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Investar Holding Corporation (ISTR) disclosed that President and Chief Executive Officer John J. D’Angelo adopted a prearranged stock trading plan under Rule 10b5-1 on September 4, 2026, during an open trading window. The plan covers the orderly exercise of up to 16,952 stock options that are set to expire in March 2027 and the related sale of the acquired shares. The plan becomes effective on December 3, 2026 and will expire on or before March 31, 2027 as part of Mr. D’Angelo’s personal long-term financial and tax planning strategies. The company states that Mr. D’Angelo continues to hold a significant number of fully-vested shares that exceed its share ownership guidelines, and that any transactions under the plan will be reported on Form 4.
Investar Holding Corp’s common stock is the subject of an amended ownership report by Fourthstone LLC and related entities, which collectively report beneficial ownership of 322,428 shares of common stock through advisory clients. Based on 13,793,585 shares outstanding as of May 6, 2026, this represents 2.34% of the class.
The filing lists multiple reporting persons, including Fourthstone Master Opportunity Fund Ltd., Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, Fourthstone GP LLC, and L. Phillip Stone IV, each with shared voting and dispositive power over their respective positions and no sole power. The reporting group confirms the securities were acquired in the ordinary course of business as an investment adviser and expressly states they were not acquired and are not held for the purpose or effect of changing or influencing control of Investar. The group also indicates that it now holds 5% or less of the outstanding common stock.
Investar Holding Corporation received an updated ownership report from Wellington Management Group LLP and related entities, disclosing a passive stake in Investar’s Common Stock. Wellington and its affiliates report beneficial ownership of 714,283 shares, representing approximately 5.18% of the class, as of June 30, 2026.
The Wellington entities report no sole voting or dispositive power and shared voting and dispositive power over 714,283 shares. The shares are held of record by advisory clients of Wellington-affiliated investment advisers, which have the right to receive dividends and sale proceeds; no single client is reported to hold more than five percent of this class.
Investar Holding Corporation reported substantially larger mid‑2026 balances, largely reflecting its January 1, 2026 acquisition of Wichita Falls Bancshares. Total assets were $3,861,673 thousand at June 30, 2026, up from $2,833,048 thousand at December 31, 2025, with loans of $3,059,887 thousand and deposits of $3,213,886 thousand.
For the quarter ended June 30, 2026, net interest income was $33,449 thousand and net income was $9,472 thousand, compared with $19,644 thousand and $4,494 thousand a year earlier. Net income available to common shareholders was $8,944 thousand, or basic earnings of $0.64 per share and diluted earnings of $0.61.
The Wichita Falls Bancshares transaction added $1,145,410 thousand in assets, including $950,235 thousand of net loans and $1,023,365 thousand of deposits, for total consideration of $112,887 thousand. It generated goodwill of $18,179 thousand and a $13,570 thousand core deposit intangible. The allowance for credit losses increased to $36,251 thousand, while nonaccrual loans totaled $18,462 thousand.
Investar Holding Corp insider Corey E. Moore, Deputy Chief Financial Officer, reported a tax-related share disposition. On August 1, 2026, 64 shares of common stock were withheld or delivered at $30.12 per share to satisfy an exercise price or tax liability, leaving 8,585 shares of common stock held directly after the transaction.
Investar Holding Corporation reported second quarter 2026 net income available to common shareholders of $8.9 million, or $0.61 per diluted share, compared with $11.5 million, or $0.77, in the prior quarter and $4.5 million, or $0.46, a year earlier. Net interest income was $33.4 million and net interest margin improved to 3.67%, while adjusted net interest margin was 3.39%.
Total loans were $3.06 billion and total deposits $3.21 billion at June 30, 2026, both higher year over year following the Wichita Falls Bancshares acquisition. The business lending portfolio reached $1.21 billion. Nonperforming loans were 0.63% of total loans with an allowance equal to 1.18% of loans, and the holding company’s total capital ratio was 14.99%. Book value per common share was $28.29 and tangible book value $23.09.
The company increased its quarterly common dividend 9% to $0.12 per share and repurchased 27,235 shares at an average price of $27.68. It also entered into new employment, salary continuation and split‑dollar life insurance agreements with executives Linda Crochet and Jeffrey Martin, providing specified base salaries, incentive opportunities, severance protections and long‑term deferred compensation.
Investar Holding Corporation changed its external auditor in mid-2026. On June 17, 2026, the audit committee dismissed BDO USA, P.C. as the independent registered public accounting firm and, on the same date, engaged Wipfli LLP to audit the fiscal year ending December 31, 2026.
The filing notes that BDO’s (formerly Horne’s) reports on the company’s financial statements for the years ended December 31, 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications. It also states there were no disagreements or reportable events with BDO over accounting principles, disclosures, or audit procedures during those periods or through the dismissal date.
Investar Holding Corporation reported results from its 2026 Annual Meeting, where shareholders approved a Second Amended and Restated 2017 Long-Term Incentive Compensation Plan. The plan is designed to align employees and directors with stockholders through equity-based awards.
The plan authorizes issuance of up to 1,800,000 shares of common stock, with annual limits of 100,000 shares per participant and 30,000 shares per non-employee director. It runs until May 19, 2036 unless ended earlier, and is administered by the board’s compensation committee.
Shareholders elected 13 directors, ratified BDO USA, P.C. as auditor for the 2026 fiscal year, approved executive compensation on an advisory basis, and chose to hold future say-on-pay votes annually. They also formally approved the updated long-term incentive plan.
Fourthstone group reports passive 13G/A stake in Investar Holding Corp. Fourthstone LLC and related entities report beneficial ownership of 827,389 shares of Common Stock, representing 6.02% of the class based on 13,750,025 shares outstanding as of March 12, 2026. The filing lists additional Fourthstone-related holdings across affiliated vehicles (examples include 647,255 and 180,134 shares). The Reporting Persons state the shares were acquired in the ordinary course of business and not to influence control of the issuer.
Investar Holding Corporation Schedule 13G/A amendment shows Bay Pond Partners, L.P. beneficially owns 517,534 shares of common stock, representing 3.76% of the class. The filing lists shared voting and dispositive power for 517,534 shares and is signed 05/15/2026.