Avidbank Holdings AVBH Insider Ownership

NASDAQ AVBH
$34.71 +0.01 (+0.03%)
At close: Nov 10, 2026 · 4:00 PM EST

Insider Holdings by Owner

1.63Mn Shares
Financial Partners Iv, L.P. Patriot1.05Mn64.7%
Mark Daniel Mordell238.20K14.6%
Bryan C. Polster64.96K4.0%
Patrick Timothy Oakes39.72K2.4%
Gina N. Thoma36.32K2.2%
Other insiders (15)194.75K12.0%

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
14.98%
▼-0.0026% pp QoQ
Shares Held by Insiders
1.65Mn
filed for Sep 2026
▼-0.02% QoQ
Shares Outstanding
10.98Mn
10,982,764 shares
Direct Holdings
1.62Mn
Indirect: 26.11K
Net Open-Market Trades
-11.50K
net sold · -$378.58K in Sep 2026
Insiders Holding Shares
20
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Open-Market Insider Trades

Bought Sold
Latest quarter —
Net over range —
Net-buying quarters —

Insider Ownership Summary

Over the past 12 months, Avidbank Holdings insiders sold $6.15 million of stock on the open market (212.56K shares) and made no open-market purchases.

Form 4 Holdings

Insiders Holding AVBH

Insiders 20
Shares held 1.63Mn
Of outstanding 14.82%
# 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 64.7% 08 Aug, 2025
2 Mark Daniel Mordell Pres., Ceo 238,197 0 238,197 14.6% 23 Oct, 2026
3 Bryan C. Polster Director 64,964 0 64,964 4.0% 21 May, 2026
4 Patrick Timothy Oakes Evp, Cfo 39,716 0 39,716 2.4% 23 Oct, 2026
5 Gina N. Thoma Evp, Coo 36,319 0 36,319 2.2% 23 Oct, 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 26,137 0 26,137 1.6% 23 Oct, 2026
8 Marc J Verissimo Director 19,444 0 19,444 1.2% 21 May, 2026
9 Victor Francesco E. Demarco Evp, Chief Legal Counsel, Secy 17,282 0 17,282 1.1% 23 Oct, 2026
10 Mike Rosinus Director 16,680 0 16,680 1.0% 09 Sep, 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 12,031 0 12,031 0.7% 23 Oct, 2026
15 Elisabeth Foussianes Evp, Chief Credit Officer 9,360 0 9,360 0.6% 23 Oct, 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.

Form 4 Filings

108 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
21 Oct, 2026 Arthur Wasson Evp, Chief Revenue Officer Acquired A 1,580 $0.00 $0 12,031 Direct
21 Oct, 2026 Tami Laura Benedict Evp, Chief Of Staff Acquired A 1,205 $0.00 $0 26,137 Direct
21 Oct, 2026 Victor Francesco E. Demarco Evp, Chief Legal Counsel, Secy Acquired A 1,305 $0.00 $0 17,282 Direct
21 Oct, 2026 Gina N. Thoma Evp, Coo Acquired A 1,675 $0.00 $0 36,319 Direct
21 Oct, 2026 Elisabeth Foussianes Evp, Chief Credit Officer Acquired A 1,385 $0.00 $0 9,360 Direct
21 Oct, 2026 Mark Daniel Mordell Pres., Ceo Acquired A 3,105 $0.00 $0 238,197 Direct
21 Oct, 2026 Patrick Timothy Oakes Evp, Cfo Acquired A 1,910 $0.00 $0 39,716 Direct
02 Oct, 2026 Mark Daniel Mordell Pres., Ceo Disposed D 1,295 $31.26 $40.48K 235,092 Direct
02 Oct, 2026 Patrick Timothy Oakes Evp, Cfo Disposed D 882 $31.26 $27.57K 37,806 Direct
02 Oct, 2026 Gina N. Thoma Evp, Coo Disposed D 803 $31.26 $25.10K 34,644 Direct
02 Oct, 2026 Victor Francesco E. Demarco Evp, Chief Legal Counsel, Secy Disposed D 463 $31.26 $14.47K 15,977 Direct
02 Oct, 2026 Tami Laura Benedict Evp, Chief Of Staff Disposed D 351 $31.26 $10.97K 24,932 Direct
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 James F. Deutsch Director, TenPercentOwner Acquired A 1,500 — — 4,500 Direct
19 May, 2026 Kristofer W. Biorn Director Acquired A 1,500 $0.00 $0 3,000 Direct
19 May, 2026 Mike Rosinus Director Acquired A 1,500 $0.00 $0 18,180 Direct
19 May, 2026 Keith Jensen Director Acquired A 1,500 $0.00 $0 1,500 Direct