Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Avidbank Holdings, Inc. in our court records and SEC 8-K records (as of 2026-10-18).
- Leadership changes: the latest reported is Jonathan M. Dale, President (Form 8-K filed 2026-08-03). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Fourthstone LLC (filed 2026-08-14).
Who is behind it
Avidbank Holdings, Inc.: incorporated in California; business address in San Jose, California; industry State Commercial Banks (Form D, 2026-08-31).
Officers and directors, each with the role and the filing that names them:
- Mark D. Mordell: Executive Officer, Director (Form D, 2026-08-31)
- Jonathan Dale: Executive Officer (Form D, 2026-08-31)
- Patrick Oakes: Executive Officer (Form D, 2026-08-31)
- Gina Thoma-Peterson: Executive Officer (Form D, 2026-08-31)
- Elisabeth Foussianes: Executive Officer (Form D, 2026-08-31)
- Tami Laura Benedict: Executive Officer (Form D, 2026-08-31)
- Victor DeMarco: Executive Officer (Form D, 2026-08-31)
- Arthur Wasson: Executive Officer (Form D, 2026-08-31)
- Kristofer W. Biorn: Director (Form D, 2026-08-31)
- James F. Deutsch: Director (Form D, 2026-08-31)
- Diane J. Flynn: Director (Form D, 2026-08-31)
- Keith F. Jensen: Director (Form D, 2026-08-31)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-08-14 | Fourthstone LLC | 6.4% |
| Schedule 13G, 2026-07-27 | Blackrock, Inc. | 5.4% |
| Schedule 13G/A, 2026-02-13 | Banc Fund X L.P. | 5.5% |
| Schedule 13G, 2025-11-14 | Alliancebernstein L.P. | 7.8% |
| Schedule 13G, 2025-11-12 | Endeavour Capital Advisors Inc. | 6.4% |
| Schedule 13D, 2025-08-12 | Patriot Financial Partners Iv, L.P. | 10% |
| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-08-03 | Jonathan M. Dale | President | appointed |
Money raised
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2026-08-31 | $30M | $30M |
Latest IPO step: Avidbank Holdings, Inc. filed its final IPO prospectus, ticker AVBH (424B4, 2025-08-08).
IPO filings: 424B4, 2025-08-08, S-1/A, 2025-08-04, S-1, 2025-07-18; ticker AVBH on Nasdaq Global Select Market.
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
Not for employment, credit, insurance or tenancy decisions.
Cite this page
Permanent URL:
https://mentionfox.com/who-owns/avidbankLast updated 2026-10-18
Primary record: Schedule 13G/A, 2026-08-14 · Form D, 2026-08-31 · Form 8-K, 2026-08-03 · 424B4, 2025-08-08
Who owns Avidbank Holdings, Inc.? Owners, funding and legal record. MentionFox, 2026-10-18. https://mentionfox.com/who-owns/avidbank