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.
The Investar Holding Corporation (NASDAQ: ISTR) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Louisiana-based financial holding company and SEC registrant, Investar reports material events, financial results, and corporate actions through forms such as Form 8-K, as well as annual and quarterly reports filed under the Securities Exchange Act of 1934.
Investar’s recent Form 8-K filings cover a range of topics relevant to investors in a commercial banking organization. These include the entry into and progress of the Agreement and Plan of Merger with Wichita Falls Bancshares, Inc., the holding company for First National Bank in Wichita Falls, Texas; the completion of a private placement of 6.5% Series A Non-Cumulative Perpetual Convertible Preferred Stock and related registration rights; shareholder votes and regulatory approvals for the Wichita Falls merger; and the eventual completion of that acquisition. Other 8-Ks disclose quarterly earnings releases, changes in the company’s independent registered public accounting firm, executive employment and compensation arrangements, and adoption of a Rule 10b5-1 trading plan by the company’s chief executive officer.
Through its SEC filings, Investar also provides pro forma financial information related to the Wichita Falls transaction, supplemental proxy disclosures in response to shareholder litigation about merger-related disclosures, and details of amendments to its articles of incorporation establishing the rights and preferences of the Series A preferred stock. These documents help explain how the company structures its capital, manages acquisitions, and complies with regulatory requirements.
On Stock Titan, users can review Investar’s 8-Ks alongside its periodic reports, such as Forms 10-K and 10-Q when available, to analyze trends in earnings, capital ratios, loan and deposit composition, and risk management. The platform’s AI-powered tools summarize lengthy filings, highlight key items—such as merger terms, capital raises, auditor changes, and executive agreements—and make it easier to locate information about topics like preferred stock terms, shareholder votes, and pro forma financial statements. This allows investors to navigate Investar’s regulatory history and assess how reported events may relate to the performance and risk profile of ISTR stock.
Investar Holding Corporation (ISTR) filed an 8‑K to update prospectus information tied to its Wichita Falls Bancshares, Inc. (WFB) merger. The filing adds WFB historical financials and Investar/WFB pro forma data that are incorporated by reference into the Final Prospectus for the registered resale of common stock issuable upon conversion of Investar’s Series A preferred.
Investar previously sold 32,500 shares of 6.5% Series A Non‑Cumulative Perpetual Convertible Preferred Stock in a private placement and agreed to register the resale of the related common shares. The 8‑K furnishes: (i) WFB unaudited consolidated financial statements as of September 30, 2025 and December 31, 2024, and for the nine months ended September 30, 2025 and 2024 (Ex. 99.1); (ii) WFB MD&A for the same periods (Ex. 99.2); and (iii) Investar’s unaudited pro forma combined condensed consolidated balance sheet as of September 30, 2025 and statement of income for the nine months ended September 30, 2025 (Ex. 99.3).
Investar Holding Corporation (ISTR) reported Q3 2025 results. Net income was $6,179 thousand, up from $5,381 thousand a year ago, with diluted EPS of $0.54. Net interest income rose to $21,153 thousand from $17,856 thousand as interest expense declined. The provision for credit losses was $139 thousand for the quarter. For the nine-month period, net income reached $16,966 thousand and diluted EPS was $1.62.
Total assets were $2,800,628 thousand and deposits were $2,372,678 thousand as of September 30, 2025. Stockholders’ equity increased to $295,295 thousand, reflecting improved accumulated other comprehensive results and the issuance of 32,500 shares of 6.5% Series A Non‑Cumulative Perpetual Convertible Preferred Stock, generating $30,353 thousand in net proceeds. The company declared a quarterly common dividend of $0.11 per share and preferred dividends of $16.25 per preferred share.
Investar Holding Corporation changed its independent auditor following a firm combination. On November 1, 2025, Horne LLP’s partners and staff joined BDO USA, P.C., and Horne resigned as Investar’s auditor. With Audit Committee approval, Investar appointed BDO as its independent registered public accounting firm on November 3, 2025.
Horne’s reports on Investar’s financial statements for 2024 and 2023 carried no adverse opinion, disclaimer, or qualifications. The company reports no disagreements with Horne through October 31, 2025, and no consultations with BDO on accounting or audit matters prior to engagement.
Investar Holding Corporation finalized new executive agreements for its Bank’s CFO, John R. Campbell, and disclosed a prearranged trading plan by its CEO. The CFO Employment Agreement runs through October 31, 2028 with automatic one-year renewals and sets a $350,000 annual base salary, plus eligibility for an annual incentive of up to 45% of base salary, subject to Board discretion. If terminated without cause or for good reason, he would receive accrued pay and benefits, an amount equal to his then-current base salary plus his three-year average bonus paid over 12 months, and continued medical coverage for 18 months. If a change in control occurs and qualifying termination follows (or occurs within six months prior), he also receives a lump sum equal to 50% of the same base‑plus‑bonus amount. Post-employment covenants include non-compete and related restrictions for 12 months, or 24 months after a change in control.
The Salary Continuation Agreement provides $125,000 per year beginning at age 65, paid monthly over 120 months, with a change‑in‑control lump sum based on the accrual balance and specified forfeiture conditions. A Split Dollar Life Insurance Agreement divides death proceeds under Bank-owned policies, with the beneficiary eligible for a benefit capped at 100% of the Net Amount at Risk. Separately, CEO John J. D’Angelo adopted a Rule 10b5‑1 plan on October 28, 2025 to exercise up to 26,163 options expiring in March 2026, effective January 26, 2026 and ending on or before March 31, 2026; any transactions will be reported on Form 4.
Investar Holding Corporation reported that shareholders approved its Agreement and Plan of Merger with Wichita Falls Bancshares, Inc., including the issuance of Investar common stock as merger consideration.
The Merger Proposal passed with 6,745,993 votes for, 7,921 against, and 76,777 abstaining, with no broker non-votes. As of the September 2, 2025 record date, there were 9,825,883 shares outstanding, and a quorum was present with 6,830,691 shares represented. The adjournment proposal was not needed and was not voted.
The company later announced in a press release that shareholder and regulatory approvals for the merger had been obtained.
Investar Holding Corporation (ISTR) furnished materials announcing its third quarter 2025 results. The company issued a press release and posted an earnings release and investor presentation, which include forward-looking statements with a related cautionary note. These materials are provided as Exhibit 99.1 and Exhibit 99.2 to a Form 8-K and, as stated under Item 2.02, are furnished rather than filed under the Exchange Act.
Investar Holding Corporation furnished an 8-K announcing it issued a press release reporting third quarter 2025 results and posted its earnings release and investor presentation on its website. The company noted the materials include forward-looking statements with a cautionary note outlining factors that could cause actual results to differ.
Copies of the documents were furnished as Exhibit 99.1 (earnings release for the quarter ended September 30, 2025) and Exhibit 99.2 (investor presentation), both dated October 20, 2025. The information is furnished, not filed, under the Exchange Act.
Investar Holding Corporation is registering 3,955,334 shares of its common stock for use in acquiring Wichita Falls Bancshares (WFB) in a stock-and-cash merger. WFB shareholders will receive this fixed pool of Investar shares plus $7.2 million in cash, allocated pro rata for each WFB share. Based on shares outstanding as of September 17, 2025, former WFB holders are expected to own about 28.70% of the combined company.
The deal will merge WFB into Investar, followed by a bank merger between First National Bank and Investar Bank. Both companies will hold special shareholder meetings on October 23–24, 2025, where approval of the merger proposals is required under supermajority voting standards. The transaction is subject to Federal Reserve and OCC approvals and is intended to qualify as a tax-free reorganization, with cash potentially taxable. WFB shareholders have dissenters’ rights under Texas law, and a $3.3 million termination fee may apply if WFB backs out under specified competing-offer scenarios.