Comparable stake leader
Avidia Bank Employee Stock Ownership Plan Trust
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002058758.
Comparable stake leader
Avidia Bank Employee Stock Ownership Plan Trust
Disclosed value leader
T. Rowe Price Investment Management, Inc.
Comparable rows
3/50
Latest evidence
13 Oct 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
3 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 |
|---|---|---|---|---|---|
| Avidia Bank Employee Stock Ownership Plan Trust |
13D/G
|
8%
Reported 13D/G
· 30 Sep 2025
|
$23,995,134
1,606,100 shares
|
$0 | 30 Sep 2025 |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
Company
|
6.1%
Reported 13D/G
· 30 Sep 2025
|
$24,621,000
1,172,953 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.7%
Reported 13D/G
· 30 Jun 2026
|
$24,173,554
1,151,670 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$16,808,645
800,793 shares
|
— | 30 Jun 2026 |
| FJ Capital Management LLC |
13F
Company
|
—
denominator unverified
|
$10,437,445
497,258 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$9,292,757
442,624 shares
|
— | 30 Jun 2026 |
| Robert D. Cozzone |
3/4/5
President & CEO, Director
|
—
mixed-class rows
|
$5,658,637
729,974 shares
mixed-class rows
|
+$399,979 | 13 Oct 2026 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$5,274,766
251,299 shares
|
— | 30 Jun 2026 |
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: +$2,159,720.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 26,781 | 5,000 | $586,569 | $111,688 | +$474,881 |
| 3-6 | 26,334 | 0 | $524,754 | $0 | +$524,754 |
| 6-9 | 15,219 | 0 | $289,592 | $0 | +$289,592 |
| 9-12 | 56,413 | 0 | $870,493 | $0 | +$870,493 |
Reporting owners
Showing 1-20 of 20 reporting-owner rows connected to Avidia Bancorp, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert D. Cozzone | President & CEO, Director | $5,658,637 | +$399,979 | +7.6% | Median | 13 Oct 2026 |
| Jonathan Michael Nelson | CFO and Treasurer | $2,540,052 | +$219,993 | +9.5% | Median | 13 Oct 2026 |
| Michael Neil Flanigan | Director | $2,356,645 | -$111,688 | -4.5% | Mixed | 18 Sep 2026 |
| Michael Dennis Murphy | Director, Chairman of the Board | $2,165,243 | +$400,185 | +23% | Mixed | 16 Sep 2026 |
| Joseph F. Grimaldo | Director | $1,883,453 | +$209,874 | +13% | Mixed | 16 Sep 2026 |
| Barry H. Jensen | EVP and Chief Admin Officer | $1,624,233 | +$365,752 | +29% | Median | 13 Oct 2026 |
| Gilles Michael O | Director | $1,521,187 | +$154,703 | +11% | Mixed | 16 Sep 2026 |
| James N. Ball | Director | $1,470,895 | +$183,656 | +14% | Mixed | 16 Sep 2026 |
| Nicolas Karmelek | EVP and CRO | $1,363,801 | +$45,989 | +3.5% | Median | 13 Oct 2026 |
| Donald J. Frost III | EVP- Consumer Banking | $1,236,729 | Median | 13 Oct 2026 | ||
| Thomas Doane | EVP- Human Resources | $1,140,176 | +$81,673 | +7.7% | Median | 13 Oct 2026 |
| Bartholomew H. Murphy Jr. | EVP & Chief Operating Off | $1,132,080 | +$65,553 | +6.1% | Mixed | 18 Mar 2026 |
| Mark O'Connell | Director | $1,051,095 | Mixed | 16 Sep 2026 | ||
| Jeffrey B. Leland | Director | $1,038,857 | Mixed | 16 Sep 2026 | ||
| Paul Blazar | Director | $1,037,136 | Mixed | 16 Sep 2026 | ||
| Carol Gallagher V | Director | $641,790 | Mixed | 16 Sep 2026 | ||
| Saul Kennedy O | Director | $632,344 | +$127,733 | +25% | Mixed | 16 Sep 2026 |
| Michael R. Girard | Director | $441,860 | +$16,318 | +3.8% | Mixed | 16 Sep 2026 |
| Vanessa Candela | Director | $423,494 | Mixed | 16 Sep 2026 | ||
| Robert W. Conery | EVP & Chief Operations Off | Mixed | 06 Aug 2025 |
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 D. Cozzone | AVBC | Common Stock | Award | 19200% | 192,000 | 193,000 | 13 Oct 2026 | Direct | ||
| Robert D. Cozzone | AVBC | Stock Options | Award | 468,000 | 468,000 | 13 Oct 2026 | Direct | |||
| Thomas Doane | AVBC | Common Stock | Award | 22695% | 32,000 | 32,141 | 13 Oct 2026 | Direct | ||
| Thomas Doane | AVBC | Stock Options | Award | 80,000 | 80,000 | 13 Oct 2026 | Direct | |||
| Donald J. Frost III | AVBC | Common Stock | Award | 36,000 | 36,000 | 13 Oct 2026 | Direct | |||
| Donald J. Frost III | AVBC | Stock Options | Award | 90,000 | 90,000 | 13 Oct 2026 | Direct | |||
| Barry H. Jensen | AVBC | Common Stock | Award | 76.2% | 32,000 | 74,000 | 13 Oct 2026 | Direct | ||
| Barry H. Jensen | AVBC | Stock Options | Award | 80,000 | 80,000 | 13 Oct 2026 | Direct | |||
| Nicolas Karmelek | AVBC | Common Stock | Award | 414.1% | 32,000 | 39,727 | 13 Oct 2026 | Direct | ||
| Nicolas Karmelek | AVBC | Stock Options | Award | 80,000 | 80,000 | 13 Oct 2026 | Direct | |||
| Jonathan Michael Nelson | AVBC | Common Stock | Award | 399% | 76,000 | 95,045 | 13 Oct 2026 | Direct | ||
| Jonathan Michael Nelson | AVBC | Stock Options | Award | 190,000 | 190,000 | 13 Oct 2026 | Direct | |||
| Michael Neil Flanigan | AVBC | Common Stock | Sale | -100% | $111,688 | $22.34 | -5,000 | 0 | 18 Sep 2026 | By LLP |
| Michael Dennis Murphy | AVBC | Common Stock | Award | 41% | 20,076 | 69,076 | 16 Sep 2026 | Direct | ||
| Michael Dennis Murphy | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Jeffrey B. Leland | AVBC | Common Stock | Award | 446.1% | 20,076 | 24,576 | 16 Sep 2026 | Direct | ||
| Jeffrey B. Leland | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Joseph F. Grimaldo | AVBC | Common Stock | Award | 20,076 | 20,076 | 16 Sep 2026 | Direct | |||
| Joseph F. Grimaldo | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Michael R. Girard | AVBC | Common Stock | Award | 20,076 | 20,076 | 16 Sep 2026 | Direct | |||
| Michael R. Girard | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Gilles Michael O | AVBC | Common Stock | Award | 76.9% | 20,076 | 46,172 | 16 Sep 2026 | Direct | ||
| Gilles Michael O | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Carol Gallagher V | AVBC | Common Stock | Award | 191.2% | 20,076 | 30,576 | 16 Sep 2026 | Direct | ||
| Carol Gallagher V | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Michael Neil Flanigan | AVBC | Common Stock | Award | 20,076 | 20,076 | 16 Sep 2026 | Direct | |||
| Michael Neil Flanigan | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Vanessa Candela | AVBC | Common Stock | Award | 20076% | 20,076 | 20,176 | 16 Sep 2026 | Direct | ||
| Vanessa Candela | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Paul Blazar | AVBC | Common Stock | Award | 68.4% | 20,076 | 49,411 | 16 Sep 2026 | Direct | ||
| Paul Blazar | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| James N. Ball | AVBC | Common Stock | Award | 20,076 | 20,076 | 16 Sep 2026 | Direct | |||
| James N. Ball | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Saul Kennedy O | AVBC | Common Stock | Award | 199.8% | 20,076 | 30,126 | 16 Sep 2026 | Direct | ||
| Saul Kennedy O | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Mark O'Connell | AVBC | Common Stock | Award | 66.9% | 20,076 | 50,076 | 16 Sep 2026 | Direct | ||
| Mark O'Connell | AVBC | Stock Options | Award | 50,190 | 50,190 | 16 Sep 2026 | Direct | |||
| Michael Dennis Murphy | AVBC | Common Stock | Purchase | 270.3% | $110,600 | $22.12 | 5,000 | 6,850 | 14 Sep 2026 | By Spouse |
| Jonathan Michael Nelson | AVBC | Common Stock | Purchase | 30.9% | $99,855 | $22.19 | 4,500 | 19,045 | 03 Sep 2026 | Direct |
| Joseph F. Grimaldo | AVBC | Common Stock | Purchase | 11.2% | $110,088 | $22.02 | 5,000 | 49,655 | 26 Aug 2026 | By Trust |
| Thomas Doane | AVBC | Common Stock | Purchase | 9.75% | $38,507 | $22.31 | 1,726 | 19,422 | 17 Aug 2026 | By 401(k) |
| Saul Kennedy O | AVBC | Common Stock | Purchase | 142.2% | $127,733 | $21.65 | 5,900 | 10,050 | 11 Aug 2026 | Direct |
| Joseph F. Grimaldo | AVBC | Common Stock | Purchase | 11.6% | $99,786 | $21.44 | 4,655 | 44,655 | 11 Aug 2026 | By Trust |
| Jonathan Michael Nelson | AVBC | Common Stock | Purchase | 7.9% | $20,128 | $18.90 | 1,065 | 14,545 | 03 Jun 2026 | Direct |
| Robert D. Cozzone | AVBC | Common Stock | Purchase | 3.26% | $40,006 | $18.80 | 2,128 | 67,357 | 29 May 2026 | By 401(k) |
| Nicolas Karmelek | AVBC | Common Stock | Purchase | 0.25% | $363 | $19.08 | 19 | 7,727 | 27 May 2026 | Direct |
| Barry H. Jensen | AVBC | Common Stock | Purchase | 1.2% | $9,440 | $18.88 | 500 | 42,000 | 18 May 2026 | Direct |
| Gilles Michael O | AVBC | Common Stock | Purchase | 25% | $18,916 | $18.92 | 1,000 | 5,000 | 15 May 2026 | By Spouse |
| Gilles Michael O | AVBC | Common Stock | Purchase | 5.26% | $19,170 | $19.17 | 1,000 | 20,000 | 15 May 2026 | By IRA |
| Gilles Michael O | AVBC | Common Stock | Purchase | 3.98% | $19,120 | $19.12 | 1,000 | 26,096 | 15 May 2026 | Direct |