Investar (ISTR) CRO gets 4,339 RSUs, 1,396 shares withheld for tax
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Investar Holding Corp’s Chief Risk Officer Martin Jeffrey Wayne reported compensation-related stock transactions. He received a grant of 4,339 restricted stock units that convert into common shares on a one-for-one basis, vesting in equal increments on the anniversary dates over the next five years.
To cover tax obligations, 1,396 shares of common stock were withheld at $27.50 per share. After these entries, he holds 24,466 shares directly and 5,027 shares indirectly through a 401(k) account.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Martin Jeffrey Wayne
Role
Chief Risk Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,396 | $27.50 | $38K |
| Grant/Award | Common Stock | 4,339 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 20,127 shares (Direct);
Common Stock — 5,027 shares (Indirect, 401(k))
Footnotes (1)
- [object Object]
Key Figures
RSU grant: 4,339 shares
Tax-withheld shares: 1,396 shares at $27.50
Direct holdings after transactions: 24,466 shares
+3 more
6 metrics
RSU grant
4,339 shares
Restricted stock units granted on April 1, 2026
Tax-withheld shares
1,396 shares at $27.50
Shares withheld to satisfy tax obligations
Direct holdings after transactions
24,466 shares
Common stock directly owned after April 1, 2026 entries
Indirect 401(k) holdings
5,027 shares
Common stock held indirectly via 401(k)
Tax-withholding count
1 transaction
F-code disposition for tax liability
Grant/award acquisition count
1 transaction
A-code grant of restricted stock units
Key Terms
restricted stock units, tax-withholding disposition, 401(k), grant/award acquisition, +1 more
5 terms
restricted stock units financial
"Grant of restricted stock units that convert into common stock on a one-for-one basis."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
401(k) financial
"nature_of_ownership": "401(k)""
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
grant/award acquisition financial
"transaction_action": "grant/award acquisition""
Chief Risk Officer financial
"officer_title": "Chief Risk Officer""
The chief risk officer is the senior executive responsible for identifying, measuring and reducing the major threats that could hurt a company’s finances or reputation, acting like a navigator who watches for storms and steers the business away from them. Investors care because effective risk oversight lowers the chance of surprise losses, legal fines or operational failures, which helps protect shareholder value and makes a company more predictable and trustworthy.
FAQ
What insider transactions did Investar (ISTR) report for Martin Jeffrey Wayne?
Investar’s Chief Risk Officer Martin Jeffrey Wayne reported a grant of 4,339 restricted stock units and a tax-withholding disposition of 1,396 common shares at $27.50 per share, all dated April 1, 2026, with no open-market buying or selling activity disclosed.
How is the 401(k) ownership reported for Investar (ISTR)’s Chief Risk Officer?
The filing reports 5,027 Investar common shares held indirectly through a 401(k) plan, coded as indirect ownership. This indicates retirement-plan holdings separate from Martin Jeffrey Wayne’s 24,466 directly held common shares after the reported transactions.