Avidbank Holdings, Inc. (AVBH)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-04-27

Key Insights

  • Avidbank Holdings announced Q1 2026 financial results on April 27, 2026, with the press release and investor presentation filed as exhibits, indicating routine quarterly earnings disclosure to the market.
  • The company is an emerging growth company and has elected to use the extended transition period for new accounting standards, which may provide some flexibility in compliance timelines but could signal smaller scale relative to larger competitors.
  • Management filed an investor presentation for one-on-one investor meetings, suggesting active investor engagement and confidence in communicating the company's strategic direction during this earnings period.
Annual Report Filed: 2026-03-18

Key Insights

  • Avidbank's Board of Directors actively oversees cybersecurity risk as part of its overall risk governance responsibilities, with management providing regular updates on assessments, testing, initiatives, and emerging threats.
  • The Chief Technology Officer and Information Security Officer are responsible for day-to-day cybersecurity program management, including implementing controls, managing risks, and reporting to executive leadership and the Board.
  • The bank's securities portfolio is diversified across US government agencies, commercial and residential mortgage-backed securities, and state/municipal debt, with a significant portion (over $25 million) invested in securities purchased with IPO proceeds.
Insider Trading Filed: 2026-03-17

Key Insights

  • The reporting person, Mike Rosinus, is a director of Avidbank Holdings, Inc. (AVBH) and has sold 56,882 shares of the company's common stock.
  • The sale of shares was made at a price of $27.41 per share, reducing Rosinus's direct beneficial ownership to 16,680 shares.
  • Rosinus's indirect beneficial ownership through PTMR Capital Partners LP, of which he is the sole member of the general partners, has not been affected by this transaction.
Insider Trading Filed: 2026-03-16

Key Insights

  • Insider Mike Rosinus, a director at Avidbank Holdings, sold a significant block of 7,953 shares at $27.49 per share, reducing his direct ownership to 16,680 shares.
  • Rosinus retains an indirect beneficial ownership of 56,962 shares through his control of PTMR Capital Partners LP, suggesting he still maintains a substantial stake in the company.
  • The sale represents a routine transaction and does not necessarily indicate a negative sentiment towards the company, as Rosinus maintains a significant indirect ownership position.
Insider Trading Filed: 2026-03-16

Key Insights

  • The reporting person, Mike Rosinus, sold 19,318 shares of Avidbank Holdings, Inc. (AVBH) common stock at a price of $28.28 per share on March 10, 2026.
  • Rosinus still beneficially owns 64,915 shares of AVBH common stock, including 16,680 shares held directly.
  • The sale transaction was reported in a Form 4 filing, indicating that Rosinus is a director of the company.
Insider Trading Filed: 2026-03-09

Key Insights

  • Insider Mike Rosinus has sold a sizable number of 15,847 shares of Avidbank Holdings, Inc. (AVBH) at a price of $28.09 per share.
  • Rosinus continues to hold a significant indirect ownership stake of 84,233 shares through PTMR Capital Partners LP, which he controls as the sole member of the general partners.
  • The timing and size of this transaction suggest the insider may be reducing exposure to the company, which could be a potential concern for investors.
Insider Trading Filed: 2026-03-09

Key Insights

  • Insider Mike Rosinus sold 9,659 shares of Avidbank Holdings, Inc. (AVBH) common stock on March 6, 2026 at $28.1 per share.
  • Rosinus still holds 116,760 shares of AVBH, consisting of 16,680 shares directly and 100,080 shares indirectly held through PTMR Capital Partners LP.
  • The sale represents a reduction in Rosinus' total beneficial ownership of AVBH from 12.5% to 11.8%.
Insider Trading Filed: 2026-03-05

Key Insights

  • Insider Mike Rosinus has sold 16,175 shares of Avidbank Holdings, Inc. (AVBH) common stock, reducing his direct ownership to 16,680 shares.
  • Rosinus holds an indirect beneficial ownership of 109,739 shares through his control of PTMR Capital Partners LP, indicating he still maintains a significant stake in the company.
  • The transaction price of $29.05 per share suggests Rosinus may be taking some profits, though his remaining holdings indicate continued confidence in Avidbank's prospects.
Insider Trading Filed: 2026-03-02

Key Insights

  • The reporting person, Mike Rosinus, has sold 1,000 shares of Avidbank Holdings, Inc. (AVBH) at a price of $29.55 per share, reducing his indirect beneficial ownership to 128,413 shares.
  • Rosinus holds an additional 16,680 shares directly, indicating he maintains a significant ownership stake in the company.
  • The transaction appears to be a routine sale and does not indicate any significant changes in Rosinus's overall position or the company's outlook.
Insider Trading Filed: 2026-02-27

Key Insights

  • Insider Mike Rosinus sold 3,434 shares of Avidbank Holdings, Inc. (AVBH) on February 26, 2026 at a price of $30 per share, reducing his direct ownership to 16,680 shares.
  • Rosinus holds an indirect beneficial ownership of 129,413 shares through PTMR Capital Partners LP, of which he has sole voting and dispositive power as the general partner.
  • The sale represents a relatively small portion of Rosinus' overall stake in the company, suggesting this may not be a significant shift in his investment strategy.
Insider Trading Filed: 2026-02-27

Key Insights

  • Insider Mike Rosinus sold 19,411 shares of Avidbank Holdings, Inc. (AVBH) at $29.9 per share, reducing his direct ownership to 16,680 shares.
  • Rosinus holds an indirect beneficial ownership of 132,847 shares through PTMR Capital Partners LP, of which he is the sole member and has sole voting and dispositive power.
  • The sale of 19,411 shares by the insider may indicate a reduction in confidence or a desire to diversify their holdings, which could impact investor sentiment.
Insider Trading Filed: 2026-02-26

Key Insights

  • The reporting person, Mark Daniel Mordell, who is the President and CEO of Avidbank Holdings, Inc., disposed of 845 shares of the company's common stock on February 24, 2026.
  • The shares were disposed of as part of a transaction related to the vesting of restricted common stock, as indicated by the transaction code and the disclosure that the shares were withheld upon vesting.
  • The transaction price of $29.545 per share was based on the closing price of the issuer's common stock on the transaction date.
Insider Trading Filed: 2026-02-26

Key Insights

  • The reporting person, Tami Laura Benedict, is an EVP and Chief of Staff at Avidbank Holdings, Inc. and has disposed of 131 shares of the company's common stock.
  • The disposition of shares was due to shares being withheld upon vesting of restricted common stock, based on the closing price of the issuer's common stock on the transaction date.
  • The reporting person still beneficially owns 25,283 shares of the company's common stock, indicating continued ownership and commitment to the organization.
Insider Trading Filed: 2026-02-26

Key Insights

  • The filing indicates that Victor Francesco E. DeMarco, the EVP, Chief Legal Counsel, and Secretary of Avidbank Holdings, Inc. (AVBH), disposed of 158 shares of the company's common stock on February 24, 2026.
  • The shares were disposed of at a price of $29.545 per share, which was the closing price of the company's common stock on that date.
  • Following the reported transaction, DeMarco continues to beneficially own 16,440 shares of the company's common stock.
Insider Trading Filed: 2026-02-26

Key Insights

  • Patrick Timothy Oakes, the EVP and CFO of Avidbank Holdings, Inc., disposed of 374 shares of the company's common stock on February 24, 2026, at a price of $29.545 per share.
  • Following the reported transaction, Oakes now beneficially owns 38,688 shares of the company's common stock.
  • The disposal of shares appears to be a routine transaction, as the shares were likely withheld upon the vesting of restricted common stock based on the closing price on the transaction date.
Insider Trading Filed: 2026-02-26

Key Insights

  • Gina N. Thoma, the Executive Vice President and Chief Operating Officer of Avidbank Holdings, Inc., disposed of 340 shares of the company's common stock on February 24, 2026.
  • The shares were disposed of at a price of $29.545 per share, which was the closing price of the issuer's common stock on that date.
  • After the reported transaction, Thoma continues to beneficially own 35,447 shares of Avidbank Holdings, Inc. common stock.
Insider Trading Filed: 2026-02-25

Key Insights

  • The reporting person, Mike Rosinus, sold 5,000 shares of Avidbank Holdings, Inc. (AVBH) common stock at $30.16 per share, decreasing his indirect beneficial ownership to 157,258 shares.
  • Rosinus continues to hold 16,680 shares of AVBH common stock directly, indicating he maintains a significant position in the company.
  • The sale of shares by an insider, particularly a director, could signal a potential change in their outlook on the company's prospects, warranting further investigation by investors.
Insider Trading Filed: 2026-02-24

Key Insights

  • The reporting person, Tami Laura Benedict, who is the EVP and Chief of Staff of Avidbank Holdings, Inc., disposed of 103 shares of the company's common stock on February 23, 2026.
  • The shares were withheld upon vesting of restricted common stock, based on the closing price of the company's stock on that date.
  • After the reported transaction, the reporting person still beneficially owns 25,414 shares of the company's common stock.
Insider Trading Filed: 2026-02-24

Key Insights

  • Victor Francesco E. DeMarco, the Executive Vice President, Chief Legal Counsel, and Secretary of Avidbank Holdings, Inc., disposed of 124 shares of common stock on February 23, 2026.
  • The shares were disposed of at a price of $29.67 per share, which was the closing price of the issuer's common stock on that date.
  • After the reported transaction, DeMarco continues to beneficially own 16,598 shares of the issuer's common stock.
Insider Trading Filed: 2026-02-24

Key Insights

  • The reporting person, Mark Daniel Mordell, is the President and CEO of Avidbank Holdings, Inc. and owns a significant stake in the company.
  • Mordell disposed of 637 shares of Avidbank common stock on February 23, 2026, likely due to a vesting of restricted stock.
  • The transaction price of $29.67 per share suggests the shares were disposed of at the prevailing market price on the date of the transaction.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.