SEC ownership of Finwise Bancorp

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 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
FINW on Nasdaq
Parsed ownership sources
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
ALLIANCEBERNSTEIN L.P.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
ALLIANCEBERNSTEIN L.P.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
28 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001856365
Issuer location
Murray, UT

Ownership snapshot

Top shareholders of Finwise Bancorp (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
Kent Landvatter
Comparable rows
50/50
Latest evidence
28 Jul 2026
13F 13D/G 3/4/5 Lead comparable stake: 6.1% 13D/G row: ALLIANCEBERNSTEIN L.P. Showing 1-8 of 50 holder rows.

Quick read

ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 6.1%.

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.

Open SEC evidence Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership Top 5
ALLIANCEBERNSTEIN L.P. 6.1%
WASATCH ADVISORS LP 4.4%
Kent Landvatter 8.5%
James Noone 3.4%
James N. Giordano 2.9%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ALLIANCEBERNSTEIN L.P.
13F 13D/G
Company
13F 13D/G
6.1%
from 13D/G
$14,349,775
799,876 shares
 — 31 Mar 2026
WASATCH ADVISORS LP
13D/G 13F
Company
13D/G 13F
4.4%
$10,723,686
602,116 shares
 -$1,816,495 31 Dec 2025
Kent Landvatter
3/4/5
EXECUTIVE CHAIRMAN, Director
3/4/5
8.5%
$16,856,191
1,162,496 shares
 — 28 Jul 2026
James Noone
3/4/5
CHIEF EXECUTIVE OFFICER
3/4/5
3.4%
$6,762,292
466,365 shares
 — 28 Jul 2026
James N. Giordano
3/4/5
Director
3/4/5
2.9%
$7,213,799
402,107 shares
 +$48,300 31 Mar 2026
Howard I. Reynolds
3/4/5
Director
3/4/5
1.7%
$3,746,187
231,532 shares
 +$43,528 31 Mar 2026
Gerald Edwin Cunningham
3/4/5
Director
3/4/5
1.2%
$2,898,942
161,591 shares
 — 31 Mar 2026
Michael Christopher O'Brien
3/4/5
Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary
3/4/5
0.76%
$1,501,460
103,549 shares
 — 28 Jul 2026
How to read this table

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

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$62,608.

Buys
$91,828
Insiders: 2
Sells
$29,220
Insiders: 1
Net
+$62,608
Shares: +3,297
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 4,797 Shares: 1,500
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 0 0 $0 $0 $0
9-12 4,797 1,500 $91,828 $29,220 +$62,608

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 23 reporting-owner rows connected to Finwise Bancorp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
23
Largest Forms 3/4/5 holder
Kent Landvatter
Net 12M change
+$62,608
Latest report
28 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Kent Landvatter EXECUTIVE CHAIRMAN, Director $16,856,191 Median 28 Jul 2026
James N. Giordano Director $7,213,799 +$48,300 +0.67% Mixed 31 Mar 2026
James Noone Chief Executive Officer $6,762,292 Median 28 Jul 2026
Howard I. Reynolds Director $3,746,187 +$43,528 +1.2% 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 Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary $1,501,460 Median 28 Jul 2026
Robert E. Wahlman EVP, Chief Financial Officer $1,164,031 Median 28 Jul 2026
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
Richard Thiessens Other* $988,523 Median 28 Jul 2026
Natasha L. Clayton Officer $883,456 Median 28 Jul 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
Timothy S. Brosnan Officer $479,036 Median 28 Jul 2026
Thomas Elmer Gibson Jr. Director $425,535 Mixed 27 May 2025
Sarah E. Grotta Officer $417,078 Median 28 Jul 2026
Juan C. Arias Officer $354,945 Median 28 Jul 2026
Andrew G. Stines Officer $342,151 Mixed 31 Mar 2026

Recent insider transactions for Finwise Bancorp

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 Award 48.4% 26,192 80,278 28 Jul 2026 Direct
James Noone FINW Common Stock, par value $0.001 per share Award 13.8% 56,476 466,365 28 Jul 2026 Direct
Michael Christopher O'Brien FINW Common Stock, par value $0.001 per share Award 20.9% 17,880 103,549 28 Jul 2026 Direct
Richard Thiessens FINW Common Stock, par value $0.001 per share Award 34.2% 17,389 68,174 28 Jul 2026 Direct
Kent Landvatter FINW Common Stock, par value $0.001 per share Award 6.07% 56,476 986,333 28 Jul 2026 Direct
Natasha L. Clayton FINW Common Stock, par value $0.001 per share Award 34.8% 15,715 60,928 28 Jul 2026 Direct
Sarah E. Grotta FINW Common Stock, par value $0.001 per share Award 196.8% 19,072 28,764 28 Jul 2026 Direct
Juan C. Arias FINW Common Stock, par value $0.001 per share Award 179.8% 15,033 23,392 28 Jul 2026 Direct
Timothy S. Brosnan FINW Common Stock, par value $0.001 per share Award 76.7% 14,345 33,037 28 Jul 2026 Direct
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
* marks a reported price that did not pass the local price check.
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