Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | See Remarks | 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 | 68,174 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 17,389 · Balance 68,174 |
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 17:48 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 17,389 | $13.96 | $242,750.44 |
DisclosureSEC source: 0001856365-26-000099 · wk-form4_1785361706.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,174 Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:06 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 1,759 | $14.24 | $25,048.16 |
DisclosureSEC source: 0001856365-26-000066 · wk-form4_1780344404.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,785 Read SEC document |
| May 27, 2026 Filed May 28, 2026 20:41 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 1,995 | $14.00 | $27,930.00 |
DisclosureSEC source: 0001856365-26-000056 · wk-form4_1780000889.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,544 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:40 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 1,732 | $14.49 | $25,096.68 |
DisclosureSEC source: 0001628280-25-028627 · wk-form4_1748637535.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,539 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 22:16 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 20,633 | $14.70 | $303,305.10 |
DisclosureSEC source: 0001628280-25-028434 · wk-form4_1748556979.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,271 Read SEC document |
| July 03, 2024 Filed Jul 5, 2024 20:44 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002010464-24-000006 · wk-form4_1720212281.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,638 Read SEC document |
| May 28, 2024 Filed May 29, 2024 20:55 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002010464-24-000004 · wk-form4_1717016125.xml · nonDerivative · entry 1 Thiessens Richard · CIK 0002010464 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,638 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.