---
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"
generated_at: "2026-06-07T01:11:44.393832+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000842517-24-000005
- JSON: https://secwatch.observer/filing/0000842517-24-000005.json
- Plain text: https://secwatch.observer/filing/0000842517-24-000005.txt

## Key facts
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm
- Executive change
  Neil M. McDonnell was appointed as President of Isabella Bank at ISABELLA BANK CORP.
  - Action: appointed
  - Role: President of Isabella Bank
  source text: Additionally, the appointment of Neil M. McDonnell as President of Isabella Bank was effective January 5, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/842517/000084251724000005/0000842517-24-000005-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.