Quick Takeaways
- FINW - Finwise Bancorp has 23 insiders with reported activity on this page.
- Net insider value flow over the last year: +$62,608.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$62,608.
$91,828
Shares: 4,797
Insiders: 2
$29,220
Shares: 1,500
Insiders: 1
+$62,608
Shares: +3,297
Insiders: 1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 2,297 | 1,500 | $43,528 | $29,220 | +$14,308 |
| 6-9 | 2,500 | 0 | $48,300 | $0 | +$48,300 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
| 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 | $4,153,863 | +$43,528 | +1.1% | Mixed | 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 | $853,772 | Mixed | 26 Jun 2025 | ||
| Richard Thiessens | Other* | $790,270 | Mixed | 28 May 2025 | ||
| Natasha L. Clayton | Officer | $708,589 | Mixed | 28 May 2025 | ||
| 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 | ||
| Juan C. Arias | Officer | $159,839 | Median | 31 Mar 2026 | ||
| Sarah E. Grotta | Officer | $153,703 | Median | 31 Mar 2026 | ||
| Susan Ehrlich | Director | $106,025 | Mixed | 31 Mar 2026 | ||
| Dawn M. Cannon | Officer | $84,493 | Mixed | 29 Mar 2024 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Kent Landvatter |
3/4/5
|
CHAIRMAN AND CEO, Director |
8.1%
|
1,106,020
|
$16,753,511 | — | 27 May 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
|
Company |
6.1%
|
810,266
|
$14,187,758 | $0 | 31 Mar 2025 | |
| WASATCH ADVISORS LP |
13F
13D/G
|
Company |
4.4%
from 13D/G
|
602,116
|
$10,801,961 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
3.8%
|
517,808
|
$9,289,475 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.7%
|
502,455
|
$9,014,043 | — | 31 Dec 2025 | |
| James Noone |
3/4/5
|
PRESIDENT |
3%
|
409,889
|
$7,988,736 | — | 26 Aug 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
3.2%
|
439,048
|
$7,876,521 | — | 31 Dec 2025 | |
| James N. Giordano |
3/4/5
|
Director |
2.9%
|
402,107
|
$7,213,799 | +$48,300 | 31 Mar 2026 | |
| Howard I. Reynolds |
3/4/5
|
Director |
1.7%
|
231,542
|
$4,153,863 | +$43,528 | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
206,561
|
$3,706,592 | — | 31 Dec 2025 | |
| Russell F. Healey Jr. |
3/4/5
|
Director |
—
class O/S missing
|
400,048
|
$3,380,406 | — | 19 Nov 2021 | |
| Gerald Edwin Cunningham |
3/4/5
|
Director |
1.2%
|
161,591
|
$2,898,942 | — | 31 Mar 2026 | |
| David Tilis |
3/4/5
|
CSO AND SENIOR VP |
—
class O/S missing
|
317,778
|
$2,685,224 | — | 02 May 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.81%
|
110,643
|
$1,984,713 | — | 31 Dec 2025 | |
| Siena Capital Partners GP, LLC |
13F
|
Company |
0.67%
|
91,588
|
$1,643,089 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.65%
|
88,889
|
$1,594,669 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.63%
|
86,148
|
$1,545,495 | — | 31 Dec 2025 | |
| Michael Christopher O'Brien |
3/4/5
|
Officer |
0.63%
|
85,669
|
$1,259,334 | — | 27 May 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.48%
|
65,590
|
$1,176,684 | — | 31 Dec 2025 | |
| Robert Keil |
3/4/5
|
Other* |
0.41%
|
56,428
|
$1,099,217 | -$29,220 | 03 Nov 2025 | |
| Alan Weichselbaum |
3/4/5
|
Director |
0.43%
|
59,242
|
$1,062,801 | — | 31 Mar 2026 | |
| EMERALD MUTUAL FUND ADVISERS TRUST |
13F
|
Company |
0.4%
|
54,364
|
$975,290 | — | 31 Dec 2025 | |
| Militia Capital Partners, LP |
13F
|
Company |
0.37%
|
50,000
|
$897,000 | — | 31 Dec 2025 | |
| Robert E. Wahlman |
3/4/5
|
EVP, Chief Financial Officer |
0.45%
|
61,071
|
$853,772 | — | 26 Jun 2025 | |
| Richard Thiessens |
3/4/5
|
Other* |
0.4%
|
54,539
|
$790,270 | — | 28 May 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.3%
|
40,565
|
$727,736 | — | 31 Dec 2025 | |
| Natasha L. Clayton |
3/4/5
|
Officer |
0.36%
|
48,902
|
$708,589 | — | 28 May 2025 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.28%
|
38,000
|
$681,720 | — | 31 Dec 2025 | |
| Jeana Hutchings |
3/4/5
|
Director |
0.21%
|
29,187
|
$523,614 | — | 31 Mar 2026 | |
| Empowered Funds, LLC |
13F
|
Company |
0.21%
|
28,537
|
$511,954 | — | 31 Dec 2025 | |
| Tempus Wealth Planning, LLC |
13F
|
Company |
0.2%
|
28,022
|
$502,715 | — | 31 Dec 2025 | |
| Javvis O Jacobson |
3/4/5
|
CFO AND EXECUTIVE VP |
—
mixed-class rows
|
70,078
mixed-class rows
|
$498,077 | — | 30 Oct 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.2%
|
27,418
|
$491,879 | — | 31 Dec 2025 | |
| Global Retirement Partners, LLC |
13F
|
Company |
0.2%
|
27,000
|
$484,380 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.18%
|
24,000
|
$430,560 | — | 31 Dec 2025 | |
| Thomas Elmer Gibson Jr. |
3/4/5
|
Director |
0.21%
|
28,948
|
$425,535 | — | 27 May 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.15%
|
20,417
|
$366,281 | — | 31 Dec 2025 | |
| Andrew G. Stines |
3/4/5
|
Officer |
0.14%
|
19,072
|
$342,151 | — | 31 Mar 2026 | |
| Lisa Ann Nievaard |
3/4/5
|
Director |
0.14%
|
18,987
|
$340,626 | — | 31 Mar 2026 | |
| NORDEN GROUP LLC |
13F
|
Company |
0.12%
|
16,921
|
$303,563 | — | 31 Dec 2025 | |
| Timothy S. Brosnan |
3/4/5
|
Officer |
0.14%
|
18,692
|
$296,432 | — | 31 Mar 2026 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.12%
|
16,129
|
$289,354 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.11%
|
14,634
|
$262,534 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.09%
|
12,655
|
$227,031 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.09%
|
12,496
|
$224,178 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.09%
|
11,793
|
$211,566 | — | 31 Dec 2025 | |
| EP Wealth Advisors, LLC |
13F
|
Company |
0.08%
|
10,715
|
$192,227 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.08%
|
10,653
|
$191,114 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.08%
|
10,283
|
$184,477 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.07%
|
9,611
|
$172,421 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Howard I. Reynolds | FINW | Common Stock, par value $0.001 per share | Award | 8.37% | 3,189 | 41,294 | 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 | ||
| Richard Thiessens | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.08% | -1,732 | 54,539 | 28 May 2025 | Direct | ||
| Robert Keil | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.57% | -2,143 | 57,928 | 28 May 2025 | Direct | ||
| Natasha L. Clayton | FINW | Common Stock, par value $0.001 per share | Tax liability | -3.42% | -1,731 | 48,902 | 28 May 2025 | Direct | ||
| James Noone | FINW | Common Stock, par value $0.001 per share | Tax liability | -1% | -4,040 | 401,129 | 28 May 2025 | Direct | ||
| Alan Weichselbaum | FINW | Common Stock, par value $0.001 per share | Award | 5.1% | 2,721 | 56,063 | 27 May 2025 | Direct | ||
| Robert E. Wahlman | FINW | Common Stock, par value $0.001 per share | Award | 68.8% | 24,071 | 59,071 | 27 May 2025 | Direct | ||
| Richard Thiessens | FINW | Common Stock, par value $0.001 per share | Award | 57.9% | 20,633 | 56,271 | 27 May 2025 | Direct | ||
| Robert Keil | FINW | Common Stock, par value $0.001 per share | Award | 66.9% | 24,071 | 60,071 | 27 May 2025 | Direct | ||
| Gerald Edwin Cunningham | FINW | Common Stock, par value $0.001 per share | Award | 3.82% | 2,721 | 73,950 | 27 May 2025 | Direct | ||
| Lisa Ann Nievaard | FINW | Common Stock, par value $0.001 per share | Award | 20.8% | 2,721 | 15,808 | 27 May 2025 | Direct | ||
| Howard I. Reynolds | FINW | Common Stock, par value $0.001 per share | Award | 8.22% | 2,721 | 35,808 | 27 May 2025 | Direct | ||
| Natasha L. Clayton | FINW | Common Stock, par value $0.001 per share | Award | 68.8% | 20,633 | 50,633 | 27 May 2025 | Direct | ||
| Susan Ehrlich | FINW | Common Stock, par value $0.001 per share | Award | 170.1% | 2,721 | 4,321 | 27 May 2025 | Direct | ||
| Thomas Elmer Gibson Jr. | FINW | Common Stock, par value $0.001 per share | Award | 4.93% | 1,361 | 28,948 | 27 May 2025 | Direct | ||
| James N. Giordano | FINW | Common Stock, par value $0.001 per share | Award | 0.69% | 2,721 | 396,428 | 27 May 2025 | Direct | ||
| Jeana Hutchings | FINW | Common Stock, par value $0.001 per share | Award | 11.7% | 2,721 | 26,008 | 27 May 2025 | Direct | ||
| Michael Christopher O'Brien | FINW | Common Stock, par value $0.001 per share | Award | 31.7% | 20,633 | 85,669 | 27 May 2025 | Direct | ||
| Kent Landvatter | FINW | Common Stock, par value $0.001 per share | Award | 7.13% | 61,898 | 929,857 | 27 May 2025 | Direct | ||
| James Noone | FINW | Common Stock, par value $0.001 per share | Award | 22.7% | 75,020 | 405,169 | 27 May 2025 | Direct |