Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ISABELLA BANK CORP
Report date September 03, 2024 · Filed September 05, 2024
Section 16 reporting ended · disclosed 2024-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 107,709.7029 |
Reported balance
After 2024-09-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-09-03 · Grant · Acquired 722 · Balance 107,709.7029 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 |
|---|---|---|---|---|---|---|
| September 03, 2024 Filed Sep 5, 2024 13:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 722 | $19.28 | $13,920.16 |
DisclosureSEC source: 0000842517-24-000165 · wk-form4_1725541665.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,709.7029 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 13:26 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 704 | $19.50 | $13,728.00 |
DisclosureSEC source: 0000842517-24-000118 · wk-form4_1717593975.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,904.3736 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 2,027 | $19.64 | $39,810.28 |
DisclosureSEC source: 0000842517-24-000040 · wk-form4_1709687843.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,122.1533 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 678 | $19.99 | $13,553.22 |
DisclosureSEC source: 0000842517-23-000206 · wk-form4_1701820154.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,021.6816 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 19:32 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 666 | $20.10 | $13,386.60 |
DisclosureSEC source: 0000842517-23-000170 · wk-form4_1694028752.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,271.718 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:22 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 557 | $23.75 | $13,228.75 |
DisclosureSEC source: 0000842517-23-000119 · wk-form4_1685996543.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,533.3385 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 2,438 | $24.40 | $59,487.20 |
DisclosureSEC source: 0000842517-23-000047 · wf-form4_167787046165481.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,913.3904 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 16:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 870 | $23.36 | $20,323.20 |
DisclosureSEC source: 0000842517-22-000210 · wf-form4_167025635211955.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,408.8814 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 19:25 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 794 | $23.45 | $18,619.30 |
DisclosureSEC source: 0000842517-22-000157 · wf-form4_166249234183379.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,473.3045 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:10 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 791 | $24.65 | $19,498.15 |
DisclosureSEC source: 0000842517-22-000117 · wf-form4_165428701962418.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,621.9488 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 17, 2022 22:41 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 1,210 | $25.89 | $31,326.90 |
DisclosureSEC source: 0000842517-22-000067 · wf-form4_164755686189958.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,774.7838 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 23:35 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 592 | $28.00 | $16,576.00 |
DisclosureSEC source: 0000842517-21-000245 · wf-form4_163848812495244.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,513.0632 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, 2021 Filed Sep 3, 2021 19:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 711 | $23.00 | $16,353.00 |
DisclosureSEC source: 0000842517-21-000196 · wf-form4_163069894166278.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,867.382 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 |
| June 01, 2021 Filed Jun 3, 2021 20:59 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 368 | $23.45 | $8,629.60 |
DisclosureSEC source: 0000842517-21-000135 · wf-form4_162275391564151.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,669.2838 F1 · kind: Shares 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 Sep 3, 2021 19:54 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 794 | $23.45 | $18,619.30 |
DisclosureSEC source: 0000842517-21-000195 · wf-form4a_163069883705704.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,095.2838 F1 · kind: Shares 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 |
| March 01, 2021 Filed Mar 2, 2021 20:20 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 817 | $20.75 | $16,952.75 |
DisclosureSEC source: 0000842517-21-000050 · wf-form4_161471640210897.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,235.6522 F1 · kind: Shares 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, 2020 Filed Dec 4, 2020 00:21 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 354 | $19.60 | $6,938.40 |
DisclosureSEC source: 0000842517-20-000162 · wf-form4_160704128415574.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,625.4006 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, 2020 Filed Sep 3, 2020 19:34 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 346 | $16.20 | $5,605.20 |
DisclosureSEC source: 0000842517-20-000113 · wf-form4_159916164054292.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,365.3859 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 |
| June 01, 2020 Filed Jun 3, 2020 19:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 701 | $16.35 | $11,461.35 |
DisclosureSEC source: 0000842517-20-000079 · wf-form4_159121374398356.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,212.1864 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 |
| March 02, 2020 Filed Mar 3, 2020 23:52 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 456 | $23.68 | $10,798.08 |
DisclosureSEC source: 0000842517-20-000026 · wf-form4_158327950952816.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,714.8569 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 |
| December 02, 2019 Filed Dec 3, 2019 22:01 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 479 | $24.00 | $11,496.00 |
DisclosureSEC source: 0000842517-19-000169 · wf-form4_157541044328645.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,690.6325 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 19:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 433 | $22.15 | $9,590.95 |
DisclosureSEC source: 0000842517-19-000138 · wf-form4_156771250908668.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,633.2138 Read SEC document |
| June 03, 2019 Filed Jun 6, 2019 00:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 448 | $22.99 | $10,299.52 |
DisclosureSEC source: 0000842517-19-000104 · wf-form4_155977965265302.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,653.4855 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 22:55 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 437.632 | $23.65 | $10,350.00 |
DisclosureSEC source: 0000842517-19-000076 · wf-form4_155424569626825.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,205.4855 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:50 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 390.323 | $23.31 | $9,098.43 |
DisclosureSEC source: 0000842517-19-000005 · wf-form4_154656302684131.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,238.3443 Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 23:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 310.178 | $26.92 | $8,349.99 |
DisclosureSEC source: 0000842517-18-000154 · wf-form4_153852168268775.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,143.8875 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 339.299 | $26.82 | $9,100.00 |
DisclosureSEC source: 0000842517-18-000118 · wf-form4_153065097397100.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,563.6345 Read SEC document |
| March 30, 2018 Filed Apr 4, 2018 00:48 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 336.538 | $27.04 | $9,099.99 |
DisclosureSEC source: 0000842517-18-000071 · wf-form4_152280286858578.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,608.6236 Read SEC document |
| January 02, 2018 Filed Jan 5, 2018 00:11 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 210.387 | $28.40 | $5,974.99 |
DisclosureSEC source: 0000842517-18-000006 · wf-form4_151511104751838.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,531.9714 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 01:57 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 438.965 | $28.59 | $12,550.01 |
DisclosureSEC source: 0000842517-17-000186 · wf-form4_150716862671616.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,081.5964 Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 246.151 | $27.93 | $6,875.00 |
DisclosureSEC source: 0000842517-17-000131 · wf-form4_149937491254079.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,408.2834 Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:27 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 421.015 | $27.79 | $11,700.01 |
DisclosureSEC source: 0000842517-17-000084 · wf-form4_149142760821643.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,937.4134 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 215.605 | $27.83 | $6,000.29 |
DisclosureSEC source: 0000842517-17-000014 · wf-form4_148357247931080.xml · nonDerivative · entry 2 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,137.7395 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:28 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 286.561 | $27.83 | $7,974.99 |
DisclosureSEC source: 0000842517-17-000014 · wf-form4_148357247931080.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,922.1345 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:27 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Othercommon | 211.663 | $27.76 | $5,875.76 |
DisclosureSEC source: 0000842517-16-000328 · wf-form4_147561644240414.xml · nonDerivative · entry 2 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,040.1391 F1 · kind: Dividend Reinvestment Earnings Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:27 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 419.669 | $27.76 | $11,650.01 |
DisclosureSEC source: 0000842517-16-000328 · wf-form4_147561644240414.xml · nonDerivative · entry 1 Kleinhardt Thomas L · CIK 0001480203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,828.4761 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.