STOCK TITAN

[Form 4] Isabella Bank Corporation Common stock Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

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.

Jerome E. Schwind, dirigente nonché Presidente e AD di Isabella Bank Corp (ISBA), ha effettuato un piccolo acquisto sul mercato aperto delle azioni ordinarie della società. L'operazione riguarda l'acquisizione di 133 azioni a $33,13 ciascuna, registrata come acquisto nel Modulo 4. Dopo questa transazione, la partecipazione patrimoniale di Mr. Schwind è indicata in 32.343,1236 azioni (dirette).

La comunicazione precisa che il totale segnalato comprende azioni ottenute tramite il piano di reinvestimento trimestrale dei dividendi della società. Si tratta di una normale operazione ai sensi della Sezione 16 che riflette la continua partecipazione dell'insider al programma di reinvestimento dei dividendi, e non di una variazione sostanziale della proprietà.

Jerome E. Schwind, que actúa como director y como Presidente y CEO de Isabella Bank Corp (ISBA), realizó una pequeña compra en el mercado abierto de acciones ordinarias de la compañía. La operación corresponde a la adquisición de 133 acciones a $33.13 por acción, registrada como compra en el Formulario 4. Tras esta transacción, la participación beneficiaria del Sr. Schwind se informa como 32,343.1236 acciones (directas).

El informe aclara que el total comunicado incluye acciones obtenidas mediante el plan de reinversión trimestral de dividendos de la compañía. La divulgación es una transacción rutinaria bajo la Sección 16 que muestra la participación continua del insider en el programa de reinversión de dividendos, y no un cambio material en la propiedad.

제롬 E. 슈윈드는 Isabella Bank Corp (ISBA)의 이사이자 사장 겸 CEO로서 회사 보통주를 소액 공개시장 매수했습니다. 해당 거래는 주당 $33.13에 133주 매수로 Form 4에 매수로 기재되었습니다. 이 거래 후 슈윈드 씨의 실질 보유는 32,343.1236주(직접 보유)로 보고됩니다.

신고서에는 보고된 총수량에 회사의 분기 배당금 재투자 계획을 통해 취득한 주식이 포함되어 있다고 명시되어 있습니다. 이는 소유권의 중대한 변경이 아니라 내부자가 배당금 재투자 프로그램에 계속 참여하고 있음을 보여주는 섹션 16 관련 일상적 거래입니다.

Jerome E. Schwind, qui occupe les fonctions d'administrateur ainsi que de Président et PDG d'Isabella Bank Corp (ISBA), a réalisé un petit achat en marché ouvert d'actions ordinaires de la société. La transaction porte sur l'acquisition de 133 actions à 33,13 $ chacune, enregistrée comme achat au formulaire 4. Après cette opération, la participation bénéficiaire de M. Schwind est déclarée à 32 343,1236 actions (directes).

Le dépôt précise que le total déclaré inclut des actions acquises via le plan de réinvestissement trimestriel des dividendes de la société. Il s'agit d'une opération routinière au titre de la Section 16, montrant la participation continue de l'initié au programme de réinvestissement des dividendes plutôt qu'un changement matériel de propriété.

Jerome E. Schwind, der als Direktor sowie Präsident und CEO der Isabella Bank Corp (ISBA) fungiert, meldete einen kleinen Kauf von Stammaktien der Gesellschaft an der Börse. Die Transaktion betrifft den Erwerb von 133 Aktien zu je $33,13, verbucht als Kauf im Formular 4. Nach dieser Transaktion wird das wirtschaftliche Eigentum von Herrn Schwind mit 32.343,1236 Aktien (direkt) angegeben.

Die Meldung weist darauf hin, dass die angegebene Gesamtsumme Aktien einschließt, die über das vierteljährliche Dividenden-Reinvestitionsprogramm der Gesellschaft erworben wurden. Die Offenlegung ist eine routinemäßige Insider-Transaktion nach Abschnitt 16 und zeigt die fortlaufende Teilnahme des Insiders am Dividendenreinvestitionsprogramm, nicht jedoch eine wesentliche Änderung der Eigentumsverhältnisse.

Positive
  • Insider purchase reported, indicating the CEO/director is adding to their stake via open-market acquisition
  • Dividend reinvestment participation shows continued reinvestment of income into company equity
Negative
  • None.

Insights

TL;DR: Insider purchased a small number of shares; ownership remains proportionally unchanged and is not materially dilutive.

The purchase of 133 shares at $33.13 is immaterial relative to reported beneficial ownership of 32,343.1236 shares. This looks like a routine insider purchase combined with dividend reinvestment rather than a strategic accumulation. From a quantitative standpoint, the transaction does not materially change ownership percentages or capital structure and is unlikely to affect near-term valuation metrics.

TL;DR: Disclosure consistent with Section 16 requirements; reflects typical insider participation in dividend reinvestment.

The Form 4 properly reports the acquisition and identifies the reporting person as both a director and the President & CEO. The note that the total includes dividend reinvestment is important for transparency. There are no indicators of unusual timing, related-party transactions, or beneficial ownership shifts that would raise governance concerns.

Jerome E. Schwind, dirigente nonché Presidente e AD di Isabella Bank Corp (ISBA), ha effettuato un piccolo acquisto sul mercato aperto delle azioni ordinarie della società. L'operazione riguarda l'acquisizione di 133 azioni a $33,13 ciascuna, registrata come acquisto nel Modulo 4. Dopo questa transazione, la partecipazione patrimoniale di Mr. Schwind è indicata in 32.343,1236 azioni (dirette).

La comunicazione precisa che il totale segnalato comprende azioni ottenute tramite il piano di reinvestimento trimestrale dei dividendi della società. Si tratta di una normale operazione ai sensi della Sezione 16 che riflette la continua partecipazione dell'insider al programma di reinvestimento dei dividendi, e non di una variazione sostanziale della proprietà.

Jerome E. Schwind, que actúa como director y como Presidente y CEO de Isabella Bank Corp (ISBA), realizó una pequeña compra en el mercado abierto de acciones ordinarias de la compañía. La operación corresponde a la adquisición de 133 acciones a $33.13 por acción, registrada como compra en el Formulario 4. Tras esta transacción, la participación beneficiaria del Sr. Schwind se informa como 32,343.1236 acciones (directas).

El informe aclara que el total comunicado incluye acciones obtenidas mediante el plan de reinversión trimestral de dividendos de la compañía. La divulgación es una transacción rutinaria bajo la Sección 16 que muestra la participación continua del insider en el programa de reinversión de dividendos, y no un cambio material en la propiedad.

제롬 E. 슈윈드는 Isabella Bank Corp (ISBA)의 이사이자 사장 겸 CEO로서 회사 보통주를 소액 공개시장 매수했습니다. 해당 거래는 주당 $33.13에 133주 매수로 Form 4에 매수로 기재되었습니다. 이 거래 후 슈윈드 씨의 실질 보유는 32,343.1236주(직접 보유)로 보고됩니다.

신고서에는 보고된 총수량에 회사의 분기 배당금 재투자 계획을 통해 취득한 주식이 포함되어 있다고 명시되어 있습니다. 이는 소유권의 중대한 변경이 아니라 내부자가 배당금 재투자 프로그램에 계속 참여하고 있음을 보여주는 섹션 16 관련 일상적 거래입니다.

Jerome E. Schwind, qui occupe les fonctions d'administrateur ainsi que de Président et PDG d'Isabella Bank Corp (ISBA), a réalisé un petit achat en marché ouvert d'actions ordinaires de la société. La transaction porte sur l'acquisition de 133 actions à 33,13 $ chacune, enregistrée comme achat au formulaire 4. Après cette opération, la participation bénéficiaire de M. Schwind est déclarée à 32 343,1236 actions (directes).

Le dépôt précise que le total déclaré inclut des actions acquises via le plan de réinvestissement trimestriel des dividendes de la société. Il s'agit d'une opération routinière au titre de la Section 16, montrant la participation continue de l'initié au programme de réinvestissement des dividendes plutôt qu'un changement matériel de propriété.

Jerome E. Schwind, der als Direktor sowie Präsident und CEO der Isabella Bank Corp (ISBA) fungiert, meldete einen kleinen Kauf von Stammaktien der Gesellschaft an der Börse. Die Transaktion betrifft den Erwerb von 133 Aktien zu je $33,13, verbucht als Kauf im Formular 4. Nach dieser Transaktion wird das wirtschaftliche Eigentum von Herrn Schwind mit 32.343,1236 Aktien (direkt) angegeben.

Die Meldung weist darauf hin, dass die angegebene Gesamtsumme Aktien einschließt, die über das vierteljährliche Dividenden-Reinvestitionsprogramm der Gesellschaft erworben wurden. Die Offenlegung ist eine routinemäßige Insider-Transaktion nach Abschnitt 16 und zeigt die fortlaufende Teilnahme des Insiders am Dividendenreinvestitionsprogramm, nicht jedoch eine wesentliche Änderung der Eigentumsverhältnisse.

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)
09/02/2025
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 09/02/2025 A 133 A $33.13 32,343.1236(1) 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:
1. Includes shares acquired through quarterly dividend reinvestment.
Remarks:
/s/ Jerome E. Schwind 09/04/2025
** 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.
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