Investar Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:7ZH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
22 Nov 24	Buy€193,062	Scott Ginn	Individual		8,475	€22.78

Insider Trading Volume

Insider Buying: 7ZH insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 7ZH?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	29,855	0.304%
VC/PE Firms	583,925	5.94%
Individual Insiders	669,630	6.81%
General Public	2,909,982	29.6%
Institutions	5,635,021	57.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.79% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.95%	BlackRock, Inc.	879,653	€18.8m	53.8%	no data
5.94%	1st & Main Growth Partners	583,925	€12.5m	-4.21%	1.33%
5.34%	The Vanguard Group, Inc.	524,372	€11.2m	1.29%	no data
3.53%	AllianceBernstein L.P.	346,941	€7.4m	-4.06%	no data
3.23%	Dimensional Fund Advisors LP	317,489	€6.8m	26.4%	no data
2.64%	Maltese Capital Management, LLC	259,600	€5.6m	-1.89%	0.89%
2.63%	Royce & Associates, LP	258,610	€5.5m	0%	0.05%
2.26%	Geode Capital Management, LLC	222,054	€4.8m	0.24%	no data
2.18%	John D'Angelo	214,078	€4.6m	0%	no data
2.05%	Kennedy Capital Management LLC	201,884	€4.3m	18.1%	0.1%
1.99%	Bridgeway Capital Management, LLC	195,313	€4.2m	2.68%	0.07%
1.93%	Franklin Resources, Inc.	189,982	€4.1m	-5.91%	no data
1.75%	Petiole USA Limited	172,043	€3.7m	0%	2.35%
1.64%	Wellington Management Group LLP	161,182	€3.4m	49.6%	no data
1.52%	Andrew Nelson	149,334	€3.2m	0.48%	no data
1.38%	Hotchkis and Wiley Capital Management, LLC	135,850	€2.9m	-30.5%	0.01%
1.26%	Arrowstreet Capital, Limited Partnership	123,776	€2.6m	104%	no data
1.25%	Russell Investment Management, LLC	123,066	€2.6m	20.8%	no data
1.1%	State Street Global Advisors, Inc.	108,540	€2.3m	5.62%	no data
0.99%	Northern Trust Global Investments	97,554	€2.1m	109%	no data
0.96%	Morgan Stanley, Investment Banking and Brokerage Investments	93,891	€2.0m	44.7%	no data
0.91%	Hillsdale Investment Management Inc.	89,000	€1.9m	688%	0.09%
0.88%	Acadian Asset Management LLC	86,576	€1.9m	304%	no data
0.76%	William Hidalgo	74,502	€1.6m	0%	no data
0.72%	O'Shaughnessy Asset Management, LLC	71,039	€1.5m	76.4%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 15:42
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Investar Holding Corporation is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Burkenroad Reports
Brett Rabatin	Hovde Group, LLC
Feddie Strickland	Hovde Group, LLC