Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISABELLA BANK CORPISBA · Entity 1401 | Director | April 29, 2024 | May 01, 2024 |
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 April 29, 2024 · Filed May 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| commonSEC Table I · non-derivative | Direct | 15,711.8844 |
Reported balance
After 2024-04-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-29 · Purchase · Acquired 275.634 · Balance 15,711.8844 F1: Includes shares acquired through quarterly dividend reinvestment. |
| commonSEC Table I · non-derivative | IndirectHeld by minor child | 2,170.3157 |
Reported balance
Holding disclosure · report date 2024-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,170.3157 F1: Includes shares acquired through quarterly dividend reinvestment. |
| commonSEC Table I · non-derivative | IndirectHeld by LLC | 383,262.5326 |
Reported balance
Holding disclosure · report date 2024-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 383,262.5326 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 |
|---|---|---|---|---|---|---|
| April 29, 2024 Filed May 1, 2024 17:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 275.634 | $18.14 | $5,000.00 |
DisclosureSEC source: 0000842517-24-000086 · wk-form4_1714583233.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,711.8844 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 | 13 | $19.64 | $255.32 |
DisclosureSEC source: 0000842517-24-000033 · wk-form4_1709687708.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,383.9681 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:29 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 1,397.9497 | $21.46 | $30,000.00 |
DisclosureSEC source: 0000842517-24-000008 · wk-form4_1706740135.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,370.9681 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2023 Filed Dec 6, 2023 00:02 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 13 | $19.99 | $259.87 |
DisclosureSEC source: 0000842517-23-000207 · wk-form4_1701820961.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,928.6622 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| December 01, 2023 Filed Jan 31, 2024 22:29 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 13 | $19.99 | $259.87 |
DisclosureSEC source: 0000842517-24-000012 · wk-form4a_1706740183.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,928.6622 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 19:42 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 13 | $20.10 | $261.30 |
DisclosureSEC source: 0000842517-23-000171 · wk-form4_1694029329.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,872.2163 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 18:16 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 10 | $23.75 | $237.50 |
DisclosureSEC source: 0000842517-23-000109 · wk-form4_1685988995.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,285.2209 Read SEC document |
| May 03, 2023 Filed May 5, 2023 15:06 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 500 | $21.85 | $10,925.00 |
DisclosureSEC source: 0000842517-23-000084 · wf-form4_168329918199178.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,275.2209 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 20:32 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 465 | $24.40 | $11,346.00 |
DisclosureSEC source: 0000842517-23-000052 · wf-form4_167787552445701.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,746.1345 Read SEC document |
| January 31, 2023 Filed Feb 3, 2023 00:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 870.057 | $22.99 | $20,000.00 |
DisclosureSEC source: 0000842517-23-000017 · wf-form4_167538567670803.xml · nonDerivative · entry 2 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,281.1345 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 00:54 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 107.7778 | $22.50 | $2,425.00 |
DisclosureSEC source: 0000842517-23-000017 · wf-form4_167538567670803.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,411.0775 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 15:58 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 72 | $23.36 | $1,681.92 |
DisclosureSEC source: 0000842517-22-000206 · wf-form4_167025585897293.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,275.617 Read SEC document |
| October 27, 2022 Filed Nov 1, 2022 01:17 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 141.1111 | $22.50 | $3,175.00 |
DisclosureSEC source: 0000842517-22-000189 · wf-form4_166726545745190.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203.617 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 21:21 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 55 | $23.45 | $1,289.75 |
DisclosureSEC source: 0000842517-22-000170 · wf-form4_166249930045417.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,035.6461 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 18:57 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 102.1053 | $23.75 | $2,425.00 |
DisclosureSEC source: 0000842517-22-000144 · wf-form4_165938023850924.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,980.6461 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:26 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 132 | $24.65 | $3,253.80 |
DisclosureSEC source: 0000842517-22-000123 · wf-form4_165428796644213.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,855.3246 Read SEC document |
| April 29, 2022 Filed May 3, 2022 21:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 163.7132 | $25.45 | $4,166.50 |
DisclosureSEC source: 0000842517-22-000102 · wf-form4_165161209764558.xml · nonDerivative · entry 2 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,723.3246 Read SEC document |
| April 29, 2022 Filed May 3, 2022 21:08 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 88.2699 | $25.49 | $2,250.00 |
DisclosureSEC source: 0000842517-22-000102 · wf-form4_165161209764558.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,559.6114 F1 · balance_after: Includes shares acquired through quarterly dividend reinvestment. Read SEC document |
| March 01, 2022 Filed Mar 17, 2022 23:00 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 56 | $25.89 | $1,449.84 |
DisclosureSEC source: 0000842517-22-000073 · wf-form4_164755801423139.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,449.2768 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:19 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 293.5421 | $25.55 | $7,500.00 |
DisclosureSEC source: 0000842517-22-000042 · wf-form4_164513633574239.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,393.2768 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 02:07 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 105 | $25.00 | $2,625.00 |
DisclosureSEC source: 0000842517-22-000022 · wf-form4_164342203162521.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,099.7347 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 |
| December 31, 2021 Filed Jan 4, 2022 21:56 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 8.8235 | $25.50 | $225.00 |
DisclosureSEC source: 0000842517-22-000002 · wf-form4_164133334815647.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,994.7347 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 01, 2021 Filed Dec 2, 2021 23:40 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 41 | $28.00 | $1,148.00 |
DisclosureSEC source: 0000842517-21-000247 · wf-form4_163848841674441.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,966.5917 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 | 84.4278 | $26.65 | $2,250.00 |
DisclosureSEC source: 0000842517-21-000224 · wf-form4_163580289839430.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,925.5917 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 19:40 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 49 | $23.00 | $1,127.00 |
DisclosureSEC source: 0000842517-21-000190 · wf-form4_163069803311212.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,821.3277 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 |
| August 23, 2021 Filed Aug 26, 2021 17:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 400 | $23.05 | $9,220.00 |
DisclosureSEC source: 0000842517-21-000174 · wf-form4_163000014851728.xml · nonDerivative · entry 2 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by minor children Disclosed balance after: 4,580.6093 Read SEC document |
| August 23, 2021 Filed Aug 26, 2021 17:49 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 400 | $23.05 | $9,220.00 |
DisclosureSEC source: 0000842517-21-000174 · wf-form4_163000014851728.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,772.3277 Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 18:14 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 919 | $23.00 | $21,137.00 |
DisclosureSEC source: 0000842517-21-000172 · wf-form4_162887845075437.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,372.3277 Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 21:05 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 98.6842 | $22.80 | $2,250.00 |
DisclosureSEC source: 0000842517-21-000162 · wf-form4_162802468589323.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,453.3277 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 21:01 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Grantcommon | 20 | $23.45 | $469.00 |
DisclosureSEC source: 0000842517-21-000137 · wf-form4_162275404358571.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,336.1952 F1 · kind: Shares pursuant to the Isabella Bank Corporation And Related Companies Deferred Compensation Plan For Directors. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 13:46 UTC | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 41.4894 | $23.50 | $975.00 |
DisclosureSEC source: 0000842517-21-000094 · wf-form4_161944479849396.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316.1952 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 |
| April 22, 2021 Filed Apr 30, 2021 13:42 UTC Amendment | ISABELLA BANK CORP ISBA · Entity 1401 | Purchasecommon | 41.4894 | $23.50 | $975.00 |
DisclosureSEC source: 0000842517-21-000104 · wf-form4a_161979014891334.xml · nonDerivative · entry 1 McGuirk Richard L · CIK 0001849440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316.1952 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.