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.
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.
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.
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.
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.
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.
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.
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.
On 07/01/2025, Isabella Bank Corporation (ISBA) insider Michael Kyle Huenemann submitted an SEC Form 3 that records his initial beneficial ownership. Huenemann, who recently assumed the role of Chief Lending Officer, directly holds 1,032.6598 shares of ISBA common stock and reports no derivative securities. The filing, dated 07/10/2025, formally establishes his Section 16(a) reporting obligations and provides investors with a baseline for monitoring any future insider transactions. Although the stake is modest in absolute terms, insider ownership aligns executive incentives with shareholder interests and can be viewed as a governance positive.