Isabella SEC Filings

Isabella Bank Corporation updated and restated its bylaws effective immediately after Board approval, refining how shareholder meetings and governance matters are handled. The Amended Bylaws require annual shareholder meetings and limit business at those meetings to properly brought items, clarify who may call and how to conduct special meetings, and set procedures for proxy registration, proposal and nomination submissions, and director questionnaire disclosures. They permit meetings by remote electronic communications, align notice and other provisions with the Michigan Business Corporation Act, extend indemnification and advancement of expenses for directors and certain executive officers to the fullest extent permitted, and establish an exclusive forum for certain shareholder lawsuits. The description here is a summary and the full Amended Bylaws are filed as Exhibit 3.1.

Isabella Bank Corp director Jae A. Evans reported a sale of 2,976 common shares on 09/05/2025 at a price of $31.30 per share. After the transaction the reporting person beneficially owned 29,615.0194 shares. The Form 4 was signed by power of attorney on 09/08/2025.

Sarah R. Opperman, a director of Isabella Bank Corp (ISBA), reported a non-derivative purchase of common stock. On 09/02/2025 she acquired 52 shares at a price of $33.13 per share. The filing states the post-transaction beneficial ownership as 24,046.1037 shares. The form notes the acquired shares include amounts purchased through the company's quarterly dividend reinvestment plan. The Form 4 was signed by power of attorney on 09/04/2025.

Jeffrey J. Barnes, a director of Isabella Bank Corp (ISBA), reported a purchase of common stock on 09/02/2025. The Form 4 shows Mr. Barnes acquired 268 shares at a price of $33.13 per share and, after the transaction, beneficially owned 41,221.7188 shares, held directly. The filing notes the total includes shares acquired through the company's quarterly dividend reinvestment plan. The Form 4 was signed by power of attorney on 09/04/2025.

Insider Form 4 filing for ISBA. Director Jill Bourland reported a purchase of common stock on 09/02/2025. The filing shows a transaction code V and records 11 shares acquired at $33.13 per share. After the reported transaction the filing lists 5,520.0148 shares beneficially owned in a Direct (D) ownership form. No derivative securities were reported. The Form 4 is signed by Jerome E. Schwind by power of attorney on 09/04/2025.

Isabella Bank Corp (ISBA) director Jae A. Evans reported an acquisition of 25 shares of common stock on 09/02/2025 at a price of $33.13 per share. After the transaction, the reporting person beneficially owned 32,591.0194 shares, a total that the filer notes includes shares acquired through quarterly dividend reinvestment. The Form 4 was signed by power of attorney on 09/04/2025. The filing indicates a direct ownership form for the reported shares.

Jerome E. Schwind, who serves as a director and as President & CEO of Isabella Bank Corp (ISBA), reported a small open-market purchase of the company's common stock. The transaction shows an acquisition of 133 shares at $33.13 per share, recorded as a purchase under the Form 4. After this transaction, Mr. Schwind's beneficial ownership is reported as 32,343.1236 shares (direct).

The filing notes that the reported total includes shares acquired through the company's quarterly dividend reinvestment plan. The disclosure is a routine Section 16 insider transaction showing ongoing insider participation in the company's dividend reinvestment program rather than a material change in ownership.

Neil Michael McDonnell, President and Director of Isabella Bank Corp (ISBA), reported an open-market acquisition on 09/02/2025. The filing shows an acquisition of 4 shares at a price of $33.13, bringing his beneficial ownership to 9,548.8367 shares, and notes those shares include amounts acquired through the quarterly dividend reinvestment plan.