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.
Investar Holding Corporation’s SEC filings document operating results, governance matters, capital structure, and material events for the holding company of Investar Bank, National Association. Form 8-K disclosures include quarterly earnings releases, investor presentations, financial-condition updates, auditor changes, and executive compensation arrangements.
The filings also cover the company’s 6.5% Series A Non-Cumulative Perpetual Convertible Preferred Stock, resale registration-related updates, shareholder voting and proxy matters, and acquisition accounting. Acquisition-related filings include acquired business financial statements, management discussion and analysis, and pro forma financial information connected to Wichita Falls Bancshares and First National Bank.
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.
Investar Holding Corp director Julio A. Melara reported an equity grant of 1,431 shares of common stock on 01/21/2026 at a price of $0 per share. This grant represents restricted stock units that convert into common stock on a one-for-one basis. According to the filing, 20% of the RSUs will vest on 01/21/2027, with the remaining units vesting in four substantially equal annual installments beginning on 01/01/2028. After this grant, Melara beneficially owns 11,903 shares directly and 2,436 shares indirectly through a 401(k) plan.
Investar Holding Corp. director Suzanne O. Middleton reported an equity award of 1,503 shares of common stock on 01/21/2026. The Form 4 shows these shares at a price of $0, reflecting a grant of restricted stock units rather than an open-market purchase. After this grant, she beneficially owned 41,303 shares directly.
The award consists of restricted stock units that convert into common stock on a one-for-one basis. Twenty percent of the RSUs are scheduled to vest on 1/21/2027, with the remaining units vesting in four substantially equal annual installments beginning on 1/1/2028, tying the compensation to continued service over multiple years.
Investar Holding Corp director Andrew C. Nelson reported a grant of 1,431 restricted stock units (RSUs) of common stock on 01/21/2026 at a price of $0 per share. These RSUs convert into common stock on a one-for-one basis, with 20% vesting on 1/21/2027 and the remaining units vesting in four substantially equal annual installments beginning on 1/1/2028.
Following this grant, Nelson directly beneficially owned 147,738 shares of Investar common stock. In addition, 8,786 shares of common stock are held indirectly by AJ Investment Co LLC. Nelson holds a 90% equity interest in AJ Investment Co LLC and disclaims beneficial ownership of those indirectly held shares for Section 16 purposes, except to the extent of his pecuniary interest in approximately 7,908 shares.
Investar Holding Corp director Gordon H. Joffrion III reported an equity award in the form of restricted stock units that convert into common stock on a one-for-one basis. On 01/21/2026, he was granted 1,431 shares of common stock at $0 per share, increasing his directly held stake to 26,954 common shares.
The filing also shows 11,610 common shares held indirectly by his spouse. According to the vesting terms, 20% of the RSUs vest on 1/21/2027, and the remaining units vest in four substantially equal annual installments beginning on 1/1/2028, tying the award to multi‑year service with the company.
Investar Holding Corp director reports stock grant. Director Rose J. Hudson received 1,431 shares of Investar Holding Corp common stock on 01/21/2026 at a price of $0 per share, bringing her directly held total to 10,822 shares. The grant is structured as restricted stock units that convert into common stock on a one-for-one basis. According to the vesting schedule, 20% of these RSUs will vest on 1/21/2027, with the remaining units vesting in four substantially equal annual installments beginning on 1/1/2028.