Welcome to our dedicated page for ISABELLA BANK 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ISABELLA BANK's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ISABELLA BANK's regulatory disclosures and financial reporting.
Isabella Bank Corporation director Melinda Marie Coffin acquired 443.7273 shares of common stock on January 20, 2026. The shares were acquired with director fees under the Isabella Bank Corporation and Related Companies Deferred Compensation Plan for Directors at a price of $49.58 per share. Following this transaction, she beneficially owned 5,554.8758 common shares, held in direct ownership, which includes shares previously acquired through quarterly dividend reinvestment.
Isabella Bank Corp director and president Neil Michael McDonnell reported acquiring additional common shares through compensation-related transactions. On January 20, 2026, he acquired 302.5414 common shares at $49.58 per share, increasing his directly held position to 9,870.2812 shares. The filing explains that these shares were acquired with director fees under the Isabella Bank Corporation and Related Companies Deferred Compensation Plan for Directors and that his holdings also include shares accumulated through quarterly dividend reinvestment.
The report also notes 42 common shares held indirectly, classified as owned by an immediate family member. This Form 4 documents routine equity accumulation tied to board service and compensation programs rather than a large discretionary market trade.
Isabella Bank Corp director Jill Bourland reported two small open-market-style share acquisitions of the company’s common stock. On January 16, 2026, she acquired 6 shares at $50.00 per share, bringing her holdings to 5,577.7979 shares afterward. On January 20, 2026, she acquired an additional 242.0331 shares at $49.58 per share, increasing her direct beneficial ownership to 5,819.831 shares.
According to the footnotes, the January 16 purchase was made through the optional cash investment component of Isabella Bank Corporation’s stockholder dividend reinvestment and employee stock purchase plan, and the January 20 shares were acquired using director fees under the company’s deferred compensation plan for directors.
Isabella Bank Corp Chief Financial Officer Gerald J. Ritzert filed a Form 3 reporting his beneficial ownership in the company’s stock as of 01/05/2026. The filing shows that he beneficially owns 0 shares of Isabella Bank Corp common stock, held directly.
This type of filing is an initial ownership report required for insiders such as officers and directors, providing transparency into their equity holdings in the company.
Isabella Bank Corp disclosed an insider stock transaction by a director. On December 9, 2025, the director disposed of 3,000 shares of common stock at $48.61 per share. Following this trade, the director beneficially owned 26,705.1544 shares of Isabella Bank Corp stock in direct ownership.
Isabella Bank Corporation announced that its Board of Directors has declared a fourth quarter cash dividend of $0.28 per common share. The dividend is scheduled to be paid on December 19, 2025 to shareholders who are on record as of December 17, 2025. This cash dividend provides direct cash returns to common shareholders based on the number of shares they own as of the record date.
Isabella Bank Corporation reported stronger results for the quarter ended September 30, 2025. Net income rose to $5.24 million from $3.28 million a year ago, and diluted EPS increased to $0.71 from $0.44. Net interest income improved to $16.16 million from $14.49 million as loan interest grew, while the provision for credit losses was $0.21 million versus $0.95 million last year. Noninterest income increased to $4.31 million, and noninterest expenses were $13.99 million.
Total assets were $2.26 billion and deposits were $1.93 billion at September 30, 2025. Cash and cash equivalents rose to $161.30 million. Shareholders’ equity increased to $227.42 million, aided by lower accumulated other comprehensive loss. For the nine months, net income was $14.22 million with diluted EPS of $1.92. The company paid a quarterly cash dividend of $0.28 per share. Common shares outstanding were 7,350,567 at September 30, 2025, and 7,335,096 were outstanding as of November 6, 2025.
Isabella Bank Corporation furnished an update on its business by announcing it issued a press release with financial results for the quarter ended September 30, 2025. The disclosure was made in a Form 8-K under Item 2.02.
The press release is provided as Exhibit 99.1 and, consistent with General Instruction B.2, is furnished and not deemed filed. Isabella Bank’s common stock trades on Nasdaq under the symbol ISBA.
Isabella Bank Corp (ISBA) filed a Form 3 reporting a director’s initial beneficial ownership. The filing lists 0 common shares beneficially owned, held directly, as of 10/06/2025.
No derivative securities were reported. The form indicates it was filed by one reporting person.
Isabella Bank Corporation reported a board change, appointing Brian Tessin to the Boards of Isabella Bank Corporation and Isabella Bank effective October 6, 2025. He will serve as a director until the 2026 Annual Meeting of Shareholders.
The Board determined that Tessin qualifies as an independent director under applicable SEC rules. The company also issued a press release dated October 9, 2025 to publicly announce his appointment.