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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Isabella Bank Corporation
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| September 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| August 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| August 28, 2025 |
Isabella Bank Corporation Announces Third Quarter 2025 Dividend Exhibit 99.1 Isabella Bank Corporation Announces Third Quarter 2025 Dividend Mt. Pleasant, Michigan, August 28, 2025 - Isabella Bank Corporation (NASDAQ:ISBA) today announced its Board of Directors declared a third-quarter cash dividend of $0.28 per common share. The dividend will be payable September 30, 2025 to shareholders of record as of September 26, 2025. Based on ISBA’s closing stock price |
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| August 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| July 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 24, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| July 24, 2025 |
Isabella Bank Corporation Reports Second Quarter 2025 Results Exhibit 99.1 Isabella Bank Corporation Reports Second Quarter 2025 Results MT. PLEASANT, MICHIGAN — July 24, 2025 — Isabella Bank Corporation (Nasdaq: ISBA) (“Isabella” or the “Company”) reported second quarter 2025 net income of $5.0 million, or $0.68 per diluted share, compared to $3.5 million, or $0.46 per diluted share, in the same quarter of 2024. Core net income (non-GAAP) in the second quar |
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| June 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 29, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 29, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 29, 2025 |
Isabella Bank Corporation Announces Second Quarter 2025 Dividend Exhibit 99.1 Isabella Bank Corporation Announces Second Quarter 2025 Dividend Mt. Pleasant, Michigan, May 29, 2025 - Isabella Bank Corporation (NASDAQ:ISBA) today announced its Board of Directors declared a second-quarter cash dividend of $0.28 per common share. The dividend will be payable June 30, 2025 to shareholders of record as of June 26, 2025. Based on ISBA’s closing stock price of $27.75 p |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporat |
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| May 8, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| May 8, 2025 |
Isabella Bank Corporation (ISBA) Announces Nasdaq Listing Exhibit 99.1 Isabella Bank Corporation (ISBA) Announces Nasdaq Listing Mount Pleasant, Michigan, May 8, 2025 – Isabella Bank Corporation (OTCQX: ISBA) (the “Company”), the holding company for Isabella Bank, today announced that shares of its common stock will be listed for trading on The Nasdaq Capital Market under its current symbol, “ISBA,” beginning on Monday, May 12, 2025. The Company’s common |
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| May 8, 2025 |
Isabella Bank Corporation Executive Cash Incentive Plan* Exhibit 10.1 Executive Cash Incentive Plan Isabella Bank Corporation and each of its subsidiaries, which include Isabella Bank, adopted the Isabella Bank Corporation Executive Cash Incentive Plan effective January 1, 2020. The primary purpose of the plan, which provides Executives with incentive to achieve corporate objectives, is to promote the growth and profitability of the bank by attracting a |
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| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 38-2830092 (State or other jurisdiction of incorporation) (IRS Employer Identification No.) 401 North Main |
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| May 1, 2025 |
Isabella Bank Corporation Announces Increase to Share Repurchase Program Exhibit 99.1 Isabella Bank Corporation Announces Increase to Share Repurchase Program MT. PLEASANT, MICHIGAN — May 1, 2025 — Isabella Bank Corporation (OTCQX:ISBA) (the "Company") announced today that the Board of Directors of the Company approved a resolution to increase its share repurchase program by an additional 500,000 shares, raising the current authorization available under the program to |
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| May 1, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 1, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| April 17, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 17, 2025 |
Isabella Bank Corporation Reports First Quarter 2025 Results Exhibit 99.1 Isabella Bank Corporation Reports First Quarter 2025 Results MT. PLEASANT, MICHIGAN — April 17, 2025 — Isabella Bank Corporation (OTCQX: ISBA) (the “Company” or "we") reported first quarter 2025 net income of $3.9 million, or $0.53 per diluted share, compared to $3.1 million, or $0.42 per diluted share in the same quarter of 2024. The non-GAAP measure of core earnings in the first qua |
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| April 8, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 8, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| April 8, 2025 |
ISABELLA BANK CORPORATION CONTINUES WITH NASDAQ UPLISTING APPLICATION Exhibit 99.1 ISABELLA BANK CORPORATION CONTINUES WITH NASDAQ UPLISTING APPLICATION Mount Pleasant, Michigan, April 8, 2025 – Isabella Bank Corporation (OTCQX: ISBA) (the “Company”), the holding company for Isabella Bank, is continuing with its efforts to uplist the Company’s common shares on the Nasdaq Capital Market (“Nasdaq”) despite recent turmoil in the financial markets. The Company previousl |
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| April 7, 2025 |
Award Agreement for Jerome Schwind Exhibit 10.1 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR Jerome Schwind March 31, 2025 This Award Agreement is entered into effective as of March 31, 2025, by Jerome Schwind (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| April 7, 2025 |
Isabella Bank Corporation Amended and Restated Supplemental Executive Retirement Plan Exhibit 10.4 ISABELLA BANK CORPORATION AMENDED AND RESTATED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ARTICLE I - ESTABLISHMENT, PURPOSES, DURATION 1.1 Adoption and Primary Purpose of the Plan. Isabella Bank Corporation (“Isabella”) and Isabella Bank (the “Bank” and collectively with Isabella and their Affiliates and successors, the “Company”) adopted this long-term incentive plan, called the Isabell |
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| April 7, 2025 |
Exhibit 10.2 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR Neil McDonnell March 31, 2025 This Award Agreement is entered into effective as of March 31, 2025, by Neil McDonnell (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| April 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 4, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| April 7, 2025 |
Exhibit 10.3 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR William Schaefer March 31, 2025 This Award Agreement is entered into effective as of March 31, 2025, by William Schaefer (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Com |
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| March 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Defin |
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| March 12, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-18415 Isabella |
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| March 12, 2025 |
Exhibit 19 ISABELLA BANK CORPORATION DIRECTORS AND EXECUTIVE OFFICERS OPERATING POLICY ON TRADING IN ISBA COMMON STOCK PURPOSE As a director or executive officer of Isabella Bank Corporation (the “Corporation” or “ISBA”) your purchases and sales of ISBA common stock are subject to restrictions imposed by federal and state securities laws. |
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| March 12, 2025 |
Subsidiaries of the Registrant Exhibit 21 Subsidiaries of Isabella Bank Corporation: Isabella Bank Wholly owned |
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| March 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| March 5, 2025 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Lori Peterson, Vice President and Director of Marketing Phone: 989-779-6333 | [email protected] Behen Joins Isabella Bank Board and Isabella Bank Corporation Board of Directors Mt. Pleasant, MI, March 5, 2025- Jerome Schwind, President and Chief Execut |
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| February 27, 2025 |
Isabella Bank Corporation Announces First Quarter 2025 Dividend Exhibit 99.1 Isabella Bank Corporation Announces First Quarter 2025 Dividend Mt. Pleasant, Michigan, February 27, 2025 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared a first-quarter cash dividend of $0.28 per common share. The dividend will be payable March 31, 2025 to shareholders of record as of March 27, 2025. Based on ISBA’s closing stock price of $24. |
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| February 27, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 27, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 19, 2025 |
February 19, 2025 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporate Finance Office of Finance Washington, D.C. 20549 Attention: Jee Yeon Ahn and Robert Klein Re: Isabella Bank Corporation Form 10-K for the Fiscal Year Ended December 31, 2023 Form 10-Q for the Fiscal Quarter Ended June 30, 2024 Form 8-K filed on October 24, 2024 File No. 000-18415 Dear Ms. Ahn and Mr. Klein: T |
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| January 31, 2025 |
Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| January 31, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2025 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| January 31, 2025 |
Isabella Bank Corporation Reports Fourth Quarter 2024 Results Exhibit 99.1 Isabella Bank Corporation Reports Fourth Quarter 2024 Results MT. PLEASANT, MICHIGAN — January 30, 2025 — Isabella Bank Corporation (OTCQX: ISBA) (the “Company” or "we") reported fourth quarter 2024 net income of $4.0 million, or $0.54 per diluted share, an increase compared to $3.8 million, or $0.51 per diluted share in the same quarter of 2023. The non-GAAP measure of core earnings |
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| December 16, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 21, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Comm |
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| November 21, 2024 |
Isabella Bank Corporation Announces Fourth Quarter 2024 Dividend Exhibit 99.1 Isabella Bank Corporation Announces Fourth Quarter 2024 Dividend Mt. Pleasant, Michigan, November 21, 2024 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared a fourth-quarter cash dividend of $0.28 per common share at its regular meeting on November 20, 2024. The dividend will be payable December 18, 2024 to shareholders of record as of December 1 |
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| November 21, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 21, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| November 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corp |
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| November 12, 2024 |
November 12, 2024 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporate Finance Office of Finance Washington, D.C. 20549 Attention: Jee Yeon Ahn and Robert Klein Re: Isabella Bank Corporation Form 10-K for the Fiscal Year Ended December 31, 2023 Form 10-Q for the Fiscal Quarter Ended June 30, 2024 Form 8-K filed on October 24, 2024 File No. 000-18415 Ladies and Gentlemen: On beha |
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| October 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 24, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| October 24, 2024 |
Isabella Bank Corporation Reports Third Quarter 2024 Results Exhibit 99.1 Isabella Bank Corporation Reports Third Quarter 2024 Results MT. PLEASANT, MICHIGAN — October 24, 2024 — Isabella Bank Corporation (OTCQX: ISBA) (the “Company” or "we") reported third quarter 2024 net income of $3.3 million, or $0.44 per diluted share, compared to $4.4 million or $0.58 per diluted share in the same quarter of 2023. The non-GAAP measure of core earnings in the third qu |
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| October 11, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 31, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| October 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 9, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| September 18, 2024 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Lori Peterson, Vice President and Director of Marketing Phone: 989-779-6333 | [email protected] Sackett Joins Isabella Bank Corporation Board of Directors Mt. Pleasant, MI, September 17, 2024- Jerome Schwind, President and Chief Executive Officer of Is |
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| September 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commi |
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| September 4, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 4, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| September 4, 2024 |
Isabella Bank Corporation Announces Third Quarter 2024 Dividend Exhibit 99.1 Isabella Bank Corporation Announces Third Quarter 2024 Dividend Mt. Pleasant, Michigan, September 4, 2024 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared a third-quarter cash dividend of $0.28 per common share at its regular meeting on August 28, 2024. The dividend will be payable September 30, 2024 to shareholders of record as of September 26, |
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| August 12, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| August 8, 2024 |
Exhibit 10.2 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR William Schaefer April 1, 2024 This Award Agreement is entered into effective as of April 1, 2024, by William Schaefer (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Compa |
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| August 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| August 8, 2024 |
articipation Agreement for Will Exhibit 10.1 ISABELLA BANK CORPORATION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PARTICIPATION AGREEMENT FOR William Schaefer April 1, 2024 This Participation Agreement is entered into effective as of April 1, 2024 by William Schaefer (the “Participant”) and Isabella Bank Corporation (together with any successors and affiliates, the “Company”) pursuant to the Isabella Bank Corporation Supplemental Ex |
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| July 26, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 25, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| July 26, 2024 |
Isabella Bank Corporation Reports Second Quarter 2024 Results Exhibit 99.1 Isabella Bank Corporation Reports Second Quarter 2024 Results MT. PLEASANT, MICHIGAN — July 25, 2024 — Isabella Bank Corporation (OTCQX: ISBA) (the “Company”) reported second quarter 2024 net income of $3.5 million, or $0.46 per diluted share, compared to $4.6 million or $0.61 per diluted share in the same quarter of 2023. SECOND QUARTER 2024 HIGHLIGHTS (compared to second quarter 202 |
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| May 30, 2024 |
Isabella Bank Corporation Announces Second Quarter 2024 Dividend Exhibit 99.1 Isabella Bank Corporation Announces Second Quarter 2024 Dividend Mt. Pleasant, Michigan, May 30, 2024 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared a second-quarter cash dividend of $0.28 per common share at its regular meeting on May 29, 2024. The dividend will be payable June 28, 2024 to shareholders of record as of June 26, 2024. Based on |
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| May 30, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 30, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 9, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| May 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporat |
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| April 18, 2024 |
Exhibit 99.1 Isabella Bank Corporation Reports First Quarter 2024 Results Loan, Deposit and Wealth Asset Growth continue in 2024 MT. PLEASANT, MICHIGAN — April 18, 2024 — Isabella Bank Corporation (OTCQX: ISBA) (the “Company”) reported first quarter 2024 net income of $3.1 million or $0.42 per diluted share compared to $5.3 million or $0.70 per diluted share in the same quarter of 2023. FIRST QUAR |
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| April 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 18, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 15, 2024 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Lori Peterson, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Schaefer joins Isabella Bank Corporation as Chief Financial Officer Isabella Bank Corporation proudly announces the appointment of William M. Schaefer as its Chief Financial Officer, e |
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| April 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 15, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 1, 2024 |
Participant Agreement for Jerome Schwind Exhibit 10.3 ISABELLA BANK CORPORATION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PARTICIPATION AGREEMENT FOR JEROME SCHWIND (KEY EMPLOYEE) March 26, 2024 This Participation Agreement is entered into effective as of March 26, 2024 by Jerome Schwind (the “Participant”) and Isabella Bank Corporation (together with any successors and affiliates, the “Company”) pursuant to the Isabella Bank Corporation Su |
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| April 1, 2024 |
Grant Agreement for Jerome Schwind Exhibit 10.7 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JEROME SCHWIND March 26, 2024 This Award Agreement is entered into effective as of March 26, 2024, by Jerome Schwind (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| April 1, 2024 |
Isabella Bank Corporation Executive Cash Incentive Plan Exhibit 10.5 Executive Cash Incentive Plan Isabella Bank Corporation and each of its subsidiaries, which include Isabella Bank, adopted the Isabella Bank Corporation Executive Cash Incentive Plan effective January 1, 2020. The primary purpose of the plan, which provides Executives with incentive to achieve corporate objectives, is to promote the growth and profitability of the bank by attracting a |
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| April 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 26, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 1, 2024 |
Isabella Bank Corporation Supplemental Executive Retirement Plan Exhibit 10.2 ISABELLA BANK CORPORATION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ARTICLE I - ESTABLISHMENT, PURPOSES, DURATION 1.1 Adoption and Primary Purpose of the Plan. Isabella Bank Corporation (“Isabella”) and Isabella Bank (the “Bank” and collectively with Isabella and their Affiliates and successors, the “Company”) adopt this long-term incentive plan, to be called the Isabella Bank Corporatio |
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| April 1, 2024 |
Grant Agreement for Neil McDonnell Exhibit 10.8 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR NEIL MCDONNELL March 26, 2024 This Award Agreement is entered into effective as of March 26, 2024, by Neil McDonnell (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| April 1, 2024 |
Participant Agreement for Neil McDonnell Exhibit 10.4 ISABELLA BANK CORPORATION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PARTICIPATION AGREEMENT FOR NEIL MCDONNELL (KEY EMPLOYEE) March 26, 2024 This Participation Agreement is entered into effective as of March 26, 2024 by Neil McDonnell (the “Participant”) and Isabella Bank Corporation (together with any successors and affiliates, the “Company”) pursuant to the Isabella Bank Corporation Su |
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| April 1, 2024 |
Exhibit 10.1 ISABELLA BANK CORPORATION CLAWBACK POLICY Introduction The Board of Directors of Isabella Bank Corporation (the “Company”) believes that it is in the best interests of the Company and its shareholders to ensure that incentive-based compensation is based on accurate financial data. The Board of Directors has adopted this clawback policy (this “Policy”) which provides for the recoupment |
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| April 1, 2024 |
Isabella Bank Corporation Restricted Stock Plan Exhibit 10.6 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN ARTICLE I - ESTABLISHMENT, PURPOSES, DURATION 1.1 Adoption and Primary Purpose of the Plan. Isabella Bank Corporation (“Isabella”) and Isabella Bank (the “Bank” and collectively with Isabella and their Affiliates and successors, the “Company”) adopt this long-term equity incentive plan, to be called the Isabella Bank Corporation Restrict |
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| March 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Defin |
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| March 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 12, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| March 8, 2024 |
Letter from Rehmann Robson LLC to the Securities and Exchange Commission dated March 8, 2024 Exhibit 16.1 March 8, 2024 Securities and Exchange Commission 100 F Street NE Washington, DC 20549 Commissioners: On March 4, 2024, we provided notice to Isabella Bank Corporation (the “Company”) of our decision to not stand for reelection as the Company’s independent registered public accounting firm with respect to the integrated audit and interim review engagements of the Company after completi |
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| March 8, 2024 |
Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 4, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| March 7, 2024 |
Subsidiaries of the Registrant Exhibit 21 Subsidiaries of Isabella Bank Corporation: Isabella Bank Wholly owned |
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| March 7, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-18415 Isabella |
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| February 29, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 29, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 29, 2024 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Lori Peterson, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2024 Dividend Mt. Pleasant, Michigan, February 29, 2024 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors decla |
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| February 16, 2024 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Lori Peterson, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Fourth Quarter and 2023 Earnings Continued growth in loans, Isabella Wealth; outpaced by continued interest rate pressure Mt. Pleasant, Michigan, Fe |
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| February 16, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 16, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 31, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| January 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 4, 2024 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| November 30, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Jenn Brick, Director of Marketing Phone: 989-779-6681 Fax: 989-775-5501 Isabella Bank Corporation Announces Fourth Quarter 2023 Dividend Mt. Pleasant, Michigan, November 30, 2023 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declare |
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| November 30, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corp |
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| October 19, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 19, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| October 19, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Jenn Brick, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2023 Earnings Growth in core loans and deposits; pricing competition continues Mt. Pleasant, Michigan, October 19, 2023 — Isabella Bank C |
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| September 6, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 6, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| September 6, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Jenn Brick, Director of Marketing Phone: 989-779-6681 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2023 Dividend Mt. Pleasant, Michigan, September 6, 2023 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared |
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| July 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| July 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 20, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| July 20, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Second Quarter 2023 Earnings Growth in loans, Isabella Wealth during Q2; results remain strong despite interest rate headwinds Mt. Pleasant, Michiga |
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| June 1, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Second Quarter 2023 Dividend Mt. Pleasant, Michigan, June 1, 2023 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared |
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| June 1, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 1, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 31, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| May 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporat |
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| April 28, 2023 |
Isabella Bank Corporation Announces Executive Succession Plans Exhibit 99.1 Isabella Bank Corporation Announces Executive Succession Plans CEO Evans to retire; Schwind elected CEO; McDonnell to become President MT. PLEASANT, Mich., April 28, 2023 - Sarah R. Opperman, Chair of Isabella Bank Corporation, announced today that Jae A. Evans will retire as President and Chief Executive Officer, effective January 2024. The Board of Directors has elected Jerome E. Sc |
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| April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 21, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2023 Earnings Solid start to 2023; net income of $5.3 million Mt. Pleasant, Michigan, April 20, 2023 — Isabella Bank Corporation (the |
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| April 21, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 20, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Defin |
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| March 7, 2023 |
Subsidiaries of the Registrant Exhibit 21 Subsidiaries of Isabella Bank Corporation: Isabella Bank Wholly owned |
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| March 7, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-18415 Isabella |
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| February 27, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2023 Dividend Mt. Pleasant, Michigan, February 27, 2023 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors decla |
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| February 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 27, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 16, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 22, 2023 |
Grant Agreement for Neil McDonnell Exhibit 10.3 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR NEIL MCDONNELL February 16, 2023 This Award Agreement is entered into effective as of February 16, 2023, by Neil McDonnell (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the C |
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| February 22, 2023 |
Grant Agreement for Jerome Schwind Exhibit 10.2 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JEROME SCHWIND February 16, 2023 This Award Agreement is entered into effective as of February 16, 2023, by Jerome Schwind (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the C |
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| February 22, 2023 |
Exhibit 10.1 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JAE EVANS February 16, 2023 This Award Agreement is entered into effective as of February 16, 2023, by Jae Evans (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to time. 1. Agreement. The Grantee and the Company agr |
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| February 9, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2023 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| February 9, 2023 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Strong Fourth Quarter Caps Record Year for Isabella Bank Corporation Record Net Income and EPS in 2022; EPS up 19% over 2021 Mt. Pleasant, Michigan, February 9, 2023 — Isabella Bank Co |
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| December 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 7, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| December 7, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 | Fax: 989-775-5501 Coffin Joins Isabella Bank Corporation Board Mt. Pleasant, MI, December 7, 2022- Jae Evans, President and Chief Executive Officer of Isabella Bank Corporation, announced the appo |
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| December 6, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| December 6, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Increases Fourth Quarter 2022 Dividend Mt. Pleasant, Michigan, December 6, 2022 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors decla |
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| October 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 or ? Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corp |
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| October 20, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Further Earnings Growth in Third Quarter Record net income up 26% over third quarter 2021 Mt. Pleasant, Michigan, October 20, 2022 ? Isabella Bank C |
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| October 20, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 20, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| September 14, 2022 |
Exhibit 99.1 September 9, 2022 Piper Sandler & Co. Attention: Tom Thurston Re: Purchase of Common Stock Ladies and Gentlemen: This letter (the ?Agreement?) is to confirm Piper Sandler & Co.?s (the ?Agent?) appointment as agent for Isabella Bank Corporation (the ?Company?) to purchase shares of its common stock, no par value per share (the ?Common Stock?). It is understood that in connection with t |
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| September 14, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 9, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| September 7, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 6, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| September 7, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Trish Tomczak, Director of Marketing Phone: 989-779-6333 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2022 Dividend Mt. Pleasant, Michigan, September 6, 2022 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors decla |
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| July 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| July 21, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| July 21, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Strong Second Quarter 2022 Earnings Earnings trend continues; strategies lift EPS and margin Mt. Pleasant, Michigan, July 21, 2022 ? Isabella Bank Corpo |
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| May 31, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 31, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| May 31, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Second Quarter 2022 Dividend Mt. Pleasant, Michigan, May 31, 2022 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors declared a se |
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| May 5, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| April 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended March 31, 2022 or ? Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporat |
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| April 21, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2022 Earnings Solid start to 2022 with net income of $4.7 million Mt. Pleasant, Michigan, April 21, 2022 ? Isabella Bank Corporation (the |
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| April 21, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 21, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| March 28, 2022 |
Grant Agreement for Neil McDonnell Exhibit 10.3 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR NEIL MCDONNELL March 28, 2022 This Award Agreement is entered into effective as of March 28, 2022, by Neil McDonnell (the ?Grantee?) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (?Plan?), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| March 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 28, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| March 28, 2022 |
Grant Agreement for Jerome Schwind Exhibit 10.2 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JEROME SCHWIND March 28, 2022 This Award Agreement is entered into effective as of March 28, 2022, by Jerome Schwind (the ?Grantee?) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (?Plan?), as amended from time to time. 1. Agreement. The Grantee and the Company |
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| March 28, 2022 |
Exhibit 10.1 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JAE EVANS March 28, 2022 This Award Agreement is entered into effective as of March 28, 2022, by Jae Evans (the ?Grantee?) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (?Plan?), as amended from time to time. 1. Agreement. The Grantee and the Company agree to |
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| March 25, 2022 |
DEF 14A 1 isba2022xdef14a.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as |
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| March 15, 2022 |
Amendment to the Isabella Bank Corporation Restricted Stock Plan* Exhibit 10.7 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN ARTICLE I - ESTABLISHMENT, PURPOSES, DURATION 1.1 Adoption and Primary Purpose of the Plan. Isabella Bank Corporation (?Isabella?) and Isabella Bank (the ?Bank? and collectively with Isabella and their Affiliates and successors, the ?Company?) adopt this long-term equity incentive plan, to be called the Isabella Bank Corporation Restrict |
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| March 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-18415 Isabella |
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| March 15, 2022 |
Subsidiaries of the Registrant Exhibit 21 Subsidiaries of Isabella Bank Corporation: Isabella Bank Wholly owned |
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| February 25, 2022 |
S-8 1 isba2022xformxs-8.htm S-8 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ISABELLA BANK CORPORATION (Exact name of Registrant as specified in its charter) Michigan 38-2830092 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 401 N. Main St. Mt. Pleasant, |
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| February 25, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 25, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| February 25, 2022 |
EXHIBIT 107 Calculation of Filing Fee Tables FORM S-8 (Form Type) ISABELLA BANK CORPORATION (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Share Proposed Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Shares, no par value Rule 457(c) and Rule 457(h) 50,000 (1) $ 25. |
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| February 25, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2022 Dividend Mt. Pleasant, Michigan, February 25, 2022 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Director |
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| February 11, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Comm |
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| February 11, 2022 |
EX-99.1 2 earningsrelease20211231xe.htm EX-99.1 Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Strong Fourth Quarter and 2021 Earnings Record assets, loans and net income of $19.5 million |
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| February 10, 2022 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Strong Fourth Quarter and 2021 Earnings Record assets, loans and net income of $19.5 million in 2021; EPS jumps 81% Mt. Pleasant, Michigan, F |
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| February 10, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2022 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| November 30, 2021 |
EX-99.1 2 isba2021q4xdivannxex991.htm EX-99.1 Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Fourth Quarter 2021 Dividend Mt. Pleasant, Michigan, November 30, 2021 - Isabella Bank Corporation (OT |
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| November 30, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| November 5, 2021 |
ISBA / Isabella Bank Corp / McGuirk Richard L - SC 13D Activist Investment SC 13D 1 isba13dx2021.htm SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under The Securities Exchange Act of 1934 (Amendment No.)* Isabella Bank Corporation (Name of Issuer) Common Stock, No Par Value (Title of Class of Securities) 464214105 (CUSIP Number) Richard L. McGuirk P.O. Box 222 Mt. Pleasant, MI 48804-0222 (989) 817-4411 (Name, address and tel |
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| October 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 or ? Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corp |
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| October 21, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| October 21, 2021 |
EX-99.1 2 earningsrelease20210930xe.htm EX-99.1 Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Strong Third Quarter 2021 Earnings Net income climbs 27% for the year compared to the same pe |
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| October 18, 2021 |
SC TO-I/A 1 isba2021xto-iamendmentno2.htm SC TO-I/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 2) Tender Offer Statement under Section 14(d)(1) or Section 13(e)(1) of the Securities Exchange Act of 1934 ISABELLA BANK CORPORATION (Name of Subject Company (issuer)) ISABELLA BANK CORPORATION (Name of Filing Persons (issuer)) Common Stock, No Par |
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| October 18, 2021 |
Press release announcing the final results of the Tender Offer, dated October 18, 2021 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Mt. Pleasant, Michigan - October 18, 2021 - Isabella Bank Corporation (the “Corporation”) (OTCQX: ISBA) announced today the final results of its modified “Dutch auction” tender offer (the “Tender O |
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| October 6, 2021 |
Letter to shareholders from Chief Executive Officer of the Corporation, dated October 6, 2021 Dear Shareholder, You should have previously received a letter from me along with information about our recently announced tender offer. |
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| October 6, 2021 |
Letter to shareholders from Chief Executive Officer of the Corporation, dated October 6, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO (Amendment No. 1) Tender Offer Statement under Section 14(d)(1) or Section 13(e)(1) of the Securities Exchange Act of 1934 ISABELLA BANK CORPORATION (Name of Subject Company (issuer)) ISABELLA BANK CORPORATION (Name of Filing Persons (issuer)) Common Stock, No Par Value (Title of Class of Securities) 464214105 (CUS |
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| September 2, 2021 |
NOTICE OF GUARANTEED DELIVERY (Not to Be Used For Signature Guarantee) To Tender Shares of Common Stock Pursuant to the Offer to Purchase Dated September 1, 2021 by ISABELLA BANK CORPORATION of Up to $20,000,000 of shares of its Common Stock At a Purchase Price Not Less Than $23. |
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| September 2, 2021 |
Offer by Isabella Bank Corporation to Purchase for Cash Up to $20,000,000 of its shares of Common Stock At a Purchase Price Not Less Than $23. |
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| September 2, 2021 |
Letter to shareholders from Chief Executive Officer of the Corporation, dated September 7, 2021 September 7, 2021 Dear Shareholder, The Isabella Bank Corporation Board of Directors has approved the purchase of its common stock (ISBA) from shareholders through the use of a tender offer. |
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| September 2, 2021 |
Press release announcing the Tender Offer, dated September 1, 2021 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Commences a Modified Dutch Auction Tender Offer to Repurchase up to $20,000,000 of its Common Stock Mt. Pleasant, Michigan ? September 1, 2021 ? Isabella Bank Corporation |
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| September 2, 2021 |
SC TO-I 1 isba2021xto-i.htm SC TO-I UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or Section 13(e)(1) of the Securities Exchange Act of 1934 ISABELLA BANK CORPORATION (Name of Subject Company (issuer)) ISABELLA BANK CORPORATION (Name of Filing Persons (issuer)) Common Stock, No Par Value (Title of Class of Securiti |
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| September 2, 2021 |
Offer to Purchase, dated September 1, 2021 Offer to Purchase for Cash Up to $20,000,000 of its Common Stock At a Purchase Price Not Less Than $23. |
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| September 2, 2021 |
Offer by ISABELLA BANK CORPORATION to Purchase for Cash Up to $20,000,000 of its shares of Common Stock At a Purchase Price Not Less Than $23. |
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| September 2, 2021 |
LETTER OF TRANSMITTAL To Tender Shares of Common Stock Pursuant to the Offer to Purchase Dated September 1, 2021 By ISABELLA BANK CORPORATION of Up to $20,000,000 of its Shares of Common Stock At a Purchase Price Not Less Than $23. |
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| September 1, 2021 |
LETTER OF TRANSMITTAL To Tender Shares of Common Stock Pursuant to the Offer to Purchase Dated September 1, 2021 By ISABELLA BANK CORPORATION of Up to $20,000,000 of its Shares of Common Stock At a Purchase Price Not Less Than $23. |
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| September 1, 2021 |
NOTICE OF GUARANTEED DELIVERY (Not to Be Used For Signature Guarantee) To Tender Shares of Common Stock Pursuant to the Offer to Purchase Dated September 1, 2021 by ISABELLA BANK CORPORATION of Up to $20,000,000 of shares of its Common Stock At a Purchase Price Not Less Than $23. |
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| September 1, 2021 |
Press release announcing the Tender Offer, dated September 1, 2021 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Commences a Modified Dutch Auction Tender Offer to Repurchase up to $20,000,000 of its Common Stock Mt. Pleasant, Michigan ? September 1, 2021 ? Isabella Bank Corporation |
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| September 1, 2021 |
Offer to Purchase, dated September 1, 2021 Offer to Purchase for Cash Up to $20,000,000 of its Common Stock At a Purchase Price Not Less Than $23. |
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| September 1, 2021 |
Offer by ISABELLA BANK CORPORATION to Purchase for Cash Up to $20,000,000 of its shares of Common Stock At a Purchase Price Not Less Than $23. |
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| September 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO Tender Offer Statement under Section 14(d)(1) or Section 13(e)(1) of the Securities Exchange Act of 1934 ISABELLA BANK CORPORATION (Name of Subject Company (issuer)) ISABELLA BANK CORPORATION (Name of Filing Persons (issuer)) Common Stock, No Par Value (Title of Class of Securities) 464214105 (CUSIP Number of Class |
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| September 1, 2021 |
Letter to shareholders from Chief Executive Officer of the Corporation, dated September 7, 2021 September 7, 2021 Dear Shareholder, The Isabella Bank Corporation Board of Directors has approved the purchase of its common stock (ISBA) from shareholders through the use of a tender offer. |
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| September 1, 2021 |
Offer by Isabella Bank Corporation to Purchase for Cash Up to $20,000,000 of its shares of Common Stock At a Purchase Price Not Less Than $23. |
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| August 31, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2021 Dividend Mt. Pleasant, Michigan, August 31, 2021 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors |
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| August 31, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 31, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| August 13, 2021 |
PROSPECTUS Filed pursuant to 424(b)(3) Registration No. 333-258102 Isabella Bank Corporation Offer to Exchange Up to $30,000,000 in aggregate principal amount of 3.25% Fixed-to-Floating Rate Subordinated Notes due 2031 that have been registered under the Securities Act of 1933, as amended, (CUSIP #464214 AA3/ISIN# US464214AA32) for any and all outstanding unregistered 3.25% Fixed-to-Floating Rate |
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| August 10, 2021 |
CORRESP 1 filename1.htm August 10, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F. Street, N.E. Washington, D.C. 20549 Re: Isabella Bank Corporation Registration Statement on Form S-4 File No. 333-258102 Ladies and Gentlemen: In accordance with Rule 461 under the Securities Act of 1933, as amended, the undersigned respectfully requests that the effective da |
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| July 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2021 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| July 22, 2021 |
As filed with the Securities and Exchange Commission on July 22, 2021 As filed with the Securities and Exchange Commission on July 22, 2021 Registration No. |
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| July 22, 2021 | ||
| July 22, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Strong Second Quarter 2021 Earnings Successful $30 million subordinated debt offering complete Mt. Pleasant, Michigan, July 22, 2021 ? Isabel |
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| July 22, 2021 |
EX-7 3 exhibit7.htm EX-7 Umb Bank, National Association - FDIC Certificate Number: 8273 Submitted to CDR on 04/30/2021 at 02:50 PM Consolidated Report of Condition for Insured Banks and Savings Associations for March 31, 2021 All schedules are to be reported in thousands of dollars. Unless otherwise indicated, report the amount outstanding as of the last business day of the quarter. Schedule RC—Ba |
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| July 22, 2021 |
Exhibit 99.1 LETTER OF TRANSMITTAL to Tender for Exchange 3.25% Fixed-to-Floating Rate Subordinated Notes due 2031 of ISABELLA BANK CORPORATION Pursuant to the Prospectus Dated [Prospectus Date], 2021 THE EXCHANGE OFFER DESCRIBED HEREIN WILL EXPIRE AT 5:00 P.M., EASTERN TIME, ON [EXPIRATION DATE], 2021, UNLESS EXTENDED (THE ?EXPIRATION DATE?). TENDERS MAY BE WITHDRAWN BEFORE 5:00 P.M., EASTERN TIM |
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| July 22, 2021 |
EX-25.1 5 isba2021xs4xex251.htm EX-25.1 Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) UMB BANK, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its cha |
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| July 22, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) Michigan 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| June 2, 2021 |
Exhibit 4.1 ISABELLA BANK CORPORATION As Issuer, and UMB BANK, NATIONAL ASSOCIATION As Trustee INDENTURE Dated as of June 2, 2021 3.25% Fixed to Floating Rate Subordinated Notes due 2031 TABLE OF CONTENTS Article I DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.01 Definitions. 1 Section 1.02 Compliance Certificates and Opinions. 5 Section 1.03 Form of Documents Delivered to Trustee. 5 Sect |
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| June 2, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Completes $30 Million Subordinated Notes Offering Mt. Pleasant, Michigan, June 2, 2021 - Isabella Bank Corporation (OTCQX:ISBA) today announced the completion |
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| June 2, 2021 |
EX-10.2 4 isba2021xsubdebtrraxex102.htm EX-10.2 Exhibit 10.2 REGISTRATION RIGHTS AGREEMENT THIS REGISTRATION RIGHTS AGREEMENT (the “Agreement”) is dated as of June 2, 2021, and is made by and among Isabella Bank Corporation, a Michigan corporation (the “Company”), and the several purchasers of the Subordinated Notes (as defined below) identified on the signature pages to the Purchase Agreement (as |
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| June 2, 2021 |
Exhibit 10.1 SUBORDINATED NOTE PURCHASE AGREEMENT THIS SUBORDINATED NOTE PURCHASE AGREEMENT (this ?Agreement?) is dated as of June 2, 2021, and is made by and among Isabella Bank Corporation, a Michigan corporation (the ?Company?), and the several purchasers of the Subordinated Notes (as defined herein) identified on the signature pages hereto (each a ?Purchaser? and collectively, the ?Purchasers? |
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| June 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 2, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| June 1, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 1, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| June 1, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Amber Zaske, Community Relations Specialist Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Second Quarter 2021 Dividend Mt. Pleasant, Michigan, June 1, 2021 - Isabella Bank Corporation (OTCQX:ISBA) today announced its Board of Directors de |
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| May 7, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission F |
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| April 29, 2021 |
Exhibit 31(a) I, Jae A. Evans, certify that: 1.I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the ?registrant?). 2.Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misl |
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| April 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 or ? Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporat |
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| April 29, 2021 |
Exhibit 31(b) I, Neil M. McDonnell, certify that: 1.I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the “registrant”). 2.Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not |
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| April 22, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 22, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissio |
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| April 22, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2021 Earnings Strong results reflect strategic moves; loan portfolio metrics remain strong Mt. Pleasant, Michigan, April 22, 202 |
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| April 5, 2021 |
Exhibit 10.1 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JAE EVANS April 1, 2021 This Award Agreement is entered into effective as of April 1, 2021, by Jae Evans (the ?Grantee?) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (?Plan?), as amended from time to time. 1. Agreement. The Grantee and the Company agree to be |
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| April 5, 2021 |
Grant Agreement for Neil McDonnell EX-10.3 4 isba2021xrsp2021mcdonnell.htm EX-10.3 Exhibit 10.3 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR NEIL MCDONNELL April 1, 2021 This Award Agreement is entered into effective as of April 1, 2021, by Neil McDonnell (the “Grantee”) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (“Plan”), as amended from time to t |
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| April 5, 2021 |
Grant Agreement for Jerome Schwind Exhibit 10.2 ISABELLA BANK CORPORATION RESTRICTED STOCK PLAN AWARD AGREEMENT FOR JEROME SCHWIND April 1, 2021 This Award Agreement is entered into effective as of April 1, 2021, by Jerome Schwind (the ?Grantee?) and the Company (as defined in the Plan) pursuant to the Isabella Bank Corporation Restricted Stock Plan (?Plan?), as amended from time to time. 1. Agreement. The Grantee and the Company a |
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| April 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 1, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| March 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| March 10, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-18415 Isabella |
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| March 10, 2021 |
Subsidiaries of the Registrant Exhibit 21 Subsidiaries of Isabella Bank Corporation: Isabella Bank Wholly owned |
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| March 10, 2021 |
Exhibit 31(a) I, Jae A. Evans, certify that: 1.I have reviewed this Annual Report on Form 10-K of Isabella Bank Corporation (the “registrant”). 2.Based on my knowledge, this Annual Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading |
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| March 10, 2021 |
Exhibit 31(b) I, Neil M. McDonnell, certify that: 1.I have reviewed this Annual Report on Form 10-K of Isabella Bank Corporation (the “registrant”). 2.Based on my knowledge, this Annual Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misle |
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| March 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| March 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| March 1, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces First Quarter 2021 Dividend Mt. Pleasant, Michigan, March 1, 2021 - Isabella Bank Corporation (OTCQX:ISBA) announced today that the Board of Director |
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| February 26, 2021 |
Exhibit 99.2 Name: Address: Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purchase Plan Instructions 1.Please check only one of the boxes (No. 1 or No. 2). If you do not check any box, Full Dividend Reinvestment will be assumed. 2.If you check Box 2, and ?If you wish to reinvest cash dividends on all of the shares now registered in your name but not on any addition |
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| February 26, 2021 |
Exhibit 99.3 Stockholder Dividend Reinvestment and Employee Stock Purchase Plan Authorization I hereby appoint the Plan Administrator of Isabella Bank Corporation?s Stockholder Dividend Reinvestment and Employee Stock Purchase Plan as my agent under the terms and conditions of the Stockholder Dividend Reinvestment and Employee Stock Purchase Plan as described in the Prospectus of the Plan which ac |
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| February 26, 2021 |
Exhibit 99.1 To be used by current Isabella Bank Corporation shareholders only. If you are not currently a shareholder, please contact Shareholder Services at (989) 779-6237, the financial advisors of Raymond James Financial Services located at Isabella Bank, or any other licensed broker. Authorization Card Stockholder Dividend STOCK PURCHASE FORM - I hereby appoint the Plan Administrator as my ag |
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| February 26, 2021 |
EXHIBIT 10.1 The Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purchase Plan ISABELLA BANK CORPORATION STOCKHOLDER DIVIDEND REINVESTMENT AND EMPLOYEE STOCK PURCHASE PLAN ARTICLE I.?PURPOSE Effective February 19, 1991, Isabella Bank Corporation (f/k/a IBT Bancorp, Inc.) adopted the Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purcha |
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| February 26, 2021 |
Exhibit 99.4 Stock Purchase Form - I hereby appoint the PLAN ADMINISTRATOR as my agent under the terms and conditions of the Plan, as described in the Prospectus for the Plan, to receive and apply the following to the purchase of shares, without charge, as provided in the Plan: Optional Cash Investment ? CHECK OR MONEY ORDER - The amount payable on the enclosed check or money order made payable to |
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| February 26, 2021 |
As filed with the Securities and Exchange Commission on February 26, 2021 Registration No. |
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| February 17, 2021 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Fourth Quarter and 2020 Earnings Strategic elimination of debt lowers quarterly earnings; core business results remain strong Mt. Pleasant, Mi |
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| February 17, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 17, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| January 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 8, 2021 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commissi |
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| January 8, 2021 |
Second Amendment to the Isabella Bank Relocation Expense Agreement Exhibit 10.1 SECOND AMENDMENT TO ISABELLA BANK RELOCATION EXPENSE AGREEMENT SECOND AMENDMENT dated as of January 8, 2021, to the Isabella Bank Relocation Expense Agreement dated effective as of July 13, 2020, as amended October 13, 2020 (the “Agreement”), by and between Neil M. McDonnell (the “Employee”) and Isabella Bank (together with any successors and affiliates, the “Bank”). WHEREAS, the abil |
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| December 11, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| November 30, 2020 |
Financial Statements and Exhibits, Other Events - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| November 30, 2020 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Fourth Quarter 2020 Dividend Mt. Pleasant, Michigan, November 30, 2020 - Isabella Bank Corporation (OTCQX:ISBA) announced today that the Board of Dir |
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| November 4, 2020 |
EXHIBIT 10.1 The Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purchase Plan ISABELLA BANK CORPORATION STOCKHOLDER DIVIDEND REINVESTMENT AND EMPLOYEE STOCK PURCHASE PLAN ARTICLE I.—PURPOSE Effective February 19, 1991, Isabella Bank Corporation (f/k/a IBT Bancorp, Inc.) adopted the Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purcha |
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| November 4, 2020 |
Exhibit 99.2 Name: Address: Isabella Bank Corporation Stockholder Dividend Reinvestment and Employee Stock Purchase Plan Instructions 1.Please check only one of the boxes (No. 1 or No. 2). If you do not check any box, Full Dividend Reinvestment will be assumed. 2.If you check Box 2, and •If you wish to reinvest cash dividends on all of the shares now registered in your name but not on any addition |
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| November 4, 2020 |
Exhibit 99.4 Stock Purchase Form - I hereby appoint the PLAN ADMINISTRATOR as my agent under the terms and conditions of the Plan, as described in the Prospectus for the Plan, to receive and apply the following to the purchase of shares, without charge, as provided in the Plan: Optional Cash Investment ¨ CHECK OR MONEY ORDER - The amount payable on the enclosed check or money order made payable to |
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| November 4, 2020 |
Exhibit 99.3 Stockholder Dividend Reinvestment and Employee Stock Purchase Plan Authorization I hereby appoint the Plan Administrator of Isabella Bank Corporation’s Stockholder Dividend Reinvestment and Employee Stock Purchase Plan as my agent under the terms and conditions of the Stockholder Dividend Reinvestment and Employee Stock Purchase Plan as described in the Prospectus of the Plan which ac |
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| November 4, 2020 |
As filed with the Securities and Exchange Commission on November 4, 2020 Registration No. |
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| November 4, 2020 |
Exhibit 99.1 To be used by current Isabella Bank Corporation shareholders only. If you are not currently a shareholder, please contact Shareholder Services at (989) 779-6237, the financial advisors of Raymond James Financial Services located at Isabella Bank, or any other licensed broker. Authorization Card Stockholder Dividend STOCK PURCHASE FORM - I hereby appoint the Plan Administrator as my ag |
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| October 29, 2020 |
Exhibit 31(a) I, Jae A. Evans, certify that: 1.I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the “registrant”). 2.Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misl |
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| October 29, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended September 30, 2020 or ☐ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corp |
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| October 29, 2020 |
Exhibit 31(b) I, Neil M. McDonnell, certify that: 1.I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the “registrant”). 2.Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not |
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| October 22, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 22, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| October 22, 2020 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2020 Earnings Strategy Delivers Increased Liquidity and Capital Mt. Pleasant, Michigan, October 22, 2020 - Isabella Bank Corpora |
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| October 13, 2020 |
First Amendment to the Isabella Bank Relocation Expense Agreement Exhibit 10.1 FIRST AMENDMENT TO ISABELLA BANK RELOCATION EXPENSE AGREEMENT FIRST AMENDMENT dated as of October 13, 2020, to the Isabella Bank Relocation Expense Agreement dated effective as of July 13, 2020 (the “Agreement”), by and between Neil M. McDonnell (the “Employee”) and Isabella Bank (together with any successors and affiliates, the “Bank”). WHEREAS, the ability of the Employee to incur E |
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| October 13, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 13, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commiss |
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| September 1, 2020 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 N. Main Street Mt. Pleasant, MI 48858 FOR MORE INFORMATION, CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Third Quarter 2020 Dividend Mt. Pleasant, Michigan, September 1, 2020 - Isabella Bank Corporation (OTCQX:ISBA) announced today that the Board of Dire |
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| September 1, 2020 |
Financial Statements and Exhibits, Other Events - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 1, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commis |
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| July 31, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý Quarterly Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the quarterly period ended June 30, 2020 or ¨ Transition Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 For the transition period from to Commission File Number: 0-18415 Isabella Bank Corporati |
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| July 31, 2020 |
Exhibit 31(a) I, Jae A. Evans, certify that: 1. I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the “registrant”). 2. Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not mi |
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| July 31, 2020 |
Exhibit 31(b) I, Neil M. McDonnell, certify that: 1. I have reviewed this Quarterly Report on Form 10-Q of Isabella Bank Corporation (the “registrant”). 2. Based on my knowledge, this Quarterly Report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, n |
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| July 27, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2020 ISABELLA BANK CORPORATION (Exact name of registrant as specified in its charter) MICHIGAN 000-18415 38-2830092 (State or other jurisdiction of incorporation) (Commission |
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| July 27, 2020 |
Exhibit 99.1 For Immediate Release Isabella Bank Corporation 401 North Main Street Mt. Pleasant, MI 48858-1649 FOR MORE INFORMATION CONTACT: Mary Olivieri, Community Relations Officer Phone: 989-779-6309 Fax: 989-775-5501 Isabella Bank Corporation Announces Second Quarter 2020 Results Earnings Climb 37% Over First Quarter 2020 Mt. Pleasant, Michigan, July 27, 2020 - Isabella Bank Corporation (the |
