According to recent filings covering the 90 days ending December 31, 2025, the three most significant insider holders at Isabella Bank are Director G Charles Hubscher (231.54K shares), Director Jeffrey J Barnes (41.45K shares), President & Ceo Jerome E Schwind (32.47K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| G Charles Hubscher | 231,538 | 05 Jun, 2023 | |
| Thomas L Kleinhardt | 107,710 | 05 Sep, 2024 | |
| David J Maness | 56,532 | 05 Jun, 2023 | |
| Jeffrey J Barnes | 41,446 | 03 Dec, 2025 | |
| Jerome E Schwind | President & Ceo | 32,471 | 03 Dec, 2025 |
| Gregory V Varner | 32,232 | 05 Sep, 2024 | |
| Jae A Evans | 26,705 | 11 Dec, 2025 | |
| Sarah R Opperman | 24,115 | 03 Dec, 2025 | |
| Richard L Mcguirk | 20,292 | 01 May, 2024 | |
| Michael P Prisby | Treasurer | 18,658 | 22 May, 2025 |
| Neil Michael Mcdonnell | President | 9,604 | 03 Dec, 2025 |
| Vicki L Rupp | 9,558 | 03 Dec, 2025 | |
| David J Reetz | Sr Vp & Chief Lending Officer | 9,000 | 28 Oct, 2021 |
| Peggy Wheeler | Chief Operations Officer | 8,871 | 02 May, 2025 |
| Chad R Payton | 7,474 | 03 Jun, 2025 | |
| William M Schaefer | Chief Financial Officer | 7,249 | 02 May, 2025 |
| Jill Bourland | 5,561 | 03 Dec, 2025 | |
| Melinda Marie Coffin | 5,110 | 22 Dec, 2025 | |
| Brian Roy Sackett | 3,755 | 03 Dec, 2025 | |
| Jon D Catlin | Chief Credit Officer | 1,176 | 02 May, 2025 |
| Jennifer L Gill | Vp & Controller | 811 | 03 Feb, 2022 |
| Gregory S Matthews | Chief Credit Officer | 451 | 02 Mar, 2021 |
| David Brian Behen | 367 | 14 May, 2025 | |
| Brian B Tessin | 229 | 03 Dec, 2025 | |
| Julie A Smith | Vp & Chief Technology Officer | 188 | 03 Jun, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Dec, 2025 | Jae A Evans | common | D | 3,000 | $48.61 | 26,705 | D | I |
| 01 Dec, 2025 | Jeffrey J Barnes | common | A | 206 | $43.50 | 41,446 | D | A |
| 01 Dec, 2025 | Neil Michael Mcdonnell | common | A | 2 | $43.50 | 9,562 | D | A |
| 01 Dec, 2025 | Jill Bourland | common | A | 8 | $43.50 | 5,561 | D | A |
| 01 Dec, 2025 | Melinda Marie Coffin | common | A | 28 | $43.50 | 5,080 | D | A |
| 01 Dec, 2025 | Vicki L Rupp | common | A | 27 | $43.50 | 9,558 | D | A |
| 01 Dec, 2025 | Jae A Evans | common | A | 19 | $43.50 | 29,705 | D | A |
| 01 Dec, 2025 | Jerome E Schwind | common | A | 103 | $43.50 | 32,471 | D | A |
| 01 Dec, 2025 | Brian B Tessin | common | A | 229 | $43.50 | 229 | D | A |
| 01 Dec, 2025 | Melinda Marie Coffin | common | A | 28 | $43.50 | 5,110 | D | A |
| 01 Dec, 2025 | Brian Roy Sackett | common | A | 21 | $43.50 | 3,755 | D | A |
| 01 Dec, 2025 | Sarah R Opperman | common | A | 40 | $43.50 | 24,115 | D | A |
| 05 Sep, 2025 | Jae A Evans | common | D | 2,976 | $31.30 | 29,615 | D | S |
| 02 Sep, 2025 | Jerome E Schwind | common | A | 133 | $33.13 | 32,343 | D | A |
| 02 Sep, 2025 | Neil Michael Mcdonnell | common | A | 4 | $33.13 | 9,549 | D | A |
| 02 Sep, 2025 | Vicki L Rupp | common | A | 35 | $33.13 | 9,520 | D | A |
| 02 Sep, 2025 | Jill Bourland | common | A | 11 | $33.13 | 5,520 | D | A |
| 02 Sep, 2025 | Jae A Evans | common | A | 25 | $33.13 | 32,591 | D | A |
| 02 Sep, 2025 | Jeffrey J Barnes | common | A | 268 | $33.13 | 41,222 | D | A |
| 02 Sep, 2025 | Melinda Marie Coffin | common | A | 35 | $33.13 | 5,050 | D | A |