Isabella Bank CEO succession effective: Evans retired Jan 4, Schwind took over Jan 5

ISABELLA BANK CORP

Jae A. Evans retired as President and CEO of Isabella Bank Corp and CEO of the Bank on January 4, 2024; remains a director.
Jerome E. Schwind elected President and CEO of the Corporation and CEO of the Bank effective January 5, 2024.
Neil M. McDonnell appointed President of Isabella Bank effective Jan 5, 2024; continues as CFO.
The transitions were previously disclosed in a Form 8-K filed April 28, 2023.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Jerome E. Schwind

President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank

ISBA · ISABELLA BANK CORP

Effective: 2024-01-05
Filed: January 10, 2024, 6:59 PM ET

Subsequently, the election of Jerome E. Schwind to President and Chief Executive Officer of the Corporation and Chief Executive Officer of Isabella Bank was effective January 5, 2024.

Departed

Jae A. Evans

President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank

ISBA · ISABELLA BANK CORP

Effective: 2024-01-04
Successor: Jerome E. Schwind
Filed: January 10, 2024, 6:59 PM ET

On January 4, 2024, Jae A. Evans retired as President and Chief Executive Officer of Isabella Bank Corporation (the “Corporation”) and Chief Executive Officer of Isabella Bank.

Appointed

Neil M. McDonnell

President of Isabella Bank

ISBA · ISABELLA BANK CORP

Effective: 2024-01-05
Filed: January 10, 2024, 6:59 PM ET

Additionally, the appointment of Neil M. McDonnell as President of Isabella Bank was effective January 5, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Jerome E. Schwind was elected as President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank at ISABELLA BANK CORP.

Action: elected
Role: President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank

Exact text from the filing

Subsequently, the election of Jerome E. Schwind to President and Chief Executive Officer of the Corporation and Chief Executive Officer of Isabella Bank was effective January 5, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jae A. Evans retired as President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank at ISABELLA BANK CORP.

Action: retired
Role: President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank

Exact text from the filing

On January 4, 2024, Jae A. Evans retired as President and Chief Executive Officer of Isabella Bank Corporation (the “Corporation”) and Chief Executive Officer of Isabella Bank.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Neil M. McDonnell was appointed as President of Isabella Bank at ISABELLA BANK CORP.

Action: appointed
Role: President of Isabella Bank

Exact text from the filing

Additionally, the appointment of Neil M. McDonnell as President of Isabella Bank was effective January 5, 2024.

View on SEC.gov

ISABELLA BANK CORP filing history →

Source: SEC EDGAR

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