Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | Director | November 19, 2021 | November 24, 2021 |
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 November 19, 2021 · Filed November 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 88,000 |
Reported balance
After 2021-11-19 transaction · row 1
1 source rowRow 1 · 2021-11-19 · Purchase · Acquired 10,000 · Balance 88,000 |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy: The Fred Healey Gift Trust | 312,048 |
Reported balance
Holding disclosure · report date 2021-11-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 312,048 |
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 |
|---|---|---|---|---|---|---|
| November 19, 2021 Filed Nov 24, 2021 01:10 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 10,000 | $10.50 | $105,000.00 |
DisclosureSEC source: 0001140361-21-039243 · form4.xml · nonDerivative · entry 1 Healey Russell Fred Jr · CIK 0001876808 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,000 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.