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EdgarHawk

Schwind Jerome E

President & CEO

Director Officer
12 filings analyzed · 1 company · Latest 2026-03-04

Companies

Company Buys Sells Direction
ISABELLA BANK Corp ISBA 14 0 Net buying

Activity

March 2026
2026-03-04 ISABELLA BANK CORP ISBA
high
Buy
396 shares
$12,462
Significance 7/10

President & CEO Schwind Jerome E buys 396 ISBA shares at $31.47; 4 of 5 prior buys produced positive 90d returns. Cluster pattern: 3 other insiders also bought within 14 days.

Schwind Jerome E, President & CEO of Isabella Bank Corp, purchased 396 shares at $31.47 on 2026-03-02, bringing his holdings to 37,493 shares. His track record at this ticker is notably strong: 4 of 5 prior buys at ISBA (spanning Jan–May 2025) delivered positive 90-day returns, with gains ranging from +9.1% to +34.5%. The current purchase comes at a price significantly below the 52-week high of $56.58, and notably, 3 other insiders also executed purchases within the prior 14 days, forming a cluster buy pattern. This convergence of repeated well-timed prior purchases by the CEO and contemporaneous buying by multiple insiders suggests synchronized confidence in the stock's value at current levels, though the stock is currently -15.5% from its 52-week high and the company trades at a P/E of 19.27.

May 2025
2025-05-02 ISABELLA BANK Corp ISBA
medium
Buy
8 shares
$200
Significance 5/10

ISBA CEO buys 8 shares at $24.70; stock now $26.75. Cluster activity (3 other insiders bought in 14 days).

Schwind Jerome E, President & CEO, purchased 8 shares of ISABELLA BANK Corp at $24.70 on 2025-05-01, adding marginally to his holdings of 32,021 shares post-transaction. The stock has since appreciated to $26.75, trading at its 52-week high (+13.4% over 30 days). More notable is the cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated management confidence. Schwind's own cross-ticker track record shows 20 prior buys with a 76.47% 90-day win rate and +9.4% average 90-day return, though same-ticker history at ISBA is more mixed (1 of 2 prior trades measurable at 90-day mark were well-timed). The transaction itself is small in absolute terms ($200.00 total value), but the timing—at a price 7.6% below current market—combined with the cluster activity warrants attention as a sentiment signal.

April 2025
2025-04-02 ISABELLA BANK Corp ISBA
high
Buy
18 shares
$400
Significance 6/10

ISBA CEO Schwind buys 17 shares at $22.41; 77.78% win rate on 20 prior buys. Cluster buying pattern with 3 other insiders in 14 days.

Schwind Jerome E, President & CEO of ISABELLA BANK Corp, purchased 17 shares at $22.41 on 2025-04-01, adding to a 32,013-share position. This transaction follows a strong track record: across 20 prior open-market buys, his average 90-day return was +9.2% with a 77.78% win rate. At this specific ticker, his prior trades have been generally well-timed—2 of 3 measurable 90-day outcomes showed gains (+4.5% and +9.8%, though one was -4.2%). The transaction occurs within a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting aligned confidence in the bank's valuation or outlook. The company shows solid fundamentals (net income $3.3M on revenue of $1.4M; +5.0% annual revenue growth) and trades at a P/E of 18.62 with current price $23.65, down 9.0% from its 52-week high. The modest share count increase (+0.1%) reflects opportunistic capital deployment by a long-term holder rather than a portfolio reposition.

March 2025
2025-03-06 ISABELLA BANK Corp ISBA
high
Buy
17 shares
$400
Significance 6/10

ISBA CEO Schwind bought 17 shares at $23.37 on 2025-03-04; cluster buy pattern with 3 other insiders in 14 days

Schwind Jerome E, as President & CEO, purchased 17 shares of Isabella Bank at $23.37, a modest transaction that increases his holdings to 31,958 shares. This buy occurs within a cluster pattern: 3 other insiders also bought within the past 14 days, which is a notable synchronized signal. His prior trading history at ISBA shows consistent success—of 5 prior trades at this ticker, 3 of 3 prior buys that reached 90-day observation windows were well-timed, with 90-day returns of +5.5%, +25.4%, and +29.0%. The current market price of $23.25 is -10.5% from the 52-week high and down 8.4% over 30 days, suggesting a period of weakness. The company's fundamentals appear modest but stable: P/E of 12.64, annual revenue growth of +5.0%, and a market cap of $172,873,003.50. The combination of multiple insiders buying into a downturn, paired with the CEO's track record of well-timed buys at this specific stock, warrants investor attention.

February 2025
2025-02-05 ISABELLA BANK Corp ISBA
high
Buy
24 shares
$600
Significance 7/10

CEO Jerome Schwind bought 24 ISBA shares at $24.51 on 2025-02-03; part of cluster buy pattern with 9 other insiders in past 14 days.

Schwind Jerome E, President & CEO, purchased 24 shares at $24.51, expanding holdings from 30,535 to 30,559 shares (net +24 shares). This transaction occurs within a broader insider cluster pattern—9 other executives also bought ISBA within the past 14 days—suggesting coordinated conviction at current valuation. Schwind's own record at this ticker is notably strong: his 5 prior ISBA buys (Sept 2024–Jan 2025) posted 90-day returns of +25.4%, +29.0%, and +36.1% on the three measurable completed periods, with perfect 3-of-3 timing accuracy at the 90-day mark. His cross-ticker track record shows 20 prior buys with 90-day outcomes averaging +9.6% at an 83.33% win rate, providing context for execution quality. The company's fundamentals (P/E 13.79, +5.0% annual revenue growth, $3.3M net income in latest quarter) appear stable. Current price ($25.38) sits near the 52-week high ($25.99), down 2.4% from that peak over 30 days but up 12.6% over 90 days, confirming the recent uptrend that Schwind's prior purchases captured.

January 2025
2025-01-06 ISABELLA BANK Corp ISBA
high
Buy
16 shares
$400
Significance 7/10

ISBA President & CEO Schwind buys 16 shares at $24.69; cluster buy pattern + strong same-ticker timing history

Schwind Jerome E (President & CEO) purchased 16 shares of ISABELLA BANK Corp at $24.69 on 2025-01-02, adding to holdings now at 28,481 shares. The transaction size is modest in isolation (+0.1% vs pre-transaction holdings), but the context is noteworthy: three other insiders bought within the past 14 days, forming a cluster buy pattern. More significantly, Schwind's prior trades at ISBA show consistent positive outcomes—his three measurable 90-day returns on prior purchases at this ticker were +29.0%, +36.1%, and +14.4%, indicating well-timed execution. His cross-ticker track record across 20 open-market buys shows an average 90-day return of +7.8% with a 77.78% win rate. The stock has appreciated 4.2% in the past 30 days and 17.7% over 90 days, and trades at $25.90 (−0.4% from its 52-week high of $25.99), suggesting the insider is buying near recent strength. The bank reports reasonable fundamentals with a P/E of 14.08 and trailing annual revenue growth of +5.0%.

December 2024
2024-12-03 ISABELLA BANK Corp ISBA
high
Buy
17 shares
$400
Significance 6/10

CEO Jerome Schwind buys 16 ISBA shares at $23.66; cluster of 4 insider buys in 14 days amid +28.4% stock gain

Schwind Jerome E, President & CEO, purchased 16 shares of ISABELLA BANK Corp at $23.66 on 2024-12-02, adding to a post-transaction holding of 28,284 shares. This modest open-market buy occurs within a broader cluster pattern: 3 other insiders also purchased shares within the past 14 days. The timing context is notable: the stock has returned +28.4% over 90 days and +14.6% over 30 days, reaching -0.8% from its 52-week high of $24.99. Schwind's prior five trades at ISBA show a strong track record—3 of 3 trades where outcomes are measurable have delivered positive 90-day returns (+36.1%, +21.5%, +14.4%), all well-timed at the 90-day mark. The company's fundamentals show a P/E of 13.48, net income of $3.3M, and annual revenue growth of +5.0%, suggesting a stable small-cap banking institution. The cluster buy pattern—combined with the CEO's historical timing accuracy at this ticker and the stock's recent run—warrants attention to whether this reflects underlying confidence or continuation of an established purchasing rhythm.

November 2024
2024-11-04 ISABELLA BANK Corp ISBA
medium
Buy
19 shares
$400
Significance 6/10

ISBA CEO Schwind bought 19 shares at $20.57; part of cluster pattern—3 other insiders also bought within 14 days

Schwind Jerome E (President & CEO) purchased 19 shares of ISABELLA BANK Corp on 2024-11-01 at $20.57, a modest transaction ($400.00 total) that increased his holdings to 28,267 shares. The transaction occurs within a cluster pattern: 3 other insiders also bought within the past 14 days. His prior five trades at ISBA show a consistent pattern of positive returns, with 3 of 3 prior 90-day outcomes well-timed (each resulting in gains). His cross-ticker track record shows 19 prior buys with a 70.59% 90-day win rate (avg 90d return +3.7%), indicating disciplined execution. The stock currently trades at $21.90, near its 52-week high of $22.25, with fundamentals showing revenue of $1,439,000.00 (latest quarter), net income of $3,481,000.00, and annual revenue growth of +5.0%, supported by a modest P/E of 11.01 and market cap of $163,050,186.60.

October 2024
2024-10-03 ISABELLA BANK Corp ISBA
high
Buy
20 shares
$400
Significance 6/10

CEO Schwind Jerome E bought 19 shares of ISBA at $20.15 (now $22.00); 3 of 3 prior ISBA trades showed positive 90d returns; 3 other insiders also bought within 14 days.

President & CEO Jerome E Schwind purchased 19 shares at $20.15 on 2024-10-01, adding to his existing 28,247-share position. His prior five transactions at ISBA show a distinct pattern: the three completed 90-day windows all delivered positive returns (+21.5%, +7.5%, +16.0%), and his most recent buys on 2024-09-03 and 2024-08-01 are already showing strong 30-day performance of +20.8% and +1.3% respectively. A cluster of three other insiders purchasing within the same 14-day window suggests coordinated conviction among the executive group. The stock currently trades at $22.00, up 14.7% over 30 days and up 15.8% over 90 days, indicating the most recent window is outperforming historical patterns while the company sustains modest 5.0% annual revenue growth and maintains a lean P/E of 11.06.

September 2024
2024-09-05 ISABELLA BANK Corp ISBA
high
Buy
33 shares
$600
Significance 6/10

CEO Schwind buys 32 ISBA shares at $18.22; cluster pattern with 4 other insiders buying in past 14 days

Schwind Jerome E, President & CEO of ISABELLA BANK Corp, purchased 32 shares at $18.22 on 2024-09-03 for a total value of $600.00, raising his holdings to 28,201 shares. This transaction occurs within a cluster: 4 other insiders also bought within the past 14 days, indicating coordinated insider accumulation at the company level. At the same-ticker level, Schwind's prior 5 trades at ISBA show a timing pattern of 2 well-timed buys at the 90-day mark (May and June 2024 trades both delivered positive 90-day returns of +16.0% and +7.5% respectively), though recent buys from August and July have not yet had measurable 90-day outcomes. The company shows modest fundamentals with annual revenue growth of +5.0%, a P/E of 9.79, and the stock is currently -10.1% from its 52-week high of $21.69, having appreciated +3.0% over 30 days and +4.0% over 90 days from the transaction date.

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