Fourthstone discloses 7.09% Investar Holding (ISTR) stake in Schedule 13G
Rhea-AI Filing Summary
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.
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FAQ
What stake in Investar Holding Corp (ISTR) did Fourthstone report?
Fourthstone and affiliated entities reported beneficial ownership of 695,992 Investar Holding Corp common shares, equal to 7.09% of the outstanding stock. This reflects a sizable institutional position, making Fourthstone a significant shareholder under U.S. securities rules for holdings above five percent.
Is Fourthstone’s 7.09% Investar (ISTR) position an activist or passive holding?
The filing states the Investar shares were acquired and are held in the ordinary course of business, not to change or influence control. The reporting persons expressly certify the holdings are not part of any control-seeking transaction, indicating a passive investment under Schedule 13G standards.
How was Fourthstone’s 7.09% ownership in Investar (ISTR) calculated?
The percentage is based on 9,810,435 Investar common shares outstanding as of November 3, 2025, cited from the company’s Form 10-Q filed November 5, 2025. Using this share count, Fourthstone’s 695,992 shares correspond to 7.09% of the issuer’s common equity.
When did Fourthstone’s Investar (ISTR) holding trigger this Schedule 13G?
The date of the event requiring the Schedule 13G filing is stated as December 31, 2025. That date marks when Fourthstone’s beneficial ownership position reached the reporting threshold or otherwise required disclosure under Section 13(d) of the Securities Exchange Act.