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ISABELLA BANK (ISBA) SEC Filings, Aug-Sep 2025

ISBA NASDAQ
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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.

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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.

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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.

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Brian Roy Sackett, a director of Isabella Bank Corp (ISBA), reported a purchase of 26 common shares on 09/02/2025 at a price of $33.13 per share. After the transaction, the filing shows he beneficially owns 3,733.1224 shares in total. The filing notes the reported total includes shares acquired through the issuer's quarterly dividend reinvestment program. The Form 4 was filed as a single reporting-person filing and executed by power of attorney on 09/04/2025.

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Insider purchase recorded by a director of Isabella Bank Corp (ISBA). Director Melinda Marie Coffin acquired 35 shares of ISBA common stock on 09/02/2025 at a reported price of $33.13 per share. The filing notes the increase resulted in a total beneficial ownership of 5,050.1785 shares, and includes a disclosure that the shares include those acquired through the companys quarterly dividend reinvestment plan. The Form 4 was signed by power of attorney on 09/04/2025. The transaction is reported as an ordinary non-derivative acquisition and appears to be routine insider reinvestment activity.

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Vicki L. Rupp, a director of Isabella Bank Corp (ISBA), reported a purchase of common stock on 09/02/2025. The Form 4 shows acquisition of 35 shares at a price of $33.13, with total beneficial ownership following the transaction of 9,520.2701 shares. The filing notes the shares include those acquired through a quarterly dividend reinvestment plan. The Form 4 was submitted on behalf of the reporting person by power of attorney and signed on 09/04/2025. All details are limited to this single non-derivative transaction; no options, disposals, or other holdings changes are disclosed.

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Isabella Bank Corporation reported that, effective upon the termination of its prior CFO, Neil McDonnell will serve as interim Chief Financial Officer while the company conducts a national search for a permanent CFO. Mr. McDonnell will continue in his role as President of the corporation's wholly owned subsidiary, Isabella Bank, and previously served as the corporation's CFO for six years before being appointed President of the Bank in January 2024. The filing states the interim arrangement is effective immediately upon the prior CFO's termination; no compensation, severance, or planned duration for the search is disclosed in the text provided.

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Isabella Bank Corporation announced that its Board of Directors declared a third quarter cash dividend of $0.28 per common share. The dividend is payable on September 30, 2025 to shareholders who are on record as of September 26, 2025. The company disclosed this action in connection with a press release that has been attached as an exhibit.

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Jill Bourland, a director of Isabella Bank Corp (ISBA), reported a purchase of the issuer's common stock on 08/18/2025. The Form 4 discloses a transaction coded P with an amount acquired of 9.375, a price of $32, and beneficial ownership following the transaction of 5,509.0148. The filing was signed by Jennifer L. Gill by power of attorney on 08/19/2025.

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Isabella Bank Corporation reported stronger second-quarter results for the three months ended June 30, 2025. Quarterly net income was $5.0 million versus $3.5 million a year earlier, lifting basic and diluted earnings per share to $0.68 from $0.47. Net interest income rose to $15.1 million from $13.6 million, and the bank recorded a reversal of provision for credit losses of $1.1 million compared with a $0.2 million provision a year ago, boosting after-provision net interest income.

The balance sheet expanded modestly: total assets increased to $2.156 billion and deposits grew to $1.849 billion. Cash and cash equivalents rose sharply to $108.6 million from $24.5 million at year-end. Accumulated other comprehensive income improved as unrealized gains on available-for-sale securities increased, contributing to comprehensive income of $8.1 million for the quarter. Allowance for credit losses remained essentially stable at $13.0 million, and capital ratios stayed well above regulatory "well capitalized" minimums.

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FAQ

How many ISABELLA BANK (ISBA) SEC filings are available on StockTitan?

StockTitan tracks 113 SEC filings for ISABELLA BANK (ISBA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ISABELLA BANK (ISBA)?

The most recent SEC filing for ISABELLA BANK (ISBA) was filed on September 4, 2025.