Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001856365.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
Kent Landvatter
Comparable rows
50/50
Latest evidence
28 May 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13F
13D/G
Company
|
6.1%
from 13D/G
|
$14,349,775
799,876 shares
|
— | 31 Mar 2026 |
| WASATCH ADVISORS LP |
13D/G
13F
Company
|
4.4%
|
$10,723,686
602,116 shares
|
-$1,816,495 | 31 Dec 2025 |
| Kent Landvatter |
3/4/5
CHAIRMAN AND CEO, Director
|
8.1%
|
$16,753,511
1,106,020 shares
|
— | 27 May 2025 |
| James Noone |
3/4/5
PRESIDENT
|
3%
|
$7,988,736
409,889 shares
|
— | 26 Aug 2025 |
| James N. Giordano |
3/4/5
Director
|
2.9%
|
$7,213,799
402,107 shares
|
+$48,300 | 31 Mar 2026 |
| Howard I. Reynolds |
3/4/5
Director
|
1.7%
|
$3,746,187
231,532 shares
|
+$43,528 | 31 Mar 2026 |
| Gerald Edwin Cunningham |
3/4/5
Director
|
1.2%
|
$2,898,942
161,591 shares
|
— | 31 Mar 2026 |
| Michael Christopher O'Brien |
3/4/5
Officer
|
0.63%
|
$1,259,334
85,669 shares
|
— | 27 May 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$62,608.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 2,297 | 1,500 | $43,528 | $29,220 | +$14,308 |
| 9-12 | 2,500 | 0 | $48,300 | $0 | +$48,300 |
Reporting owners
Showing 1-20 of 23 reporting-owner rows connected to Finwise Bancorp. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Kent Landvatter | CHAIRMAN AND CEO, Director | $16,753,511 | Mixed | 27 May 2025 | ||
| James Noone | President | $7,988,736 | Mixed | 26 Aug 2025 | ||
| James N. Giordano | Director | $7,213,799 | +$48,300 | +0.67% | Mixed | 31 Mar 2026 |
| Howard I. Reynolds | Director | $3,746,187 | +$43,528 | +1.2% | Market | 31 Mar 2026 |
| Russell F. Healey Jr. | Director | $3,380,406 | Mixed | 19 Nov 2021 | ||
| Gerald Edwin Cunningham | Director | $2,898,942 | Mixed | 31 Mar 2026 | ||
| David Tilis | Cso And Senior Vp | $2,685,224 | Mixed | 02 May 2022 | ||
| Michael Christopher O'Brien | Officer | $1,259,334 | Mixed | 27 May 2025 | ||
| Robert Keil | Other* | $1,099,217 | -$29,220 | -2.6% | Filing P/S | 03 Nov 2025 |
| Alan Weichselbaum | Director | $1,062,801 | Mixed | 31 Mar 2026 | ||
| Robert E. Wahlman | EVP, Chief Financial Officer | $857,803 | Median | 28 May 2026 | ||
| Richard Thiessens | Other* | $805,450 | Median | 28 May 2026 | ||
| Natasha L. Clayton | Officer | $717,078 | Median | 28 May 2026 | ||
| Jeana Hutchings | Director | $523,614 | Mixed | 31 Mar 2026 | ||
| Javvis O Jacobson | Cfo And Executive Vp | $498,077 | Filing P/S | 30 Oct 2023 | ||
| Thomas Elmer Gibson Jr. | Director | $425,535 | Mixed | 27 May 2025 | ||
| Andrew G. Stines | Officer | $342,151 | Mixed | 31 Mar 2026 | ||
| Lisa Ann Nievaard | Director | $340,626 | Mixed | 31 Mar 2026 | ||
| Timothy S. Brosnan | Officer | $296,432 | Median | 31 Mar 2026 | ||
| Sarah E. Grotta | Officer | $153,703 | Median | 31 Mar 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert E. Wahlman | FINW | Common Stock, par value $0.001 per share | Tax liability | -5.37% | -3,067 | 54,086 | 28 May 2026 | Direct | ||
| Juan C. Arias | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.3% | -285 | 8,359 | 28 May 2026 | Direct | ||
| Natasha L. Clayton | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.68% | -1,728 | 45,213 | 28 May 2026 | Direct | ||
| Richard Thiessens | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.35% | -1,759 | 50,785 | 28 May 2026 | Direct | ||
| Robert E. Wahlman | FINW | Common Stock, par value $0.001 per share | Tax liability | -6.42% | -3,918 | 57,153 | 27 May 2026 | Direct | ||
| Juan C. Arias | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.87% | -348 | 8,644 | 27 May 2026 | Direct | ||
| Natasha L. Clayton | FINW | Common Stock, par value $0.001 per share | Tax liability | -4.01% | -1,961 | 46,941 | 27 May 2026 | Direct | ||
| Richard Thiessens | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.66% | -1,995 | 52,544 | 27 May 2026 | Direct | ||
| Andrew G. Stines | FINW | Common Stock, par value $0.001 per share | Award | 19,072 | 19,072 | 31 Mar 2026 | Direct | |||
| Alan Weichselbaum | FINW | Common Stock, par value $0.001 per share | Award | 5.67% | 3,179 | 59,242 | 31 Mar 2026 | Direct | ||
| Susan Ehrlich | FINW | Common Stock, par value $0.001 per share | Award | 36.8% | 1,589 | 5,910 | 31 Mar 2026 | Direct | ||
| Lisa Ann Nievaard | FINW | Common Stock, par value $0.001 per share | Award | 20.1% | 3,179 | 18,987 | 31 Mar 2026 | Direct | ||
| Jeana Hutchings | FINW | Common Stock, par value $0.001 per share | Award | 12.2% | 3,179 | 29,187 | 31 Mar 2026 | Direct | ||
| James N. Giordano | FINW | Common Stock, par value $0.001 per share | Award | 0.8% | 3,179 | 399,607 | 31 Mar 2026 | Direct | ||
| Gerald Edwin Cunningham | FINW | Common Stock, par value $0.001 per share | Award | 4.3% | 3,179 | 77,129 | 31 Mar 2026 | Direct | ||
| Robert Keil | FINW | Common Stock, par value $0.001 per share | Sale | -2.59% | $29,220 | $19.48 | -1,500 | 56,428 | 03 Nov 2025 | Direct |
| Howard I. Reynolds | FINW | Common Stock, par value $0.001 per share | Purchase | 6.41% | $43,528 | $18.95 | 2,297 | 38,105 | 31 Oct 2025 | Direct |
| James N. Giordano | FINW | Common Stock, par value $0.001 per share | Purchase | $48,300 | $19.32 | 2,500 | 2,500 | 05 Sep 2025 | Joint ownership with spouse | |
| James Noone | FINW | Common Stock, par value $0.001 per share | Award | 2.5% | 10,000 | 409,889 | 26 Aug 2025 | Direct | ||
| Robert E. Wahlman | FINW | Common Stock, par value $0.001 per share | Award | 3.39% | 2,000 | 61,071 | 26 Jun 2025 | Direct | ||
| James Noone | FINW | Common Stock, par value $0.001 per share | Tax liability | -0.31% | -1,240 | 399,889 | 09 Jun 2025 | Direct |