{"schema_version":"secwatch.filing_event.v1","accession":"0000842517-24-000005","form_type":"8-K","ticker":"ISBA","cik":"0000842517","company_name":"ISABELLA BANK CORP","filed_at":"2024-01-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.039112+00:00","generated_at":"2026-06-07T01:11:44.393832+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Isabella Bank CEO succession effective: Evans retired Jan 4, Schwind took over Jan 5","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000842517-24-000005","json":"https://secwatch.observer/filing/0000842517-24-000005.json","markdown":"https://secwatch.observer/filing/0000842517-24-000005.md","text":"https://secwatch.observer/filing/0000842517-24-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/isba-20240104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T01:11:44.393832+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":"7dbf3db7b0","claim":"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.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank"}],"fact_type":"executive_change"},{"claim_id":"b24af6d1e9","claim":"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.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"President and Chief Executive Officer of Isabella Bank Corporation and Chief Executive Officer of Isabella Bank"}],"fact_type":"executive_change"},{"claim_id":"d1d07d678d","claim":"Neil M. McDonnell was appointed as President of Isabella Bank at ISABELLA BANK CORP.","evidence_excerpt":"Additionally, the appointment of Neil M. McDonnell as President of Isabella Bank was effective January 5, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-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"}