Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avidia Bancorp, Inc.AVBC · Entity 2126 | Director | September 16, 2026 | September 17, 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.
Avidia Bancorp, Inc.
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,076 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 20,076 · Balance 20,076 F1: Shares of restricted stock vest at a rate of 20% per year commencing on September 16, 2027. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $22.29 · Expires 2036-09-16 | Direct | 50,190 |
Reported balance
After 2026-09-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-16 · Grant · Acquired 50,190 · Balance 50,190 F2: Stock options vest at a rate of 20% per year commencing on September 16, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 50,000 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock vest at a rate of 20% per year commencing on September 16, 2027.
F2: Stock options vest at a rate of 20% per year commencing on September 16, 2027.
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 17, 2026 19:28 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantStock Options · Derivative | 50,190 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0001437749-26-030656 · rdgdoc.xml · derivative · entry 3 BALL JAMES N · CIK 0001252682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,190 Underlying: Common Stock · 50,190 shares Expires 2036-09-16 F2 · shares: Stock options vest at a rate of 20% per year commencing on September 16, 2027. F2 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on September 16, 2027. F2 · balance_after: Stock options vest at a rate of 20% per year commencing on September 16, 2027. Read SEC document |
| September 16, 2026 Filed Sep 17, 2026 19:28 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantCommon Stock | 20,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-030656 · rdgdoc.xml · nonDerivative · entry 1 BALL JAMES N · CIK 0001252682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,076 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on September 16, 2027. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 13:04 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 5,000 | $20.60 | $103,000.00 |
DisclosureSEC source: 0001437749-26-013741 · rdgdoc.xml · nonDerivative · entry 1 BALL JAMES N · CIK 0001252682 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 50,000 Read SEC document |
| December 01, 2025 Filed Dec 1, 2025 20:37 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 5,000 | $16.13 | $80,656.00 |
DisclosureSEC source: 0001437749-25-036536 · rdgdoc.xml · nonDerivative · entry 1 BALL JAMES N · CIK 0001252682 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 45,000 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.