Avidbank Holdings's three largest insider shareholders as of September 29, 2026 are Financial Partners Iv, L.P. Patriot (TenPercentOwner, 1.05Mn shares), Mark Daniel Mordell (Pres., Ceo, 236.39K shares), Bryan C. Polster (Director, 64.96K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Financial Partners Iv, L.P. Patriot | TenPercentOwner | 1,053,918 | 0 | 1,053,918 | 65.1% | 08 Aug, 2025 |
| 2 | Mark Daniel Mordell | Pres., Ceo | 236,387 | 0 | 236,387 | 14.6% | 26 Feb, 2026 |
| 3 | Bryan C. Polster | Director | 64,964 | 0 | 64,964 | 4.0% | 21 May, 2026 |
| 4 | Patrick Timothy Oakes | Evp, Cfo | 38,688 | 0 | 38,688 | 2.4% | 26 Feb, 2026 |
| 5 | Gina N. Thoma | Evp, Coo | 35,447 | 0 | 35,447 | 2.2% | 26 Feb, 2026 |
| 6 | Geoffrey Evan Butner | Evp, Chief Credit Officer | 34,347 | 0 | 34,347 | 2.1% | 28 Oct, 2025 |
| 7 | Tami Laura Benedict | Evp, Chief Of Staff | 25,283 | 0 | 25,283 | 1.6% | 26 Feb, 2026 |
| 8 | Marc J Verissimo | Director | 19,444 | 0 | 19,444 | 1.2% | 21 May, 2026 |
| 9 | Mike Rosinus | Director | 16,680 | 0 | 16,680 | 1.0% | 09 Sep, 2026 |
| 10 | Victor Francesco E. Demarco | Evp, Chief Legal Counsel, Secy | 16,440 | 0 | 16,440 | 1.0% | 26 Feb, 2026 |
| 11 | Jonathan Michael Dale | President | 15,625 | 0 | 15,625 | 1.0% | 17 Sep, 2026 |
| 12 | Robert H Scott | Mgng Dir. Strat. Relationships | 15,199 | 0 | 15,199 | 0.9% | 21 May, 2026 |
| 13 | Diane J. Flynn | Director | 13,645 | 0 | 13,645 | 0.8% | 21 May, 2026 |
| 14 | Arthur Wasson | Evp, Chief Revenue Officer | 10,451 | 0 | 10,451 | 0.6% | 14 Aug, 2026 |
| 15 | Elisabeth Foussianes | Evp, Chief Credit Officer | 7,975 | 0 | 7,975 | 0.5% | 18 Feb, 2026 |
| 16 | James F. Deutsch | Director, TenPercentOwner | 4,500 | 0 | 4,500 | 0.3% | 21 May, 2026 |
| 17 | Linda Rae Morris | Director | 4,000 | 0 | 4,000 | 0.2% | 21 May, 2026 |
| 18 | Kristofer W. Biorn | Director | 3,000 | 0 | 3,000 | 0.2% | 21 May, 2026 |
| 19 | Lisa B. Hendrickson | Director | 2,000 | 0 | 2,000 | 0.1% | 11 Aug, 2025 |
| 20 | Keith Jensen | Director | 1,500 | 0 | 1,500 | 0.1% | 21 May, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 15 Sep, 2026 | Jonathan Michael Dale | President | Acquired A | 15,625 | $0.00 | $0 | 15,625 | Direct |
| 09 Sep, 2026 | Mike Rosinus | Director | Disposed S | 1,500 | $31.45 | $47.18K | 16,680 | Direct |
| 14 Aug, 2026 | Arthur Wasson | Evp, Chief Revenue Officer | Disposed S | 10,000 | $33.14 | $331.40K | 10,451 | Direct |
| 01 Aug, 2026 | Arthur Wasson | Evp, Chief Revenue Officer | Disposed D | 4,408 | $32.61 | $143.74K | 20,451 | Direct |
| 19 May, 2026 | Keith Jensen | Director | Acquired A | 1,500 | $0.00 | $0 | 1,500 | Direct |
| 19 May, 2026 | Mike Rosinus | Director | Acquired A | 1,500 | $0.00 | $0 | 18,180 | Direct |
| 19 May, 2026 | Marc J Verissimo | Director | Acquired A | 1,500 | $0.00 | $0 | 19,444 | Direct |
| 19 May, 2026 | Diane J. Flynn | Director | Acquired A | 1,500 | $0.00 | $0 | 13,645 | Direct |
| 19 May, 2026 | James F. Deutsch | Director, TenPercentOwner | Acquired A | 1,500 | — | — | 4,500 | Direct |
| 19 May, 2026 | Linda Rae Morris | Director | Acquired A | 1,500 | $0.00 | $0 | 4,000 | Direct |
| 19 May, 2026 | Kristofer W. Biorn | Director | Acquired A | 1,500 | $0.00 | $0 | 3,000 | Direct |
| 19 May, 2026 | Bryan C. Polster | Director | Acquired A | 1,500 | $0.00 | $0 | 64,964 | Direct |
| 19 May, 2026 | Robert H Scott | Director | Acquired A | 1,500 | $0.00 | $0 | 15,199 | Direct |
| 11 Feb, 2026 | Mike Rosinus | Director | Disposed S | 1,143 | $30.45 | $34.80K | 192,169 | Indirect |
| 16 Mar, 2026 | Mike Rosinus | Director | Disposed S | 56,882 | $27.41 | $1.56Mn | 80 | Indirect |
| 13 Mar, 2026 | Mike Rosinus | Director | Disposed S | 7,953 | $27.49 | $218.63K | 56,962 | Indirect |
| 10 Mar, 2026 | Mike Rosinus | Director | Disposed S | 19,318 | $28.28 | $546.31K | 64,915 | Indirect |
| 06 Mar, 2026 | Mike Rosinus | Director | Disposed S | 9,659 | $28.10 | $271.42K | 100,080 | Indirect |
| 09 Mar, 2026 | Mike Rosinus | Director | Disposed S | 15,847 | $28.09 | $445.14K | 84,233 | Indirect |
| 04 Mar, 2026 | Mike Rosinus | Director | Disposed S | 16,175 | $29.05 | $469.88K | 109,739 | Indirect |