Isabella Bank Corporation
Ownership
Ownership Structure
Who owns Isabella Bank Corporation (ISBA)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 82.0% of the shares are freely tradable; institutional investors hold 21.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 6.11 | 467,431 | +366.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.92 | 299,599 | +9.3 | 06/30/2026 |
| Geode Capital Management, LLC | 2.30 | 176,251 | +119.2 | 06/30/2026 |
| State Street Corp | 1.13 | 86,581 | +292.6 | 06/30/2026 |
| Northern Trust Corp | 0.70 | 53,471 | +262.8 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 0.61 | 46,742 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.74 | 209,680 | +0.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.22 | 169,724 | +0.0 | 10/30/2026 |
| Fidelity Small Cap Index | 1.00 | 76,856 | +0.0 | 08/31/2026 |
| iShares Russell 2000 Value ETF | 0.87 | 66,554 | +0.0 | 10/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Barnes Jeffrey J | Director | 42,785 | 1,694,291 $ | Sep 1, 2026 | direct |
| Schwind Jerome E | President & CEO | 37,778 | 1,496,006 $ | Sep 1, 2026 | direct |
| Opperman Sarah R | Director | 24,587 | 973,642 $ | Sep 1, 2026 | direct |
| McDonnell Neil Michael | President | 12,239 | 484,669 $ | Sep 1, 2026 | direct |
| Rupp Vicki L | Director | 9,896 | 391,900 $ | Sep 1, 2026 | direct |
| Bourland Jill | Director | 5,933 | 234,952 $ | Oct 16, 2026 | direct |
| Coffin Melinda Marie | Director | 5,644 | 223,503 $ | Sep 1, 2026 | direct |
| Sackett Brian Roy | Director | 4,226 | 167,367 $ | Sep 1, 2026 | direct |
| Tessin Brian B | Director | 1,070 | 42,372 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 16, 2026 | Bourland Jill | Director | Buy | 8 | 36.71 | 294 |
| Sep 16, 2026 | Bourland Jill | Director | Buy | 8 | 39.40 | 315 |
| Sep 1, 2026 | Barnes Jeffrey J | Director | Other | 242 | 38.55 | 9,329 |
| Sep 1, 2026 | Bourland Jill | Director | Other | 10 | 38.55 | 386 |
| Sep 1, 2026 | Coffin Melinda Marie | Director | Other | 31 | 38.55 | 1,195 |
| Sep 1, 2026 | Opperman Sarah R | Director | Other | 46 | 38.55 | 1,773 |
| Sep 1, 2026 | Rupp Vicki L | Director | Other | 33 | 38.55 | 1,272 |
| Sep 1, 2026 | Sackett Brian Roy | Director | Other | 24 | 38.55 | 925 |
| Sep 1, 2026 | Schwind Jerome E | President & CEO | Other | 123 | 38.55 | 4,742 |
| Sep 1, 2026 | Tessin Brian B | Director | Other | 8 | 38.55 | 308 |
| Sep 1, 2026 | McDonnell Neil Michael | President | Other | 3 | 38.55 | 116 |
| Aug 17, 2026 | Bourland Jill | Director | Buy | 7 | 41.59 | 291 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 13, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.