Company Analysis

FinWise Bancorp (FINW)

Nasdaq: FINW · State Commercial Banks · Murray, UT · filing with the SEC since 2021
Grade3.7
◀ Past 3.2● Present 3.8▶ Future 4.5

Who owns FinWise Bancorp

As filed with the SEC
Holders of 5% or more
1
AllianceBernstein L.P. holds 6.1% of Common Stock, as its SCHEDULE 13G/A filed May 14, 2025 says.
Directors and officers
18
report now, of 23 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
AllianceBernstein L.P.
6.1%
Wasatch Advisors LP
SCHEDULE 13G/A · filed Feb 11, 2026 · COM · reported falling below 5%, from 5.3% in May 13, 2025
under 5%
What FINW reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Business Funding Group, LLC
An investee · investee · invested in, named in the 10-K filed Mar 23, 2026

2 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 23, 2026.

Insider tradesForm 4
0sales
1purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
212223242526
2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 23 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Noone JamesCHIEF EXECUTIVE OFFICER0$001$100,000
Keil RobertEVP Chief FinTech Officer1$000$0
SI Assistanton FINW · research, not advice