ISTR at a glance
Investar Holding Corp (ISTR, SEC CIK 1602658) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as August 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Investar Holding Corp (ISTR) reported revenue of $93.6 million (up 7.1% from FY2024) and net income of $22.9 million. Diluted EPS was $2.13.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Investar Holding Corp (ISTR) shares worth $123.7 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Jordan Robert Chris on April 23, 2026 of 2,000 shares at $27.36 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $93.6M
- +7.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $123.7M · −1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Near-term headwinds: tariffs, inflation, interest rates, liquidity, credit quality, competition, regulation and geopolitical tensions
- Outlook: strategy focused on consistent earnings, balance-sheet optimization, organic growth and potential acquisitions
- Key operating risks: oil and gas prices, adverse weather, cyberattacks, fraud and digital-transformation challenges
Risk Factors
- No significant risk-factor changes from the Annual Report
- Dividend liquidity dependent on Bank transfers to holding company
- Bank distributions constrained by earnings, financial condition, and regulatory requirements
- Banking-law restrictions limit dividend payments and other upstream transfers
AI summary of the ISTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- CEO John J. D’Angelo adopted a Rule 10b5-1 plan to exercise and sell shares from up to 16,952 options
- Plan effective December 3, 2026 through March 31, 2027, ahead of option expiration
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 earnings released July 20, 2026
- Earnings release and investor presentation furnished as Exhibits 99.1 and 99.2
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Crochet and Martin retained as Bank COO and CRO under agreements effective July 17, 2026
- Three-year employment terms through July 17, 2029, with automatic one-year renewals
Item 4.01: Changes in Registrant's Certifying Accountant
- BDO dismissed June 17, 2026; Wipfli appointed auditor for fiscal year ending December 31, 2026
- BDO/HORNE audit reports for 2025 and 2024 carried no adverse opinions, disclaimers, or qualifications
AI summaries of ISTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ISTR
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- Fund moves. Which tracked funds opened, added or cut ISTR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Moore Corey E | F | Aug 1, 2026 | 64 | $30.12 |
| Jordan Robert Chris | Buy | Apr 23, 2026 | 2,000 | $27.36 |
| Campbell John R | F | Apr 1, 2026 | 1,020 | $27.50 |
| D'Angelo John J | F | Apr 1, 2026 | 4,158 | $27.50 |
| D'Angelo John J | A | Apr 1, 2026 | 16,324 | - |
| Crochet Linda M | F | Apr 1, 2026 | 1,517 | $27.50 |
| Moore Corey E | F | Apr 1, 2026 | 463 | $27.50 |
| Crochet Linda M | A | Apr 1, 2026 | 4,563 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $83.1M | $87.4M | $93.6M | |
| Net Income | $16.7M | $20.3M | $22.9M | |
| Net Margin | 20.1% | 23.2% | 24.5% | |
| Balance Sheet | ||||
| Total Assets | $2.8B | $2.7B | $2.8B | |
| Equity | $226.8M | $241.3M | $301.1M | |
| ROE | 7.4% | 8.4% | 7.6% | |
| Per Share | ||||
| EPS | $1.69 | $2.04 | $2.13 | |
| Cash Flow | ||||
| Operating CF | $26.2M | $15.9M | $18.2M | |
Source: XBRL data in Investar Holding Corp (ISTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ISTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $123.7M |
| Q1 2026 | 25 | $87.9M |
| Q4 2025 | 19 | $66.5M |
| Q3 2025 | 20 | $57.6M |
| Q2 2025 | 19 | $46.2M |
| Q1 2025 | 17 | $25.9M |
| Q4 2024 | 14 | $30.7M |
| Q3 2024 | 10 | $17.0M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 148 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ISTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | May 22, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Mar 30, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | - | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 16, 2026 | - | - | - |
| SC 13G | Feb 13, 2026 | - | - | |
| 4 | Jan 29, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - |
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ISTR SEC filings: frequently asked questions
Which institutions hold ISTR stock?
As of June 30, 2026, the largest Investar Holding Corp (ISTR) holders among the 13F filers tracked by SignalX were BlackRock ($37.6 million), Vanguard Capital Management LLC ($16.3 million), Dimensional Fund Advisors ($15.5 million), Citadel Advisors LLC ($8.0 million), State Street Corp ($7.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ISTR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Investar Holding Corp (ISTR) reported revenue of $93.6 million (up 7.1% from FY2024) and net income of $22.9 million. Diluted EPS was $2.13. The figures come from the XBRL data in the 10-K.
What did ISTR report in its latest 8-K?
Investar Holding Corp (ISTR) filed an 8-K on September 9, 2026 reporting Item 8.01 (Other Events). CEO John J. D’Angelo adopted a Rule 10b5-1 plan to exercise and sell shares from up to 16,952 options.
What are the latest ISTR SEC filings?
Investar Holding Corp (ISTR) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on August 4, 2026.
What is ISTR's SEC CIK number?
Investar Holding Corp (ISTR)'s SEC Central Index Key (CIK) is 1602658. EDGAR lists every ISTR filing under that number.
Ask anything about ISTR
The research agent reads ISTR's filings, financials, insider trades and 13F holders, then answers with sources.