Based on data from the past 90 days ending January 22, 2026, Avidbank Holdings's three largest insider shareholders are TenPercentOwner Financial Partners Iv, L.P. Patriot (1.05Mn shares), Pres. And Ceo Mark Daniel Mordell (232.78K shares), Director Bryan C. Polster (63.46K 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 | Patrick Timothy Oakes | Common Stock | A | 2,155 | $0.00 | 36,933 | D | A |
| 24 Oct, 2025 | Tami Laura Benedict | Common Stock | A | 1,415 | $0.00 | 24,153 | D | A |
| 24 Oct, 2025 | Mark Daniel Mordell | Common Stock | A | 3,090 | $0.00 | 232,783 | 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 | Arthur Wasson | Common Stock | A | 1,825 | $0.00 | 23,301 | 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 | Patrick Timothy Oakes | Common Stock | D | 828 | $0.00 | 33,778 | D | D |
| 20 Sep, 2025 | Patrick Timothy Oakes | Common Stock | D | 828 | $26.23 | 33,778 | D | F |
| 20 Sep, 2025 | Tami Laura Benedict | Common Stock | D | 377 | $26.23 | 22,738 | D | F |
| 20 Sep, 2025 | Tami Laura Benedict | Common Stock | D | 377 | $0.00 | 22,738 | D | D |
| 20 Sep, 2025 | Mark Daniel Mordell | Common Stock | D | 1,216 | $0.00 | 228,693 | D | D |
| 20 Sep, 2025 | Mark Daniel Mordell | Common Stock | D | 1,216 | $26.23 | 228,693 | D | F |
| 20 Sep, 2025 | Gina N. Thoma | Common Stock | D | 754 | $0.00 | 30,882 | 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 | Victor Francesco E. Demarco | Common Stock | D | 439 | $0.00 | 13,662 | D | D |