Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avidia Bancorp, Inc.AVBC · Entity 2126 | Director | July 31, 2025 | October 09, 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 July 31, 2025 · Filed October 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,964 |
Reported balance
Holding disclosure · report date 2025-07-31 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 1,964 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 13,334 |
Reported balance
Holding disclosure · report date 2025-07-31 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 13,334 |
| Common StockSEC Table I · non-derivative | IndirectBy LLP | 5,000 |
Reported balance
Holding disclosure · report date 2025-07-31 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 5,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Brother | 1,000 |
Reported balance
Holding disclosure · report date 2025-07-31 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 1,000 |
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 18, 2026 Filed Oct 9, 2026 14:51 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | SaleCommon Stock | 2,200 | $22.33 | $49,131.72 |
DisclosureSEC source: 0001437749-26-032410 · rdgdoc.xml · nonDerivative · entry 3 Flanigan Micheal Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 0 Read SEC document |
| September 18, 2026 Filed Oct 9, 2026 14:51 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | SaleCommon Stock | 1,300 | $22.33 | $29,031.47 |
DisclosureSEC source: 0001437749-26-032410 · rdgdoc.xml · nonDerivative · entry 2 Flanigan Micheal Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 2,200 Read SEC document |
| September 18, 2026 Filed Oct 9, 2026 14:51 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | SaleCommon Stock | 1,500 | $22.35 | $33,525.15 |
DisclosureSEC source: 0001437749-26-032410 · rdgdoc.xml · nonDerivative · entry 1 Flanigan Micheal Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 3,500 Read SEC document |
| September 16, 2026 Filed Sep 17, 2026 19:30 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantStock Options · Derivative | 50,190 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0001437749-26-030659 · rdgdoc.xml · derivative · entry 5 Flanigan Micheal Neil · CIK 0002076313 · 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 19:30 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantCommon Stock | 20,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-030659 · rdgdoc.xml · nonDerivative · entry 1 Flanigan Micheal Neil · CIK 0002076313 · 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 |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 6,323 | $14.49 | $91,620.27 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 9 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 24,500 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 6,000 | $14.48 | $86,880.00 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 8 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 18,177 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 2,100 | $14.47 | $30,387.00 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 7 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 12,177 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 201 | $14.46 | $2,906.46 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 6 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 10,077 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 1,001 | $14.45 | $14,464.45 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 5 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 9,876 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 637 | $14.41 | $9,179.17 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 4 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 8,875 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 5,375 | $14.40 | $77,400.00 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 3 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 8,238 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 699 | $14.39 | $10,058.61 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 2 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 2,863 Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 14:44 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | PurchaseCommon Stock | 200 | $14.38 | $2,876.00 |
DisclosureSEC source: 0001437749-25-025839 · rdgdoc.xml · nonDerivative · entry 1 Flanigan Michael Neil · CIK 0002076313 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 2,164 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.