FinWise Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:FINW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
05 Mar 24	BuyUS$7,980	Robert Keil	Individual		840	US$9.50
22 Feb 24	BuyUS$9,550	Robert Keil	Individual		1,000	US$9.55

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FINW?
Owner Type	Number of Shares	Ownership Percentage
Institutions	3,340,820	25.3%
Individual Insiders	4,578,019	34.7%
General Public	5,292,321	40.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.7%.

Top Shareholders

Top 25 shareholders own 56.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.92%	AllianceBernstein L.P.	1,046,453	US$16.7m	6.01%	0.01%
7.9%	Kent Landvatter	1,044,122	US$16.7m	1.75%	no data
5.92%	Menachem Wilenkin	782,334	US$12.5m	0%	no data
5.37%	Jarret Prussin	709,150	US$11.3m	0%	no data
3.15%	The Vanguard Group, Inc.	415,951	US$6.7m	4.38%	no data
3.01%	Wasatch Advisors LP	397,994	US$6.4m	0%	0.02%
2.98%	James Giordano	393,707	US$6.3m	0%	no data
2.66%	U.S. Bancorp Asset Management, Inc.	351,048	US$5.6m	0%	0.01%
2.5%	James Noone	330,149	US$5.3m	4.43%	no data
2.41%	David Tilis	317,778	US$5.1m	0%	no data
2.15%	Javvis Jacobson	283,842	US$4.5m	0%	no data
2.03%	M3F, Inc.	268,737	US$4.3m	-3.56%	1.17%
1.69%	Howard Reynolds	223,335	US$3.6m	0%	no data
1.18%	Gerald Cunningham	155,691	US$2.5m	0%	no data
0.86%	Siena Capital Partners GP, LLC	113,718	US$1.8m	0%	0.52%
0.82%	Bridgeway Capital Management, LLC	108,096	US$1.7m	-5.55%	0.03%
0.74%	Dimensional Fund Advisors LP	97,881	US$1.6m	4.29%	no data
0.69%	Geode Capital Management, LLC	91,608	US$1.5m	21.7%	no data
0.65%	Emerald Advisers, LLC	85,424	US$1.4m	0%	0.03%
0.49%	Michael O'Brien	65,036	US$1.0m	10.2%	no data
0.4%	Alan Weichselbaum	53,342	US$852.9k	0%	no data
0.37%	Renaissance Technologies LLC	48,500	US$775.5k	3.41%	no data
0.37%	Susquehanna International Group, LLP, Asset Management Arm	48,223	US$771.1k	-6.57%	no data
0.34%	Robert Keil	44,440	US$710.6k	18.7%	no data
0.29%	Clearwater Management Co., Inc.	38,885	US$621.8k	0%	0.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 01:41
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

FinWise Bancorp is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Andrew Liesch	Piper Sandler Companies
Joseph Yanchunis	Raymond James & Associates
null null	Stephens, Inc.