Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Finwise Bancorp | 409,889 | reported | 26 Aug 2025 | tx 15+249,980−29,280 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Aug 2025 | GRANT_AWARD | Finwise Bancorp | 10,000 | 19.49 USD | |
| 09 Jun 2025 | TAX_WITHHOLDING | Finwise Bancorp | 1,240 | 14.44 USD | |
| 28 May 2025 | TAX_WITHHOLDING | Finwise Bancorp | 4,040 | 14.49 USD | |
| 27 May 2025 | GRANT_AWARD | Finwise Bancorp | 75,020 | 14.70 USD | |
| 03 Jul 2024 | GRANT_AWARD | Finwise Bancorp | 14,000 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | Finwise Bancorp | 56,000 | 0.00 USD | |
| 18 Apr 2023 | GRANT_AWARD | Finwise Bancorp | 24,000 | 0.00 USD | |
| 18 Apr 2023 | GRANT_AWARD | Finwise Bancorp | 12,371 | 0.00 USD | deriv |
| 08 Mar 2023 | EXERCISE | Finwise Bancorp | 12,000 | 2.37 USD | |
| 08 Mar 2023 | EXERCISE | Finwise Bancorp | 12,000 | 0.00 USD | deriv |
| 09 Jun 2022 | GRANT_AWARD | Finwise Bancorp | 12,883 | 0.00 USD | |
| 09 Jun 2022 | GRANT_AWARD | Finwise Bancorp | 6,706 | 0.00 USD | deriv |
| 04 Mar 2022 | EXERCISE | Finwise Bancorp | 12,000 | 2.37 USD | |
| 04 Mar 2022 | EXERCISE | Finwise Bancorp | 12,000 | 0.00 USD | deriv |
| 19 Nov 2021 | PURCHASE | Finwise Bancorp | 15,000 | 10.50 USD |