Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | January 20, 2026 | January 23, 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 January 20, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 610.9958 |
Reported balance
After 2026-01-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-20 · Purchase · Acquired 242.0331 · Balance 610.9958 F1: Shares acquired with director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2: Includes shares acquired through quarterly dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired with director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors.
F2: Includes shares acquired through quarterly dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| January 20, 2026 Filed Jan 23, 2026 17:11 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 242.0331 | $49.58 | $12,000.00 |
DisclosureSEC source: 0000842517-26-000016 · wk-form4_1769188267.xml · nonDerivative · entry 1 Behen David Brian · CIK 0002060315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610.9958 F1 · kind: Shares acquired with director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| May 13, 2025 Filed May 14, 2025 13:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 366.9725 | $27.25 | $10,000.00 |
DisclosureSEC source: 0000842517-25-000106 · wk-form4_1747228756.xml · nonDerivative · entry 1 Behen David Brian · CIK 0002060315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366.9725 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.