: 0000842517-16-000357 · wf-form4_147802205541580.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,121.7308 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 21:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 24 | $27.75 | $666.00 |
DisclosureSEC source: 0000842517-16-000331 · wf-form4_147561651181349.xml · nonDerivative · entry 2 Evans Jae A · CIK 0001595809 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,085.7308 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 18.012 | $27.76 | $500.01 |
DisclosureSEC source: 0000842517-16-000331 · wf-form4_147561651181349.xml · nonDerivative · entry 1 Evans Jae A · CIK 0001595809 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,061.7308 F1 · kind: Dividend Reinvestment Earnings 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.