Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | CFO AND EXECUTIVE VP | October 30, 2023 | October 31, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Finwise Bancorp
Report date October 30, 2023 · Filed October 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 58,944 |
Reported balance
After 2023-10-30 transaction · row 1
1 source rowRow 1 · 2023-10-30 · Purchase · Acquired 100 · Balance 58,944 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 30, 2023 Filed Oct 31, 2023 16:43 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 100 | $8.45 | $845.00 |
DisclosureSEC source: 0001876810-23-000005 · wk-form4_1698770589.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,944 Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 20:26 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,134 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001876810-23-000003 · wf-form4_168202238591136.xml · derivative · entry 3 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,134 Underlying: Common Stock, par value $0.001 per share · 11,134 shares Expires 2033-04-18 F1 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on April 18, 2024. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 20:26 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 21,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001876810-23-000003 · wf-form4_168202238591136.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,844 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionStock Option (right to buy) · Derivative | 4,800 | $0.00 Strike: $2.36 | $0.00 |
DisclosureSEC source: 0001140361-23-010035 · form4.xml · derivative · entry 3 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,800 shares Expires 2028-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option, representing a right to purchase a total of 24,000 shares, vested and became exercisable in five equal annual installments beginning on January 1, 2019, which was the first anniversary of the date on which the option was granted. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,800 | $2.36 | $11,328.00 |
DisclosureSEC source: 0001140361-23-010035 · form4.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,244 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2022 Filed Aug 1, 2022 22:28 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 100 | $9.57 | $956.96 |
DisclosureSEC source: 0001140361-22-027719 · form4.xml · nonDerivative · entry 2 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,444 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.56 to $9.57, inclusive. Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 22:28 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 1,480 | $10.13 | $14,997.14 |
DisclosureSEC source: 0001140361-22-027719 · form4.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,344 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.95 to $10.22, inclusive. The reporting person undertakes to provide to FinWise Bancorp, any security holder of FinWise Bancorp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 23:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,622 | $0.00 Strike: $13.04 | $0.00 |
DisclosureSEC source: 0001140361-22-022810 · form4.xml · derivative · entry 3 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,622 Underlying: Common Stock, par value $0.001 per share · 8,622 shares Expires 2032-06-08 F1 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on June 9, 2023. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 23:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 16,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-022810 · form4.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,864 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 01:43 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionStock Option (right to buy) · Derivative | 4,800 | $0.00 Strike: $2.36 | $0.00 |
DisclosureSEC source: 0001140361-22-008507 · form4.xml · derivative · entry 3 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 4,800 shares Expires 2028-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 50% of the option vested and became exercisable on January 1, 2022. 50% of the option vests and becomes exercisable on January 1, 2023. Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 01:43 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,800 | $2.36 | $11,328.00 |
DisclosureSEC source: 0001140361-22-008507 · form4.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 01:09 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 9,500 | $10.50 | $99,750.00 |
DisclosureSEC source: 0001140361-21-039235 · form4.xml · nonDerivative · entry 1 Jacobson Javvis O · CIK 0001876810 · CFO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.