Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
November 14 2024 - 10:25AM
Edgar (US Regulatory)
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
Washington,
D.C. 20549
SCHEDULE
13G/A
(Amendment
No. 4)*
Under
the Securities Exchange Act of 1934
Investar
Holding Corporation
(Name
of Issuer)
Common Stock, $1.00 par value per
share
(Titles
of Class of Securities)
46134L105
(CUSIP
Number)
September
30, 2024
(Date
of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule
is filed:
☒
Rule 13d-1(b)
☐
Rule 13d-1(c)
☐ Rule 13d-1(d)
*
The remainder of this cover page shall be filled out of a reporting person’s initial filing on this form with respect to
the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided
in a prior cover page.
The
information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section
18 of the Securities Exchange Act of 1934, as amended (the “Act”) or otherwise subject to the liabilities of
that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
CUSIP
No. 46134L105 |
13G/A |
Page
2 of 11 |
1 |
NAME
OF REPORTING PERSON
Fourthstone
LLC |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
IA |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
3 of 11 |
1 |
NAME
OF REPORTING PERSON
Fourthstone
Master Opportunity Fund Ltd |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC
USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Cayman
Islands |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED
BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
OO |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
4 of 11 |
1 |
NAME
OF REPORTING PERSON
Fourthstone
GP LLC |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC
USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED
BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
OO |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
5 of 11 |
1 |
NAME
OF REPORTING PERSON
Fourthstone
QP Opportunity Fund LP |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC
USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED
BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
PN |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
6 of 11 |
1 |
NAME
OF REPORTING PERSON
Fourthstone
Small-Cap Financials Fund LP |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC
USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED
BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
PN |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
7 of 11 |
1 |
NAME
OF REPORTING PERSON
L.
Phillip Stone, IV |
2 |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
☐
(b)
☐ |
3 |
SEC
USE ONLY
|
4 |
CITIZENSHIP
OR PLACE OF ORGANIZATION
U.S.A. |
NUMBER
OF
SHARES
BENEFICIALLY
OWNED
BY
EACH
REPORTING
PERSON
WITH: |
5 |
SOLE
VOTING POWER
-
0 - |
6 |
SHARED
VOTING POWER
-
0 - |
7 |
SOLE
DISPOSITIVE POWER
-
0 - |
8 |
SHARED
DISPOSITIVE POWER
-
0 - |
9 |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-
0 - |
10 |
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ☐ |
11 |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0% |
12 |
TYPE
OF REPORTING PERSON
IN |
|
|
|
|
CUSIP
No. 46134L105 |
13G/A |
Page
8 of 11 |
Item
1(a). |
Name
of Issuer: |
Investar Holding Corporation (the “Issuer”)
Item
1(b). |
Address
of Issuer’s Principal Executive Offices: |
10500 Coursey Blvd
Baton Rouge, LA 70816
Item
2(a). |
Name
of Person Filing: |
This Schedule 13G/A is being filed by Fourthstone
LLC, a Delaware Limited Liability Company and Investment Adviser (“Fourthstone”). The persons reporting information
on this Schedule 13G/A include, in addition to Fourthstone, a company incorporated in the Cayman Islands (“Fourthstone
Master Opportunity Fund”), a Delaware Limited Partnership (“Fourthstone QP Opportunity”), a Delaware
Limited Partnership (“Fourthstone Small-Cap Financials”), a Delaware Limited Liability Company (“Fourthstone
GP,” General Partner of Fourthstone QP Opportunity and Fourthstone Small-Cap Financials), and L. Phillip Stone, IV, a
citizen of the United States of America, who is the Managing Member of Fourthstone and Fourthstone GP (each, a “Reporting
Person” and, together, the “Reporting Persons”).
Fourthstone directly holds 0 shares of Common
Stock on behalf of its advisory clients. Each of the Reporting Persons listed in this filing certify the securities referred to
above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the Issuer
of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that
effect.
Item
2(b). |
Address
of Principal Business Office or, if none, Residence: |
The
principal business address of each of the Reporting Persons is as follows:
The registered office of Fourthstone LLC, Fourthstone
Master Opportunity Fund Ltd., Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP
is 575 Maryville Centre Drive, Suite 110, St. Louis, MO 63141.
See
response to Item 4 of each of the cover pages.
Item
2(d). |
Titles
of Classes of Securities: |
Common Stock, $1.00 par value per share (“Common
Stock”)
CUSIP
No. 46134L105 |
13G/A |
Page
9 of 11 |
46134L105
Item
3. |
If
This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a(n): |
|
(a) |
☐ Broker
or dealer registered under Section 15 of the Exchange Act (15 U.S.C. 78o). |
|
(b) |
☐
Bank as defined in Section 3(a)(6) of the Exchange Act (15 U.S.C. 78c). |
|
(c) |
☐
Insurance company as defined in Section 3(a)(19) of the Exchange Act (15 U.S.C. 78c). |
|
(d) |
☐
Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8). |
|
(e) |
☒
Investment adviser in accordance with §240.13d-1(b)(1)(ii)(E). |
|
(f) |
☐
Employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F). |
|
(g) |
☒
Parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G). |
|
(h) |
☐
Savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (13 U.S.C. 1813). |
|
(i) |
☐
Church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment
Company Act (15 U.S.C. 80a-3). |
|
|
|
|
(j) |
☐
Non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J). |
|
(k) |
☐
Group in accordance with §240.13d-1(b)(1)(ii)(K). |
|
|
|
|
If
filing as a non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J), please specify the type of institution: |
|
(a) |
Amount
Beneficially Owned: |
|
|
|
|
|
See
responses to Item 9 on each cover page. |
|
|
|
|
(b) |
Percent
of Class: |
|
|
|
|
|
See
responses to Item 11 on each cover page. |
|
(c) |
Number of shares as to which such person has: |
|
|
|
|
|
(i) |
Sole power to vote or to direct the vote:
See responses to Item 5 on each cover page. |
CUSIP
No. 46134L105 |
13G/A |
Page
10 of 11 |
|
(ii) |
Shared power to vote or to direct the vote:
See responses to Item 6 on each cover page.
|
|
(iii) |
Sole power to dispose or to direct the disposition of: |
|
|
See
responses to Item 7 on each cover page. |
|
|
|
|
(iv) |
Shared
power to dispose or to direct the disposition of:
See
responses to Item 8 on each cover page.
|
Item
5. |
Ownership
of Five Percent or Less of a Class. |
If this statement is being filed to report the
fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class
of securities, check the following ☒.
Item
6. |
Ownership
of More than Five Percent on Behalf of Another Person. |
Not
Applicable.
Item
7. |
Identification
and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.
|
Not
applicable.
Item
8. |
Identification
and Classification of Members of the Group. |
Not
applicable.
Item
9. |
Notice
of Dissolution of Group. |
Not
Applicable.
Not
Applicable.
CUSIP
No. 46134L105 |
13G/A |
Page
11 of 11 |
SIGNATURE
After
reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true,
complete and correct.
Dated:
November 14, 2024
|
Fourthstone LLC |
|
|
|
By: |
/s/
Amy M. Stone |
|
Name: |
Amy M. Stone |
|
Title: |
Chief Executive Officer |
|
|
|
|
Fourthstone Master Opportunity Fund Ltd |
|
|
|
By: |
/s/ Amy M. Stone |
|
Name: |
Amy M. Stone |
|
Title: |
Chief Executive Officer |
|
Fourthstone QP Opportunity Fund LP |
|
|
|
Fourthstone Small-Cap Financials Fund LP |
|
|
|
By: |
Fourthstone GP LLC, the General Partner |
|
|
|
|
By: |
/s/ Amy M. Stone |
|
Name: |
Amy M. Stone |
|
Title: |
Chief Executive Officer |
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