Avidbank Holdings, Inc.
Ownership
Ownership Structure
Who owns Avidbank Holdings, Inc. (AVBH)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 63.9% of the shares are freely tradable; institutional investors hold 77.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Patriot Financial Partners GP II, LP | 9.57 | 1,050,918 | +0.0 | 06/30/2026 |
| AllianceBernstein L.P. | 8.04 | 883,421 | -0.5 | 06/30/2026 |
| Fourthstone LLC | 6.38 | 700,818 | -33.0 | 06/30/2026 |
| Banc Funds Co LLC | 6.08 | 668,100 | +0.5 | 06/30/2026 |
| Endeavour Capital Advisors Inc | 6.00 | 658,705 | -7.0 | 06/30/2026 |
| BlackRock Inc | 5.38 | 591,284 | +165.6 | 06/30/2026 |
| Arnhold & S. Bleichroeder Advisers, LLC | 5.17 | 568,080 | +187.9 | 06/30/2026 |
| Adage Capital Partners Gp LLC | 4.49 | 493,139 | +9.1 | 06/30/2026 |
| Manufacturers Life Insurance Co | 3.39 | 372,756 | -11.6 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.30 | 362,951 | +7.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Mordell Mark Daniel | Pres., CEO | 238,197 | 8,122,518 $ | Oct 21, 2026 | direct |
| Oakes Patrick Timothy | EVP, CFO | 39,716 | 1,354,316 $ | Oct 21, 2026 | direct |
| Thoma Gina N. | EVP, COO | 36,319 | 1,238,478 $ | Oct 21, 2026 | direct |
| Benedict Tami Laura | EVP, Chief of Staff | 26,137 | 891,272 $ | Oct 21, 2026 | direct |
| Demarco Victor Francesco E. | EVP, Chief Legal Counsel, Secy | 17,282 | 589,316 $ | Oct 21, 2026 | direct |
| Rosinus Mike | Director | 16,680 | 568,788 $ | Sep 9, 2026 | direct |
| Dale Jonathan Michael | PRESIDENT | 15,625 | 532,813 $ | Sep 15, 2026 | direct |
| Wasson Arthur | EVP, Chief Revenue Officer | 12,031 | 410,257 $ | Oct 21, 2026 | direct |
| Foussianes Elisabeth | EVP, Chief Credit Officer | 9,360 | 319,176 $ | Oct 21, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 21, 2026 | Mordell Mark Daniel | Pres., CEO | Other | 3,105 | 0.00 | – |
| Oct 21, 2026 | Oakes Patrick Timothy | EVP, CFO | Other | 1,910 | 0.00 | – |
| Oct 21, 2026 | Thoma Gina N. | EVP, COO | Other | 1,675 | 0.00 | – |
| Oct 21, 2026 | Benedict Tami Laura | EVP, Chief of Staff | Other | 1,205 | 0.00 | – |
| Oct 21, 2026 | Foussianes Elisabeth | EVP, Chief Credit Officer | Other | 1,385 | 0.00 | – |
| Oct 21, 2026 | Demarco Victor Francesco E. | EVP, Chief Legal Counsel, Secy | Other | 1,305 | 0.00 | – |
| Oct 21, 2026 | Wasson Arthur | EVP, Chief Revenue Officer | Other | 1,580 | 0.00 | – |
| Oct 2, 2026 | Thoma Gina N. | EVP, COO | Other | 803 | 31.26 | 25,102 |
| Oct 2, 2026 | Mordell Mark Daniel | Pres., CEO | Other | 1,295 | 31.26 | 40,482 |
| Oct 2, 2026 | Benedict Tami Laura | EVP, Chief of Staff | Other | 351 | 31.26 | 10,972 |
| Oct 2, 2026 | Oakes Patrick Timothy | EVP, CFO | Other | 882 | 31.26 | 27,571 |
| Oct 2, 2026 | Demarco Victor Francesco E. | EVP, Chief Legal Counsel, Secy | Other | 463 | 31.26 | 14,473 |
| Sep 15, 2026 | Dale Jonathan Michael | PRESIDENT | Other | 15,625 | 0.00 | – |
| Sep 9, 2026 | Rosinus Mike | Director | Sell | 1,500 | 31.45 | 47,175 |
| Aug 14, 2026 | Wasson Arthur | EVP, Chief Revenue Officer | Sell | 10,000 | 33.14 | 331,400 |
| Aug 1, 2026 | Wasson Arthur | EVP, Chief Revenue Officer | Other | 4,408 | 32.61 | 143,745 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 5, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.