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ISABELLA BANK CORP (ISBA) CEO reports grant and purchase of shares

Filing Impact
(Neutral)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

ISABELLA BANK CORP President & CEO Jerome E. Schwind increased his direct ownership through both an award and a purchase. On March 2, 2026, he received a grant of 710 common shares at $48.54 per share and separately bought 396 common shares in the open market at $31.47 per share, bringing his direct holdings to about 37,493 shares.

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Schwind Jerome E

(Last) (First) (Middle)
1280 QUEENSWAY

(Street)
LAKE ISABELLA MI 48893

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ISABELLA BANK CORP [ ISBA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
common 03/02/2026 A 710 A $48.54 37,097.0473 D
common 03/02/2026 P 396 A $31.47 37,493.0473 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Jennifer L. Gill, By Power of Attorney 03/04/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did ISBA President & CEO Jerome Schwind report?

Jerome Schwind reported two transactions involving ISBA common stock. He received a grant of 710 shares and separately bought 396 shares in an open-market transaction, both dated March 2, 2026, increasing his direct ownership stake in the company.

How many ISABELLA BANK CORP (ISBA) shares did the CEO acquire in total?

Jerome Schwind acquired a total of 1,106 ISBA common shares. This includes a 710-share grant classified as a grant or award acquisition and an additional 396 shares purchased in an open-market transaction on March 2, 2026.

At what prices did Jerome Schwind’s ISBA stock transactions occur?

The 710-share grant was reported at $48.54 per share, while the 396-share open-market purchase was reported at $31.47 per share. These prices reflect the values disclosed for each respective acquisition of ISABELLA BANK CORP common stock.

What is Jerome Schwind’s direct ISBA share ownership after these transactions?

Following the open-market purchase, Jerome Schwind’s direct ownership increased to 37,493.0473 ISBA common shares. This figure includes the earlier 710-share grant and the later 396-share purchase reported for March 2, 2026, in the Form 4 data.

Were Jerome Schwind’s ISBA transactions classified as buys or awards?

The Form 4 shows two categories: a grant or award acquisition of 710 shares coded as “A,” and an open-market purchase of 396 shares coded as “P.” Together, they represent both an award and a direct market purchase of ISBA common stock.
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