Company Analysis

Investar Holding Corporation (ISTR)

Nasdaq: ISTR · State Commercial Banks · Baton Rouge, LA · filing with the SEC since 2014
Grade3.2
◀ Past 3.6● Present 3.0▶ Future 2.8
1 est.

Who owns Investar Holding Corporation

As filed with the SEC
Holders of 5% or more
2
Wellington Management Group LLP holds 5.2% of Common Stock, as its SCHEDULE 13G/A filed Aug 13, 2026 says.
Directors and officers
17
report now, of 33 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 7% in May 15, 2026
5.2%
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 27, 2026 · Common Stock · 6.2% in Apr 23, 2025
5.1%
Bay Pond Partners, L.P.
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · reported falling below 5%, from 5.6% in Jul 9, 2025
under 5%
Fourthstone LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, $1.00 par value per share · reported falling below 5%, from 6.02% in May 15, 2026
under 5%
Banc Fund X L.P.
SCHEDULE 13G/A · filed Feb 17, 2026 · COMMON STOCK · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What ISTR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
W F B
An entity · legal entity · owns, named in the 10-K filed Mar 16, 2026

11 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 16, 2026.

Insider tradesForm 4
1sales
2purchases
0sales on a scheduled plan
1people selling
$700,000sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
16171819202122232426
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 33 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
D'Angelo John JChief Executive Officer1$700,00000$0
Jordan Robert Chrisdirector0$002$100,000
SI Assistanton ISTR · research, not advice