Avidbank Holdings, Inc. filings document the public-company disclosures of a bank holding company whose common stock trades on Nasdaq under AVBH. The company's 8-K reports furnish quarterly and annual financial results, investor presentations, and material-event updates tied to Avidbank's banking operations and balance-sheet management.
Regulatory filings also cover proxy governance for annual shareholder meetings, board appointments and resignations, committee assignments, director independence matters, and compensatory arrangements. The filing record includes disclosures related to the company's completed initial public offering, common stock registration context, exchange listing, exhibits, and capital-structure information for its no-par-value common stock.
Avidbank Holdings, Inc. (symbol: AVBH) is the issuer of record for a Form 4 filing submitted to the SEC. Dale Jonathan Michael reported acquisition or exercise transactions in this Form 4 filing.
Avidbank Holdings, Inc. (AVBH) reported that its President, Dale Jonathan Michael, received a grant of 15,625 shares of common stock on September 15, 2026 as a restricted stock award under the company’s 2022 Equity Incentive Plan, as amended.
The award was granted at a stated price of $0.00 per share and is subject to a three-year cliff vesting schedule. Following this grant, Dale Jonathan Michael directly holds 15,625 shares of Avidbank common stock. No Rule 10b5-1 trading plan is reported.
Avidbank Holdings, Inc. (AVBH) director Mike Rosinus reported selling 1,500 shares of common stock on September 9, 2026 in an open market or private transaction at $31.45 per share. After this sale, he directly holds 16,680 shares of Avidbank common stock.
Avidbank Holdings, Inc. (AVBH) received a Rule 144 notice from Michael Rosinus covering a proposed sale of its common stock. The notice reports an intention to sell 3,000 shares of common stock, with an aggregate market value of $94,500, when there are 10,950,802 shares outstanding, with the sale expected on or about September 8, 2026. The shares were granted under the company’s Incentive Stock Plan.
Avidbank Holdings, Inc. (AVBH) has filed a Form D for a new exempt offering of subordinated debt securities under Rule 506(b) of Regulation D. The company reports that it has sold $30,000,000 of these securities, with $0 remaining to be sold. The first sale occurred on 2026-08-26. Piper Sandler & Co. is listed in a sales compensation role, and reported finders' fees are $0. The issuer has declined to disclose its revenue range.
Avidbank Holdings, Inc. (AVBH) completed a private placement of $30 million aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2036. The notes were sold at 100% of face value to institutional accredited investors and qualified institutional buyers under Regulation D exemptions.
The notes pay a fixed 7.00% annual interest rate from August 26, 2026 to, but excluding, September 1, 2031, then reset quarterly at three-month term SOFR + 291 basis points (or another benchmark as provided in the terms) until maturity or earlier redemption. The company plans to use the net proceeds to redeem and/or repurchase its $22 million of outstanding 5.000% fixed-to-floating subordinated notes due 2029 and for general corporate purposes. On August 27, 2026, it privately repurchased and cancelled $18 million of the 2029 notes for approximately $18.2 million, and gave notice to redeem the remaining $4 million on September 30, 2026, after which the 2029 notes will be fully retired. The new notes are unsecured, subordinated obligations intended to qualify as Tier 2 capital, are not guaranteed by subsidiaries, and are callable by the company on or after September 1, 2031 and in certain limited circumstances before then.
Fourthstone LLC and related entities report a passive ownership stake in Avidbank Holdings, Inc. Fourthstone LLC, as investment adviser, directly holds 700,818 shares of Avidbank common stock on behalf of its advisory clients, representing 6.40% of the class. This percentage is based on 10,955,167 shares of common stock outstanding as of April 30, 2026, as referenced from the issuer’s Form 10-K. Related reporting persons include Fourthstone Master Opportunity Fund Ltd, Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, Fourthstone GP LLC, and L. Phillip Stone IV, each reporting shared voting and shared dispositive power over their respective positions. The group states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Avidbank Holdings.
Avidbank Holdings, Inc. executive Arthur Wasson, EVP and Chief Revenue Officer, reported a sale of 10,000 shares of Common Stock on 2026-08-14 in a sale in open market or private transaction at $33.14 per share. Following this transaction, he directly holds 10,451 shares of Avidbank Holdings common stock.
Avidbank Holdings, Inc. reported stronger performance for the six months ended June 30, 2026. Net income was $16.7 million versus $11.2 million a year earlier, driven by higher net interest income of $53.2 million compared with $39.6 million. Total assets reached $2.66 billion, with loans of $2.22 billion and deposits of $2.32 billion.
Credit costs increased: the provision for credit losses rose to $4.2 million from $0.9 million, including higher charge‑offs in commercial and construction loans and a $14.4 million non‑accrual construction relationship. Special mention loans increased by $37.2 million, largely from a non‑owner‑occupied real estate relationship. The company also recognized $2.6 million in litigation charges tied to a legal settlement.
Liquidity and capital remain solid. Cash and cash equivalents were $159.9 million, there were no Federal Reserve or FHLB borrowings outstanding, and the bank was categorized as “well capitalized” with a Tier 1 leverage ratio of 11.99%. Estimated uninsured deposits were 40% of total deposits, and non‑reciprocal brokered deposits were $65.5 million, or 3% of deposits.
Avidbank Holdings, Inc. filed an amendment to a previously submitted current report to correct inadvertent errors in the SaaS Strategy Portfolio Breakdown table contained in an investor presentation for the second quarter of 2026. The earnings release previously furnished remains unchanged.
The company has attached an amended investor presentation as Exhibit 99.2, which may be used by management in future investor discussions. This presentation, and the related disclosure, are furnished rather than filed and are not incorporated into other securities law filings unless specifically referenced.
Avidbank Holdings, Inc. has an insider ownership report for President Dale Jonathan Michael on Form 3. He is identified as an officer with the title President and as the reporting person.
The data shows no reported transactions, no reported holdings entries, and no derivative positions in this filing.