Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Finwise Bancorp
Report date March 29, 2024 · Filed April 02, 2024
Section 16 reporting ended · disclosed 2024-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 8,894 |
Reported balance
After 2024-03-29 transaction · row 1
1 source rowRow 1 · 2024-03-29 · Disposition to issuer · Disposed 25,389 · Balance 8,894 |
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 29, 2024 Filed Apr 2, 2024 14:02 UTC | Finwise Bancorp FINW · Entity 6350 | Disposition to issuerCommon Stock, par value $0.001 per share | 25,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001876972-24-000002 · wk-form4_1712080957.xml · nonDerivative · entry 1 Cannon Dawn M · CIK 0001876972 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,894 Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 16:22 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,660 | $0.00 Strike: $8.62 | $0.00 |
DisclosureSEC source: 0001876972-23-000002 · wf-form4_168202214154166.xml · derivative · entry 2 Cannon Dawn M · CIK 0001876972 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,660 Underlying: Common Stock, par value $0.001 per share · 8,660 shares Expires 2033-04-18 F1 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on April 18, 2024. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 16:22 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 16,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001876972-23-000002 · wf-form4_168202214154166.xml · nonDerivative · entry 1 Cannon Dawn M · CIK 0001876972 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,283 Read SEC document |
| October 28, 2022 Filed Oct 31, 2022 17:11 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 2,100 | $9.53 | $20,007.96 |
DisclosureSEC source: 0001140361-22-039155 · form4.xml · nonDerivative · entry 1 Cannon Dawn M · CIK 0001876972 · COO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,483 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.45 to $9.59, inclusive. The reporting person undertakes to provide to FinWise Bancorp, any security holder of FinWise Bancorp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 19:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,706 | $0.00 Strike: $13.04 | $0.00 |
DisclosureSEC source: 0001140361-22-022808 · form4.xml · derivative · entry 2 Cannon Dawn M · CIK 0001876972 · COO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,706 Underlying: Common Stock, par value $0.001 per share · 6,706 shares Expires 2032-06-08 F1 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on June 9, 2023. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 19:37 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 12,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-022808 · form4.xml · nonDerivative · entry 1 Cannon Dawn M · CIK 0001876972 · COO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,383 Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 20:10 UTC | Finwise Bancorp FINW · Entity 6350 | PurchaseCommon Stock, par value $0.001 per share | 2,500 | $10.50 | $26,250.00 |
DisclosureSEC source: 0001140361-21-039241 · form4.xml · nonDerivative · entry 1 Cannon Dawn M · CIK 0001876972 · COO AND EXECUTIVE VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.