Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Chief Financial 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 | 7,249.0831 |
Reported balance
After 2025-05-01 transaction · row 1
1 source rowRow 1 · 2025-05-01 · Purchase · Acquired 80.9717 · Balance 7,249.0831 |
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 |
|---|---|---|---|---|---|---|
| May 01, 2025 Filed May 2, 2025 19:13 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 80.9717 | $24.70 | $2,000.00 |
DisclosureSEC source: 0000842517-25-000090 · wk-form4_1746213201.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,249.0831 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:44 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 178.4917 | $22.41 | $4,000.00 |
DisclosureSEC source: 0000842517-25-000074 · wk-form4_1743619438.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,168.1114 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 20:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 171.1596 | $23.37 | $4,000.00 |
DisclosureSEC source: 0000842517-25-000045 · wk-form4_1741292218.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,979.6283 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 20:31 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 244.7981 | $24.51 | $6,000.00 |
DisclosureSEC source: 0000842517-25-000023 · wk-form4_1738787478.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,808.4687 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 558.1455 | $0.00 | $0.00 |
DisclosureSEC source: 0000842517-25-000021 · wk-form4_1738706393.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,563.6706 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 17:58 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 162.0089 | $24.69 | $4,000.00 |
DisclosureSEC source: 0000842517-25-000004 · wk-form4_1736186325.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,005.5251 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 16:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 169.0617 | $23.66 | $4,000.00 |
DisclosureSEC source: 0000842517-24-000208 · wk-form4_1733244922.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,835.9015 Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 21:50 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 194.4579 | $20.57 | $4,000.00 |
DisclosureSEC source: 0000842517-24-000196 · wk-form4_1730757028.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,666.8398 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 16:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 496.2779 | $20.15 | $10,000.00 |
DisclosureSEC source: 0000842517-24-000178 · wk-form4_1727971328.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472.3819 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 | Purchasecommon | 823.2711 | $18.22 | $15,000.00 |
DisclosureSEC source: 0000842517-24-000169 · wk-form4_1725541706.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,969.7628 Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 20:48 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 400 | $19.65 | $7,860.00 |
DisclosureSEC source: 0000842517-24-000144 · wk-form4_1723236491.xml · nonDerivative · entry 2 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,146.4917 Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:48 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1,200 | $19.25 | $23,100.00 |
DisclosureSEC source: 0000842517-24-000144 · wk-form4_1723236491.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,746.4917 Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 19:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1,500 | $18.93 | $28,395.00 |
DisclosureSEC source: 0000842517-24-000142 · wk-form4_1723146059.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,546.4917 Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:32 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 528.262 | $18.93 | $10,000.00 |
DisclosureSEC source: 0000842517-24-000136 · wk-form4_1722889958.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,046.4917 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 13:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 347.0214 | $17.29 | $6,000.00 |
DisclosureSEC source: 0000842517-24-000124 · wk-form4_1719928491.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518.2297 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 | Purchasecommon | 112.1076 | $17.84 | $2,000.00 |
DisclosureSEC source: 0000842517-24-000113 · wk-form4_1717593905.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170.553 Read SEC document |
| May 01, 2024 Filed May 3, 2024 17:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 58.4454 | $17.11 | $1,000.00 |
DisclosureSEC source: 0000842517-24-000089 · wk-form4_1714758587.xml · nonDerivative · entry 1 Schaefer William M · CIK 0002018992 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58.4454 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.