Tapewire

Nasdaq · USD

AVBH

Avidbank Holdings, Inc.

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Tapewire entity
5802
SEC CIK
0001443575
Parsed reports
120

Last 12 months

Inside the activity.

0 purchase rows · 22 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 2026013
Mar 202607
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 14, 2026 Filed Feb 18, 2026 21:58 UTC
BENEDICT TAMI LAURAEVP, Chief of Staff
Disposition to issuerCommon Stock 186 $30.00 $5,580.00
Disclosure

SEC source: 0001443575-26-000034 · primary_01.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,517

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on February 13, 2026.

F2 · price: Closing price of issuer's common stock on February 13, 2026.

Read SEC document
February 14, 2026 Filed Feb 18, 2026 21:57 UTC
MORDELL MARK DANIELDirector · Pres., CEO
Disposition to issuerCommon Stock 639 $30.00 $19,170.00
Disclosure

SEC source: 0001443575-26-000033 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,869

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on February 13, 2026.

F2 · price: Closing price of issuer's common stock on February 13, 2026.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:28 UTC
WASSON ARTHUREVP, Chief Revenue Officer
GrantCommon Stock 1,845 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000017 · primary_01.xml · nonDerivative · entry 1

WASSON ARTHUR · CIK 0002075516 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,146

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:30 UTC
BENEDICT TAMI LAURAEVP, Chief of Staff
GrantCommon Stock 1,550 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000023 · primary_01.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,703

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:30 UTC
DEMARCO VICTOR FRANCESCO E.EVP, Chief Legal Counsel, Secy
GrantCommon Stock 1,675 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000022 · primary_01.xml · nonDerivative · entry 1

DEMARCO VICTOR FRANCESCO E. · CIK 0002075512 · EVP, Chief Legal Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,867

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:29 UTC
FOUSSIANES ELISABETHEVP, Chief Credit Officer
GrantCommon Stock 1,870 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000021 · primary_01.xml · nonDerivative · entry 1

FOUSSIANES ELISABETH · CIK 0002106215 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,070

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:29 UTC
MORDELL MARK DANIELDirector · Pres., CEO
GrantCommon Stock 5,725 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000020 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,508

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:28 UTC GrantCommon Stock 2,720 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000019 · primary_01.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,653

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 20:28 UTC GrantCommon Stock 2,480 $0.00 $0.00
Disclosure

SEC source: 0001443575-26-000018 · primary_01.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,327

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year annual vesting schedule.

F2 · price: N/A

Read SEC document
February 13, 2026 Filed Feb 17, 2026 14:42 UTC
ROSINUS MIKEDirector
SaleCommon Stock 4,051 $30.07 $121,813.57
Disclosure

SEC source: 0001443575-26-000009 · primary_01.xml · nonDerivative · entry 1

ROSINUS MIKE · CIK 0001329196 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 1

Disclosed balance after: 188,198

F1 · ownership.nature: 1. Such shares are held directly by PTMR Capital Partners LP ("PTMR Capital"), of which the general partners are PTMR GP, LLC ("PTMR GP") and TRF Partners LLC ("TRF"). Reporting Person is the sole member of each of PTMR GP and TRF, and has sole voting and dispositive power over shares held by PTMR Capital. Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest, if any, therein.

Read SEC document
February 11, 2026 Filed Feb 14, 2026 01:07 UTC
ROSINUS MIKEDirector
SaleCommon Stock 1,063 $30.45 $32,368.35
Disclosure

SEC source: 0001443575-26-000007 · primary_01.xml · nonDerivative · entry 1

ROSINUS MIKE · CIK 0001329196 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 1

Disclosed balance after: 192,249

F1 · ownership.nature: 1. Such shares are held directly by PTMR Capital Partners LP ("PTMR Capital"), of which the general partners are PTMR GP, LLC ("PTMR GP") and TRF Partners LLC ("TRF"). Reporting Person is the sole member of each of PTMR GP and TRF, and has sole voting and dispositive power over shares held by PTMR Capital. Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest, if any, therein.

Read SEC document
February 11, 2026 Filed Mar 19, 2026 19:12 UTC Amendment
ROSINUS MIKEDirector
SaleCommon Stock 1,143 $30.45 $34,804.35
Disclosure

SEC source: 0001443575-26-000096 · primary_01.xml · nonDerivative · entry 1

ROSINUS MIKE · CIK 0001329196 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 1

Disclosed balance after: 192,169

F1 · ownership.nature: 1. Such shares are held directly by PTMR Capital Partners LP ("PTMR Capital"), of which the general partners are PTMR GP, LLC ("PTMR GP") and TRF Partners LLC ("TRF"). Reporting Person is the sole member of each of PTMR GP and TRF, and has sole voting and dispositive power over shares held by PTMR Capital. Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest, if any, therein.

F2 · ownership.nature: Form 4 Amendment was filed to correct the share amount in the previously reported transaction on 02/11/26.

F3 · ownership.nature: As of the reporting date, the Reporting Person directly holds 16,680 shares of common stock in the Issuer.

Read SEC document
February 10, 2026 Filed Feb 13, 2026 01:26 UTC
ROSINUS MIKEDirector
SaleCommon Stock 1,688 $30.73 $51,864.98
Disclosure

SEC source: 0001443575-26-000005 · primary_01.xml · nonDerivative · entry 1

ROSINUS MIKE · CIK 0001329196 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 1

Disclosed balance after: 193,312

F1 · ownership.nature: 1. Such shares are held directly by PTMR Capital Partners LP ("PTMR Capital"), of which the general partners are PTMR GP, LLC ("PTMR GP") and TRF Partners LLC ("TRF"). Reporting Person is the sole member of each of PTMR GP and TRF, and has sole voting and dispositive power over shares held by PTMR Capital. Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest, if any, therein.

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:47 UTC
WASSON ARTHUREVP, Treasury Management
GrantCommon Stock 1,825 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000042 · primary_01.xml · nonDerivative · entry 1

WASSON ARTHUR · CIK 0002075516 · EVP, Treasury Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,301

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:50 UTC
MORDELL MARK DANIELDirector · Pres., CEO
GrantCommon Stock 3,090 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000048 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,783

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:50 UTC GrantCommon Stock 2,155 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000047 · primary_01.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,933

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:49 UTC GrantCommon Stock 1,965 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000046 · primary_01.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,847

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:49 UTC
DEMARCO VICTOR FRANCESCO E.EVP, Chief Legal Counsel, Secy
GrantCommon Stock 1,530 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000045 · primary_01.xml · nonDerivative · entry 1

DEMARCO VICTOR FRANCESCO E. · CIK 0002075512 · EVP, Chief Legal Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,192

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:49 UTC
BENEDICT TAMI LAURAEVP, Chief of Staff
GrantCommon Stock 1,415 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000044 · primary_01.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,153

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
October 24, 2025 Filed Oct 28, 2025 23:48 UTC
BUTNER GEOFFREY EVANEVP, Chief Credit Officer
GrantCommon Stock 1,825 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000043 · primary_01.xml · nonDerivative · entry 1

BUTNER GEOFFREY EVAN · CIK 0002076899 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,347

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: N/A

Read SEC document
September 30, 2025 Filed Oct 2, 2025 20:04 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000031 · primary_01.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,778

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: "N/A"

Read SEC document
September 30, 2025 Filed Oct 2, 2025 20:05 UTC
MORDELL MARK DANIELDirector · Pres., CEO
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000032 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,693

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: "N/A"

Read SEC document
September 30, 2025 Filed Oct 2, 2025 20:03 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000030 · primary_01.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,882

F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a three year cliff vesting schedule.

F2 · price: "N/A"

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:49 UTC Disposition to issuerCommon Stock 828 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000013 · primary_01.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,778

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:51 UTC
MORDELL MARK DANIELDirector · Pres., CEO
Disposition to issuerCommon Stock 1,216 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000014 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,693

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:47 UTC
BENEDICT TAMI LAURAEVP, Chief of Staff
Disposition to issuerCommon Stock 377 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000012 · primary_01.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,738

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:44 UTC
BUTNER GEOFFREY EVANEVP, Chief Credit Officer
Disposition to issuerCommon Stock 656 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000011 · primary_01.xml · nonDerivative · entry 1

BUTNER GEOFFREY EVAN · CIK 0002076899 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,522

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:42 UTC
DEMARCO VICTOR FRANCESCO E.EVP, Chief Legal Counsel, Secy
Disposition to issuerCommon Stock 439 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000010 · primary_01.xml · nonDerivative · entry 1

DEMARCO VICTOR FRANCESCO E. · CIK 0002075512 · EVP, Chief Legal Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,662

Read SEC document
September 20, 2025 Filed Sep 22, 2025 20:33 UTC Disposition to issuerCommon Stock 754 $0.00 $0.00
Disclosure

SEC source: 0001443575-25-000009 · primary_01.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,882

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:34 UTC Amendment
MORDELL MARK DANIELDirector · Pres., CEO
Tax withholdingCommon Stock 1,216 $26.23 $31,895.68
Disclosure

SEC source: 0001443575-25-000026 · primary_01.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 228,693

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:34 UTC Amendment Tax withholdingCommon Stock 828 $26.23 $21,718.44
Disclosure

SEC source: 0001443575-25-000025 · primary_01.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,778

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:33 UTC Amendment
BENEDICT TAMI LAURAEVP, Chief of Staff
Tax withholdingCommon Stock 377 $26.23 $9,888.71
Disclosure

SEC source: 0001443575-25-000024 · primary_01.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,738

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:33 UTC Amendment
BUTNER GEOFFREY EVANEVP, Chief Credit Officer
Tax withholdingCommon Stock 656 $26.23 $17,206.88
Disclosure

SEC source: 0001443575-25-000023 · primary_01.xml · nonDerivative · entry 1

BUTNER GEOFFREY EVAN · CIK 0002076899 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,522

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:33 UTC Amendment
DEMARCO VICTOR FRANCESCO E.EVP, Chief Legal Counsel, Secy
Tax withholdingCommon Stock 439 $26.23 $11,514.97
Disclosure

SEC source: 0001443575-25-000022 · primary_01.xml · nonDerivative · entry 1

DEMARCO VICTOR FRANCESCO E. · CIK 0002075512 · EVP, Chief Legal Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,662

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
September 20, 2025 Filed Sep 23, 2025 20:32 UTC Amendment Tax withholdingCommon Stock 754 $26.23 $19,777.42
Disclosure

SEC source: 0001443575-25-000021 · primary_01.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,882

F1 · shares: Shares withheld upon vesting of restricted common stock based on closing price of issuer's common stock on September 19, 2025.

F2 · price: Closing price of issuer's common stock on September 19, 2025.

Read SEC document
August 08, 2025 Filed Aug 11, 2025 21:02 UTC
Patriot Financial Partners GP IV, LLC10% owner · Member of 10% owner group
Patriot Financial Partners Parallel IV, L.P.10% owner · Member of 10% owner group
Patriot Financial Partners GP IV, L.P.10% owner · Member of 10% owner group
WYCOFF W KIRK10% owner · Member of 10% owner group
Deutsch James F.Director · 10% owner · Member of 10% owner group
PurchaseCommon Stock, no par value 80,000 $23.00 $1,840,000.00
Disclosure

SEC source: 0001437749-25-025960 · rdgdoc.xml · nonDerivative · entry 1

Patriot Financial Partners IV, L.P. · CIK 0001853178 · 10% owner

Patriot Financial Partners GP IV, LLC · CIK 0002079603 · 10% owner · Member of 10% owner group

Patriot Financial Partners Parallel IV, L.P. · CIK 0001929137 · 10% owner · Member of 10% owner group

Patriot Financial Partners GP IV, L.P. · CIK 0002079602 · 10% owner · Member of 10% owner group

WYCOFF W KIRK · CIK 0000949197 · 10% owner · Member of 10% owner group

Deutsch James F. · CIK 0001561111 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,053,918

F1 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP IV, LLC ("Patriot LLC"), Patriot Financial Partners GP IV, L.P. ("Patriot GP"), Patriot Financial Partners IV, L.P. ("Patriot Fund IV"), Patriot Financial Partners Parallel IV, L.P. ("Patriot Parallel Fund IV," together with Patriot Fund IV, the "Funds"), W. Kirk Wycoff and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff and James F. Deutsch is a member of Patriot LLC. Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff and James F. Deutsch. On August 8, 2025, Patriot Fund IV purchased 69,016 shares of common stock and Patriot Parallel Fund IV purchased 10,984 shares of common stock in the Issuer's initial public offering.

F2 · ownership.direct: After the purchases, Patriot Fund IV holds 906,626 shares of common stock and Patriot Parallel Fund IV holds 144,292 shares of common stock. In addition, James F. Deutsch holds directly 3,000 shares of common stock including 1,500 shares of restricted stock which vest 12 months from the date of grant. The shares held by Mr. Deutsch were previously granted to him for serving as a director of the Issuer.

F3 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Mr. Wycoff and Mr. Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein.

Read SEC document
August 07, 2025 Filed Aug 11, 2025 21:00 UTC
WASSON ARTHUREVP, Treasury Management
PurchaseCommon Stock 1,000 $23.00 $23,000.00
Disclosure

SEC source: 0001213900-25-074363 · marketforms-70168.xml · nonDerivative · entry 1

WASSON ARTHUR · CIK 0002075516 · EVP, Treasury Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,476

Read SEC document
August 07, 2025 Filed Aug 11, 2025 17:40 UTC PurchaseCommon Stock 500 $23.00 $11,500.00
Disclosure

SEC source: 0001213900-25-074434 · marketforms-70160.xml · nonDerivative · entry 1

HENDRICKSON LISA B. · CIK 0002076803 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Read SEC document
August 07, 2025 Filed Aug 11, 2025 22:10 UTC
Scott Robert HDirector · Mgng Dir. Strat. Relationships
PurchaseCommon Stock 435 $23.00 $10,005.00
Disclosure

SEC source: 0001213900-25-074460 · marketforms-70165.xml · nonDerivative · entry 1

Scott Robert H · CIK 0001314485 · Director · Mgng Dir. Strat. Relationships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,699

Read SEC document
August 07, 2025 Filed Aug 11, 2025 22:05 UTC PurchaseCommon Stock 750 $23.00 $17,250.00
Disclosure

SEC source: 0001213900-25-074455 · marketforms-70156.xml · nonDerivative · entry 1

BIORN KRISTOFER W. · CIK 0002075304 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote 1.

Disclosed balance after: 26,033

F1 · ownership.direct: Shares held by the Crist Biorn Shepherd & Roskoph 401(k) Profit Sharing Plan FBO Kristofer Biorn. Reporting Person has sole voting and dispositive power with respect to such shares.

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August 07, 2025 Filed Aug 11, 2025 22:00 UTC PurchaseCommon Stock 50,000 $23.00 $1,150,000.00
Disclosure

SEC source: 0001213900-25-074451 · marketforms-70147.xml · nonDerivative · entry 1

POLSTER BRYAN C. · CIK 0002075587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,464

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August 07, 2025 Filed Aug 11, 2025 21:55 UTC
BENEDICT TAMI LAURAEVP, Chief of Staff
PurchaseCommon Stock 750 $23.00 $17,250.00
Disclosure

SEC source: 0001213900-25-074448 · marketforms-70146.xml · nonDerivative · entry 1

BENEDICT TAMI LAURA · CIK 0002075297 · EVP, Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,115

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August 07, 2025 Filed Aug 11, 2025 21:50 UTC
BUTNER GEOFFREY EVANEVP, Chief Credit Officer
PurchaseCommon Stock 400 $23.00 $9,200.00
Disclosure

SEC source: 0001213900-25-074446 · marketforms-70157.xml · nonDerivative · entry 1

BUTNER GEOFFREY EVAN · CIK 0002076899 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,178

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August 07, 2025 Filed Aug 11, 2025 21:45 UTC PurchaseCommon Stock 1,000 $23.00 $23,000.00
Disclosure

SEC source: 0001213900-25-074443 · marketforms-70159.xml · nonDerivative · entry 1

FLYNN DIANE J. · CIK 0002075368 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,145

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August 07, 2025 Filed Aug 11, 2025 21:35 UTC
DEMARCO VICTOR FRANCESCO E.EVP, Chief Legal Counsel, Secy
PurchaseCommon Stock 750 $23.00 $17,250.00
Disclosure

SEC source: 0001213900-25-074432 · marketforms-70158.xml · nonDerivative · entry 1

DEMARCO VICTOR FRANCESCO E. · CIK 0002075512 · EVP, Chief Legal Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,101

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August 07, 2025 Filed Aug 11, 2025 21:30 UTC
MORDELL MARK DANIELDirector · Pres., CEO
PurchaseCommon Stock 4,000 $23.00 $92,000.00
Disclosure

SEC source: 0001213900-25-074424 · marketforms-70161.xml · nonDerivative · entry 1

MORDELL MARK DANIEL · CIK 0002075464 · Director · Pres., CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,909

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August 07, 2025 Filed Aug 11, 2025 21:25 UTC PurchaseCommon Stock 1,000 $23.00 $23,000.00
Disclosure

SEC source: 0001213900-25-074415 · marketforms-70162.xml · nonDerivative · entry 1

MORRIS LINDA RAE · CIK 0002075370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

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August 07, 2025 Filed Aug 11, 2025 21:20 UTC PurchaseCommon Stock 2,000 $23.00 $46,000.00
Disclosure

SEC source: 0001213900-25-074409 · marketforms-70163.xml · nonDerivative · entry 1

Oakes Patrick Timothy · CIK 0001538195 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,606

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August 07, 2025 Filed Aug 11, 2025 21:10 UTC PurchaseCommon Stock 5,000 $23.00 $115,000.00
Disclosure

SEC source: 0001213900-25-074392 · marketforms-70166.xml · nonDerivative · entry 1

THOMA GINA N. · CIK 0002075501 · EVP, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,636

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August 07, 2025 Filed Aug 11, 2025 21:15 UTC
ROSINUS MIKEDirector
PurchaseCommon Stock 100 $23.00 $2,300.00
Disclosure

SEC source: 0001213900-25-074397 · marketforms-70164.xml · nonDerivative · entry 1

ROSINUS MIKE · CIK 0001329196 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,680

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.