A business in context

FINW research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001856365-26-000106

  2. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000102

  3. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000101

  4. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000100

  5. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000099

  6. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000098

  7. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000097

  8. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000096

  9. 4 · Ownership change

    Report date 2026-07-28 · 0001856365-26-000095

  10. 8-K · Current report

    Report date 2026-07-29 · 0001856365-26-000093 · Items 2.02,7.01,9.01

  11. 8-K · Current report

    Report date 2026-07-20 · 0001856365-26-000090 · Items 7.01,9.01

  12. 8-K/A · Current report

    Report date 2026-06-25 · 0001856365-26-000082 · Items 5.02,5.07,9.01

  13. 8-K · Current report

    Report date 2026-06-25 · 0001856365-26-000080 · Items 5.02,5.07,9.01

  14. 8-K · Current report

    Report date 2026-05-19 · 0001856365-26-000054 · Items 7.01,9.01

  15. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001856365-26-000051

  16. 8-K · Current report

    Report date 2026-04-30 · 0001856365-26-000048 · Items 2.02,7.01,9.01

  17. DEF 14A · Proxy statement

    Report date 2026-04-28 · 0001856365-26-000043

  18. 8-K · Current report

    Report date 2026-04-02 · 0001856365-26-000028 · Items 5.02,7.01,9.01

  19. 8-K · Current report

    Report date 2026-03-26 · 0001856365-26-000008 · Items 7.01,9.01

  20. 10-K · Annual report

    Report date 2025-12-31 · 0001856365-26-000006

  21. 8-K · Current report

    Report date 2026-01-29 · 0001856365-26-000004 · Items 2.02,7.01,9.01

  22. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001856365-25-000045

  23. 8-K · Current report

    Report date 2025-10-29 · 0001856365-25-000042 · Items 2.02,7.01,9.01

  24. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001628280-25-039618

  25. 8-K · Current report

    Report date 2025-07-24 · 0001628280-25-035927 · Items 2.02,7.01,9.01

  26. 8-K · Current report

    Report date 2025-06-30 · 0001628280-25-033501 · Items 7.01,9.01

  27. 8-K · Current report

    Report date 2025-06-26 · 0001628280-25-033132 · Items 5.07,9.01

  28. 8-K · Current report

    Report date 2025-06-03 · 0001856365-25-000032 · Items 4.01,9.01

  29. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001856365-25-000027

  30. 8-K · Current report

    Report date 2025-04-30 · 0001856365-25-000024 · Items 2.02,7.01,9.01

  31. DEF 14A · Proxy statement

    Report date 2025-06-26 · 0001856365-25-000018

  32. 8-K · Current report

    Report date 2025-04-16 · 0001856365-25-000011 · Items 5.02,5.03,9.01

  33. 10-K · Annual report

    Report date 2024-12-31 · 0001856365-25-000006

  34. 8-K · Current report

    Report date 2025-01-30 · 0001856365-25-000003 · Items 2.02,7.01,9.01

  35. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001856365-24-000065

  36. 8-K · Current report

    Report date 2024-11-12 · 0001856365-24-000063 · Items 7.01,9.01

  37. 8-K · Current report

    Report date 2024-10-29 · 0001856365-24-000059 · Items 5.02,9.01

  38. 8-K · Current report

    Report date 2024-10-24 · 0001856365-24-000057 · Items 2.02,9.01

  39. 8-K · Current report

    Report date 2024-08-14 · 0001856365-24-000054 · Items 7.01,9.01

  40. 10-Q · Quarterly report

    Report date 2024-06-30 · 0001856365-24-000052

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 9 transaction rows9AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

9 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-07-28
2026-07-29
Wahlman Robert E.A · Grant / award
Acquired
Common Stock, par value $0.001 per share26192.013.96
2026-07-28
2026-07-29
Noone JamesA · Grant / award
Acquired
Common Stock, par value $0.001 per share56476.013.96
2026-07-28
2026-07-29
OBrien Michael ChristopherA · Grant / award
Acquired
Common Stock, par value $0.001 per share17880.013.96
2026-07-28
2026-07-29
Thiessens RichardA · Grant / award
Acquired
Common Stock, par value $0.001 per share17389.013.96
2026-07-28
2026-07-29
Landvatter KentA · Grant / award
Acquired
Common Stock, par value $0.001 per share56476.013.96
2026-07-28
2026-07-29
Clayton Natasha LauretteA · Grant / award
Acquired
Common Stock, par value $0.001 per share15715.013.96
2026-07-28
2026-07-29
Grotta Sarah ElizabethA · Grant / award
Acquired
Common Stock, par value $0.001 per share19072.013.96
2026-07-28
2026-07-29
Arias Juan CarlosA · Grant / award
Acquired
Common Stock, par value $0.001 per share15033.013.96
2026-07-28
2026-07-29
Brosnan Timothy StephenA · Grant / award
Acquired
Common Stock, par value $0.001 per share14345.013.96

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001856365Finwise Bancorp

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-23 · 1197 checked identities; 0 unavailable records

Search names and former names

    Revenue in constant purchasing power

    USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

    No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

    Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

    Explore the CPI history ↗