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NASDAQ: ISTR Investar Holding Corp 8-K

Investar files audited financials for Wichita Falls Bancshares acquisition

Filed March 30, 2026 · Period ending March 30, 2026 · ~1 min read

2 key changes 2 high relevance 1 section

Key Changes

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    Investar disclosed three years of audited financial statements for acquired Wichita Falls Bancshares (WFB), covering 2023-2025, providing transparency into the acquired bank's historical performance and financial position.

    Item 9.01, Exhibit 99.1 view on EDGAR →
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    Pro forma combined financials show what Investar would have looked like if the WFB acquisition had closed at the start of 2025, helping investors assess the deal's impact on the combined company's balance sheet and earnings.

    Item 9.01, Exhibit 99.3 view on EDGAR →

Summary

Investar Holding Corp filed required post-acquisition financial disclosures for its purchase of Wichita Falls Bancshares, a Texas-based bank. The filing includes WFB's audited financials for the past three years and pro forma statements showing the combined company's expected financial profile. This is a standard regulatory filing following a bank merger, giving shareholders visibility into what Investar acquired and how the deal affects the company's overall financial picture.

For retail investors, these documents provide the first comprehensive look at WFB's standalone performance and the combined entity's projected financials. The pro forma statements are particularly useful for understanding how the acquisition changes Investar's asset base, loan portfolio, and earning power. Watch for management commentary in upcoming earnings calls about integration progress, cost savings achieved, and whether the combined bank is meeting deal expectations.

Section-by-Section Diff

Event · Item 9.01 — Financial Statements and Exhibits

~400 words

Item 9.01 — Financial Statements and Exhibits filed; see Key Changes for terms.

2 Added
Added WFB acquisition financials high

Added in current filing · verify on EDGAR →

The audited consolidated balance sheets of WFB as of December 31, 2025 and 2024, and the related consolidated statements of income, comprehensive income, changes in shareholders’ equity and cash flows for the years ended December 31, 2025, 2024 and 2023, and the related notes and report of independent auditors thereto, are included as Exhibit 99.1 and incorporated herein by reference.

Investar disclosed audited financial statements for Wichita Falls Bancshares, Inc. (WFB) covering three years through December 31, 2025. This filing provides investors with the acquired company's historical financial performance and position, which is required under SEC rules following a business combination. The disclosure enables shareholders to assess the financial health and operating results of the acquired entity.

Added Pro forma combined financials high

Added in current filing · verify on EDGAR →

The unaudited pro forma condensed combined consolidated balance sheet of Investar as of December 31, 2025, and the unaudited pro forma condensed combined consolidated statement of income of Investar for the year ended December 31, 2025, are included as Exhibit 99.3 and incorporated herein by reference.

Investar provided unaudited pro forma financial statements showing the combined entity as if the WFB acquisition had occurred at the beginning of 2025. These pro forma statements allow investors to evaluate the expected financial impact of the acquisition on Investar's balance sheet and income statement, including anticipated synergies, integration costs, and combined operating performance.

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