SCHEDULE 13G/A: Oates Administrative Trust Discloses 4.7% Passive Stake in Five Star Bancorp

Oates Administrative Trust has filed an amended Schedule 13G, reporting a 4.7% beneficial ownership stake in Five Star Bancorp as of December 31, 2024.

Summary

• Oates Administrative Trust reported beneficial ownership of 1,010,778 shares of Five Star Bancorp's Common Stock.
• This ownership represents 4.7% of the total class of securities outstanding.
• The percentage is calculated based on 21,329,235 shares of Five Star Bancorp Common Stock outstanding as of February 25, 2025, as reported in the Issuer's Annual Report on Form 10-K filed on February 28, 2025.
• Oates Administrative Trust holds sole voting power and sole dispositive power over all 1,010,778 beneficially owned shares.
• Kathryn Ruth Oates-Fairrington and Philip David Oates are identified as two of the three trustees and two of the four beneficiaries of the Oates Administrative Trust.
• This filing is an Amendment No. 2 to a Schedule 13G, indicating an update to a previously reported beneficial ownership position.

Sentiment

Score: 5

Explanation: Neutral, as this is a factual disclosure of beneficial ownership and does not contain performance or strategic information.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Informs shareholders and the broader market about a significant ownership stake held by Oates Administrative Trust in Five Star Bancorp.
• Provides transparency regarding the beneficial ownership structure of Five Star Bancorp's common stock, which can influence investor perception and confidence.

Key Dates

Keywords

Five Star Bancorp, Oates Administrative Trust, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Passive Investment, Bank Stock, Financial Services