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 May 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
ALLIANCEBERNSTEIN L.P.
Latest parsed ownership date
28 May 2026
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 May 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 8.1%
James Noone 3%
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
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
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 2,297 1,500 $43,528 $29,220 +$14,308
9-12 2,500 0 $48,300 $0 +$48,300

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 May 2026
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

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 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
* marks a reported price that did not pass the local price check.
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