Jonathan M. Dale was named President of Avidbank Holdings, Inc. As of November 6, 2026, Avidbank Holdings, Inc. has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on August 3, 2026, naming 1 appointment (Form 8-K, August 3, 2026).
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Avidbank Holdings, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-08-03. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Avidbank Holdings, Inc. files it.
Also on the record for Avidbank Holdings, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 14, 2026 | Stake report, Schedule 13G/A, by Fourthstone LLC | 6.4% of the class | 5%+ stakes | Source |
| July 27, 2026 | Stake report, Schedule 13G, by BlackRock, Inc. | 5.4% of the class | 5%+ stakes | Source |
| February 13, 2026 | Stake report, Schedule 13G/A, by Banc Fund X L.P. | 5.5% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G, by AllianceBernstein L.P. | 7.8% of the class | 5%+ stakes | Source |
| November 12, 2025 | Stake report, Schedule 13G, by Endeavour Capital Advisors Inc. | 6.4% of the class | 5%+ stakes | Source |
| August 12, 2025 | Stake report, Schedule 13D, by Patriot Financial Partners IV, L.P. | 10% of the class | 5%+ stakes | Source |
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More on Avidbank Holdings, Inc. and the records around it.
Avidbank Holdings, Inc. elsewhere on the record
- 5%+ stake filings Aug 2026
- Who owns it
Companies that share a holder
- Patriot Financial Partners IV, L.P. also filed stake reports on 1 other company: NEWTEKONE, INC. (Sep 2025)
- Endeavour Capital Advisors Inc. also filed stake reports on 5 other companies: FVCBankcorp, Inc. (Aug 2026), California Bancorp (Feb 2026), USCB Financial Holdings, Inc. (Feb 2026)
- Banc Fund IX L.P. also filed stake reports on 14 other companies: Citizens Community Bancorp, Inc. (Feb 2026), FIRST NORTHERN COMMUNITY BANCORP (Feb 2026), First Western Financial Inc (Feb 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-08-03 | In | President | 8-K, 2026-08-03 |
Who leads Avidbank Holdings, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- President: Jonathan M. Dale, appointed (filed 2026-08-03).
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Find candidates like President at Avidbank Holdings, Inc.Every change, in the filing's words
Appointed: Jonathan M. Dale, President
On August 3, 2026, Avidbank Holdings, Inc. (the "Company"), and Avidbank, a California state-chartered bank and a wholly owned subsidiary of the Company (the "Bank") announced that it has appointed Jonathan M. Dale as President of the Company and the Bank.
- On June 26, 2026, the Bank and Mr. Dale entered into an Employment Confirmation Letter ("Confirmation Letter"), pursuant to which Mr. Dale shall become the new President of the Company and the Bank, effective August 3, 2026 (the "Effective Date").
- On the Effective Date and in connection with the appointment of Mr. Dale, Mark D. Mordell, the Company's and the Bank's current Chairman, President and Chief Executive Officer, will continue to serve in the role of Chairman and Chief Executive Officer of the Company and the Bank, and no longer serve as President.
- Mr. Dale, age 48, is a seasoned banking executive with nearly 30 years of experience building, scaling, and leading high-performing commercial banking platforms.
- Prior to joining the Company and the Bank, Mr. Dale served with Umpqua Bank (which became Columbia Bank following its 2023 merger) from January 2016 to July 2025.
- While at Umpqua Bank, from January 2024 until his departure, he served as Executive Vice President and Regional Executive for California, leading the institution's largest region with full profit-and-loss responsibility across five California markets.
- From August 2019 to January 2024, he served as Executive Vice President and Regional Executive for Umpqua Bank's Pacific Northwest and Mountain West regions, where he led the bank's regional operations and expansion into new markets, including Utah and Colorado.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.