SCHEDULE 13G/A: Key Insiders Update Significant Stakes in Five Star Bancorp
Beneficial Ownership Disclosure
Kathryn Ruth Oates-Fairrington and Philip David Oates have updated their beneficial ownership in Five Star Bancorp, reporting stakes of 6.0% and 5.6% respectively, primarily through family trusts.
Summary
- Kathryn Ruth Oates-Fairrington beneficially owns 1,276,330 shares of Five Star Bancorp common stock, representing 6.0% of the class.
- Philip David Oates beneficially owns 1,203,186 shares of Five Star Bancorp common stock, representing 5.6% of the class.
- Both individuals hold their shares with shared voting and dispositive power through various family trusts.
- Kathryn Ruth Oates-Fairrington's ownership includes 265,552 shares held by The Gregory Fairrington & Kathryn Oates-Fairrington Living Trust and 1,010,778 shares held by the Oates Administrative Trust.
- Philip David Oates' ownership includes 192,408 shares held by The Philip and Jana Oates Family Trust and 1,010,778 shares held by the Oates Administrative Trust.
- The reported percentages are based on 21,329,235 shares outstanding of Five Star Bancorp as of February 25, 2025, as reported in the Issuer's Annual Report on Form 10-K filed on February 28, 2025.
- This filing is an Amendment No. 2 to a Schedule 13G, indicating an update to previously reported beneficial ownership.
Sentiment
Score: 5
Explanation: This is a factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the company's performance or outlook.
Future Outlook
NA
Industry Context
NA
Related Party Transactions
- The beneficial ownership is held through family trusts where the reporting persons serve as trustees and beneficiaries, including The Gregory Fairrington & Kathryn Oates-Fairrington Living Trust, The Philip and Jana Oates Family Trust, and the Oates Administrative Trust.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement |
| 02/25/2025 | Date as of which the total shares outstanding (21,329,235) were reported by the Issuer |
| 02/28/2025 | Date the Issuer's Annual Report on Form 10-K was filed with the SEC, reporting the shares outstanding |
| 04/01/2025 | Signature date for Philip David Oates |
| 04/02/2025 | Signature date for Kathryn Ruth Oates-Fairrington |
Keywords
Five Star Bancorp, FSCB, Schedule 13G, Beneficial Ownership, Kathryn Ruth Oates-Fairrington, Philip David Oates, Common Stock, SEC Filing, Insider Ownership, Shareholder Disclosure
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