AVBH at a glance
Avidbank Holdings, Inc. (AVBH, SEC CIK 1443575) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 27, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Avidbank Holdings, Inc. (AVBH) reported revenue of $145.8 million (up 2.3% from FY2024) and a net loss of $19.6 million. Diluted EPS was -$2.25.
- As of June 30, 2026, 19 institutional investment managers tracked by SignalX reported holding Avidbank Holdings, Inc. (AVBH) shares worth $65.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by ROSINUS MIKE on September 9, 2026 of 1,500 shares at $31.45 per share.
- In the last 90 days, AVBH insiders reported 0 open-market purchases ($0) and 2 open-market sales ($379K) on Form 4, a net sale of $379K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $145.8M
- +2.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$379K
- 13F holders
- 19 funds
- $65.8M · +0 vs prior quarter
- Latest 8-K
- Aug 27, 2026
- Item 1.01 · Item 8.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $7.6M vs $5.8M YoY; net interest income $26.7M vs $20.3M, up 31%
- Net interest margin 4.26% vs 3.60% YoY; efficiency ratio 55.41% vs 57.77%
- Loans $2.224B vs $1.912B; deposits $2.322B vs $2.003B period-end
- Nonperforming loans 0.65% vs 0.07% YoY; net charge-offs 0.35% vs 0%
- Securities repositioning supported earnings; competition expected to pressure net interest margins
Risk Factors
- New AI-disruption risk triggered by rapid advances in artificial intelligence affecting SaaS borrowers
- SaaS borrower concentration: approximately 9% of total loan portfolio exposed to technology-driven credit deterioration
- Credit risk from borrower disruption potentially increasing nonperforming loans, charge-offs, and provisions for credit losses
- Near-term market risk from AI-driven commoditization, pricing compression, and customer churn among SaaS borrowers
AI summary of the AVBH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $30 million subordinated notes issued at 7.00%, supporting regulatory Tier 2 capital
- Proceeds target redemption or repurchase of $22 million 2029 Notes, plus general corporate purposes
Item 8.01: Other Events
- $18 million of 2029 Notes privately repurchased and canceled for approximately $18.2 million, including accrued interest
- Remaining $4 million of 2029 Notes scheduled for redemption September 30, 2026
Item 7.01: Regulation FD Disclosure
- Completed offering of Notes, indicating new debt financing for Avidbank Holdings
- Investor presentation furnished to support investor review of the Notes offering
Item 7.01: Regulation FD Disclosure
- Investor presentation filed as Exhibit 99.2 for management’s future investor discussions
- Presentation content incorporated by reference into the Regulation FD disclosure
Item 8.01: Other Events
- Dale appointed President of Avidbank Holdings and Avidbank
- Leadership change potentially affects operating strategy and succession planning
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jonathan M. Dale appointed President of Avidbank Holdings and Avidbank effective August 3, 2026
- Mark D. Mordell remains Chairman and Chief Executive Officer, creating a separate president-CEO leadership structure
AI summaries of AVBH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AVBH
Don't miss the next AVBH filing
- Alerts as it files. A push when AVBH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AVBH, by share count.
- Ask anything. An AI agent that reads every AVBH filing and answers with sources.
AVBH alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Oakes Patrick Timothy | D | Oct 2, 2026 | 882 | $31.26 |
| DEMARCO VICTOR FRANCESCO E. | D | Oct 2, 2026 | 463 | $31.26 |
| THOMA GINA N. | D | Oct 2, 2026 | 803 | $31.26 |
| MORDELL MARK DANIEL | D | Oct 2, 2026 | 1,295 | $31.26 |
| BENEDICT TAMI LAURA | D | Oct 2, 2026 | 351 | $31.26 |
| Dale Jonathan Michael | A | Sep 15, 2026 | 15,625 | - |
| ROSINUS MIKE | Sell | Sep 9, 2026 | 1,500 | $31.45 |
| WASSON ARTHUR | Sell | Aug 14, 2026 | 10,000 | $33.14 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $142.4M | $145.8M |
| Net Income | - | $21.0M | -$19.6M |
| Net Margin | - | 14.8% | -13.4% |
| Balance Sheet | |||
| Total Assets | - | $2.3B | $2.6B |
| Equity | $165.3M | $186.4M | $281.0M |
| ROE | - | 11.3% | -7.0% |
| Per Share | |||
| EPS | - | $2.76 | $-2.25 |
| Cash Flow | |||
| Operating CF | - | $22.7M | $39.0M |
| CapEx | - | $47K | $93K |
Source: XBRL data in Avidbank Holdings, Inc. (AVBH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AVBH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 19 | $65.8M |
| Q1 2026 | 19 | $30.0M |
| Q4 2025 | 12 | $17.7M |
| Q3 2025 | 9 | $11.3M |
- BlackRock+368.7K (+166%)
- Two Sigma Investments+210.3K (+404%)
- State Street Corp+67.9K (+98%)
- JPMorgan Chase & Co+57.5K (+4867%)
- Morgan Stanley+49.7K (+64%)
- Franklin Resources−10.8K (-9%)
- Millennium Management−9.0K (-36%)
- T. Rowe Price Group+7.7K
- Prudential Financial−21.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 59 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AVBH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 12, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - |
Related Financials companies
- SRCE · 1ST SOURCE CORPState Commercial Banks
- ACNB · ACNB CORPState Commercial Banks
- ALLY · Ally Financial IncState Commercial Banks
- AMAL · Amalgamated Financial Corp.State Commercial Banks
- ABCB · Ameris BancorpState Commercial Banks
- ASB · ASSOCIATED BANC-CORPState Commercial Banks
- AUB · Atlantic Union Bankshares CorpState Commercial Banks
- BOH · BANK OF HAWAII CORPState Commercial Banks
AVBH SEC filings: frequently asked questions
Are AVBH insiders buying or selling?
In the last 90 days, Avidbank Holdings, Inc. (AVBH) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $378,575 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AVBH stock?
As of June 30, 2026, the largest Avidbank Holdings, Inc. (AVBH) holders among the 13F filers tracked by SignalX were BlackRock ($19.5 million), Vanguard Capital Management LLC ($12.0 million), Two Sigma Investments ($8.7 million), State Street Corp ($4.5 million), Morgan Stanley ($4.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AVBH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Avidbank Holdings, Inc. (AVBH) reported revenue of $145.8 million (up 2.3% from FY2024) and a net loss of $19.6 million. Diluted EPS was -$2.25. The figures come from the XBRL data in the 10-K.
What did AVBH report in its latest 8-K?
Avidbank Holdings, Inc. (AVBH) filed an 8-K on August 27, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 8.01 (Other Events) and Item 7.01 (Regulation FD Disclosure). $30 million subordinated notes issued at 7.00%, supporting regulatory Tier 2 capital.
What are the latest AVBH SEC filings?
Avidbank Holdings, Inc. (AVBH) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 27, 2026 and a Form 4 insider filing on October 6, 2026.
What is AVBH's SEC CIK number?
Avidbank Holdings, Inc. (AVBH)'s SEC Central Index Key (CIK) is 1443575. EDGAR lists every AVBH filing under that number.
Ask anything about AVBH
The research agent reads AVBH's filings, financials, insider trades and 13F holders, then answers with sources.