Highest-materiality recent filing
FinWise Q2 net income falls to $2.1M, EPS $0.15; provision expense rises
Net income $2.1M, diluted EPS $0.15 vs $0.29 YoY and $0.20 QoQ.
FinWise Bancorp acquires Tallied technology platform for in-house card issuing
Acquired Tallied's credit card issuance and processing platform; now owns card tech stack end-to-end.
Shareholders approved 750,000 share increase in 2019 Stock Plan, to 2,530,000 total shares.
FinWise shareholders approve increase in 2019 Stock Plan shares by 750k to 2.53M
At June 25, 2026 annual meeting, shareholders approved increase in 2019 Stock Plan share reserve by 750,000 to 2,530,000.
FinWise Bancorp authorizes repurchase of up to 685,000 shares (~5% of outstanding)
Board approved repurchase of up to 685,000 shares (~5% of shares outstanding as of May 19, 2026).
FinWise Q1 2026 net income $2.7M ($0.20 EPS); loan originations $1.7B up 38% YoY
Net income $2.7M vs $3.2M YoY; diluted EPS $0.20 vs $0.23 YoY.
FinWise Bancorp appoints Jim Noone as CEO; Landvatter becomes Executive Chairman
Kent Landvatter stepped down as CEO effective April 6, 2026, remains Executive Chairman of Company and Bank.
FinWise Q4 net income $3.9M, revenue $46.9M; full-year EPS $1.13; new fintech products
Net income $3.9M in Q4 2025, up from $2.8M YoY; full-year net income $16.1M ($1.13 EPS), up from $12.7M ($0.93 EPS).
FinWise Bancorp reports FY2025 net income $16.1M, up 26%; Q4 originations $1.6B exceed guidance
Q4 diluted EPS $0.27 vs $0.20 YoY; net interest margin 11.42% vs 10.00% YoY.
FinWise Q3 net income $4.9M (+42% YoY); loan originations $1.8B; provision jumps to $12.8M
Diluted EPS $0.34 vs $0.29 QoQ and $0.25 YoY; net interest income $18.6M.
FinWise Q2 net income $4.1M, EPS $0.29; loan originations $1.5B
Net income of $4.1M ($0.29 diluted EPS), up from $3.2M ($0.23) in Q1 2025 and $3.2M ($0.24) in Q2 2024.
FinWise Bancorp updates investors on Q1 2025; TBV $13.42, efficiency ratio 64.8%
TBV per share $13.42 at March 31, 2025, up from $12.70 a year earlier.
FinWise Bancorp shareholders elect Kent Landvatter and Howard Reynolds to board
Elected Kent Landvatter with 7,101,803 For, 485,046 Withheld; Howard Reynolds with 5,777,041 For, 1,809,808 Withheld.
FinWise Bancorp appoints Baker Tilly as auditor after Moss Adams merger
Moss Adams LLP merged with Baker Tilly US, LLP effective June 3, 2025; Moss Adams resigned as auditor.
FinWise Q1 net income $3.2M ($0.23 EPS); originations $1.3B; NPLs down to $29.9M
Net income $3.2M vs $2.8M prior Q and $3.3M year ago; diluted EPS $0.23.
FinWise Bancorp amends bylaws to supermajority vote; stock plans restrict option repricing
Bylaw amendment replaces 66⅔% supermajority shareholder vote with majority vote for bylaw changes, effective April 16, 2025.
FinWise Bancorp Q4 2024 net income $2.8M ($0.20 EPS); full year EPS $0.93; NPLs rise to 7.8%
Net income $2.8M in Q4 2024, down from $4.2M in Q4 2023; diluted EPS $0.20 vs $0.32.
FinWise Bancorp expands fintech offerings; signs 4 new lending programs in 2024
During 2024, signed four new Strategic Lending Programs, a Payments program, a credit card program, and a credit-enhanced balance sheet program.
FinWise Bancorp appoints Natasha L. Clayton as COO and EVP of FinWise Bank
Natasha Clayton, 42, appointed Chief Operating Officer and Executive Vice President of FinWise Bank, effective October 29, 2024.
FinWise Q3 net income $3.5M ($0.25 EPS) down from $4.8M; originations $1.4B, NPLs surge to $30.6M
Net income $3.5M ($0.25 diluted EPS), down from $4.8M ($0.37) in Q3 2023; net interest income rose to $14.8M.
FinWise Bancorp unveils payments expansion, highlights 44.5% lower-risk portfolio and strong capital
Launches Payments (MoneyRails) and BIN Sponsorship to diversify revenue and drive growth (under development).
FinWise Bancorp Q2 net income $3.2M, EPS $0.24; NPLs rise to $27.9M
Net income of $3.2M vs $4.6M YoY; diluted EPS $0.24 down from $0.35.
FinWise Bancorp appoints Susan Ehrlich to Board, expands to nine directors
Board expanded to nine directors; Ehrlich appointed Class III, term ending at 2026 annual meeting.
FinWise Bancorp shareholders approve 500k-share increase to stock plan; elect directors
Shareholders approved amendment to 2019 Stock Option Plan, increasing shares available for awards by 500,000 to 1,780,000 shares.
FinWise Bancorp outlines fintech expansion with Payments Hub and BIN Sponsorship
Tangible book value per share reached $12.70 as of Q1 2024, up from $11.26 a year ago.
FinWise Q1 net income $3.3M, EPS $0.25; NPL ratio 6.6%
Net income $3.3M ($0.25 diluted EPS), down from $4.2M ($0.32) in Q4 2023 and $3.9M ($0.29) in Q1 2023.
FinWise Bancorp appoints James Noone as President, Robert Wahlman as CFO with $400k salary
James Noone appointed President of FinWise Bancorp; Kent Landvatter ceases as President but remains Chairman/CEO.
FinWise Bancorp authorizes share repurchase of up to 641,832 shares (~5% outstanding)
Board authorized repurchase of up to 641,832 shares, approximately 5% of outstanding shares as of March 6, 2024.
FinWise Bancorp releases investor presentation on fintech banking model
Strategic Program Lending contributed 55.3% of 4Q23 gross revenue; SBA 7(a) 23.8%.
FinWise Bancorp furnishes investor presentation without specific financial details
Filed under Item 7.01 Regulation FD, presentation furnished as Exhibit 99.1.
FinWise Q4 net income $4.2M, EPS $0.32; NPLs surge to $27.1M; acquires additional 10% of BFG
Q4 2023 net income $4.2M, diluted EPS $0.32 vs $0.37 Q3 and $0.49 a year ago.
FinWise Bank COO Dawn Cannon to retire effective Dec 13; transitional role through March 2024
Dawn Cannon, COO and EVP of FinWise Bank, retiring effective Dec 13, 2023 to spend more time with family.
FinWise Bancorp amends bylaws to adopt universal proxy rules compliance procedures
Amendments require shareholders using universal proxy to certify compliance with Rule 14a-19 and provide evidence upon request.
FinWise Q3 net income $4.8M ($0.37 EPS); NPL ratio jumps to 3.2% from 0.7%
Net income $4.8M ($0.37 diluted EPS) vs $3.7M ($0.27) a year ago; net interest income $14.4M (+15% YoY).
FinWise Bancorp Q2 2023 net income $4.6M, TBV $11.59, assets $495.6M
Net income for Q2 2023 of $4.6M, down from $5.5M in Q2 2022; ROAE (annualized) 12.0%.
FinWise Bancorp reports Q2 net income $4.6M, EPS $0.35; enters deal to increase BFG stake to 20%
Q2 net income $4.6M, diluted EPS $0.35 vs $0.29 prior quarter and $0.41 YoY.
FinWise Bancorp publishes June 2023 investor presentation with Q1 2023 financials
Total assets $442.3M, net income $3.9M, ROAE 11.1%, ROAA 3.8% as of Q1 2023.
FinWise shareholders elect Nievaard, Cunningham as directors, ratify Moss Adams
At June 15, 2023 annual meeting, 9,784,666 of 12,824,572 shares represented (76.3% quorum).
FinWise Bancorp Q1 2023 net income $3.9M; ROAA 3.8%
Total assets $442.3M as of March 31, 2023; Q1 net income $3.9M.
FinWise Bancorp Q1 net income falls 59% YoY to $3.9M; originations halve to $0.9B
Diluted EPS $0.29 vs $0.70 a year ago; net income $3.9M down from $9.4M.
Cash bonus plan based on pre-tax net income; target bonus $240K for 2023, range $0 to max.
FinWise Bancorp promotes James Noone to President of FinWise Bank; approves new compensation plans
James Noone appointed President, Chief Strategy Officer & Chief Credit Officer of FinWise Bank, effective March 21, 2023.
FinWise Bancorp files investor presentation; no specific new facts available
Investor presentation furnished under Regulation FD; full content not included in filing text.
FinWise Q4 net income $6.5M ($0.49 EPS), down 35% YoY; loan originations fall to $1.2B
Net income $6.5M ($0.49 diluted EPS) vs $10.1M ($0.90) in Q4 2021, a 35% decline.
FinWise Bancorp posts investor presentation on Form 8-K; no specific material changes disclosed
Furnished investor presentation under Item 7.01 Regulation FD on December 13, 2022.
FinWise Bancorp approves $400k salary and $458k bonus for EVP Noone
James Noone's annual base salary raised to $400,000, effective July 1, 2022.
FinWise Q3 net income $3.7M, diluted EPS $0.27; loan originations fall to $1.5B
Net income $3.7M vs $5.5M in Q2 2022 and $8.4M in Q3 2021; diluted EPS $0.27 vs $0.41 and $0.91.
Director Alan Weichselbaum repaid $143,410 principal plus $2,232 interest on June 1, 2022 note, terminating the note and security agreement.
Chairman Healey resigns for health reasons; FinWise out of Nasdaq audit committee compliance
Russell Healey resigned as Chairman and from all Board committees on Oct 6, 2022 due to health.
FinWise Bancorp furnishes investor presentation; no material new information disclosed
Investor presentation dated September 2022 furnished under Regulation FD.
On October 29, 2024, FinWise Bancorp (the “Company”) appointed Natasha L. Clayton as Chief Operating Officer and Executive Vice President of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).
the Board of Directors (the “Board”) of FinWise Bancorp (the “Company”) expanded the size of the Board to nine directors and appointed Susan Ehrlich as a Class III Director
On March 26, 2024, Kent Landvatter ceased to serve as President of the Company but will continue to serve as its Chairman and Chief Executive Officer, as well as Chairman and Chief Executive Officer of the Bank.
On March 26, 2024, FinWise Bancorp (the “Company”) appointed James Noone as its President.
On March 26, 2024, the Company appointed Robert E. Wahlman as Chief Financial Officer and Executive Vice President of both the Company and the Bank.
On March 26, 2024, Javvis Jacobson ceased to serve as Chief Financial Officer and Executive Vice President of both the Company and the Bank but will continue to serve as Treasurer of the Bank.
On December 8, 2023, Dawn Cannon notified FinWise Bank (the "Bank"), a wholly owned subsidiary of FinWise Bancorp (the "Company"), of her decision to retire from her role as the Chief Operating Officer and Executive Vice President of the Bank effective as of December 13, 2023 (the "Effective Date") in order to spend more time with family.
On March 21, the Board of Directors (the “Board”) of FinWise Bancorp (the “Company”) appointed James Noone as President, Chief Strategy Officer & Chief Credit Officer of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).
appointed Mr. James Noone as the Chief Strategy Officer & Chief Credit Officer and Executive Vice President of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).
On October 6, 2022, the Board appointed Mr. Kent Landvatter, the Company’s President and Chief Executive Officer, as Chairman of the Board and Mr. Howard I. Reynolds, the Vice Chairman of the Board, as Lead Independent Director, in each case in addition to their respective current positions with the Company.
On October 6, 2022, the Board elected Mr. Alan Weichselbaum as a Class I director to fill the vacancy created as a result of Mr. Healey’s resignation.
On October 6, 2022, the Board appointed Mr. Kent Landvatter, the Company’s President and Chief Executive Officer, as Chairman of the Board and Mr. Howard I. Reynolds, the Vice Chairman of the Board, as Lead Independent Director, in each case in addition to their respective current positions with the Company.
Max materiality 0.80 · Median 0.60 · Most common event earnings