Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Chief Operations Officer | May 01, 2025 | May 02, 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 May 01, 2025 · Filed May 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 8,871.1798 |
Reported balance
After 2025-05-01 transaction · row 1
1 source rowRow 1 · 2025-05-01 · Purchase · Acquired 10.1215 · Balance 8,871.1798 |
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 |
|---|---|---|---|---|---|---|
| July 01, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 11.3208 | $26.50 | $300.00 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 7 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,156.4334 Read SEC document |
| June 01, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 7.5188 | $26.60 | $200.00 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 6 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,104.9327 Read SEC document |
| May 02, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 7.5472 | $26.50 | $200.00 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 5 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,097.4139 Read SEC document |
| April 01, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 7.4516 | $26.84 | $200.00 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 4 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,089.8667 Read SEC document |
| March 01, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 7.6002 | $26.32 | $200.04 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 3 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,044.4951 Read SEC document |
| February 01, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 7.4521 | $26.84 | $200.01 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 2 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,036.8949 Read SEC document |
| January 04, 2016 Filed Feb 15, 2017 02:12 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 10.5615 | $28.41 | $300.05 |
DisclosureSEC source: 0000842517-17-000057 · wf-form5_148712472169578.xml · nonDerivative · entry 1 WHEELER PEGGY · CIK 0001257659 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,029.4428 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.