{"schema_version":"secwatch.filing_event.v1","accession":"0000842517-23-000076","form_type":"8-K","ticker":"ISBA","cik":"0000842517","company_name":"ISABELLA BANK CORP","filed_at":"2023-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.414425+00:00","generated_at":"2026-06-16T07:12:12.256093+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Isabella Bank Corp CEO Jae Evans to retire Jan 2024; Jerome Schwind elected CEO, Neil McDonnell named President","bullets":["Jae A. Evans retires as CEO effective January 2024; will remain on both corporate and bank boards.","Jerome E. Schwind, President of Isabella Bank since 2015, elected CEO of Corp and Bank.","Neil M. McDonnell, current CFO, appointed President of Isabella Bank effective January 2024.","Under Evans, assets grew from $1.5B to over $2B; EPS rose from $0.38 to $2.95.","Succession follows board review; Schwind has 24 years with the bank, McDonnell 30 years banking experience."],"urls":{"canonical":"https://secwatch.observer/filing/0000842517-23-000076","json":"https://secwatch.observer/filing/0000842517-23-000076.json","markdown":"https://secwatch.observer/filing/0000842517-23-000076.md","text":"https://secwatch.observer/filing/0000842517-23-000076.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/842517/000084251723000076/0000842517-23-000076-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/842517/000084251723000076/isba-20230428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T07:12:12.256093+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0b8dce08cf","claim":"Jae A. Evans retired as President and Chief Executive Officer at ISABELLA BANK CORP.","evidence_excerpt":"On April 26, 2023, Jae A. Evans announced his retirement as President and Chief Executive Officer of Isabella Bank Corporation (the \"Corporation\"), to the Corporation's Board of Directors (the \"Board\").","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251723000076/0000842517-23-000076-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"President and Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"5c399f29d3","claim":"Neil M. McDonnell was appointed as President of Isabella Bank at ISABELLA BANK CORP.","evidence_excerpt":"appointed Neil M. McDonnell as President of Isabella Bank, both effective January 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251723000076/0000842517-23-000076-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"President of Isabella Bank"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}