Welcome to our dedicated page for Isabella SEC filings (Ticker: ISBA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Isabella Bank Corporation filings document the reporting record of a Michigan bank holding company and its state-chartered subsidiary, Isabella Bank. Form 8-K reports furnish quarterly and annual earnings releases, dividend declarations, management and board changes, shareholder-vote results, and other material events tied to the bank's operations and capital actions.
Proxy materials describe director elections, executive compensation, annual-meeting proposals, and governance practices. The disclosures also record bank-specific financial measures such as loan and deposit activity, securities portfolio valuation, tangible book value, share repurchases, noninterest income, and wealth management fees.
ISABELLA BANK CORP director receives stock award. Director Jeffrey J. Barnes acquired 1,030 shares of common stock on March 2, 2026 as a grant or award at $48.54 per share. Following this non-derivative award, he directly holds 42,288.151 common shares.
Rupp Vicki L reported acquisition or exercise transactions in this Form 4 filing.
ISABELLA BANK CORP director Vicki L. Rupp reported an equity award of 251 common shares on March 2, 2026, recorded at a price of $48.54 per share. After this grant, her directly held common stock position increased to 9,815.8088 shares, which includes shares accumulated through quarterly dividend reinvestment.
Isabella Bank Corporation announced that its Board of Directors declared a first-quarter 2026 cash dividend of $0.28 per common share. The dividend will be paid on March 31, 2026 to shareholders of record as of March 27, 2026.
Based on Isabella Bank’s closing stock price of $49.92 per share on February 25, 2026, the announcement notes an annualized cash dividend yield of 2.24%, highlighting the income component shareholders can expect if the dividend rate were maintained over a full year.
ISABELLA BANK CORP director Jill Bourland reported an open-market purchase of 5.8485 common shares at $51.295 per share, increasing her direct ownership to 5,825.6795 common shares.
Isabella Bank Corporation reported stronger results for 2025, with net income rising to $18.9 million, or $2.56 per diluted share, up from $13.9 million, or $1.86 per share in 2024. Fourth quarter net income was $4.7 million, or $0.64 per diluted share, compared to $4.0 million, or $0.54.
Total assets reached $2.2 billion at December 31, 2025, driven by $112.8 million growth in loans and higher bank-owned life insurance and securities balances. Loans excluding advances to mortgage brokers increased $99 million, or 7%, while total deposits grew $73 million, or 4%.
Profitability improved as the net interest margin expanded to 3.16% for 2025 from 2.90% in 2024 and noninterest income increased to $16.0 million from $14.6 million. Credit quality remained solid, with nonperforming loans at 0.30% of total loans and net loan charge-offs representing (0.10)% of average loans for the year.
ISABELLA BANK CORP director Jeffrey J. Barnes reported a Form 4 transaction involving 200 common shares. The transaction, dated 01/28/2026 and coded "G," was priced at $0 per share. After this activity, Barnes beneficially owned 41,258.151 common shares, including shares acquired through quarterly dividend reinvestment.
Isabella Bank Corp president and director Neil Michael McDonnell reported an insider stock acquisition. On January 28, 2026, he acquired 2,225.5193 shares of Isabella Bank common stock at $0 per share, increasing his direct holdings to 12,095.8005 shares. He also reports indirect beneficial ownership of 42 shares held by an immediate family member.
Isabella Bank Corporation President and CEO Jerome E. Schwind reported acquiring 3,899.9576 shares of Isabella Bank common stock on 01/28/2026. The shares were credited at a price of $0 per share, reflecting stock received through the company’s quarterly dividend reinvestment program.
Following this transaction, Schwind directly beneficially owns 36,387.0473 shares of Isabella Bank common stock. The filing classifies this as a direct ownership position and does not list any derivative securities activity.
Isabella Bank Corporation director Sarah R. Opperman acquired additional common stock through compensation arrangements. On 01/20/2026, she obtained 277.3296 shares of Isabella Bank Corporation common stock at $49.58 per share, coded as a purchase. These shares were acquired with director fees under the Isabella Bank Corporation and Related Companies Deferred Compensation Plan for Directors. After this transaction, she beneficially owned 24,412.0602 common shares held directly, a figure that also includes shares accumulated through quarterly dividend reinvestment.
Isabella Bank Corp director Brian Roy Sackett increased his ownership through a Form 4-reported transaction. On 01/20/2026 he acquired 403.3885 shares of Isabella Bank common stock at a price of $49.58 per share, coded as a purchase.
According to the footnotes, these shares were acquired with director fees under the Isabella Bank Corporation and Related Companies Deferred Compensation Plan for Directors, and his holdings also include shares accumulated through quarterly dividend reinvestment. After this transaction, Sackett beneficially owned a total of 4,159.297 common shares in direct ownership form.