{"schema_version":"secwatch.filing_event.v1","accession":"0000842517-24-000076","form_type":"8-K","ticker":"ISBA","cik":"0000842517","company_name":"ISABELLA BANK CORP","filed_at":"2024-04-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.121827+00:00","generated_at":"2026-06-03T23:12:50.698741+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Isabella Bank appoints William Schaefer as CFO; McDonnell returns to President role","bullets":["William M. Schaefer appointed CFO effective April 1, 2024, succeeding interim CFO Neil McDonnell.","McDonnell resumes his role as President of Isabella Bank after serving as interim CFO since Jan 5, 2024.","Schaefer brings 23 years of accounting/finance experience, including SVP Controller and VP of Finance at East Coast banks.","Schaefer is a CPA with a BS in Accounting from University at Albany; Isabella Bank trades OTCQX:ISBA."],"urls":{"canonical":"https://secwatch.observer/filing/0000842517-24-000076","json":"https://secwatch.observer/filing/0000842517-24-000076.json","markdown":"https://secwatch.observer/filing/0000842517-24-000076.md","text":"https://secwatch.observer/filing/0000842517-24-000076.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000076/0000842517-24-000076-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000076/isba-20240415.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T23:12:50.698741+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":"0af6ad004e","claim":"Neil M. McDonnell changed role as President at ISABELLA BANK CORP.","evidence_excerpt":"In connection with Mr. Schaefer's appointment, effective April 1, 2024, Neil M. McDonnell resumed his role as President of Isabella Bank.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000076/0000842517-24-000076-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"resumed"},{"label":"Role","value":"President"}],"fact_type":"executive_change"},{"claim_id":"c82e18cddd","claim":"William M. Schaefer was appointed as Chief Financial Officer at ISABELLA BANK CORP.","evidence_excerpt":"On April 1, 2024, William M. Schaefer was appointed as the Chief Financial Officer of Isabella Bank Corporation.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/842517/000084251724000076/0000842517-24-000076-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}