Finwise Bancorp
FINWFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Finwise Bancorp 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 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 1, 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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2026-03-31 | 38 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 199,970 | $3.17M | SEC filing |
| LPL Financial LLC | 2026-03-31 | 15,115 | $240K | SEC filing |
| FMR LLC | 2026-03-31 | 12 | $190 | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 3,845 | $61.1K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 11,831 | $188K | SEC filing |
| STEPHENS INC /AR/ | 2026-03-31 | 16,129 | $256K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 87,808 | $1.39M | SEC filing |
| Militia Capital Management LLC | 2026-03-31 | 31,419 | $498K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 11,793 | $187K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 37,243 | $591K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 2 | $32 | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 113,484 | $1.8M | SEC filing |
| Arcus Capital Partners, LLC | 2026-03-31 | 13,074 | $207K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 19,273 | $306K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 925 | $14.7K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 4,400 | $69.8K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 3,434 | $54.5K | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 799,876 | $14.3M | SEC filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2026-03-31 | 83,889 | $1.33M | SEC filing |
- Each value is checked against Finwise Bancorp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
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.
- Russell Investments Group, Ltd.: 765 shares reported 2025-12-31; 765 shares reported 2026-03-31.
- EP Wealth Advisors, LLC: 10,715 shares reported 2025-12-31; 23,799 shares reported 2026-03-31.
- NORDEN GROUP LLC: 16,921 shares reported 2025-12-31; 16,921 shares reported 2026-03-31.
- WASATCH ADVISORS LP: 602,116 shares reported 2025-12-31; 602,116 shares reported 2026-03-31.
- UBS Group AG: 2,765 shares reported 2025-12-31; 1,534 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 4,345 shares reported 2025-12-31; 4,447 shares reported 2026-03-31.
- LOS ANGELES CAPITAL MANAGEMENT LLC: 904 shares reported 2025-12-31; 7,093 shares reported 2026-03-31.
- EMERALD MUTUAL FUND ADVISERS TRUST: 54,364 shares reported 2025-12-31; 54,364 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 6,597 shares reported 2025-12-31; 6,495 shares reported 2026-03-31.
- Police & Firemen's Retirement System of New Jersey: 2,052 shares reported 2025-12-31; 2,052 shares reported 2026-03-31.
- CITIGROUP INC: 220 shares reported 2025-12-31; 627 shares reported 2026-03-31.
- Covestor Ltd: 27 shares reported 2025-12-31; 32 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
13 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 Finwise Bancorp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2021-11-19 · Noone James: Larger than all 25 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
Independent insiders buying near the same time
- 2022-07-29–2022-08-01: 4 event(s) across 3 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 )
- 2021-11-19–2021-11-19: 12 event(s) across 12 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 )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-11-03 | Keil Robert · Other | Common Stock, par value $0.001 per share | S — Open market or private sale | −1,500 | 19.48 | SEC filing |
| 2025-10-31 | Reynolds Howard I · Director | Common Stock, par value $0.001 per share | P — Open market or private purchase | +2,297 | 18.95 | SEC filing |
| 2025-09-05 | Giordano James N · Director | Common Stock, par value $0.001 per share | P — Open market or private purchase | +2,500 | 19.32 | SEC filing |
| 2024-03-05 | Keil Robert · EVP Chief FinTech Officer | Common Stock, par value $0.001 per share | P — Open market or private purchase | +840 | 9.50 | SEC filing |
| 2024-02-22 | Keil Robert · EVP Chief FinTech Officer | Common Stock, par value $0.001 per share | P — Open market or private purchase | +1,000 | 9.55 | SEC filing |
| 2023-10-30 | Jacobson Javvis O · CFO AND EXECUTIVE VP | Common Stock, par value $0.001 per share | P — Open market or private purchase | +100 | 8.45 | SEC filing |
| 2023-08-15 | Giordano James N · Director | Common Stock, par value $0.001 per share | P — Open market or private purchase | +3,000 | 10.32 | SEC filing |
| 2022-12-13 | Landvatter Kent · CHAIRMAN, PRESIDENT AND CEO | Common Stock, par value $0.001 per share | P — Open market or private purchase | +1,000 | 9.10 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-28 | Arias Juan Carlos · See Remarks | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −285 | SEC filing |
| 2026-05-28 | Thiessens Richard · Other | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −1,759 | SEC filing |
| 2026-05-28 | Clayton Natasha Laurette · See Remarks | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −1,728 | SEC filing |
| 2026-05-28 | Wahlman Robert E. · EVP, Chief Financial Officer | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −3,067 | SEC filing |
| 2026-05-27 | Wahlman Robert E. · EVP, Chief Financial Officer | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −3,918 | SEC filing |
| 2026-05-27 | Thiessens Richard · Other | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −1,995 | SEC filing |
| 2026-05-27 | Clayton Natasha Laurette · See Remarks | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −1,961 | SEC filing |
| 2026-05-27 | Arias Juan Carlos · See Remarks | Common Stock, par value $0.001 per share | F — Payment of exercise price or tax by delivering securities | −348 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-03-29 | Cannon Dawn M · See Remarks | Common Stock, par value $0.001 per share | D — Disposition to the issuer | −25,389 | SEC filing |
Showing 1 of 1 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.