Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finwise BancorpFINW · Entity 6350 | Director | March 31, 2026 | April 01, 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 March 31, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 18,987 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 3,179 · Balance 18,987 F1: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 1, 2026 20:12 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 3,179 | $15.73 | $50,005.67 |
DisclosureSEC source: 0001856365-26-000017 · wk-form4_1775074328.xml · nonDerivative · entry 1 Nievaard Lisa Ann · CIK 0001876462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,987 F1 · price: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant. Read SEC document |
| May 27, 2025 Filed May 29, 2025 21:58 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 2,721 | $14.70 | $39,998.70 |
DisclosureSEC source: 0001876462-25-000002 · wk-form4_1748555909.xml · nonDerivative · entry 1 Nievaard Lisa Ann · CIK 0001876462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,808 Read SEC document |
| May 28, 2024 Filed May 29, 2024 19:44 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 3,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001876462-24-000002 · wk-form4_1717011875.xml · nonDerivative · entry 1 Nievaard Lisa Ann · CIK 0001876462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,087 Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 17:35 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 4,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001876462-23-000002 · wf-form4_168201212494066.xml · nonDerivative · entry 1 Nievaard Lisa Ann · CIK 0001876462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,130 Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 21:16 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-045870 · form4.xml · nonDerivative · entry 1 Nievaard Lisa Ann · CIK 0001876462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 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.