Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | Director · EXECUTIVE CHAIRMAN | 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 | 986,333 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 56,476 · Balance 986,333 |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy: IRA | 70,200 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70,200 |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy: The Landvatter Spousal Access Trust | 90,000 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 90,000 |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectBy: Kent and Denise Landvatter Trust | 15,963 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,963 |
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 | 56,476 | $13.96 | $788,404.96 |
DisclosureSEC source: 0001856365-26-000098 · wk-form4_1785361683.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · EXECUTIVE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986,333 Read SEC document |
| May 27, 2025 Filed May 29, 2025 17:00 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 61,898 | $14.70 | $909,900.60 |
DisclosureSEC source: 0001876809-25-000002 · wk-form4_1748552439.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929,857 Read SEC document |
| July 03, 2024 Filed Jul 5, 2024 15:57 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001876809-24-000006 · wk-form4_1720209465.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 867,959 Read SEC document |
| May 28, 2024 Filed May 29, 2024 17:18 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 72,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001876809-24-000004 · wk-form4_1717017480.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 849,959 Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 14:52 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 28,866 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001876809-23-000002 · wf-form4_168201676305182.xml · derivative · entry 5 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,866 Underlying: Common Stock, par value $0.001 per share · 28,866 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 14:52 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001876809-23-000002 · wf-form4_168201676305182.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787,959 Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 21:03 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 1,000 | $9.10 | $9,100.00 |
DisclosureSEC source: 0001140361-22-045574 · form4.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By: Kent and Denise Landvatter Trust Disclosed balance after: 5,963 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 18:28 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 4,963 | $10.00 | $49,644.39 |
DisclosureSEC source: 0001140361-22-027718 · form4.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By: Kent and Denise Landvatter Trust Disclosed balance after: 4,963 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.99 to $10.01, 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 footnote (1) to this Form 4. Read SEC document |
| June 16, 2022 Filed Nov 9, 2023 16:12 UTC | Finwise Bancorp FINW · Entity 6350 | GiftCommon Stock, par value $0.001 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001876809-23-000005 · wk-form4_1699564353.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · CHAIRMAN, PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777,959 F1 · ownership.direct: On June 16, 2022, the reporting person transferred 10,000 shares of FINW common stock to the Kent and Denise Landvatter Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. 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 | 22,352 | $0.00 Strike: $13.04 | $0.00 |
DisclosureSEC source: 0001140361-22-022809 · form4.xml · derivative · entry 4 Landvatter Kent · CIK 0001876809 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,352 Underlying: Common Stock, par value $0.001 per share · 22,352 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 | 42,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-022809 · form4.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,959 Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 20:09 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 10,000 | $10.50 | $105,000.00 |
DisclosureSEC source: 0001140361-21-039236 · form4.xml · nonDerivative · entry 1 Landvatter Kent · CIK 0001876809 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,014 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.