Data spanning the past 90 days through January 21, 2026 reveals that Isabella Bank's three principal insider shareholders consist of Director G Charles Hubscher (231.54K shares), Director Thomas L Kleinhardt (107.71K shares), Director David J Maness (56.53K 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 |
| 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 | Sarah R Opperman | common | A | 40 | $43.50 | 24,115 | 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 | 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 | Vicki L Rupp | common | A | 27 | $43.50 | 9,558 | D | A |
| 01 Dec, 2025 | Melinda Marie Coffin | common | A | 28 | $43.50 | 5,080 | 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 | Brian B Tessin | common | A | 229 | $43.50 | 229 | D | A |
| 05 Sep, 2025 | Jae A Evans | common | D | 2,976 | $31.30 | 29,615 | D | S |
| 02 Sep, 2025 | Jeffrey J Barnes | common | A | 268 | $33.13 | 41,222 | D | A |
| 02 Sep, 2025 | Sarah R Opperman | common | A | 52 | $33.13 | 24,046 | D | A |
| 02 Sep, 2025 | Jae A Evans | common | A | 25 | $33.13 | 32,591 | D | A |
| 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 | Jill Bourland | common | A | 11 | $33.13 | 5,520 | D | A |
| 02 Sep, 2025 | Vicki L Rupp | common | A | 35 | $33.13 | 9,520 | D | A |