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Investar Holding Corp (ISTR) director reports initial holdings after merger

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Investar Holding Corp director James F. Dunkerley reported his initial ownership of Investar common stock following the merger with Wichita Falls Bancshares, Inc. He beneficially owns 11,517 shares of Investar common stock directly and 20,645 shares indirectly through his spouse. The filing explains that these Investar shares were received in exchange for Wichita Falls Bancshares, Inc. common stock in connection with the merger of Wichita Falls Bancshares, Inc. with and into Investar Holding Corporation.

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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
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1. Name and Address of Reporting Person*
Dunkerley James F

(Last) (First) (Middle)
C/O INVESTAR HOLDING CORPORATION
10500 COURSEY BLVD.

(Street)
BATON ROUGE LA 70816

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026
3. Issuer Name and Ticker or Trading Symbol
Investar Holding Corp [ ISTR ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 11,517(1) D
Common Stock 20,645(1) I Spouse
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Received in exchange for shares of Wichita Falls Bancshares, Inc. common stock in connection with the merger of Wichita Falls Bancshares, Inc. with and into Investar Holding Corporation.
Remarks:
EX 24: POWER OF ATTORNEY
/s/ James F. Dunkerley 01/12/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does James F. Dunkerley’s Form 3 for Investar Holding Corp (ISTR) report?

The Form 3 reports that James F. Dunkerley, a director of Investar Holding Corp, is disclosing his initial beneficial ownership of Investar common stock, including shares held directly and indirectly.

How many Investar (ISTR) shares does James F. Dunkerley own directly and indirectly?

He beneficially owns 11,517 shares of Investar common stock directly and 20,645 shares indirectly, with the indirect shares held through his spouse.

What is James F. Dunkerley’s relationship to Investar Holding Corp (ISTR)?

James F. Dunkerley is listed as a director of Investar Holding Corp and is not identified as an officer or 10% owner in this filing.

How did James F. Dunkerley acquire his Investar (ISTR) shares?

According to the footnote, the Investar shares were received in exchange for shares of Wichita Falls Bancshares, Inc. common stock in connection with the merger of Wichita Falls Bancshares, Inc. with and into Investar Holding Corporation.

Does the Form 3 for James F. Dunkerley involve derivative securities of Investar (ISTR)?

The table for derivative securities is included but shows no derivative securities beneficially owned by James F. Dunkerley as of the reported date.

Whose name appears as the reporting person on this Investar (ISTR) Form 3?

The reporting person on the Form 3 is James F. Dunkerley, who signed the filing and is identified as a director of Investar Holding Corp.

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