Investar Holding Corp
ISTRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Investar Holding Corp Makes Money
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From revenue to net income
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Source: Investar Holding Corp — 10-K filed Mar 16, 2026
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 27, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Fourthstone LLC | 2026-03-31 | 827,389 | $22.6M | SEC filing |
| Legato Capital Management LLC | 2026-03-31 | 24,000 | $654K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,047 | $28.6K | SEC filing |
| Capital Advisors, Ltd. LLC | 2026-03-31 | 180 | Not shown | SEC filing |
| AlTi Global, Inc. | 2026-03-31 | 86,568 | $2.37M | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 9,524 | $260K | SEC filing |
| OCCUDO QUANTITATIVE STRATEGIES LP | 2026-03-31 | 18,481 | $512K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 52 | $1.42K | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 4 | $110 | SEC filing |
| MAI Capital Management | 2026-03-31 | 29 | $791 | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 9,230 | $252K | SEC filing |
| ROYCE & ASSOCIATES LP | 2026-03-31 | 292,086 | $7.97M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 1,880 | $51.3K | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 202 | $5.51K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 36,019 | $982K | SEC filing |
| True North Advisors, LLC | 2026-03-31 | 27,060 | $738K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 11,537 | $315K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 1,019 | $27.8K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 114,933 | $3.13M | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 214 | $6K | SEC filing |
- Each value is checked against Investar Holding Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Investar Holding Corp's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- JPMORGAN CHASE & CO: 8,350 shares reported 2025-12-31; 5,234 shares reported 2026-03-31.
- Police & Firemen's Retirement System of New Jersey: 1,769 shares reported 2025-12-31; 1,769 shares reported 2026-03-31.
- NEW YORK STATE COMMON RETIREMENT FUND: 2,200 shares reported 2025-12-31; 4,600 shares reported 2026-03-31.
- BARCLAYS PLC: 34,902 shares reported 2025-12-31; 20,087 shares reported 2026-03-31.
- JAMES INVESTMENT RESEARCH, INC.: 8,819 shares reported 2025-12-31; 8,819 shares reported 2026-03-31.
- Sterling Capital Management LLC: 528 shares reported 2025-12-31; 425 shares reported 2026-03-31.
- BlackRock, Inc.: 998,125 shares reported 2025-12-31; 1,102,825 shares reported 2026-03-31.
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 108,824 shares reported 2025-12-31; 163,271 shares reported 2026-03-31.
- Empowered Funds, LLC: 58,955 shares reported 2025-12-31; 64,701 shares reported 2026-03-31.
- ELCO Management Co., LLC: 8,037 shares reported 2025-12-31; 8,037 shares reported 2026-03-31.
- NORTHERN TRUST CORP: 87,746 shares reported 2025-12-31; 114,933 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 7,375 shares reported 2025-12-31; 9,524 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
94 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Investar Holding Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-22 · Ginn Scott G: Larger than 35 of the 36 other insider purchases of Common Stock on file. SEC filing
- 2023-06-02 · HIDALGO WILLIAM H: Larger than all 36 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2023-11-01–2023-11-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-10-31–2023-11-01: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-10-24–2023-10-31: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-06-02–2023-06-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-04-27–2023-05-03: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2023-04-25–2023-05-02: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2023-03-14–2023-03-15: 6 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2022-10-31–2022-11-07: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-03-08–2022-03-15: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2022-03-02–2022-03-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-02-24–2022-03-02: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-23 | Jordan Robert Chris · Director | Common Stock | P — Open market or private purchase | +2,000 | 27.36 | SEC filing |
| 2026-03-12 | Jordan Robert Chris · Director | Common Stock | P — Open market or private purchase | +1,550 | 26.85 | SEC filing |
| 2026-01-27 | D'Angelo John J · Chief Executive Officer | Common Stock | S — Open market or private sale | −26,163 | 28.01 | SEC filing |
| 2024-11-22 | Ginn Scott G · Director | Common Stock | P — Open market or private purchase | +8,475 | 23.68 | SEC filing |
| 2024-06-07 | D'Angelo John J · Chief Executive Officer | Common Stock | S — Open market or private sale | −650 | 15.41 | SEC filing |
| 2023-11-14 | D'Angelo John J · Chief Executive Officer | Common Stock | P — Open market or private purchase | +300 | 10.45 | SEC filing |
| 2023-11-08 | D'Angelo John J · Chief Executive Officer | Common Stock | P — Open market or private purchase | +750 | 9.26 | SEC filing |
| 2023-11-01 | Nelson Andrew C · Director | Common Stock | P — Open market or private purchase | +3,000 | 9.87 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-01 | Martin Jeffrey Wayne · Chief Risk Officer | Common Stock | A — Grant, award, or other acquisition | +4,339 | SEC filing |
| 2026-04-01 | Moore Corey E · Deputy Chief Financial Officer | Common Stock | A — Grant, award, or other acquisition | +1,818 | SEC filing |
| 2026-04-01 | Crochet Linda M · Chief Operations Officer | Common Stock | A — Grant, award, or other acquisition | +4,563 | SEC filing |
| 2026-04-01 | Campbell John R · Chief Financial Officer | Common Stock | A — Grant, award, or other acquisition | +8,694 | SEC filing |
| 2026-04-01 | D'Angelo John J · Chief Executive Officer | Common Stock | A — Grant, award, or other acquisition | +16,324 | SEC filing |
| 2026-04-01 | Martin Jeffrey Wayne · Chief Risk Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,396 | SEC filing |
| 2026-04-01 | Moore Corey E · Deputy Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −463 | SEC filing |
| 2026-04-01 | Crochet Linda M · Chief Operations Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,517 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-10-31 | Nelson Andrew C · Director | Common Stock | L — Small acquisition | +305 | SEC filing |
| 2024-10-31 | Yegge James E · Director | Common Stock | L — Small acquisition | +42 | SEC filing |
| 2024-10-31 | Nelson Andrew C · Director | Common Stock | L — Small acquisition | +42 | SEC filing |
| 2024-10-31 | Middleton Suzanne O · Director | Common Stock | L — Small acquisition | +5 | SEC filing |
| 2024-07-31 | Middleton Suzanne O · Director | Common Stock | L — Small acquisition | +129 | SEC filing |
| 2024-07-31 | Nelson Andrew C · Director | Common Stock | L — Small acquisition | +325 | SEC filing |
| 2024-07-31 | Middleton Suzanne O · Director | Common Stock | L — Small acquisition | +5 | SEC filing |
| 2024-07-31 | Yegge James E · Director | Common Stock | L — Small acquisition | +45 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.