Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | CHIEF EXECUTIVE OFFICER | July 28, 2026 | July 29, 2026 |
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 July 28, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 466,365 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 56,476 · Balance 466,365 |
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 29, 2026 17:49 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 56,476 | $13.96 | $788,404.96 |
DisclosureSEC source: 0001856365-26-000101 · wk-form4_1785361756.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,365 Read SEC document |
| August 26, 2025 Filed Aug 27, 2025 10:07 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 10,000 | $19.49 | $194,900.00 |
DisclosureSEC source: 0001877353-25-000013 · wk-form4_1756303645.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,889 Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 18:10 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 1,240 | $14.44 | $17,905.60 |
DisclosureSEC source: 0001628280-25-030818 · wk-form4_1749679849.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,889 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations upon the vesting and net settlement of previously granted restricted stock awards. Read SEC document |
| May 28, 2025 Filed May 30, 2025 16:26 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 4,040 | $14.49 | $58,539.60 |
DisclosureSEC source: 0001877353-25-000004 · wk-form4_1748636718.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,129 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations upon the vesting and net settlement of previously granted restricted stock awards. Read SEC document |
| May 27, 2025 Filed May 29, 2025 16:52 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 75,020 | $14.70 | $1,102,794.00 |
DisclosureSEC source: 0001877353-25-000002 · wk-form4_1748551927.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,169 Read SEC document |
| July 03, 2024 Filed Jul 5, 2024 16:08 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001877353-24-000004 · wk-form4_1720210104.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,149 Read SEC document |
| May 28, 2024 Filed May 29, 2024 17:19 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001877353-24-000002 · wk-form4_1717017588.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,149 Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 13:53 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,371 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001877353-23-000002 · wf-form4_168201319193595.xml · derivative · entry 2 Noone James · CIK 0001877353 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,371 Underlying: Common Stock, par value $0.001 per share · 12,371 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 13:53 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001877353-23-000002 · wf-form4_168201319193595.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,149 Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 18:20 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $2.37 | $0.00 |
DisclosureSEC source: 0001140361-23-011239 · form4.xml · derivative · entry 2 Noone James · CIK 0001877353 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2028-02-05 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 60,000 shares, vested and became exercisable in five equal annual installments beginning on February 5, 2019, which was the first anniversary of the date on which the option was granted. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 18:20 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionCommon Stock, par value $0.001 per share | 12,000 | $2.37 | $28,440.00 |
DisclosureSEC source: 0001140361-23-011239 · form4.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,149 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 |
| June 09, 2022 Filed Jun 13, 2022 19:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,706 | $0.00 Strike: $13.04 | $0.00 |
DisclosureSEC source: 0001140361-22-022807 · form4.xml · derivative · entry 2 Noone James · CIK 0001877353 · CCO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,706 Underlying: Common Stock, par value $0.001 per share · 6,706 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 19:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 12,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-022807 · form4.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · CCO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,149 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 20:42 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $2.37 | $0.00 |
DisclosureSEC source: 0001140361-22-008506 · form4.xml · derivative · entry 2 Noone James · CIK 0001877353 · CCO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2028-02-05 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 February 5, 2022. 50% of the option vests and becomes exercisable on February 5, 2023. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 20:42 UTC | Finwise Bancorp FINW · Entity 6350 | Exercise / conversionCommon Stock, par value $0.001 per share | 12,000 | $2.37 | $28,440.00 |
DisclosureSEC source: 0001140361-22-008506 · form4.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · CCO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,266 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 23, 2021 20:10 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 15,000 | $10.50 | $157,500.00 |
DisclosureSEC source: 0001140361-21-039246 · form4.xml · nonDerivative · entry 1 Noone James · CIK 0001877353 · CCO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,266 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.