FINW at a glance
Finwise Bancorp (FINW, SEC CIK 1856365) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as July 29, 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), Finwise Bancorp (FINW) reported revenue of $92.5 million (up 24.4% from FY2024) and net income of $16.1 million. Diluted EPS was $1.13.
- As of June 30, 2026, 16 institutional investment managers tracked by SignalX reported holding Finwise Bancorp (FINW) shares worth $27.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $92.5M
- +24.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 16 funds
- $27.1M · +1 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- MD&A excerpt incomplete; no quarterly revenue or year-over-year comparison disclosed
- No profitability, margin, segment, cash-flow, capital-deployment, or outlook figures provided
Risk Factors
- Risk-factor section not provided; submitted text contains no risk disclosures or 10-K comparison
- New share-repurchase authorization: 685,000 shares effective May 19, 2026
- Repurchase-program market risk: 29,736 shares purchased at $14.15 average during the quarter
- Regulatory risk: repurchases subject to Rule 10b-18, Rule 10b5-1, and applicable legal requirements
- Capital-allocation risk: 655,264 authorized shares remained available as of June 30, 2026
AI summary of the FINW 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 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results reported for quarter ended June 30, 2026
- Press release dated July 29, 2026 incorporated as Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Investor presentation materials furnished as Exhibit 99.2 under Regulation FD
- Exhibit 99.2 contains the substantive investor-relevant disclosures
Item 7.01: Regulation FD Disclosure
- FinWise completed an acquisition and assumption agreement with Tallied Technologies, Inc
- Transaction announcement furnished as Exhibit 99.1, containing substantive deal details for investor review
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders elected Gerald E. Cunningham and Lisa Ann Nievaard to director terms extending through the 2029 annual meeting
- Board continuity maintained despite withheld votes of 1,288,385 and 2,354,519, respectively
AI summaries of FINW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FINW
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Grotta Sarah Elizabeth | A | Jul 28, 2026 | 19,072 | $13.96 |
| Brosnan Timothy Stephen | A | Jul 28, 2026 | 14,345 | $13.96 |
| Landvatter Kent | A | Jul 28, 2026 | 56,476 | $13.96 |
| Clayton Natasha Laurette | A | Jul 28, 2026 | 15,715 | $13.96 |
| Wahlman Robert E. | A | Jul 28, 2026 | 26,192 | $13.96 |
| Arias Juan Carlos | A | Jul 28, 2026 | 15,033 | $13.96 |
| OBrien Michael Christopher | A | Jul 28, 2026 | 17,880 | $13.96 |
| Noone James | A | Jul 28, 2026 | 56,476 | $13.96 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $64.5M | $74.4M | $92.5M |
| Net Income | $17.5M | $12.7M | $16.1M |
| Net Margin | 27.1% | 17.1% | 17.4% |
| Balance Sheet | |||
| Total Assets | - | $746.0M | $977.1M |
| Equity | $155.1M | $173.7M | $193.2M |
| ROE | 11.3% | 7.3% | 8.3% |
| Per Share | |||
| EPS | $1.33 | $0.93 | $1.13 |
| Cash Flow | |||
| Operating CF | $12.3M | -$15.0M | -$28.4M |
| CapEx | $7.5M | $4.9M | $219K |
Source: XBRL data in Finwise Bancorp (FINW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FINW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 16 | $27.1M |
| Q1 2026 | 15 | $27.5M |
| Q4 2025 | 16 | $33.2M |
| Q3 2025 | 15 | $32.5M |
| Q2 2025 | 13 | $23.9M |
| Q1 2025 | 10 | $20.4M |
| Q4 2024 | 8 | $16.0M |
| Q3 2024 | 5 | $8.2M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 98 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FINW 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 |
|---|---|---|---|---|
| 10-Q | Aug 12, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
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FINW SEC filings: frequently asked questions
Which institutions hold FINW stock?
As of June 30, 2026, the largest Finwise Bancorp (FINW) holders among the 13F filers tracked by SignalX were BlackRock ($7.5 million), U.S. Bancorp ($6.8 million), Vanguard Capital Management LLC ($5.7 million), Dimensional Fund Advisors ($1.7 million), State Street Corp ($1.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FINW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Finwise Bancorp (FINW) reported revenue of $92.5 million (up 24.4% from FY2024) and net income of $16.1 million. Diluted EPS was $1.13. The figures come from the XBRL data in the 10-K.
What did FINW report in its latest 8-K?
Finwise Bancorp (FINW) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 financial results reported for quarter ended June 30, 2026.
What are the latest FINW SEC filings?
Finwise Bancorp (FINW) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on July 29, 2026.
What is FINW's SEC CIK number?
Finwise Bancorp (FINW)'s SEC Central Index Key (CIK) is 1856365. EDGAR lists every FINW filing under that number.
Ask anything about FINW
The research agent reads FINW's filings, financials, insider trades and 13F holders, then answers with sources.