SEC ownership of Forbright, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001925062.

Comparable stake leader

John K. Delaney

Disclosed value leader

PRINCIPAL FINANCIAL GROUP INC

Comparable rows

0/27

Latest evidence

16 Jul 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
16 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
0001925062
Issuer location
Chevy Chase, MD

Ownership snapshot

Top shareholders of Forbright, Inc. (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
John K. Delaney
Disclosed value leader
PRINCIPAL FINANCIAL GROUP...
Comparable rows
0/27
Latest evidence
16 Jul 2026
3/4/5 13F Highest disclosed value: $23,369,115 27 rows are not safely comparable across share classes. Showing 1-8 of 27 holder rows.

Quick read

PRINCIPAL FINANCIAL GROUP INC has the largest disclosed position value at $23.37M.

0 of 27 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 PRINCIPAL FINANCIAL GROUP INC's linked filing trail.
Disclosed position value Top 5
PRINCIPAL FINANCIAL GROUP INC $23.37M
First Eagle Investment Management... $4.39M
EMERALD MUTUAL FUND ADVISERS TRUST $914.5K
ASSETMARK, INC $88.9K
PNC FINANCIAL SERVICES GROUP, INC. $51.2K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 27 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
John K. Delaney
3/4/5
Chief Executive Officer, Director, 10%+ Owner
class O/S missing
1,997,235 shares
10 Jun 2026
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
class O/S missing
$23,369,115
1,277,699 shares
30 Jun 2026
First Eagle Investment Management, LLC
13F
Company
13F
class O/S missing
$4,389,600
240,000 shares
30 Jun 2026
EMERALD MUTUAL FUND ADVISERS TRUST
13F
Company
13F
class O/S missing
$914,500
50,000 shares
30 Jun 2026
ASSETMARK, INC
13F
Company
13F
class O/S missing
$88,944
4,863 shares
30 Jun 2026
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
13F
class O/S missing
$51,212
2,800 shares
30 Jun 2026
CITIGROUP INC
13F
Company
13F
class O/S missing
$658
36 shares
30 Jun 2026
SBI Securities Co., Ltd.
13F
Company
13F
class O/S missing
$55
3 shares
30 Jun 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

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 16 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
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 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 20 reporting-owner rows connected to Forbright, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
20
Largest Forms 3/4/5 holder
Leanne Ladd
Net 12M change
$0
Latest report
16 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Leanne Ladd Evp Mixed 10 Jun 2026
Nancy K. Eberhardt Director Mixed 10 Jun 2026
John K. Delaney Chief Executive Officer, Director, 10%+ Owner Mixed 10 Jun 2026
Donald F. Cole President and COO Mixed 10 Jun 2026
Lisa Cuba EVP and CRO Mixed 10 Jun 2026
Kenneth F. Elias Evp Mixed 10 Jun 2026
Michael Housley EVP and CAO Mixed 10 Jun 2026
Aaron Juda EVP and CSO Mixed 10 Jun 2026
Eric Brandon Hoffman Director Mixed 10 Jun 2026
Christopher Spencer Lynch EVP and CFO Mixed 10 Jun 2026
Kori L. Ogrosky EVP and CLO Mixed 10 Jun 2026
James H. Peterson Evp Mixed 10 Jun 2026
Jason M. Fish Director Mixed 16 Jul 2026
Christopher Travis Jones Director Mixed 10 Jun 2026
Donald Kohn Director Mixed 10 Jun 2026
Cynthia Flanders Director Mixed 16 Jul 2026
Steven M. Shafran Director Mixed 16 Jul 2026
Clifford V Brokaw IV Director Mixed 10 Jun 2026
Lewis A. Sachs Director Mixed 10 Jun 2026
Derek Z. Walker Director Mixed 10 Jun 2026

Recent insider transactions for Forbright, Inc.

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
Jason M. Fish FRBT Class A Common Stock Award 3.32% 205 6,376 16 Jul 2026 Direct
Steven M. Shafran FRBT Class A Common Stock Award 3.79% 235 6,441 16 Jul 2026 Direct
Cynthia Flanders FRBT Class A Common Stock Award 1.1% 220 20,241 16 Jul 2026 Direct
Steven M. Shafran FRBT Class A Common Stock Award 17631.4% 6,171 6,206 10 Jun 2026 Direct
Donald Kohn FRBT Class A Common Stock Award 17631.4% 6,171 6,206 10 Jun 2026 Direct
Christopher Travis Jones FRBT Class A Common Stock Award 6,171 6,171 10 Jun 2026 Direct
Cynthia Flanders FRBT Class A Common Stock Award 44.6% 6,171 20,021 10 Jun 2026 Direct
Jason M. Fish FRBT Class A Common Stock Award 6,171 6,171 10 Jun 2026 Direct
Nancy K. Eberhardt FRBT Class A Common Stock Award 6,171 6,171 10 Jun 2026 Direct
* marks a reported price that did not pass the local price check.
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