Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avidia Bancorp, Inc.AVBC · Entity 2126 | EVP- Consumer Banking | October 13, 2026 | October 15, 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 October 13, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,000 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Grant · Acquired 36,000 · Balance 36,000 F1: Shares of restricted stock vest at a rate of 20% per year commencing on October 13, 2027. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $21.95 · Expires 2036-10-13 | Direct | 90,000 |
Reported balance
After 2026-10-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-13 · Grant · Acquired 90,000 · Balance 90,000 F3: Stock options vest at a rate of 20% per year commencing on October 13, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 20,160 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,160 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,096 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,096 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock vest at a rate of 20% per year commencing on October 13, 2027.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended.
F3: Stock options vest at a rate of 20% per year commencing on October 13, 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 |
|---|---|---|---|---|---|---|
| October 13, 2026 Filed Oct 15, 2026 14:08 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantStock Options · Derivative | 90,000 | $0.00 Strike: $21.95 | $0.00 |
DisclosureSEC source: 0001437749-26-032679 · rdgdoc.xml · derivative · entry 4 Frost Donald J III · CIK 0002076467 · EVP- Consumer Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2036-10-13 F3 · shares: Stock options vest at a rate of 20% per year commencing on October 13, 2027. F3 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on October 13, 2027. F3 · balance_after: Stock options vest at a rate of 20% per year commencing on October 13, 2027. Read SEC document |
| October 13, 2026 Filed Oct 15, 2026 14:08 UTC | Avidia Bancorp, Inc. AVBC · Entity 2126 | GrantCommon Stock | 36,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-032679 · rdgdoc.xml · nonDerivative · entry 1 Frost Donald J III · CIK 0002076467 · EVP- Consumer Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,000 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on October 13, 2027. 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.