FINW Insider Trading

FinWise Bancorp (FINW) operates in the Financial Services sector, specifically the Banks - Regional industry, with a market capitalization near $149.1M, listed on NASDAQ, employing roughly 198 people, carrying a beta of 0.73 to the broader market. FinWise Bancorp, the parent company of FinWise Bank, delivers a comprehensive suite of banking solutions to both personal and business clients. Led by James F. Noone, public since 2021-11-19.

In the last 12 months, FinWise Bancorp insiders made 1 buy transaction and 1 sale transaction.

DateNameTypeSharesPriceValue
Jul 29, 2026Wahlman Robert E.A-Award26,192$13.96$365.6K
Jul 29, 2026Noone JamesA-Award56,476$13.96$788.4K
Jul 29, 2026OBrien Michael ChristopherA-Award17,880$13.96$249.6K
Jul 29, 2026Thiessens RichardA-Award17,389$13.96$242.8K
Jul 29, 2026Landvatter KentA-Award56,476$13.96$788.4K
Jul 29, 2026Clayton Natasha LauretteA-Award15,715$13.96$219.4K
Jul 29, 2026Grotta Sarah ElizabethA-Award19,072$13.96$266.2K
Jul 29, 2026Arias Juan CarlosA-Award15,033$13.96$209.9K
Jul 29, 2026Brosnan Timothy StephenA-Award14,345$13.96$200.3K
Jun 1, 2026Arias Juan CarlosF-InKind285$14.24$4.1K

FINW Insider Activity by Quarter

Reported Form 4 and Form 5 lines under FINW's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Nov 23, 2021, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A9
Q2 20260N/A0N/A8
Q1 20260N/A0N/A8
Q4 20251$43.5K1$29.2K0
Q3 20251$48.3K0N/A1
Q2 20250N/A0N/A21
Q1 20250N/A0N/A0
Q4 20240N/A0N/A0

FINW Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 70 institutions reported holding 4,065,974 FINW shares, valued at $60.1M as reported, 29.9% of its market cap (market cap of Jun 26, 2026). That is +14 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 14 opened a position, 0 closed one, 26 added and 17 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
ALLIANCEBERNSTEIN L.P.814,507$12.9M+14,631
BlackRock, Inc.520,593$7.5M+64,355
WASATCH ADVISORS LP502,201$7.3M-99,915
US BANCORP \DE\469,048$6.8MUnchanged
VANGUARD CAPITAL MANAGEMENT LLC391,576$5.7M+723
GEODE CAPITAL MANAGEMENT, LLC228,504$3.3M+28,534
DIMENSIONAL FUND ADVISORS LP118,796$1.7M+5,312
STATE STREET CORP86,864$1.3M-944
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,737$1.1M-8,152
NORTHERN TRUST CORP75,480$1.1M+7,602

By Quarter

QuarterInstitutionsSharesValue
Q2 2026704,065,974$60.1M
Q1 2026563,909,918$63.7M
Q4 2025594,051,298$72.7M
Q3 2025544,083,231$79.0M
Q2 2025464,002,711$60.1M
Q1 2025413,723,793$65.2M
Q4 2024363,449,160$55.1M
Q3 2024313,294,263$51.4M
Q2 2024302,916,192$29.8M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding FINW

FundWeight of FINWShares (as reported)Value (as reported)Source updated
IWM iShares Russell 2000 ETF0.00%224,787$2.4MOct 8, 2026
IWO iShares Russell 2000 Growth ETF0.00%63,298$688.7KOct 8, 2026
IWC iShares Micro-Cap ETF0.03%31,020$337.5KOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.00%28,941$314.6KOct 8, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.00%12,300$133.7KOct 8, 2026
DCOR U.S. Core Equity 1 Portfolio ETF Class Shares0.00%12,089$131.4KOct 8, 2026
DFAT Dimensional - US Targeted Value ETF0.00%10,539$114.6KOct 8, 2026
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF0.01%10,024$109.0KOct 8, 2026
DXUV U.S. Vector Equity Portfolio ETF Class Shares0.00%7,725$84.0KOct 8, 2026
RSSL Global X - Russell 2000 ETF0.00%4,665$50.7KOct 7, 2026
DFUS Dimensional U.S. Equity ETF0.00%1,421$15.5KOct 8, 2026
DFSU Dimensional - US Sustainability Core 1 ETF0.00%1,164$12.7KOct 8, 2026
OMFS Invesco Russell 2000 Dynamic Multifactor ETF0.00%1,146$12.5KOct 8, 2026
ITWO ProShares Russell 2000 High Income ETF0.00%562$6.1KOct 8, 2026
URTY ProShares - UltraPro Russell20000.00%395$4.3KOct 8, 2026

From each fund's latest holdings file on record that shows FINW's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as FINW's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for FINW reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is FINW's share of that fund.

How to Read FINW Insider Activity

Net insider activity is balanced over the trailing twelve months: 1 buys against 1 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked FINW insider trading questions

How active are FINW insiders right now?
Over the trailing twelve months, FinWise Bancorp (FINW) insiders made 1 buy transaction and 1 sale transaction. Net insider activity over the trailing twelve months is balanced (1 buys, 1 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are FINW insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do FINW insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.