According to recent filings covering the 90 days ending December 31, 2025, the three most significant insider holders at Avidbank Holdings are Pres. And Ceo Mark Daniel Mordell (232.78K shares), Evp And Cfo Patrick Timothy Oakes (36.93K shares), Evp And Chief Credit Officer Geoffrey Evan Butner (34.35K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Financial Partners Iv, L.P. Patriot | 1,053,918 | 08 Aug, 2025 | |
| Mark Daniel Mordell | Pres. And Ceo | 232,783 | 28 Oct, 2025 |
| Bryan C. Polster | 63,464 | 11 Aug, 2025 | |
| Patrick Timothy Oakes | Evp And Cfo | 36,933 | 28 Oct, 2025 |
| Geoffrey Evan Butner | Evp And Chief Credit Officer | 34,347 | 28 Oct, 2025 |
| Gina N. Thoma | Evp And Coo | 33,847 | 28 Oct, 2025 |
| Kristofer W. Biorn | 26,033 | 11 Aug, 2025 | |
| Tami Laura Benedict | Evp And Chief Of Staff | 24,153 | 28 Oct, 2025 |
| Arthur Wasson | Evp And Treasury Management | 23,301 | 28 Oct, 2025 |
| Marc J Verissimo | 17,944 | 11 Aug, 2025 | |
| Mike Rosinus | 16,680 | 11 Aug, 2025 | |
| Victor Francesco E. Demarco | Evp And Chief Legal Counsel And Secy | 15,192 | 28 Oct, 2025 |
| Robert H Scott | Mgng Dir. Strat. Relationships | 13,699 | 11 Aug, 2025 |
| Diane J. Flynn | 12,145 | 11 Aug, 2025 | |
| Linda Rae Morris | 2,500 | 11 Aug, 2025 | |
| Lisa B. Hendrickson | 2,000 | 11 Aug, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 24 Oct, 2025 | Arthur Wasson | Common Stock | A | 1,825 | $0.00 | 23,301 | D | A |
| 24 Oct, 2025 | Mark Daniel Mordell | Common Stock | A | 3,090 | $0.00 | 232,783 | D | A |
| 24 Oct, 2025 | Patrick Timothy Oakes | Common Stock | A | 2,155 | $0.00 | 36,933 | D | A |
| 24 Oct, 2025 | Gina N. Thoma | Common Stock | A | 1,965 | $0.00 | 33,847 | D | A |
| 24 Oct, 2025 | Victor Francesco E. Demarco | Common Stock | A | 1,530 | $0.00 | 15,192 | D | A |
| 24 Oct, 2025 | Tami Laura Benedict | Common Stock | A | 1,415 | $0.00 | 24,153 | D | A |
| 24 Oct, 2025 | Geoffrey Evan Butner | Common Stock | A | 1,825 | $0.00 | 34,347 | D | A |
| 30 Sep, 2025 | Patrick Timothy Oakes | Common Stock | A | 1,000 | $0.00 | 34,778 | D | A |
| 30 Sep, 2025 | Mark Daniel Mordell | Common Stock | A | 1,000 | $0.00 | 229,693 | D | A |
| 30 Sep, 2025 | Gina N. Thoma | Common Stock | A | 1,000 | $0.00 | 31,882 | D | A |
| 20 Sep, 2025 | Geoffrey Evan Butner | Common Stock | D | 656 | $0.00 | 32,522 | D | D |
| 20 Sep, 2025 | Gina N. Thoma | Common Stock | D | 754 | $0.00 | 30,882 | D | D |
| 20 Sep, 2025 | Victor Francesco E. Demarco | Common Stock | D | 439 | $0.00 | 13,662 | D | D |
| 20 Sep, 2025 | Tami Laura Benedict | Common Stock | D | 377 | $0.00 | 22,738 | D | D |
| 20 Sep, 2025 | Patrick Timothy Oakes | Common Stock | D | 828 | $0.00 | 33,778 | D | D |
| 20 Sep, 2025 | Mark Daniel Mordell | Common Stock | D | 1,216 | $0.00 | 228,693 | D | D |
| 20 Sep, 2025 | Gina N. Thoma | Common Stock | D | 754 | $26.23 | 30,882 | D | F |
| 20 Sep, 2025 | Victor Francesco E. Demarco | Common Stock | D | 439 | $26.23 | 13,662 | D | F |
| 20 Sep, 2025 | Geoffrey Evan Butner | Common Stock | D | 656 | $26.23 | 32,522 | D | F |
| 20 Sep, 2025 | Tami Laura Benedict | Common Stock | D | 377 | $26.23 | 22,738 | D | F |