Insider Trading February 23, 2026

Five Star Bancorp SVP Sells $47,160 in Stock; Q4 2025 Results Mixed

Regulatory officer reduces stake modestly as bank posts EPS beat but revenue misses estimates

By Nina Shah FSBC
Five Star Bancorp SVP Sells $47,160 in Stock; Q4 2025 Results Mixed
FSBC

Michael Eugene Lee, Senior Vice President and Chief Regulatory Officer of Five Star Bancorp, disposed of 1,200 shares of the company's common stock on February 20, 2026, in a transaction valued at $47,160. The sale leaves Lee with 35,272 shares, some of which were granted under the Five Star Bancorp 2021 Equity Incentive Plan. Separately, Five Star Bancorp reported fourth-quarter 2025 results that exceeded earnings-per-share expectations while falling short on revenue.

Key Points

  • Michael Eugene Lee, SVP and Chief Regulatory Officer, sold 1,200 shares on February 20, 2026, at $39.3001 per share for $47,160.
  • After the sale, Lee retains 35,272 shares, including awards under the Five Star Bancorp 2021 Equity Incentive Plan; the shares are held in The Michael E. Lee & Kaylin M. Fadel-Lee Family Revocable Trust, for which he is trustee.
  • Five Star Bancorp's Q4 2025 results showed an EPS beat of $0.83 versus $0.762 expected (an 8.92% surprise), while revenue missed at $40.67 million versus $42.58 million forecast (a 4.49% shortfall).

Transaction details

On February 20, 2026, Five Star Bancorp (NASDAQ:FSBC) Senior Vice President and Chief Regulatory Officer Michael Eugene Lee sold 1,200 shares of the bank's common stock at a per-share price of $39.3001, producing gross proceeds of $47,160 for the transaction.

Post-sale holdings and ownership vehicle

Following the disposition, Lee directly holds 35,272 shares of Five Star Bancorp common stock. That total includes equity awarded under the Five Star Bancorp 2021 Equity Incentive Plan. The shares are held by The Michael E. Lee & Kaylin M. Fadel-Lee Family Revocable Trust, for which Mr. Lee serves as a trustee.

Valuation note

An analysis from InvestingPro cited in company materials indicates that Five Star Bancorp's stock appears undervalued on a price-to-earnings basis, with a reported P/E ratio of 13.6. The analysis states that investors can consult Pro Research Reports and ProTips for expanded commentary and valuation context on FSBC.

Recent financial results

Five Star Bancorp released fourth-quarter 2025 financial results that presented a mixed picture. The company reported adjusted earnings per share of $0.83, beating the consensus forecast of $0.762 and representing an 8.92% positive surprise versus expectations. By contrast, revenue for the quarter came in at $40.67 million, below the projected $42.58 million and reflecting a shortfall of 4.49%.

Company commentary and the published results emphasize that the earnings beat was supported by effective cost management, while the revenue miss underscores the uneven nature of the quarter. Analysts had anticipated different outcomes for the quarter, and the numbers reflect the complexities present in the current operating environment.

Investor implications

The insider sale described here is modest in size relative to typical trading volumes and Lee's remaining holdings. At the same time, the quarter's mixed earnings signal - an EPS beat alongside a revenue decline - provides investors with data points on Five Star Bancorp's operational efficiency and topline challenges. These factors are relevant to stakeholders assessing underwriting quality, funding mix, regulatory constraints, and shareholder returns.


Note on sources and analysis

The factual elements reported above reflect the disclosed insider transaction, the trust ownership structure, the InvestingPro valuation note as presented, and Five Star Bancorp's reported fourth-quarter 2025 results. The financial metrics cited are intended to assist investors in evaluating the company's recent performance and insider activity.

Risks

  • Revenue weakness - The company reported a 4.49% revenue shortfall for Q4 2025, which could signal top-line pressure impacting banking and financial services performance.
  • Valuation uncertainty - While InvestingPro analysis cites a P/E of 13.6 suggesting potential undervaluation, valuation conclusions depend on future earnings and revenue trends.
  • Insider transaction interpretation - The modest insider sale reduces an executive's holdings but does not on its own indicate a change in corporate outlook; investors may face uncertainty interpreting the significance of such trades for bank governance and confidence.

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