ISABELLA BANK CORP — fact timeline

ISABELLA BANK CORP entered into Equity Distribution Agreement with Piper Sandler & Co. valued at $30,000,000 (effective 2026-06-16).

“On June 16, 2026, Isabella Bank Corporation, a Michigan corporation (the “Company”), and its wholly-owned subsidiary, Isabella Bank, a Michigan state-chartered bank (the “Bank”), entered into an Equity Distribution Agreement (the “Agreement”) with Piper Sandler & Co., as sales agent (the “Agent”), pursuant to which the Company may issue and sell from time to time through the Agent, shares of the Company's common stock, no par value per share (the “Common Stock”), having an aggregate gross sales price of up to $30,000,000 (the “Offering”).”

ISABELLA BANK CORP entered into Agreement and Plan of Merger with Grand River Commerce, Inc. (effective 2026-06-11).

“On June 11, 2026, Isabella Bank Corporation, a Michigan corporation (“Isabella”), 401 Merger Sub, Inc., a Michigan corporation and a wholly owned subsidiary of Isabella (“Merger Sub”), and Grand River Commerce, Inc., a Michigan corporation (“Grand River”), entered into an Agreement and Plan of Merger (the “Merger Agreement”).”

ISABELLA BANK CORP shareholders approved Ratify the Appointment of Plante & Moran, PLLC at the 2026-05-05 meeting.

“Proposal 4 - Ratify the Appointment of Plante & Moran, PLLC The Company’s shareholders ratified the appointment of Plante & Moran, PLLC as the Company's independent registered public accounting firm for the year ending December 31, 2026. For Against Abstain 4,070,547 39,773 35,894”

ISABELLA BANK CORP shareholders approved Approval of the Isabella Bank Corporation 2025 Employee Stock Purchase Plan at the 2026-05-05 meeting.

“Proposal 3 - Approval of the Isabella Bank Corporation 2025 Employee Stock Purchase Plan The Company’s shareholders voted to approve the Isabella Bank Corporation 2025 Employee Stock Purchase Plan. For Against Abstain Broker Non-Votes 3,227,845 47,669 111,471 759,229”

ISABELLA BANK CORP shareholders approved Advisory (Non-Binding) Vote on Executive Compensation at the 2026-05-05 meeting.

“Proposal 2 - Advisory (Non-Binding) Vote on Executive Compensation The Company’s shareholders voted to approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers. For Against Abstain Broker Non-Votes 3,170,901 102,232 113,852 759,229”

ISABELLA BANK CORP shareholders approved Election of Directors at the 2026-05-05 meeting.

“Proposal 1 - Election of Directors The following individual was elected to serve as a director of the Company to hold office until the 2027 Annual Meeting of Shareholders or until his successor has been duly elected and qualified or until his earlier death, resignation, or removal from office. Nominee For Withhold Broker Non-Votes Brian B. Tessin 3,320,363 66,622 759,229 The following individuals were elected to serve as directors of the Company to hold office until the 2029 Annual Meeting of Shareholders or until their respective successors have been duly elected and qualified or until their earlier death, resignation, or removal from office. Nominee For Withhold Broker Non-Votes Dr. Jeffrey J. Barnes 3,303,689 83,296 759,229 David B. Behen 3,345,576 41,409 759,229 Melinda M. Coffin 3,312,891 74,094 759,229 Vicki L. Rupp 3,328,378 58,607 759,229”

ISABELLA BANK CORP reported first quarter 2026 results: net income $5.0 million, EPS $0.68 per diluted share.

“Net income in first quarter 2026 was $5.0 million, or $0.68 per diluted share, compared with $3.9 million, or $0.53 per diluted share, in first quarter 2025.”

ISABELLA BANK CORP: On September 24, 2025, the Board approved and adopted the Second Amended and Restated Bylaws, effective immediately, which include provisions on annual and special shareholder meetings, proxy registration, meeting conduct, shareholder proposals and director nominations, remote meeting participation, (effective 2025-09-24).

“On September 24, 2025, the Board of Directors (the "Board") of Isabella Bank Corporation, a Michigan corporation (the "Corporation"), approved and adopted the Second Amended and Restated Bylaws of the Corporation (the "Amended Bylaws"), effective immediately.”

David B. Behen was appointed as Director at ISABELLA BANK CORP.

“On January 29, 2025, the Board of Directors of Isabella Bank Corporation (the "Corporation") appointed David B. Behen (age 55) to the Board of Directors of the Corporation and to the Board of Directors of Isabella Bank effective March 3, 2025.”

ISABELLA BANK CORP engaged Plante & Moran, PLLC as its auditor.

“On January 27, 2025, (the "Appointment Date") the Corporation appointed Plante & Moran, PLLC ("Plante") as its new independent registered public accounting firm for the fiscal year ending December 31, 2025.”

Rehmann Robson, LLC resigned as auditor of ISABELLA BANK CORP.

“Rehmann Robson, LLC resigned as the independent registered public accounting firm of the Corporation, effective after completion of their audits of the Corporation's consolidated financial statements as of and for the year ending December 31, 2024 and internal control over financial reporting as of December 31, 2024, and the issuance of their reports thereon.”

Gregory V. Varner retired as Director at ISABELLA BANK CORP.

“Effective August 31, 2024, Thomas L. Kleinhardt and Gregory V. Varner retired as directors of Isabella Bank Corporation (the “Corporation”) and its subsidiary, Isabella Bank, after reaching the mandatory age for retirement according to the Corporation’s bylaws.”

Thomas L. Kleinhardt retired as Director at ISABELLA BANK CORP.

“Effective August 31, 2024, Thomas L. Kleinhardt and Gregory V. Varner retired as directors of Isabella Bank Corporation (the “Corporation”) and its subsidiary, Isabella Bank, after reaching the mandatory age for retirement according to the Corporation’s bylaws.”

Brian R. Sackett was appointed as Director at ISABELLA BANK CORP.

“On August 28, 2024, the Board of Directors of the Corporation appointed Brian R. Sackett (age 54) to the Board of Directors of Isabella Bank Corporation and to the Board of Directors of Isabella Bank effective September 15, 2024.”

ISABELLA BANK CORP shareholders approved Ratify the Appointment of Rehmann Robson LLC at the 2024-05-07 meeting.

“Proposal 2 - Ratify the Appointment of Rehmann Robson LLC The Corporation’s shareholders ratified the appointment of Rehmann Robson LLC as the Corporation's independent registered public accounting firm for 2024, as set forth below. For Against Abstain 3,917,481 12,987 32,815”

ISABELLA BANK CORP shareholders approved Election of Directors at the 2024-05-07 meeting.

“Proposal 1 - Election of Directors The following individuals were elected to serve as directors to hold office until the 2027 Annual Meeting of Shareholders. Nominee For Withhold Broker Non-Votes Jill Bourland 3,233,232 67,501 662,550 Jae A. Evans 3,197,221 103,512 662,550 Jerome E. Schwind 3,228,220 72,513 662,550”

Neil M. McDonnell changed role as President at ISABELLA BANK CORP.

“In connection with Mr. Schaefer's appointment, effective April 1, 2024, Neil M. McDonnell resumed his role as President of Isabella Bank.”

William M. Schaefer was appointed as Chief Financial Officer at ISABELLA BANK CORP.

“On April 1, 2024, William M. Schaefer was appointed as the Chief Financial Officer of Isabella Bank Corporation.”

Richard L. McGuirk departed as Director at ISABELLA BANK CORP.

“On March 12, 2024, Richard L. McGuirk informed the Board of Directors of Isabella Bank Corporation (the "Corporation") that he will not seek re-election to the Corporation's Board of Directors nor the appointment to the Board of Directors of Isabella Bank, the Corporation's subsidiary.”

ISABELLA BANK CORP reported financial results for the quarter and year ended December 31, 2023.

“On February 16, 2024 , Isabella Bank Corporation issued a press release announcing its results of operations for the quarter and year ended December 31, 2023.”

Neil M. McDonnell was appointed as Director at ISABELLA BANK CORP.

“On December 13, 2023, the Board of Directors of the Corporation appointed Neil M. McDonnell to the Board of Directors of Isabella Bank Corporation and to the Board of Directors of Isabella Bank effective January 31, 2024.”

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

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

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.

“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.”

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.

“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.”

ISABELLA BANK CORP reported three and nine months ended September 30, 2023 results: net income $4.4 million, EPS $0.59.

“On October 19, 2023 , Isabella Bank Corporation issued a press release announcing its results of operations for the three and nine months ended September 30, 2023.”

ISABELLA BANK CORP reported the second quarter of 2023 and the six-month period ended June 30, 2023 results: net income $4.6 million for the second quarter of 2023 and $10 million for the six-month period ended June 30, 2023, EPS $0.62 for the second quarter of 2023 and $1.32 for the first half of the year.

“Isabella Bank Corporation (the “Corporation”) (OTCQX: ISBA) has reported net income of $4.6 million for the second quarter of 2023 and $10 million for the six-month period ended June 30, 2023. Earnings per common share were $0.62 for the second quarter of 2023 and $1.32 for the first half of the year.”

ISABELLA BANK CORP shareholders approved Ratify the Appointment of Rehmann Robson LLC at the 2023-05-09 meeting.

“Proposal 4 - Ratify the Appointment of Rehmann Robson LLC The Corporation’s shareholders ratified the appointment of Rehmann Robson LLC as the Corporation's independent registered public accounting firm for 2023, as set forth below. For Against Abstain 4,405,279 21,740 43,632”

ISABELLA BANK CORP shareholders approved Frequency of Advisory Vote on Executive Compensation at the 2023-05-09 meeting.

“Proposal 3 - Frequency of Advisory Vote on Executive Compensation The Corporation’s shareholders approved by non-binding advisory vote "every three years" as the frequency of future advisory votes on named executive officers compensation, as set forth below. One Year Two Years Three Years Abstain Broker Non-Votes 573,288 241,639 2,824,750 140,987 689,987”

ISABELLA BANK CORP shareholders approved Advisory Vote on Executive Compensation at the 2023-05-09 meeting.

“Proposal 2 - Advisory Vote on Executive Compensation The Corporation’s shareholders approved by non-binding advisory vote the compensation paid to the Corporation’s named executive officers, as set forth below. For Against Abstain Broker Non-Votes 3,325,197 312,211 143,256 689,987”

ISABELLA BANK CORP shareholders approved Election of Directors at the 2023-05-09 meeting.

“Proposal 1 - Election of Directors The following individuals were elected to serve as directors to hold office until the 2026 Annual Meeting of Shareholders. Nominee For Withhold Broker Non-Votes Dr. Jeffrey J. Barnes 3,663,122 117,542 689,987 Melinda M. Coffin 3,629,607 151,057 689,987 Vicki L. Rupp 3,679,284 101,380 689,987”

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

“appointed Neil M. McDonnell as President of Isabella Bank, both effective January 2024.”

Jae A. Evans retired as President and Chief Executive Officer at ISABELLA BANK CORP.

“On April 26, 2023, Jae A. Evans announced his retirement as President and Chief Executive Officer of Isabella Bank Corporation (the "Corporation"), to the Corporation's Board of Directors (the "Board").”

ISABELLA BANK CORP reported the three months ended March 31, 2023 results: net income $5.3 million, EPS $0.70.

“The Corporation reported net income of $5.3 million and earnings per common share of $0.70, both substantial increases from the same period in 2022.”

G. Charles Hubscher departed as director at ISABELLA BANK CORP.

“Mr. Hubscher also advised the Corporation's Board of Directors, at its regular meeting held February 22, 2023, that he would not seek re-election to the Corporation's Board of Directors nor the appointment to the Board of Directors of Isabella Bank.”

David J. Maness departed as director at ISABELLA BANK CORP.

“Mr. Maness advised the Corporation's Board of Directors, at its regular meeting held February 22, 2023, that he would not seek re-election to the Corporation's Board of Directors nor the appointment to the Board of Directors of Isabella Bank.”

ISABELLA BANK CORP reported financial results for the quarter and year ended December 31, 2022.

“On February 9, 2023 , Isabella Bank Corporation issued a press release announcing its results of for the quarter and year ended December 31, 2022.”

Melinda M. Coffin was appointed as Director at ISABELLA BANK CORP.

“On October 26, 2022, the Board of Directors of the Corporation appointed Melinda M. Coffin (age 47) to the Board of Directors of Isabella Bank Corporation and to the Board of Directors of Isabella Bank effective November 30, 2022.”