Welcome to our dedicated page for Investar Holding SEC filings (Ticker: ISTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Investar Holding Corporation (NASDAQ: ISTR) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Louisiana-based financial holding company and SEC registrant, Investar reports material events, financial results, and corporate actions through forms such as Form 8-K, as well as annual and quarterly reports filed under the Securities Exchange Act of 1934.
Investar’s recent Form 8-K filings cover a range of topics relevant to investors in a commercial banking organization. These include the entry into and progress of the Agreement and Plan of Merger with Wichita Falls Bancshares, Inc., the holding company for First National Bank in Wichita Falls, Texas; the completion of a private placement of 6.5% Series A Non-Cumulative Perpetual Convertible Preferred Stock and related registration rights; shareholder votes and regulatory approvals for the Wichita Falls merger; and the eventual completion of that acquisition. Other 8-Ks disclose quarterly earnings releases, changes in the company’s independent registered public accounting firm, executive employment and compensation arrangements, and adoption of a Rule 10b5-1 trading plan by the company’s chief executive officer.
Through its SEC filings, Investar also provides pro forma financial information related to the Wichita Falls transaction, supplemental proxy disclosures in response to shareholder litigation about merger-related disclosures, and details of amendments to its articles of incorporation establishing the rights and preferences of the Series A preferred stock. These documents help explain how the company structures its capital, manages acquisitions, and complies with regulatory requirements.
On Stock Titan, users can review Investar’s 8-Ks alongside its periodic reports, such as Forms 10-K and 10-Q when available, to analyze trends in earnings, capital ratios, loan and deposit composition, and risk management. The platform’s AI-powered tools summarize lengthy filings, highlight key items—such as merger terms, capital raises, auditor changes, and executive agreements—and make it easier to locate information about topics like preferred stock terms, shareholder votes, and pro forma financial statements. This allows investors to navigate Investar’s regulatory history and assess how reported events may relate to the performance and risk profile of ISTR stock.
Investar Holding Corporation filed a report updating the prospectus for the resale of common stock issuable from its 6.5% Series A Non-Cumulative Perpetual Convertible Preferred Stock. The update adds detailed historical and pro forma information for Wichita Falls Bancshares, Inc. and its merger with Investar.
Wichita Falls Bancshares reported total assets of $1.16 billion and deposits of $1.02 billion as of December 31, 2025, down from $1.54 billion and $1.15 billion a year earlier. Net income for 2025 was $4.27 million, compared with $5.88 million in 2024, with basic earnings per share of $6.87. The filing also includes audited financial statements, management’s discussion and analysis, and unaudited pro forma combined statements reflecting the acquisition’s impact on Investar.
The Vanguard Group amended a Schedule 13G/A to report 0 shares beneficially owned of Investar Holding Corp common stock. The filing states Vanguard underwent an internal realignment and is reporting certain subsidiaries separately in reliance on SEC Release No. 34-39538.
The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Investar Holding Corporation filed an amended report to provide detailed financial statements and unaudited pro forma information for its acquisition of Wichita Falls Bancshares, Inc. (WFB), parent of First National Bank.
Under the merger agreement, all WFB shares were converted into total consideration of $7.2 million in cash and 3,955,272 shares of Investar common stock, for an aggregate value of about $112.9 million based on a $26.72 share price as of December 31, 2025. Using acquisition accounting, Investar records estimated goodwill of approximately $22.0 million and a core deposit intangible of about $14.3 million.
On a pro forma basis as of September 30, 2025, the combined company shows total assets of $4.11 billion and pro forma net income of $26.3 million for the nine months ended that date, with basic earnings per share of 2.00 and diluted earnings per share of 1.91. Management emphasizes that fair value marks and purchase accounting allocations are preliminary, may change materially after final valuation work, and that the pro forma results are illustrative only. Expected cost savings and revenue synergies from integrating WFB are not reflected in the pro forma figures.
Investar Holding Corporation, the parent of Investar Bank, reports on its community banking business across Louisiana, Texas and Alabama. As of December 31, 2025, the company had $2.8 billion in total assets, $2.1 billion in net loans, $2.4 billion in deposits and $301.1 million in stockholders’ equity.
The bank focuses on commercial and retail lending, with lending income contributing more than 80% of total revenue in recent years, and offers a broad suite of deposit, treasury management and digital services. On January 1, 2026, Investar completed the acquisition of Wichita Falls Bancshares, Inc. and its bank subsidiary with $1.2 billion in assets, $1.0 billion in loans and $1.0 billion in deposits, paid through $7.2 million in cash and 3,955,272 Investar shares valued at $112.9 million.
The filing highlights extensive regulatory oversight, capital requirements and risk factors. Key risks include sensitivity to interest rates and inflation, liquidity pressures, competition for deposits, credit quality in commercial lending, regulatory and compliance burdens, cybersecurity threats and macroeconomic or geopolitical shocks that could affect earnings and capital.
Investar Holding Corp director Robert Chris Jordan bought 1,550 shares of common stock in an open-market transaction at $26.85 per share. After this purchase, he directly owns 58,798 common shares. The trade modestly increases his personal stake in the company.
Investar Holding Corp’s Chief Financial Officer, John R. Campbell, reported a small share disposition related to tax withholding. On March 1, he transferred 259 shares of common stock at $28.23 per share to satisfy tax obligations, a non-open-market transaction. After this, he directly owns 21,473 shares of Investar common stock.
The Banc Funds Company, L.L.C., filing as 1st and Main Growth Partners, submitted Amendment No. 1 to a Schedule 13G/A for Investar Holding Corp common stock. As of 12/31/2025, the reporting group discloses beneficial ownership of 306,896 shares, representing 2.0% of Investar’s common stock.
These shares are reported with sole voting and dispositive power and are held through Banc Fund X L.P., while Banc Fund IX L.P., TBFC Financial Technologies Fund L.P., and BANC FUNDS CO LLC each report zero shares. The filer certifies the securities are held on a passive basis and not for the purpose of changing or influencing control of Investar.
Fourthstone and related funds reported a significant passive stake in Investar Holding Corp. The group disclosed beneficial ownership of 695,992 shares of Investar common stock, representing 7.09% of the company’s outstanding shares, with the event date listed as 12/31/2025.
The percentage is based on 9,810,435 Investar common shares outstanding as of November 3, 2025, as reported in Investar’s Form 10-Q filed November 5, 2025. Fourthstone holds the shares on behalf of advisory clients and certifies they were acquired and are held in the ordinary course of business, not to change or influence control of Investar.
Investar Holding Corp’s Chief Executive Officer and director John J. D’Angelo reported option exercises and share sales in the company’s common stock on January 27, 2026 under a pre-established trading plan adopted on October 28, 2025.
He exercised employee stock options for 26,163 shares at an exercise price of $14.28 per share and sold 26,163 shares at a weighted average price of $28.01 per share for personal estate and tax planning purposes. A separate option exercise for 2,907 shares at $14.28 resulted in a net issuance of 947 shares, with 1,960 shares withheld to cover the exercise price and taxes.
Following these transactions, D’Angelo directly owned 240,790 shares of common stock and had additional indirect holdings of 33,935 shares through a 401(k), 2,099 shares for minor children, and 250 shares held by his spouse.
Investar Holding Corporation filed a notice that an affiliated holder plans to sell 26,163 shares of its common stock. The shares are to be sold through Apex Clearing on or about 01/27/2026 on the Nasdaq exchange, with an aggregate market value listed as 731,255.85 and total shares outstanding shown as 13,766,493.
The seller acquired these 26,163 common shares on 01/27/2026 via a stock option exercise with Investar Holding Corporation as the counterparty. The form also includes the standard representation that the seller is not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.