Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Chief Financial Officer | January 05, 2026 | January 13, 2026 |
| Northwest Bancshares, Inc.NWBI · Entity 4434 | EVP Finance and Controller | March 06, 2018 | March 07, 2018 |
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 05, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-01-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Northwest Bancshares, Inc.
Report date March 06, 2018 · Filed March 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc.SEC Table I · non-derivative | Direct | 35,056.635 |
Ending reported balance
After 2018-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-06 · Other · Acquired 1,285 · Balance 36,341.635 Row 2 · 2018-03-06 · Sale · Disposed 1,285 · Balance 35,056.635 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.12 · Expires 2021-01-19 | Direct | 0 |
Reported balance
After 2018-03-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-03-06 · Other · Disposed 1,285 · Balance 0 |
| Northwest Bancshares, Inc.SEC Table I · non-derivative | IndirectWife's IRA | 678 |
Reported balance
Holding disclosure · report date 2018-03-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 678 |
| Northwest Bancshares, Inc.SEC Table I · non-derivative | Indirect401-K | 20,737.144 |
Reported balance
Holding disclosure · report date 2018-03-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,737.144 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Mar 3, 2017 11:42 UTC Amendment | Northwest Bancshares, Inc. NWBI · Entity 4434 | OtherNorthwest Bancshares, Inc. | 2,892 | $7.48 | $21,632.16 |
DisclosureSEC source: 0001478105-17-000003 · edgar.xml · nonDerivative · entry 1 Ritzert Gerald J · CIK 0001478105 · EVP Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,298.374 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.