---
schema_version: "secwatch.filing_event.v1"
accession: "0000842517-26-000184"
form_type: "8-K"
ticker: "ISBA"
cik: "0000842517"
company_name: "ISABELLA BANK CORP"
filed_at: "2026-08-14T15:00:48+00:00"
generated_at: "2026-08-14T15:03:11.828286+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Isabella Bank grants CFO Ritzert $300K SERP participation over 8 years

## Summary
- Agreement with CFO Gerald Ritzert provides 8 annual credits totaling $300,000, effective Aug 11, 2026.
- Credits escalate from $10,000 (2026) to $100,000 (2033); vesting per plan default with clawback policy.
- Early retirement age 55, normal 65; benefits paid in 5 annual installments on separation.
- Includes restrictive covenants: non-solicitation, confidentiality, and forfeiture on breach.

## SEC filing metadata
- accession: 0000842517-26-000184
- form_type: 8-K
- ticker: ISBA
- cik: 0000842517
- company_name: ISABELLA BANK CORP
- filed_at: 2026-08-14T15:00:48+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/842517/000084251726000184/0000842517-26-000184-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/842517/000084251726000184/isba-20260811.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000842517-26-000184
- JSON: https://secwatch.observer/filing/0000842517-26-000184.json
- Plain text: https://secwatch.observer/filing/0000842517-26-000184.txt

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