ISTRNasdaqState Commercial BanksFiscal year ends December 31
Investar Holding Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$28.58−0.24 (-0.83%)
Close on Oct 19, 2026
- Market cap
- $444.14M
- P/E (TTM)
- 12.0
- Dividend yield
- 1.52%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.6%
8M of 14M shares
Institutional holders
123
25 new, 11 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net sold $636.49K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 965,080 | 7.00% | 13G (passive) amendment | Mar 31, 2026 |
| Wellington Investment Advisors Holdings LLP | 714,283 | 5.20% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 700,807 | 5.10% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ISTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,256,649 | 9.12% | $37.65M | +153,824 | 0.00% |
| Vanguard Capital Management LLC | 545,555 | 3.96% | $16.34M | −42,872 | 0.00% |
| Dimensional Fund Advisors LP | 516,506 | 3.75% | $15.47M | +79,101 | 0.00% |
| Geode Capital Management, LLC | 331,684 | 2.41% | $9.94M | +31,585 | 0.00% |
| Fourthstone LLC | 322,428 | 2.34% | $9.67M | −504,961 | 6.88% |
| Banc Funds Co LLC | 306,896 | 2.23% | $9.19M | – | 1.52% |
| Royce & Associates LP | 292,086 | 2.12% | $8.75M | – | 0.07% |
| Alliancebernstein L.P. | 285,225 | 2.07% | $7.78M | −115,860 | 0.00% |
| Citadel Advisors LLC | 267,398 | 1.94% | $8.01M | +217,656 | 0.00% |
| State Street Corp | 262,939 | 1.91% | $7.91M | +85,926 | 0.00% |
| Two Sigma Investments, LP | 244,626 | 1.78% | $7.33M | +219,890 | 0.01% |
| Texas Capital Bank Wealth Management Services Inc | 168,779 | 1.23% | $5.06M | New | 0.27% |
| Arrowstreet Capital, Limited Partnership | 161,787 | 1.17% | $4.85M | −1,484 | 0.00% |
| Maltese Capital Management LLC | 160,900 | 1.17% | $4.82M | +3,900 | 0.88% |
| Vanguard Portfolio Management LLC | 154,581 | 1.12% | $4.63M | +12,659 | 0.00% |
| Morgan Stanley | 152,895 | 1.11% | $4.58M | +61,252 | 0.00% |
| Kennedy Capital Management LLC | 139,386 | 1.01% | $4.18M | −2,389 | 0.07% |
| Renaissance Technologies LLC | 131,675 | 0.96% | $3.94M | +26,425 | 0.01% |
| Bridgeway Capital Management, LLC | 130,677 | 0.95% | $3.92M | −5,689 | 0.07% |
| Qube Research & Technologies Ltd | 130,173 | 0.94% | $3.90M | +66,051 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 123 | 8M | 58.6% | 25 / 54 | 28 / 11 | 2M | 1M |
| Q1 2026 | 111 | 8M | 55.6% | 23 / 42 | 25 / 11 | 2M | 1M |
| Q4 2025 | 100 | 7M | 47.6% | 12 / 39 | 31 / 7 | 1M | 0M |
| Q3 2025 | 95 | 6M | 45.9% | 12 / 38 | 26 / 8 | 1M | 1M |
| Q2 2025 | 91 | 6M | 43.8% | 8 / 35 | 27 / 2 | 0M | 0M |
| Q1 2025 | 85 | 6M | 43.5% | 9 / 30 | 29 / 9 | 0M | 1M |
| Q4 2024 | 86 | 6M | 45.5% | 6 / 32 | 29 / 2 | 1M | 0M |
| Q3 2024 | 82 | 6M | 44.4% | 19 / 38 | 10 / 9 | 2M | 1M |
| Q2 2024 | 74 | 6M | 43.0% | 19 / 24 | 16 / 8 | 1M | 1M |
| Q1 2024 | 63 | 6M | 40.7% | 12 / 18 | 17 / 7 | 1M | 0M |
| Q4 2023 | 58 | 5M | 37.7% | 8 / 23 | 14 / 5 | 0M | 0M |
| Q3 2023 | 56 | 5M | 38.1% | 3 / 17 | 17 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ISTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 395,631 | 2.87% | $11.85M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 365,245 | 2.65% | $10.94M | 0.01% | Jun 30, 2026 |
| Royce Micro-Cap Fund | 138,211 | 1.00% | $4.14M | 0.97% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 136,336 | 0.99% | $4.08M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 136,315 | 0.99% | $4.11M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 128,599 | 0.93% | $3.85M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 104,577 | 0.76% | $3.15M | 0.02% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 70,555 | 0.51% | $1.99M | 0.04% | May 29, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 69,612 | 0.51% | $2.09M | 0.09% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 68,648 | 0.50% | $2.07M | 0.00% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 68,217 | 0.50% | $2.05M | 0.03% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 65,892 | 0.48% | $1.86M | 0.01% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 61,394 | 0.45% | $1.85M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 59,298 | 0.43% | $1.68M | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 53,699 | 0.39% | $1.62M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John J. D'Angelo | Chief Executive Officer, Director | 290,791 | 2.11% | Apr 3, 2026 |
| Corey E. Moore | Deputy Chief Financial Officer | 8,585 | 0.06% | Aug 4, 2026 |
| Jeffrey Wayne Martin | Chief Risk Officer | 25,154 | 0.18% | Apr 3, 2026 |
| Linda M. Crochet | Chief Operations Officer | 29,275 | 0.21% | Apr 3, 2026 |
| John R. Campbell | Chief Financial Officer | 20,453 | 0.15% | Apr 3, 2026 |
| Robert Chris Jordan | Director | 60,798 | 0.44% | Apr 27, 2026 |
| Suzanne O. Middleton | Director | 41,303 | 0.30% | Jan 23, 2026 |
| Frank L. Walker | Director | 15,530 | 0.11% | Jan 23, 2026 |
| James F. Dunkerley | Director | 33,522 | 0.24% | Jan 23, 2026 |
| Rose J. Hudson | Director | 10,822 | 0.08% | Jan 23, 2026 |
| David A. Flack | Director | 517,708 | 3.76% | Jan 23, 2026 |
| Julio A. Melara | Director | 14,339 | 0.10% | Jan 23, 2026 |
| James E. Yegge | Director | 25,351 | 0.18% | Jan 23, 2026 |
| Scott G. Ginn | Director | 11,556 | 0.08% | Jan 23, 2026 |
| Gordon H. Joffrion III | Director | 38,564 | 0.28% | Jan 23, 2026 |
| Andrew C. Nelson | Director | 156,524 | 1.14% | Jan 23, 2026 |
| William H. Hidalgo | Director | 80,685 | 0.59% | Jan 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Corey E. Moore Deputy Chief Financial Officer | Aug 1, 2026 | Tax withholding | −64 | $30.12 | $1.93K | 8,585 |
| Robert Chris Jordan Director | Apr 23, 2026 | Buy | +2,000 | $27.36 | $54.72K | 60,798 |
| Corey E. Moore Deputy Chief Financial Officer | Apr 1, 2026 | Tax withholding | −463 | $27.50 | $12.73K | 6,831 |
| Corey E. Moore Deputy Chief Financial Officer | Apr 1, 2026 | Award | +1,818 | – | – | 8,649 |
| John J. D'Angelo Chief Executive Officer, Director | Apr 1, 2026 | Award | +16,324 | – | – | 252,956 |
| John J. D'Angelo Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −4,158 | $27.50 | $114.35K | 236,632 |
| Jeffrey Wayne Martin Chief Risk Officer | Apr 1, 2026 | Tax withholding | −1,396 | $27.50 | $38.39K | 20,127 |
| Jeffrey Wayne Martin Chief Risk Officer | Apr 1, 2026 | Award | +4,339 | – | – | 24,466 |
| John R. Campbell Chief Financial Officer | Apr 1, 2026 | Tax withholding | −1,020 | $27.50 | $28.05K | 20,453 |
| John R. Campbell Chief Financial Officer | Apr 1, 2026 | Award | +8,694 | – | – | 29,147 |
| Linda M. Crochet Chief Operations Officer | Apr 1, 2026 | Award | +4,563 | – | – | 29,275 |
| Linda M. Crochet Chief Operations Officer | Apr 1, 2026 | Tax withholding | −1,517 | $27.50 | $41.72K | 24,712 |
| Robert Chris Jordan Director | Mar 12, 2026 | Buy | +1,550 | $26.85 | $41.62K | 58,798 |
| John R. Campbell Chief Financial Officer | Mar 1, 2026 | Tax withholding | −259 | $28.23 | $7.31K | 21,473 |
| John J. D'Angelo Chief Executive Officer, Director | Jan 27, 2026 | Option exercise | +2,907 | $14.28 | $41.51K | 268,913 |
| John J. D'Angelo Chief Executive Officer, Director | Jan 27, 2026 | Option exercise | +26,163 | $14.28 | $373.61K | 266,006 |
| John J. D'Angelo Chief Executive Officer, Director | Jan 27, 2026 | Sale | −26,163 | $28.01 | $732.83K | 242,750 |
| John J. D'Angelo Chief Executive Officer, Director | Jan 27, 2026 | Tax withholding | −1,960 | $28.17 | $55.21K | 240,790 |
| William H. Hidalgo Director | Jan 21, 2026 | Award | +1,503 | – | – | 56,547 |
| Andrew C. Nelson Director | Jan 21, 2026 | Award | +1,431 | – | – | 147,738 |
| David A. Flack Director | Jan 21, 2026 | Award | +1,360 | – | – | 432,552 |
| Rose J. Hudson Director | Jan 21, 2026 | Award | +1,431 | – | – | 10,822 |
| James E. Yegge Director | Jan 21, 2026 | Award | +1,431 | – | – | 16,565 |
| Gordon H. Joffrion III Director | Jan 21, 2026 | Award | +1,431 | – | – | 26,954 |
| James F. Dunkerley Director | Jan 21, 2026 | Award | +1,360 | – | – | 12,877 |
| Suzanne O. Middleton Director | Jan 21, 2026 | Award | +1,503 | – | – | 41,303 |
| Scott G. Ginn Director | Jan 21, 2026 | Award | +1,431 | – | – | 11,556 |
| Frank L. Walker Director | Jan 21, 2026 | Award | +1,431 | – | – | 14,225 |
| Robert Chris Jordan Director | Jan 21, 2026 | Award | +1,431 | – | – | 57,248 |
| Julio A. Melara Director | Jan 21, 2026 | Award | +1,431 | – | – | 11,903 |
| Corey E. Moore Chief Accounting Officer | Aug 1, 2025 | Tax withholding | −76 | $21.27 | $1.62K | 7,294 |
| Jeffrey Wayne Martin Chief Credit Officer | May 1, 2025 | Tax withholding | −99 | $18.92 | $1.87K | 21,523 |
| Corey E. Moore Chief Accounting Officer | Apr 1, 2025 | Award | +2,584 | – | – | 7,370 |
| Corey E. Moore Chief Accounting Officer | Apr 1, 2025 | Tax withholding | −288 | $17.41 | $5.01K | 4,786 |
| Linda M. Crochet Chief Operations Officer | Apr 1, 2025 | Tax withholding | −1,165 | $17.41 | $20.28K | 20,275 |
| Linda M. Crochet Chief Operations Officer | Apr 1, 2025 | Award | +5,954 | – | – | 26,229 |
| John J. D'Angelo Chief Executive Officer, Director | Apr 1, 2025 | Award | +21,894 | – | – | 239,843 |
| John J. D'Angelo Chief Executive Officer, Director | Apr 1, 2025 | Tax withholding | −2,904 | $17.41 | $50.56K | 217,949 |
| Jeffrey Wayne Martin Chief Credit Officer | Apr 1, 2025 | Award | +5,665 | – | – | 21,622 |
| Jeffrey Wayne Martin Chief Credit Officer | Apr 1, 2025 | Tax withholding | −1,034 | $17.41 | $18.00K | 15,957 |
| John R. Campbell Chief Financial Officer | Apr 1, 2025 | Award | +11,331 | – | – | 21,732 |
| John R. Campbell Chief Financial Officer | Apr 1, 2025 | Tax withholding | −382 | $17.41 | $6.65K | 10,401 |
| John J. D'Angelo Chief Executive Officer, Director | Mar 28, 2025 | Option exercise | +30,000 | $15.74 | $472.20K | 248,040 |
| John J. D'Angelo Chief Executive Officer, Director | Mar 28, 2025 | Tax withholding | −27,187 | $18.12 | $492.63K | 220,853 |
| Linda M. Crochet Chief Operations Officer | Mar 1, 2025 | Tax withholding | −153 | $18.73 | $2.87K | 21,440 |
| John R. Campbell Chief Financial Officer | Mar 1, 2025 | Tax withholding | −259 | $18.73 | $4.85K | 10,783 |
| John J. D'Angelo Chief Executive Officer, Director | Mar 1, 2025 | Tax withholding | −524 | $18.73 | $9.81K | 218,040 |
| Suzanne O. Middleton Director | Jan 15, 2025 | Award | +1,850 | – | – | 39,375 |
| Frank L. Walker Director | Jan 15, 2025 | Award | +1,750 | – | – | 12,794 |
| Robert Chris Jordan Director | Jan 15, 2025 | Award | +1,750 | – | – | 50,775 |
| William H. Hidalgo Director | Jan 15, 2025 | Award | +1,850 | – | – | 55,044 |
| James E. Yegge Director | Jan 15, 2025 | Award | +1,750 | – | – | 15,134 |
| Rose J. Hudson Director | Jan 15, 2025 | Award | +1,750 | – | – | 9,391 |
| Scott G. Ginn Director | Jan 15, 2025 | Award | +1,650 | – | – | 10,125 |
| Gordon H. Joffrion III Director | Jan 15, 2025 | Award | +1,750 | – | – | 25,523 |
| Andrew C. Nelson Director | Jan 15, 2025 | Award | +1,750 | – | – | 145,032 |
| Julio A. Melara Director | Jan 15, 2025 | Award | +1,750 | – | – | 10,472 |
| Scott G. Ginn Director | Nov 22, 2024 | Buy | +8,475 | $23.68 | $200.69K | 8,475 |
| Suzanne O. Middleton Director | Oct 31, 2024 | Small purchase | +5 | $21.65 | $108 | 37,950 |
| James E. Yegge Director | Oct 31, 2024 | Small purchase | +42 | $21.06 | $885 | 8,610 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. D'Angelo John President & Chief Executive Officer | Jan 27, 2026 | 26,163 | $731.26K | Jan 27, 2026 | Stock Option Exercise |