Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | June 02, 2025 | June 03, 2025 |
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 June 02, 2025 · Filed June 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 7,473.7071 |
Reported balance
After 2025-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-02 · Grant · Acquired 23 · Balance 7,473.7071 F1: Includes shares acquired through quarterly dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| June 02, 2025 Filed Jun 3, 2025 19:13 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 23 | $27.01 | $621.23 |
DisclosureSEC source: 0000842517-25-000119 · wk-form4_1748978029.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,473.7071 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 24 | $24.60 | $590.40 |
DisclosureSEC source: 0000842517-25-000040 · wk-form4_1741194486.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,443.873 Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 22:20 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 426.3582 | $25.80 | $11,000.00 |
DisclosureSEC source: 0000842517-25-000009 · wk-form4_1738102794.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,419.873 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 24 | $24.80 | $595.20 |
DisclosureSEC source: 0000842517-24-000216 · wk-form4_1733346142.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,988.3922 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 13:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 30 | $19.28 | $578.40 |
DisclosureSEC source: 0000842517-24-000168 · wk-form4_1725541696.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,958.1718 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 13:25 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 30 | $19.50 | $585.00 |
DisclosureSEC source: 0000842517-24-000116 · wk-form4_1717593945.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,921.152 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:15 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 29 | $19.64 | $569.56 |
DisclosureSEC source: 0000842517-24-000032 · wk-form4_1709687697.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,884.5626 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 512.5816 | $21.46 | $11,000.00 |
DisclosureSEC source: 0000842517-24-000009 · wk-form4_1706740147.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,855.5626 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2023 Filed Dec 6, 2023 00:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 65 | $19.99 | $1,299.35 |
DisclosureSEC source: 0000842517-23-000209 · wk-form4_1701821219.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,338.5342 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 17:00 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 64 | $20.10 | $1,286.40 |
DisclosureSEC source: 0000842517-23-000161 · wk-form4_1694019600.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,269.1788 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 21:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 27.646 | $21.10 | $583.33 |
DisclosureSEC source: 0000842517-23-000128 · wk-form4_1687900079.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,200.798 Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 18:14 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 116 | $23.75 | $2,755.00 |
DisclosureSEC source: 0000842517-23-000107 · wk-form4_1685988884.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,173.152 Read SEC document |
| May 05, 2023 Filed May 9, 2023 15:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1,550 | $21.00 | $32,550.00 |
DisclosureSEC source: 0000842517-23-000086 · wf-form4_168364554589132.xml · nonDerivative · entry 4 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,057.152 Read SEC document |
| May 05, 2023 Filed May 9, 2023 15:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 100 | $20.79 | $2,079.00 |
DisclosureSEC source: 0000842517-23-000086 · wf-form4_168364554589132.xml · nonDerivative · entry 3 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,507.152 Read SEC document |
| May 05, 2023 Filed May 9, 2023 15:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 100 | $20.75 | $2,075.00 |
DisclosureSEC source: 0000842517-23-000086 · wf-form4_168364554589132.xml · nonDerivative · entry 2 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,407.152 Read SEC document |
| May 05, 2023 Filed May 9, 2023 15:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 250 | $20.00 | $5,000.00 |
DisclosureSEC source: 0000842517-23-000086 · wf-form4_168364554589132.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,307.152 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:13 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 111 | $24.40 | $2,708.40 |
DisclosureSEC source: 0000842517-23-000049 · wf-form4_167787081156760.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053.4235 Read SEC document |
| January 31, 2023 Filed Feb 3, 2023 00:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 435.0285 | $22.99 | $10,000.00 |
DisclosureSEC source: 0000842517-23-000014 · wf-form4_167538477826572.xml · nonDerivative · entry 2 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,942.4235 F1 · kind: Shares acquired with director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| January 27, 2023 Filed Feb 3, 2023 00:39 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 66.1111 | $22.50 | $1,487.50 |
DisclosureSEC source: 0000842517-23-000014 · wf-form4_167538477826572.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,507.395 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 |
| December 01, 2022 Filed Dec 5, 2022 15:37 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 115 | $23.36 | $2,686.40 |
DisclosureSEC source: 0000842517-22-000201 · wf-form4_167025463737664.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,438.9072 Read SEC document |
| October 27, 2022 Filed Nov 1, 2022 01:24 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 76.1111 | $22.50 | $1,712.50 |
DisclosureSEC source: 0000842517-22-000191 · wf-form4_166726585521283.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323.9072 F1 · kind: Shares acquired with quarterly 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 |
| September 01, 2022 Filed Sep 6, 2022 19:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 112 | $23.45 | $2,626.40 |
DisclosureSEC source: 0000842517-22-000160 · wf-form4_166249257758233.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,245.6874 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 18:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 58.9474 | $23.75 | $1,400.00 |
DisclosureSEC source: 0000842517-22-000142 · wf-form4_165938003789048.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,133.6874 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:14 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 106 | $24.65 | $2,612.90 |
DisclosureSEC source: 0000842517-22-000120 · wf-form4_165428727748398.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,073.0552 Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 93.6444 | $25.45 | $2,383.25 |
DisclosureSEC source: 0000842517-22-000100 · wf-form4_165161047550194.xml · nonDerivative · entry 2 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,967.0552 Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 65.712 | $25.49 | $1,675.00 |
DisclosureSEC source: 0000842517-22-000100 · wf-form4_165161047550194.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,873.4108 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 17, 2022 22:47 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 100 | $25.89 | $2,589.00 |
DisclosureSEC source: 0000842517-22-000071 · wf-form4_164755721698158.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806.4722 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:15 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 97.8474 | $25.55 | $2,500.00 |
DisclosureSEC source: 0000842517-22-000040 · wf-form4_164513606400200.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706.4722 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 02:00 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 63 | $25.00 | $1,575.00 |
DisclosureSEC source: 0000842517-22-000018 · wf-form4_164342160927409.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,608.6249 F1 · kind: Shares acquired with quarterly 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 |
| December 01, 2021 Filed Dec 2, 2021 23:45 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 92 | $28.00 | $2,576.00 |
DisclosureSEC source: 0000842517-21-000249 · wf-form4_163848873489971.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,544.8897 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 21:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 52.0638 | $26.65 | $1,387.50 |
DisclosureSEC source: 0000842517-21-000222 · wf-form4_163580284610653.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,452.8897 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 19:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 110 | $23.00 | $2,530.00 |
DisclosureSEC source: 0000842517-21-000198 · wf-form4_163069914886981.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400.1959 F1 · kind: Shares acquired with quarterly director fees pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 21:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 60.8553 | $22.80 | $1,387.50 |
DisclosureSEC source: 0000842517-21-000158 · wf-form4_162802451412613.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,279.1959 F1 · kind: Purchase with quarterly 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 |
| June 01, 2021 Filed Jun 3, 2021 21:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 95 | $23.45 | $2,227.75 |
DisclosureSEC source: 0000842517-21-000142 · wf-form4_162275432459570.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217.8011 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| June 01, 2021 Filed Sep 3, 2021 19:57 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 106 | $23.45 | $2,485.70 |
DisclosureSEC source: 0000842517-21-000197 · wf-form4a_163069903215876.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228.8011 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. F2 · balance_after: A portion of these shares were omitted in the one Form 4 filing subsequent to the initial filing. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 13:46 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 19.6808 | $23.50 | $462.50 |
DisclosureSEC source: 0000842517-21-000093 · wf-form4_161944477798018.xml · nonDerivative · entry 1 Payton Chad R · CIK 0001849165 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122.1191 F1 · kind: Purchase with quarterly 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.