SCHEDULE: Fourthstone Discloses 5.3% Stake in White River Bancshares

Fourthstone LLC and its affiliates have reported a 5.30% beneficial ownership stake in White River Bancshares Co. common stock.

Summary

• Fourthstone LLC, a Delaware-based investment adviser, along with its affiliated entities and L. Phillip Stone, IV, collectively reported beneficial ownership of 129,756 shares of White River Bancshares Co. Common Stock.
• This ownership represents 5.30% of the Issuer's outstanding Common Stock, calculated based on 2,446,563 shares outstanding as of December 31, 2024, according to the Issuer's Q4 Earnings Release.
• The shares were acquired in the ordinary course of business by Fourthstone LLC on behalf of its advisory clients and are not held for the purpose of changing or influencing the control of White River Bancshares Co.
• L. Phillip Stone, IV, as the Managing Member of Fourthstone LLC and Fourthstone GP, is deemed to beneficially own the same 129,756 shares.

Sentiment

Score: 5

Explanation: The filing is a neutral, factual disclosure of beneficial ownership, indicating neither positive nor negative sentiment regarding the company's performance or prospects.

Future Outlook

NA

Industry Context

This filing indicates increased institutional interest in White River Bancshares Co., a regional banking entity, by an investment adviser specializing in financial companies. Such disclosures are common in the financial sector as investment firms build positions.

Stakeholder Impact

• Shareholders may view the disclosure of a significant institutional stake as a positive signal of investor confidence and potential liquidity.
• The filing confirms that the shares were acquired in the ordinary course of business and not with the intent to influence control, which may reassure existing management and the board.

Key Dates

Keywords

White River Bancshares Co, Fourthstone LLC, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Institutional Ownership