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Investar Holding Corp (ISTR) SEC Filings, Apr-May 2026

ISTR NASDAQ

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Investar Holding's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Investar Holding's regulatory disclosures and financial reporting.

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Wellington Management entities reported beneficial ownership of 965,080 shares of Investar Holding Corporation common stock, representing 7.02% of the class as of 03/31/2026. The Schedule 13G/A lists shared voting and dispositive power of 965,080 shares across four Wellington entities and states these securities are owned of record by clients of the Wellington investment advisers. The filing identifies the issuer CUSIP as 46134L105 and provides Wellington's Boston address. The filing is signed by Matthew Revell as Compliance Manager on 05/15/2026.

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Investar Holding Corporation reported significantly larger operations and earnings for the quarter ended March 31, 2026, driven by its acquisition of Wichita Falls Bancshares (WFB) and organic growth. Total assets rose to $3.88 billion from $2.83 billion, and loans increased to $3.07 billion from $2.18 billion, while deposits reached $3.23 billion.

Net interest income climbed to $32.7 million from $18.3 million, helped by higher loan balances despite a rise in deposit and borrowing costs. After a $2.1 million reversal of credit losses, net interest income after credit provisions was $34.8 million. Net income nearly doubled to $12.0 million, and net income available to common shareholders was $11.5 million, with diluted EPS of $0.77 versus $0.63 a year earlier.

The WFB transaction added about $1.15 billion in assets, including $950.2 million in net loans and $1.02 billion in deposits, for total consideration of $112.9 million and generated $18.0 million of goodwill and a $13.6 million core deposit intangible. The allowance for credit losses increased to $36.0 million, reflecting acquired portfolios and model updates, while nonaccrual loans rose to $20.3 million. Unrealized losses on available-for-sale securities remained sizable, contributing to an accumulated other comprehensive loss of $37.1 million, but equity grew to $414.6 million, supported by stock issued in the acquisition and retained earnings.

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Investar Holding Corp director Jordan Robert Chris bought 2,000 shares of Common Stock in an open-market purchase at $27.36 per share on April 23, 2026. After this transaction, he directly owns 60,798 shares, modestly increasing his personal stake in the company.

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BlackRock, Inc. reports beneficial ownership of 700,807 shares of Investar Holding Corp common stock, equal to 5.1% of the class. The filing is an Amendment No. 2 to a Schedule 13G/A and attributes the holdings to certain Reporting Business Units of BlackRock. Signature on the amendment is 04/27/2026.

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Investar Holding Corporation reported sharply stronger first quarter 2026 results driven by its acquisition of Wichita Falls Bancshares and improved balance sheet mix. Net income available to common shareholders rose to $11.5 million, with diluted earnings per share increasing to $0.77 from $0.51 in the prior quarter and $0.63 a year earlier. Core diluted earnings per share improved to $0.87, highlighting underlying earnings momentum.

Average total assets reached $3.91 billion, up more than one‑third year over year, as total loans grew to $3.07 billion and deposits to $3.23 billion, largely reflecting the WFB acquisition. Net interest income climbed to $32.7 million and net interest margin expanded to 3.59%, supported by a higher yield on interest‑earning assets and lower deposit and funding costs, including reduced brokered time deposits.

Credit quality remained manageable but showed some pressure as nonperforming loans rose to $20.3 million, or 0.66% of total loans, compared with 0.43% in the prior quarter. The allowance for credit losses stood at $36.0 million, or 1.17% of total loans, and the company recorded a $2.1 million reversal of credit losses. Stockholders’ equity increased to $414.6 million, aided by the WFB acquisition and prior preferred stock issuance, while the core efficiency ratio improved to 58.46% as revenue growth outpaced higher operating expenses.

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Investar Holding Corporation is asking shareholders to vote at its 2026 Annual Meeting on May 20, 2026 in Baton Rouge. Shareholders of record as of March 23, 2026, when 13,744,225 common shares were outstanding, can vote in person, online, by phone or by mail.

Investors will elect 13 directors for one-year terms, ratify BDO USA, P.C. as independent auditor for fiscal 2026, and cast advisory votes on executive pay and how often to hold future say‑on‑pay votes. They will also decide whether to approve a Second Amended and Restated 2017 Long‑Term Incentive Compensation Plan authorizing up to 1,800,000 shares for stock‑based awards, with annual limits of 100,000 shares per participant and 30,000 per non‑management director, aligning equity incentives with long‑term performance.

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Investar Holding Corp Chief Financial Officer John R. Campbell reported routine equity compensation activity in company stock. He received a grant of 8,694 shares of Common Stock at no cost, described as restricted stock units that convert into common stock on a one-for-one basis and vest in equal increments on the anniversary dates for the next five years.

On the same date, 1,020 shares of Common Stock were disposed of through a tax-withholding disposition at $27.50 per share, covering tax obligations rather than an open-market sale. Following these transactions, Campbell directly owned 29,147 shares of Investar Holding Corp Common Stock.

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Investar Holding Corp Chief Executive Officer John J. D'Angelo reported compensation-related equity changes in company common stock. He received 16,324 restricted stock units that convert into common shares on a one-for-one basis, vesting in equal installments on the anniversary dates over the next five years. To cover tax obligations, 4,158 shares were disposed of at $27.50 per share as a tax-withholding mechanism rather than an open-market sale. Following these transactions, he directly owns 252,956 common shares, with additional indirect holdings of 35,486 shares in a 401(k), 2,099 shares held for his children, and 250 shares held by his spouse.

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Investar Holding Corp deputy chief financial officer Corey E. Moore reported compensation-related stock transactions. He received a grant of 1,818 shares of common stock at no cost, structured as restricted stock units that convert into common shares on a one-for-one basis.

On the same date, 463 shares were disposed of to satisfy tax obligations at a price of $27.50 per share, a tax-withholding disposition rather than an open-market sale. After these transactions, Moore directly owned 8,649 shares of Investar common stock. The restricted stock units vest in equal increments on each anniversary date over the next five years.

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FAQ

How many Investar Holding (ISTR) SEC filings are available on StockTitan?

StockTitan tracks 75 SEC filings for Investar Holding (ISTR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Investar Holding (ISTR)?

The most recent SEC filing for Investar Holding (ISTR) was filed on May 15, 2026.