Avidbank Holdings, Inc.
AVBHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Avidbank Holdings, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 2 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 21, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Cerity Partners LLC | 2026-03-31 | 7,119 | $203K | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 18,395 | $527K | SEC filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026-03-31 | 421,584 | $12M | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 52,941 | $1.51M | SEC filing |
| Curi Capital, LLC | 2026-03-31 | 200,001 | $5.7M | SEC filing |
| Focus Partners Wealth | 2026-03-31 | 36,389 | $1.04M | SEC filing |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2026-03-31 | 452,035 | $12.9M | SEC filing |
| CWM, LLC | 2026-03-31 | 615 | $17.5K | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 55 | $1.57K | SEC filing |
| UBS Group AG | 2026-03-31 | 13,346 | $380K | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 2,454 | $69.9K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 1,322 | $37.7K | SEC filing |
| ELCO Management Co., LLC | 2026-03-31 | 8,591 | $245K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 20 | $570 | SEC filing |
| CALDWELL SUTTER CAPITAL, INC. | 2026-03-31 | 5,500 | $157K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 87 | $2.48K | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 1,182 | $33K | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 119,242 | $3.4M | SEC filing |
| MALTESE CAPITAL MANAGEMENT LLC | 2026-03-31 | 176,200 | $5.02M | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 12,449 | $355K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Ghisallo Capital Management LLC: 10,000 shares reported 2025-12-31; 10,000 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 1,348 shares reported 2025-12-31; 1,382 shares reported 2026-03-31.
- STATE STREET CORP: 24,144 shares reported 2025-12-31; 69,504 shares reported 2026-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 723 shares reported 2025-12-31; 8,525 shares reported 2026-03-31.
- MILLENNIUM MANAGEMENT LLC: 25,476 shares reported 2025-12-31; 25,157 shares reported 2026-03-31.
- MENDON CAPITAL ADVISORS CORP: 234,553 shares reported 2025-12-31; 219,678 shares reported 2026-03-31.
- Legal & General Group Plc: 250 shares reported 2025-12-31; 250 shares reported 2026-03-31.
- NORTHERN TRUST CORP: 27,156 shares reported 2025-12-31; 29,639 shares reported 2026-03-31.
- ACADIAN ASSET MANAGEMENT LLC: 19,991 shares reported 2025-12-31; 9,151 shares reported 2026-03-31.
- Composition Wealth, LLC: 65,200 shares reported 2025-12-31; 54,200 shares reported 2026-03-31.
- Qube Research & Technologies Ltd: 14,839 shares reported 2025-12-31; 69,360 shares reported 2026-03-31.
- BARCLAYS PLC: 4,623 shares reported 2025-12-31; 12,989 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
60 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Avidbank Holdings, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-08-07 · THOMA GINA N.: Larger than 13 of the 14 other insider purchases of Common Stock on file. SEC filing
- 2025-08-07 · POLSTER BRYAN C.: Larger than all 14 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2025-08-07–2025-08-07: 15 event(s) across 15 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-16 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −56,882 | 27.41 | SEC filing |
| 2026-03-13 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −7,953 | 27.49 | SEC filing |
| 2026-03-10 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −19,318 | 28.28 | SEC filing |
| 2026-03-09 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −15,847 | 28.09 | SEC filing |
| 2026-03-06 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −9,659 | 28.10 | SEC filing |
| 2026-03-04 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −16,175 | 29.05 | SEC filing |
| 2026-03-02 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −2,499 | 29.01 | SEC filing |
| 2026-02-27 | ROSINUS MIKE · Director | Common Stock | S — Open market or private sale | −1,000 | 29.55 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-19 | FLYNN DIANE J. · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | VERISSIMO MARC J · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | Scott Robert H · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | Deutsch James F. · Director, 10% owner | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | BIORN KRISTOFER W. · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | Jensen Keith · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | ROSINUS MIKE · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
| 2026-05-19 | MORRIS LINDA RAE · Director | Common Stock | A — Grant, award, or other acquisition | +1,500 | SEC filing |
Showing 8 of 16 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-24 | MORDELL MARK DANIEL · Pres., CEO | Common Stock | D — Disposition to the issuer | −845 | SEC filing |
| 2026-02-24 | BENEDICT TAMI LAURA · EVP, Chief of Staff | Common Stock | D — Disposition to the issuer | −131 | SEC filing |
| 2026-02-24 | DEMARCO VICTOR FRANCESCO E. · EVP, Chief Legal Counsel, Secy | Common Stock | D — Disposition to the issuer | −158 | SEC filing |
| 2026-02-24 | Oakes Patrick Timothy · EVP, CFO | Common Stock | D — Disposition to the issuer | −374 | SEC filing |
| 2026-02-24 | THOMA GINA N. · EVP, COO | Common Stock | D — Disposition to the issuer | −340 | SEC filing |
| 2026-02-23 | THOMA GINA N. · EVP, COO | Common Stock | D — Disposition to the issuer | −270 | SEC filing |
| 2026-02-23 | DEMARCO VICTOR FRANCESCO E. · EVP, Chief Legal Counsel, Secy | Common Stock | D — Disposition to the issuer | −124 | SEC filing |
| 2026-02-23 | Oakes Patrick Timothy · EVP, CFO | Common Stock | D — Disposition to the issuer | −295 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.