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Avidia Bancorp, Inc. SEC Filings

AVBC NYSE

Welcome to our dedicated page for Avidia Bancorp SEC filings (Ticker: AVBC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Avidia Bancorp's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Avidia Bancorp's regulatory disclosures and financial reporting.

Rhea-AI Summary

Avidia Bancorp, Inc. has scheduled its 2026 Annual Meeting of Stockholders for September 15, 2026, at 8:30 a.m. local time. The meeting will be held at the Courtyard by Marriott Marlborough, 75 Felton Street, Marlborough, Massachusetts 01752.

Stockholders of record as of the close of business on July 24, 2026 will be entitled to receive notice of, and to vote at, the Annual Meeting.

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Avidia Bancorp, Inc. CFO and Treasurer Jonathan Michael Nelson reported a new open-market purchase of common stock. On June 3, 2026, he bought 1,065 shares at $18.8999 per share. After this transaction, he directly owns 14,545 shares and indirectly holds 22,378 shares through a 401(k) plan.

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Avidia Bancorp, Inc. President & CEO Robert D. Cozzone reported an open-market purchase of 2,128 shares of common stock at $18.80 per share, acquired indirectly through a 401(k) plan. Following this transaction, the 401(k) holding stands at 67,357 shares of Avidia Bancorp common stock.

The Form 4 also shows 1,096 shares held indirectly through an ESOP and 1,000 shares held directly, giving investors a clearer view of Cozzone’s overall equity position in the company.

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Avidia Bancorp, Inc., parent of Avidia Bank, released an investor presentation outlining its community banking strategy and first-quarter 2026 performance. The bank reported $2.8 billion in total assets, $2.3 billion in total loans, and $2.1 billion in total deposits as of March 31, 2026.

The presentation shows 1Q26 annualized revenue of $113 million, net income of $6.0 million, and earnings per share of $0.32. Net interest margin was 3.61%, with return on assets at 0.86% and return on tangible equity at 6.57%. Avidia emphasizes commercial lending, condo association lending, and health savings account and payments activities, which accounted for $601 million of deposits and 46% of 2025 non-interest income. Capital ratios remain strong, including a total risk-based capital ratio of 19.7%, and the company has initiated a quarterly dividend of $0.05 per share.

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Avidia Bancorp EVP and Chief Admin Officer Barry H. Jensen reported an open-market purchase of 500 shares of Avidia Bancorp common stock at $18.88 per share. After this transaction, he directly holds 42,000 common shares, with additional indirect holdings of 1,096 shares through an ESOP and 100 shares through an LLC.

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Avidia Bancorp, Inc. director Michael O. Gilles reported open-market purchases of a total of 5,000 shares of common stock. He bought 1,000 shares directly on May 14, 2026 at $19.50 per share, increasing his direct holdings to 25,096 shares. On May 13, 2026, 1,000 shares were purchased at $19.4961 per share and 3,000 shares at $19.50 per share through indirect accounts listed as "By Spouse" and "By IRA." The filing also shows 1,300 indirectly held shares as custodian for a grandchild.

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Avidia Bancorp, Inc. executive Barry H. Jensen, EVP and Chief Admin Officer, reported an open‑market purchase of 500 shares of common stock at $19.26 per share. Following this transaction, he directly holds 41,500 shares. He also has indirect holdings of 1,096 shares through an ESOP and 100 shares through an LLC.

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Avidia Bancorp, Inc. President & CEO Robert D. Cozzone reported an open-market purchase of 2,023 shares of common stock at $19.7678 per share through a 401(k) plan, increasing that indirect position to 65,229 shares. He also reported 1,096 shares held indirectly via an ESOP and 1,000 shares held directly, with certain related activity described as not required to be reported under Section 16.

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Avidia Bancorp, Inc. reported a profitable first quarter of 2026, earning $5.996 million after a loss of $11.587 million a year earlier. The improvement came as credit loss expense on loans fell sharply to $0.859 million from $17.305 million, and net interest income rose to $23.982 million from $19.211 million.

Total assets were $2.807 billion as of March 31, 2026, slightly below $2.837 billion at year-end 2025, while deposits increased to $2.146 billion. Federal Home Loan Bank advances declined to $205 million, and the allowance for credit losses on loans was $22.761 million. Capital levels remained strong, with the bank well above regulatory "well capitalized" thresholds and a common equity Tier 1 ratio of 15.2%. The board also declared a quarterly cash dividend of $0.05 per share.

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Avidia Bancorp, Inc. executive Barry H. Jensen, EVP and Chief Administrative Officer, reported an open-market purchase of 1,000 shares of Common Stock. The shares were bought at a price of $20.19 per share on May 8, 2026. After this purchase, Jensen directly holds 41,000 shares. He also has indirect holdings reported as 1,096 shares through an ESOP and 100 shares through an LLC.

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FAQ

How many Avidia Bancorp (AVBC) SEC filings are available on StockTitan?

StockTitan tracks 73 SEC filings for Avidia Bancorp (AVBC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Avidia Bancorp (AVBC)?

The most recent SEC filing for Avidia Bancorp (AVBC) was filed on June 26, 2026.