Avidbank Holdings, Inc.

Avidbank Holdings, Inc.

AVBH·NASDAQ

$30.50

-1.7%
Financial ServicesBanks - Regional

Avidbank Holdings, Inc. operates as a bank holding company for Avidbank that provides financial products and services to small and middle-market businesses, professionals, and individuals in the Santa Clara, San Mateo, and San Francisco counties. It offers business and personal deposit products, such as checking, money market, and savings accounts; and certificates of deposit. The company also provides personal lending products include secured and unsecured lines of credit, home equity lines of credit, remodel and new home construction loans, and term loans; corporate banking comprises working capital lines of credit, equipment loans, acquisition financing, shareholder buyouts, ESOP loans, and owner-occupied real estate loans; and commercial real estate lending, such as permanent loans and bridge financing products. In addition, it offers construction lending products, including land acquisition loans, pre-development loans, construction spec SFD, owner-occupied SFD, condominiums, subdivision, unsecured business lines, real estate bridge loans, and RLOC – real estate secured loans. Further, the company provides various financing solutions, such as structured finance, venture lending, asset-based lending, and sponsor finance. Additionally, it offers various services, such as automated clearing house payments and collections, bill pay, wire transfer, lockbox, merchant, remote deposit capture, ATM/debit cards, credit cards, business courier, cash management, and notary services. Furthermore, the company offers online and mobile banking services. Avidbank Holdings, Inc. was founded in 2003 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$265.42M
EPS3.1900
P/E Ratio9.56
Earnings Date08/24/2026
0.89%
Return on Invested Capital
-93%
3Y-150.0%
5Y-161.0%
10Y-79.0%
8.53%
Return on Equity
-24%
3Y-53.0%
5Y+13.0%
10Y-25.0%
0.93%
Return on Assets
3%
3Y-20.0%
5Y+39.0%
10Y-17.0%
Avidbank Holdings, Inc.

Avidbank Holdings, Inc. Management Team

AVBH · NASDAQ
MM

Mr. Mark D. Mordell

Chairman & Chief Executive Officer

Born 1960(Age 66)
male
MV

Mr. Victor DeMarco

EVice President, Chief Legal Officer & Head of Advisory Services

male
MG

Mr. Geoffrey E. Butner

Executive Vice President & Chief Credit Officer

male
MP

Mr. Patrick Timothy Oakes C.F.A.

Executive Vice President & Chief Financial Officer

Born 1969(Age 57)
male
MG

Ms. Gina Thoma-Peterson

Executive Vice President & Chief Operating Officer

female
MT

Ms. Tami Benedict

Executive Vice President and Chief of Staff

female
MA

Mr. Arthur Wasson

Executive Vice President of Treasury Management Services

male
MC

Ms. Christina Scheper

Senior Vice President

female
MS

Ms. Sarah Wesner

Senior Vice President & Divisional Manager of Corporate Banking

female
MG

Mr. Greg J. Hickel

Senior Vice President & Senior Credit Administrator of Avidbank

male
avbh

Avidbank Holdings, Inc. Insider Positioning

AVBH · NASDAQ

During the last 12 months, insiders have purchased $3.49M and sold $5.88M worth of AVBH shares, resulting in $2.39M of net selling activity.

3 Months

Bought

0

0.00

Sold

109.7K

3.04M

Net Activity

-3.0M

-$3.04M

3-6 Months

Bought

0

0.00

Sold

91.4K

2.73M

Net Activity

-2.7M

-$2.73M

6-9 Months

Bought

0

0.00

Sold

4.3K

112.00K

Net Activity

-112K

-$112K

9-12 Months

Bought

151.7K

3.49M

Sold

0

0.00

Net Activity

+3.5M

+$3.49M

Top Buyers

1
PFPIL

Patriot Financial Partners Iv, L.P.

10 Percent Owner

80.0K shares1 transactions

$1.84M

2
PBC

Polster Bryan C.

Director

50.0K shares1 transactions

$1.15M

3
TGN

Thoma Gina N.

Officer: Evp, Coo

5.0K shares1 transactions

$115K

4
VMJ

Verissimo Marc J

Director

4.0K shares1 transactions

$92K

5
MMD

Mordell Mark Daniel

Director, Officer: Pres., Ceo

4.0K shares1 transactions

$92K

Top Sellers

1
RM

Rosinus Mike

Director

201.1K shares20 transactions

$5.77M

2
MMD

Mordell Mark Daniel

Director, Officer: Pres., Ceo

1.2K shares1 transactions

$32K

3
OPT

Oakes Patrick Timothy

Officer: Evp, Cfo

828 shares1 transactions

$22K

4
TGN

Thoma Gina N.

Officer: Evp, Coo

754 shares1 transactions

$20K

5
BGE

Butner Geoffrey Evan

Officer: Evp, Chief Credit Officer

656 shares1 transactions

$17K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $2.39M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.59:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$3.04M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

SEC Filings

AVBH - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 07, 2026
May 19, 2026
2026
Showing 1 to 1 of 1 filings