Welcome to our dedicated page for Avidbank SEC filings (Ticker: AVBH), 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.
The Avidbank Holdings, Inc. (AVBH) SEC filings page provides access to the company’s regulatory disclosures as a Nasdaq‑listed bank holding company. Avidbank Holdings, Inc., headquartered in San Jose, California, is the parent of Avidbank, a California state‑chartered commercial bank. Its common stock is registered under Section 12(b) of the Securities Exchange Act of 1934 and trades on The Nasdaq Stock Market LLC under the symbol AVBH, as reflected in its current reports on Form 8‑K.
Through its SEC filings, Avidbank reports information relevant to its commercial banking activities, which it describes as including commercial and industrial lending, venture lending, structured finance, asset‑based lending, sponsor finance, fund finance, and real estate construction and commercial real estate lending. Current reports on Form 8‑K include items such as results of operations and financial condition, where the company furnishes earnings press releases for specific quarters, and Regulation FD disclosures, where it provides investor presentations used in meetings with investors.
Other 8‑K filings address corporate and governance events, for example board of director changes, and capital markets transactions such as the completion of its initial public offering and the exercise of the underwriters’ overallotment option. These filings describe the number of shares sold, the public offering price and the approximate net proceeds to the company.
On this page, users can review Avidbank Holdings’ SEC filings, including 8‑Ks that reference quarterly earnings announcements, investor presentations and material corporate events. Stock Titan’s tools can pair these filings with AI‑powered summaries to highlight key points from lengthy documents, helping readers quickly understand what each filing reports about AVBH’s financial results, capital actions, governance updates and other disclosed matters.
Avidbank Holdings director-associated entity sells small share block
An entity affiliated with director Mike Rosinus, PTMR Capital Partners LP, sold 1,143 shares of Avidbank Holdings common stock on February 11, 2026 at $30.45 per share in an open-market transaction. After the sale, PTMR Capital Partners LP held 192,169 shares indirectly, while Rosinus also directly held 16,680 shares. This Form 4 amendment was filed to correct the share amount previously reported for that date.
Avidbank Holdings reports on its 2025 performance as a growing Bay Area–based commercial bank with specialized national lending platforms. As of December 31, 2025, it had total assets of $2.57 billion, loans of $2.15 billion, deposits of $2.19 billion and shareholders’ equity of $281.0 million.
In August 2025 the company completed an IPO, selling 2,610,000 shares of common stock at $23.00 per share, with underwriters later exercising an option for 391,500 additional shares. Proceeds strengthened bank capital, funded loan growth and were used to reposition a substantial portion of the available‑for‑sale securities portfolio, repay short‑term borrowings and support general corporate purposes.
The bank operates through five divisions—Corporate Banking, Commercial Real Estate, Construction Lending, Venture Lending and Specialty Finance—each targeting distinct client profiles and loan structures, typically up to $20 million per relationship. Venture Lending and Specialty Finance provide a national footprint, while core lending remains concentrated in the Bay Area.
Management emphasizes conservative credit standards, formal approval limits and active portfolio monitoring, supported by an allowance for credit losses on loans and unfunded commitments equal to 1.15% of total loans as of December 31, 2025. Regulators classify the bank as well‑capitalized under current Basel III capital rules.
Avidbank Holdings, Inc. director Keith Jensen filed an initial Form 3, which is a statement of beneficial ownership for company insiders. The filing reports no transactions and shows no derivative positions or other holdings in Avidbank common stock at this time.
Avidbank Holdings director Mike Rosinus, through investment entity PTMR Capital Partners LP, reported an open-market sale of 56,882 shares of Common Stock at $27.41 per share. After this indirect sale, the filing shows 80 shares held indirectly and 16,680 shares held directly of Avidbank Holdings stock.
The footnote explains that the shares sold were held by PTMR Capital, whose general partners are PTMR GP, LLC and TRF Partners LLC. Rosinus is the sole member of both entities and has sole voting and dispositive power over PTMR Capital’s shares, while disclaiming beneficial ownership beyond any pecuniary interest.
Avidbank Holdings, Inc. director Mike Rosinus reported an open-market sale of common stock through an investment entity he controls. On this date, PTMR Capital Partners LP, an entity for which he has sole voting and dispositive power, sold 7,953 shares of Avidbank common stock at $27.49 per share.
After the transaction, the filing shows 56,962 shares held indirectly through the entity and an additional 16,680 shares held directly in his name, indicating a remaining ownership position substantially larger than the shares sold in this transaction.
Avidbank Holdings, Inc. director Mike Rosinus reported an indirect open-market sale related to 19,318 shares of Common Stock at $28.28 per share. The shares are held by PTMR Capital Partners LP, over which he has sole voting and dispositive power. Following the sale, indirect holdings reported were 64,915 shares, and a separate line reflects 16,680 shares held directly.
Avidbank Holdings, Inc. appointed Keith F. Jensen to its board of directors and to the board of its wholly owned subsidiary, Avidbank, effective March 9, 2026. His appointment fills an existing vacancy, bringing the total to ten directors on each board.
Jensen is considered an independent director under Securities and Exchange Commission and NASDAQ rules and is designated an “audit committee financial expert” under Regulation S-K. He will serve on the Company’s Audit Committee and the Investment and Asset-Liability Committees of both the holding company and the bank. He will receive the same compensation as current board members, and there are no related-party transactions or special arrangements connected to his selection.
Avidbank Holdings, Inc. director Mike Rosinus reported an indirect open-market sale of common stock through an affiliated entity. PTMR Capital Partners LP, an entity associated with him, sold 15,847 shares of Avidbank common stock at $28.09 per share on March 9, 2026.
After this sale, the filing shows 84,233 shares of common stock held indirectly and 16,680 shares held directly by the reporting person. The indirect holdings are reported as held by PTMR Capital Partners LP, with Rosinus having sole voting and dispositive power subject to a pecuniary-interest disclaimer.
Avidbank Holdings, Inc. director Mike Rosinus reported an indirect sale of common stock through an affiliated investment entity. On March 6, 2026, PTMR Capital Partners LP, for which he has sole voting and dispositive power, sold 9,659 shares at an average price of $28.10 per share in an open-market transaction.
After this sale, indirect holdings reported for PTMR Capital Partners LP were 100,080 shares of Avidbank common stock, while Rosinus also reported 16,680 shares held directly.
Avidbank Holdings, Inc. director Mike Rosinus reported an indirect open-market sale of 16,175 shares of common stock at $29.05 per share by PTMR Capital Partners LP, an entity he controls. After the sale, he indirectly held 109,739 shares and directly held 16,680 shares of common stock.