Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avidbank Holdings, Inc.AVBH · Entity 5802 | Director | May 19, 2026 | May 21, 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.
Avidbank Holdings, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 1,500 · Balance 3,000 F1: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a one year annual vesting schedule F2: N/A |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 2 | 34,982 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,982 F3: Shares held by the Biorn Family Trust of which the Reporting Person and his spouse are the trustees and may be deemed to share voting and dispositive power over such shares. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 1 | 26,033 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 26,033 F4: Shares held by the Crist Biorn Shepherd & Roskoph 401(k) Profit Sharing Plan FBO Kristofer Biorn. Reporting Person has sole voting and dispositive power with respect to such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a one year annual vesting schedule
F2: N/A
F3: Shares held by the Biorn Family Trust of which the Reporting Person and his spouse are the trustees and may be deemed to share voting and dispositive power over such shares.
F4: Shares held by the Crist Biorn Shepherd & Roskoph 401(k) Profit Sharing Plan FBO Kristofer Biorn. Reporting Person has sole voting and dispositive power with respect to such shares.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 21, 2026 20:52 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001443575-26-000112 · primary_01.xml · nonDerivative · entry 1 BIORN KRISTOFER W. · CIK 0002075304 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · security: Restricted stock granted pursuant to the issuer's 2022 Equity Incentive Plan, as amended, subject to a one year annual vesting schedule F2 · price: N/A Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 22:05 UTC | Avidbank Holdings, Inc. AVBH · Entity 5802 | PurchaseCommon Stock | 750 | $23.00 | $17,250.00 |
DisclosureSEC source: 0001213900-25-074455 · marketforms-70156.xml · nonDerivative · entry 1 BIORN KRISTOFER W. · CIK 0002075304 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote 1. Disclosed balance after: 26,033 F1 · ownership.direct: Shares held by the Crist Biorn Shepherd & Roskoph 401(k) Profit Sharing Plan FBO Kristofer Biorn. Reporting Person has sole voting and dispositive power with respect to such shares. 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.