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Forbright, Inc. has a significant shareholder group led by Bayview-related entities and David Ertel reporting ownership of Class A common stock. As of August 14, 2026, these reporting persons collectively beneficially owned 2,802,640 shares of Class A Common Stock, representing 8.7% of the 32,103,172 shares outstanding. This aggregate consists of 1,281,207 shares held by Bayview Opportunity Master Fund VI, L.P., 680,641 shares held by Bayview Opportunity Master Fund VIa, L.P., 420,396 shares held by Mayim Capital, LLC, and 420,396 shares held by David and Beth L. Ertel as tenants by the entireties. The group previously held 1,835,713 shares, or 6.3% of the class, as of June 30, 2026, indicating a sizable increase in their position following the issuer’s initial public offering. The reporting persons state that the ownership information does not constitute an admission of beneficial ownership or of membership in a group for purposes of Section 13(d) or 13(g).
Forbright, Inc. director Lewis A. Sachs reported an indirect restructuring of holdings through GPC Partners Investments (Elevate) LP. On 2026-08-14, GPC Elevate converted 1,095,351 shares of Class B common stock into an equal number of Class A common shares under anti-dilution conversion rights. Following the conversion, GPC Elevate held 7,744,751 Class B and 3,178,251 Class A shares indirectly. The company’s charter limits conversions so GPC Elevate does not exceed 9.9% beneficial ownership of outstanding Class A stock. Sachs disclaims beneficial ownership except for any pecuniary interest.
Forbright, Inc. investor John Delaney reports beneficial ownership of 4,962,235 shares of the company’s Class A common stock on a Schedule 13G. This stake represents 13.7% of the Class A common stock, calculated using 33,173,832 shares outstanding as of August 14, 2026 plus shares underlying options.
The position includes 2,965,000 shares issuable upon exercise of vested options, as well as shares held directly, as restricted stock, and through several related entities. Delaney has sole voting and dispositive power over 4,837,235 shares and shared voting and dispositive power over 125,000 shares, including securities held through entities associated with him and his spouse.
CB Elevate Aggregator L.P. and affiliated Centerbridge entities report a significant stake in Forbright, Inc. Class A common stock. As of August 14, 2026, CB Elevate directly owns 3,178,251 Class A shares, representing approximately 9.9% of the outstanding Class A common stock, based on 32,103,172 shares outstanding disclosed to them.
This position reflects the acquisition of 1,095,351 Class A shares after June 30, 2026 through the exercise of anti-dilution conversion rights under Forbright’s Amended and Restated Certificate of Incorporation, converting an equal number of Class B shares into Class A. CB Elevate continues to hold 7,214,751 Class B shares that remain convertible into Class A, but further conversions are limited so that CB Elevate cannot beneficially own more than 9.9% of the outstanding Class A stock. As of June 30, 2026, before this conversion, the reporting group beneficially owned 2,082,900 Class A shares, or about 7.2%.
Forbright, Inc. received an ownership report from GPC Partners Investments (Elevate) LP and related Gallatin Point entities and principals Matthew B. Botein and Lewis A. (Lee) Sachs. As of August 14, 2026, GPC Elevate directly holds 3,178,251 shares of Class A common stock, representing 9.9% of the outstanding Class A shares based on 32,103,172 shares outstanding. This stake includes 1,095,351 Class A shares obtained after June 30, 2026 through anti-dilution conversion rights, under which an equal number of Class B shares were converted into Class A following the company’s initial public offering and other dilutive issuances. GPC Elevate still holds 7,744,751 Class B shares that are convertible into Class A, but the charter restricts conversions that would increase its beneficial ownership above 9.9%. As of June 30, 2026, before this conversion, the group beneficially owned 2,082,900 Class A shares, or 7.2% based on 28,939,391 Class A shares then outstanding.
Forbright, Inc. reported modest balance-sheet growth but significantly lower profitability for the three and six months ended June 30, 2026. Total assets rose to $8.51 billion from $7.89 billion at year-end 2025, driven by loan growth, higher cash balances, and a stable securities portfolio. Loans held for investment at amortized cost increased to $5.60 billion from $5.22 billion, while total deposits grew to $7.27 billion from $6.78 billion, with strong growth in savings and money market balances.
Quarterly net interest income was $63.1 million, roughly flat year over year, as higher loan interest income was offset by higher deposit costs. Non-interest income more than doubled to $21.8 million, helped by $6.9 million of servicing income and higher other non-interest income. However, non-interest expense rose sharply to $65.8 million from $48.3 million, including higher compensation, professional fees, and loan administration costs. Combined with a higher effective tax rate of 69.0%, quarterly net income fell to $4.1 million from $15.1 million; six‑month net income declined to $15.8 million from $26.2 million.
Capital strengthened meaningfully. Common equity increased to $967.2 million from $822.4 million, primarily from the IPO, which added 7.9 million Class A shares and $131.0 million of net proceeds, with an additional over-allotment issuance disclosed after quarter-end. The company acquired its headquarters building for $37.4 million and assumed operating leases to tenants, generating $1.4 million of lease income in the quarter, and continues to report low levels of other real estate owned and a loan allowance coverage of $54.6 million on the portfolio.
Forbright, Inc. has a significant institutional shareholder group led by Wellington Management entities. Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP and Wellington Management Company LLP collectively report 2,596,821 shares of Forbright common stock as beneficially owned, representing 8.97% of the class. These shares are held of record by advisory clients of various Wellington investment advisers, not by Wellington itself.
Wellington reports no sole voting or dispositive power over the shares, only shared powers across its entities. The group states that no single client has the right to receive dividends or sale proceeds for more than 5% of the outstanding common stock. The filing reflects a passive ownership position by a large asset manager on behalf of multiple underlying clients.
Forbright, Inc. EVP and CFO Christopher Spencer Lynch reported a Form 4 reflecting a tax-withholding disposition of Class A Common Stock. On August 7, 2026, 4,915 shares were withheld by the company at a price of $19.08 per share to satisfy tax obligations arising from the vesting of 10,000 restricted shares. Following this withholding, Lynch directly holds 98,688 shares, including multiple restricted stock awards with multi-year vesting schedules.
Forbright, Inc. reported second-quarter 2026 net income of $4.1 million, or $0.09 diluted EPS, down from $11.6 million, or $0.27 diluted EPS, in the prior quarter. Results reflect a $5.6 million write-down of deferred tax assets tied to new public-company compensation tax rules and additional IPO-related expenses, which raised the effective tax rate to 69.0%.
Net interest income increased to $63.1 million from $59.6 million, and net interest margin improved to 3.19% from 3.10%, helped by loan growth and a lower cost of funds. Non-interest income rose to $21.8 million, driven mainly by solar servicing fees, FHA/HUD activity and rental income from the recently acquired headquarters building, while non-interest expenses climbed to $65.8 million due to retention compensation, solar servicing pass-through costs, building ownership and IPO costs.
Total assets grew to $8.5 billion as loans reached $6.1 billion and deposits $7.3 billion, with strong digital deposit growth. Credit quality remained solid, with annualized net charge-offs at 0.20% and non-performing assets at $92.9 million, or 1.09% of assets. Following the IPO, stockholders’ equity increased to $967.2 million and the Common Equity Tier 1 ratio improved to 12.97%, providing capacity to support further balance sheet growth.
FISH JASON M reported acquisition or exercise transactions in this Form 4 filing.
Forbright, Inc. director Jason M. Fish received an award of 205 fully vested deferred restricted stock units (DRSUs) of Class A common stock on 2026-07-16 at $18.68 per unit, granted in lieu of his quarterly cash retainer. Each DRSU is a contingent right to receive one share of Class A common stock, settling after his board service ends, and brings his directly held DRSUs to 6,376. The report also lists indirect holdings of 1,324,561 Class A shares through FBF Partners, L.P. and 212,436 shares through Sebastes Capital, LLC, over which he has sole voting and dispositive power while disclaiming beneficial ownership except for his pecuniary interest.