GBFHNasdaqState Commercial BanksFiscal year ends December 31
GBank Financial Holdings Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$17.17−0.35 (-2.00%)
Close on Oct 19, 2026
- Market cap
- $249.72M
- P/E (TTM)
- 13.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
26.3%
4M of 15M shares
Institutional holders
83
18 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
16 buys · 5 sales
Net bought $2.15M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Finley Alfred Lee | 1,682,569 | 11.80% | 13D (active) | Apr 29, 2025 |
| Edward M. Nigro | 1,158,287 | 8.10% | 13D (active) | Apr 29, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GBFH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 664,990 | 4.58% | $20.16M | +47,668 | 0.00% |
| Vanguard Capital Management LLC | 421,802 | 2.91% | $12.78M | +8,849 | 0.00% |
| Arista Wealth Management, LLC | 295,296 | 2.03% | $8.95M | – | 0.97% |
| Geode Capital Management, LLC | 243,165 | 1.68% | $7.37M | +22,528 | 0.00% |
| Chapin Davis, Inc. | 232,425 | 1.60% | $7.04M | +50 | 1.24% |
| State Street Corp | 203,809 | 1.40% | $6.18M | +9,771 | 0.00% |
| Spears Abacus Advisors LLC | 202,125 | 1.39% | $6.13M | – | 0.11% |
| RVW Wealth, LLC | 119,023 | 0.82% | $3.61M | −39,831 | 0.24% |
| Emerald Mutual Fund Advisers Trust | 118,000 | 0.81% | $3.58M | – | 0.13% |
| Kennedy Capital Management LLC | 116,637 | 0.80% | $3.54M | −36,239 | 0.06% |
| Citadel Advisors LLC | 90,439 | 0.62% | $2.74M | +29,271 | 0.00% |
| Quantinno Capital Management LP | 77,970 | 0.54% | $2.36M | +7 | 0.00% |
| Charles Schwab Investment Management Inc | 77,476 | 0.53% | $2.35M | +2,476 | 0.00% |
| Aqr Capital Management LLC | 77,245 | 0.53% | $2.34M | New | 0.00% |
| Northern Trust Corp | 75,730 | 0.52% | $2.30M | +9,769 | 0.00% |
| HighTower Advisors, LLC | 70,259 | 0.48% | $2.13M | +35 | 0.00% |
| Vanguard Fiduciary Trust Co | 66,224 | 0.46% | $2.01M | +4,967 | 0.00% |
| Vanguard Portfolio Management LLC | 65,866 | 0.45% | $2.00M | +13,907 | 0.00% |
| Susquehanna International Group, Llp | 56,101 | 0.39% | $1.70M | New | 0.00% |
| Pacific Ridge Capital Partners, LLC | 46,602 | 0.32% | $1.41M | +6,392 | 0.26% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | 4M | 26.3% | 18 / 34 | 17 / 3 | 0M | 0M |
| Q1 2026 | 69 | 4M | 24.6% | 18 / 20 | 18 / 9 | 1M | 0M |
| Q4 2025 | 61 | 3M | 23.2% | 10 / 24 | 18 / 5 | 0M | 0M |
| Q3 2025 | 56 | 3M | 21.7% | 9 / 23 | 10 / 6 | 0M | 0M |
| Q2 2025 | 53 | 3M | 20.6% | 50 / 1 | 2 / 0 | 3M | 0M |
| Q1 2025 | 3 | 0M | 1.2% | 0 / 1 | 0 / 0 | 0M | 0M |
| Q4 2024 | 3 | 0M | 1.1% | 1 / 0 | 1 / 0 | 0M | 0M |
| Q3 2024 | 2 | 0M | 1.2% | 1 / 1 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 0M | 1.0% | 0 / 1 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.8% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GBFH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 303,078 | 2.09% | $9.19M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 240,287 | 1.66% | $7.28M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 109,075 | 0.75% | $3.31M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 103,595 | 0.71% | $2.16M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 91,307 | 0.63% | $2.77M | 0.02% | Jun 30, 2026 |
| Emerald Growth Fund | 70,213 | 0.48% | $1.46M | 0.10% | Jul 31, 2026 |
| Emerald Growth Fund | 70,213 | 0.48% | $2.07M | 0.15% | Apr 30, 2026 |
| Fidelity Extended Market Index Fund | 47,293 | 0.33% | $1.41M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 46,334 | 0.32% | $1.38M | 0.01% | May 31, 2026 |
| SmallCap Growth Fund I | 44,132 | 0.30% | $918.83K | 0.04% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 43,452 | 0.30% | $1.29M | 0.01% | May 31, 2026 |
| iShares Micro-Cap ETF | 31,832 | 0.22% | $964.83K | 0.06% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 23,210 | 0.16% | $483.23K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 17,769 | 0.12% | $529.34K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 15,663 | 0.11% | $474.75K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Todd Anthony Nigro | SECRETARY, Director | 318,370 | 2.19% | Aug 5, 2026 |
| Edward Michael Nigro | CEO and Executive Chairman, Director | 1,128,287 | 7.77% | Aug 5, 2026 |
| Terrance Ryan Sullivan | CEO, Pres (Issuer & GBank), Director | 197,005 | 1.36% | May 2, 2025 |
| Olivia Marie Caley | SVP/Financial Reporting Dir | 1,700 | 0.01% | Aug 6, 2026 |
| David Chandler North | EVP/CCO (GBank) | 10,410 | 0.07% | Aug 6, 2026 |
| Hilary R. Sledge-Sarnor | Corporate Secretary | 1,900 | 0.01% | Aug 6, 2026 |
| Jeffrey K. Newgard | President/CEO (GBank) | 52,263 | 0.36% | Aug 5, 2026 |
| Jeffery Ernest Whicker | EVP/CFO (GBank) | 41,450 | 0.29% | Mar 4, 2026 |
| Tara Allyce Campbell | EVP/COO of GBank | 21,399 | 0.15% | Feb 27, 2026 |
| Nancy M. DeCou | EVP/Chief SBA Officer (GBank) | 102,171 | 0.70% | Dec 22, 2025 |
| Scot Michael Levine | EVP, CRO (GBank) | 5,500 | 0.04% | Dec 22, 2025 |
| David Jon Fersdahl | EVP/Card & Payments (GBank) | 1,867 | 0.01% | Aug 5, 2025 |
| Shouvik Kumar Ray | EVP/Chief Information Officer | 1,867 | 0.01% | May 5, 2025 |
| Keith Fuller Jarvis | EVP, CCO (GBank) | 63,187 | 0.44% | May 2, 2025 |
| Michael C. Voinovich | Director | 85,559 | 0.59% | Sep 10, 2026 |
| Charles William Griege Jr. | Director | 511,681 | 3.52% | Aug 7, 2026 |
| Timothy P. Herbst | Director | 352,784 | 2.43% | Aug 5, 2026 |
| James K. Sims | Director | 10,780 | 0.07% | Jul 9, 2026 |
| William Hornbuckle | Director | 328,007 | 2.26% | Jul 9, 2026 |
| Kathryn S. Lever | Director | 45,399 | 0.31% | Jul 9, 2026 |
| Alan Curtis Sklar | Director | 510,464 | 3.52% | Feb 5, 2026 |
| Alfred Lee Finley | Director, 10% owner | 114,800 | 0.79% | Jan 7, 2026 |
| Lion Opportunity Master Fund LP Blue | – | 486,681 | 3.35% | Aug 7, 2026 |
| Sovereign Holdings LLC 1990 | – | 1,185,367 | 8.17% | Aug 5, 2026 |
| Capital Holdings LLC EVOL | – | 336,907 | 2.32% | Aug 5, 2026 |
| Universal Holdings LLC 2000 | – | 1,210,328 | 8.34% | Aug 5, 2026 |
| Family LP Sklar | – | 511,867 | 3.53% | Feb 5, 2026 |
| Family LLC Sklar | – | 508,961 | 3.51% | Feb 5, 2026 |
| Rock Family Holdings LLC Black | – | – | – | Feb 5, 2026 |
| ALF Operating Partners, Ltd. | 10% owner | 116,043 | 0.80% | Jan 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael C. Voinovich Director | Sep 8, 2026 | Buy | +2,500 | $20.00 | $50.00K | 85,559 |
| Charles William Griege Jr. Director | Aug 5, 2026 | Buy | +25,000 | $21.03 | $525.75K | 393,289 |
| Timothy P. Herbst Director | Aug 4, 2026 | Buy | +10,000 | $21.50 | $215.00K | 327,126 |
| Capital Holdings LLC EVOL – | Aug 4, 2026 | Buy | +5,000 | $21.07 | $105.35K | 286,494 |
| Universal Holdings LLC 2000 – | Aug 4, 2026 | Buy | +9,200 | $21.51 | $197.89K | 628,830 |
| Jeffrey K. Newgard President/CEO (GBank) | Aug 4, 2026 | Buy | +8,772 | $21.54 | $188.95K | 21,661 |
| Jeffrey K. Newgard President/CEO (GBank) | Aug 4, 2026 | Buy | +4,293 | $21.54 | $92.47K | 10,602 |
| Jeffrey K. Newgard President/CEO (GBank) | Aug 3, 2026 | Buy | +12,889 | $21.75 | $280.34K | 12,889 |
| Jeffrey K. Newgard President/CEO (GBank) | Aug 3, 2026 | Buy | +6,309 | $21.75 | $137.22K | 6,309 |
| Jeffrey K. Newgard President/CEO (GBank) | Jul 9, 2026 | Award | +20,000 | – | – | 20,000 |
| Timothy P. Herbst Director | Jul 7, 2026 | Award | +279 | $30.12 | $8.40K | 25,658 |
| Timothy P. Herbst Director | Jul 7, 2026 | Award | +382 | $27.16 | $10.38K | 25,379 |
| Lion Opportunity Master Fund LP Blue – | Jul 7, 2026 | Award | +270 | $30.12 | $8.13K | 118,392 |
| Lion Opportunity Master Fund LP Blue – | Jul 7, 2026 | Award | +336 | $27.16 | $9.13K | 118,122 |
| James K. Sims Director | Jul 7, 2026 | Award | +212 | $30.12 | $6.39K | 10,780 |
| James K. Sims Director | Jul 7, 2026 | Award | +327 | $27.16 | $8.88K | 10,568 |
| William Hornbuckle Director | Jul 7, 2026 | Award | +309 | $27.16 | $8.39K | 27,922 |
| William Hornbuckle Director | Jul 7, 2026 | Award | +262 | $30.12 | $7.89K | 28,184 |
| Capital Holdings LLC EVOL – | Jul 7, 2026 | Award | +154 | $30.12 | $4.64K | 11,773 |
| Capital Holdings LLC EVOL – | Jul 7, 2026 | Award | +318 | $27.16 | $8.64K | 11,619 |
| Kathryn S. Lever Director | Jul 7, 2026 | Award | +309 | $27.16 | $8.39K | 45,399 |
| Kathryn S. Lever Director | Jul 7, 2026 | Award | +262 | $30.12 | $7.89K | 45,661 |
| Charles William Griege Jr. Director | Jun 5, 2026 | Buy | +24,000 | $29.00 | $696.00K | 368,289 |
| Charles William Griege Jr. Director | Jun 5, 2026 | Buy | +4,000 | $29.00 | $116.00K | 117,786 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Mar 4, 2026 | Option exercise | +28,000 | $10.80 | $302.40K | 41,450 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Mar 3, 2026 | Option exercise | +7,125 | $10.80 | $76.95K | 20,575 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Mar 3, 2026 | Sale | −7,125 | $29.98 | $213.61K | 13,450 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Mar 2, 2026 | Option exercise | +24,875 | $10.80 | $268.65K | 38,325 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Mar 2, 2026 | Sale | −24,875 | $30.07 | $747.99K | 13,450 |
| Tara Allyce Campbell EVP/COO of GBank | Feb 26, 2026 | Option exercise | +13,000 | $12.37 | $160.81K | 21,399 |
| Tara Allyce Campbell EVP/COO of GBank | Feb 25, 2026 | Sale | −7,000 | $31.41 | $219.87K | 8,399 |
| Tara Allyce Campbell EVP/COO of GBank | Feb 25, 2026 | Option exercise | +9,766 | $12.37 | $120.81K | 15,399 |
| Timothy P. Herbst Director | Jan 6, 2026 | Award | +206 | $35.84 | $7.38K | 24,997 |
| Michael C. Voinovich Director | Jan 6, 2026 | Award | +280 | $35.84 | $10.04K | 82,249 |
| ALF Operating Partners, Ltd. 10% owner | Jan 6, 2026 | Award | +143 | $35.84 | $5.13K | 16,166 |
| Lion Opportunity Master Fund LP Blue – | Jan 6, 2026 | Award | +185 | $35.84 | $6.63K | 113,786 |
| Capital Holdings LLC EVOL – | Jan 6, 2026 | Award | +185 | $35.84 | $6.63K | 11,301 |
| James K. Sims Director | Jan 6, 2026 | Award | +206 | $35.84 | $7.38K | 10,241 |
| Kathryn S. Lever Director | Jan 6, 2026 | Award | +192 | $35.84 | $6.88K | 45,090 |
| William Hornbuckle Director | Jan 6, 2026 | Award | +178 | $35.84 | $6.38K | 27,613 |
| Timothy P. Herbst Director | Dec 18, 2025 | Award | +1,100 | – | – | 24,791 |
| William Hornbuckle Director | Dec 18, 2025 | Award | +1,100 | – | – | 27,435 |
| Michael C. Voinovich Director | Dec 18, 2025 | Award | +1,100 | – | – | 81,969 |
| Todd Anthony Nigro SECRETARY, Director | Dec 18, 2025 | Award | +1,100 | – | – | 11,116 |
| Kathryn S. Lever Director | Dec 18, 2025 | Award | +1,100 | – | – | 44,898 |
| Nancy M. DeCou EVP/Chief SBA Officer (GBank) | Dec 18, 2025 | Award | +20,000 | – | – | 27,101 |
| Scot Michael Levine EVP, CRO (GBank) | Dec 18, 2025 | Award | +1,900 | – | – | 5,500 |
| Tara Allyce Campbell EVP/COO of GBank | Dec 18, 2025 | Award | +1,900 | – | – | 5,633 |
| Universal Holdings LLC 2000 – | Dec 18, 2025 | Award | +20,000 | – | – | 142,142 |
| James K. Sims Director | Dec 18, 2025 | Award | +1,100 | – | – | 10,035 |
| ALF Operating Partners, Ltd. 10% owner | Dec 18, 2025 | Award | +1,100 | – | – | 16,023 |
| Lion Opportunity Master Fund LP Blue – | Dec 18, 2025 | Award | +1,100 | – | – | 113,601 |
| Jeffery Ernest Whicker EVP/CFO (GBank) | Dec 18, 2025 | Award | +1,900 | – | – | 13,450 |
| William Hornbuckle Director | Dec 5, 2025 | Gift | −100,000 | – | – | 300,085 |
| Charles William Griege Jr. Director | Nov 11, 2025 | Buy | +25,000 | $33.30 | $832.50K | 344,289 |
| Sovereign Holdings LLC 1990 – | Nov 7, 2025 | Buy | +200 | $34.10 | $6.82K | 16,700 |
| Sovereign Holdings LLC 1990 – | Nov 7, 2025 | Buy | +200 | $34.17 | $6.83K | 16,100 |
| Sovereign Holdings LLC 1990 – | Nov 7, 2025 | Buy | +200 | $33.99 | $6.80K | 16,300 |
| Sovereign Holdings LLC 1990 – | Nov 7, 2025 | Buy | +200 | $34.00 | $6.80K | 16,500 |
| Tara Allyce Campbell EVP/COO of GBank | Nov 3, 2025 | Sale | −911 | $35.09 | $31.97K | 3,733 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ernest Whicker Jeffery Officer | Feb 27, 2026 | 32,000 | $966.72K | Mar 2, 2026 | Stock Option Exercise |
| Allyce Campbell Tara Officer | Feb 24, 2026 | 7,000 | $219.10K | Feb 24, 2026 | Stock Option Exercise |
| Allyce Campbell Tara Officer | Oct 30, 2025 | 3,867 | $141.18K | Oct 31, 2025 | Restricted Stock Vesting |
| Operating Partners Ltd. Alf Owner | Oct 30, 2025 | 99,877 | $3.82M | Oct 31, 2025 | Purchased from Third Party |
| Michael Levine Scot Officer | Sep 12, 2025 | 8,000 | $304.00K | Sep 12, 2025 | Stock Option Exercise |
| Jon Fersdahl David Officer | Aug 4, 2025 | 3,000 | $108.00K | Aug 5, 2025 | Restricted Stock Vesting |
| Curtis Sklar Alan Director | Jun 10, 2025 | 30,000 | $1.19M | Jun 11, 2025 | Shares purchased in a private placement transaction conducted by the Issuer pursuant to an exemption from registration |
| Operating Partners Ltd. Alf Owner | May 28, 2025 | 132,294 | $5.54M | May 27, 2025 | Purchased from Third Party |
| Michael Nigro Edward Officer, Director | May 12, 2025 | 60,000 | $2.36M | May 13, 2025 | Shares purchased in a private placement transaction conducted by the Issuer pursuant to an exemption from registration |
| Terrance Ryan Sullivan Officer, President, Chief Executive Officer and Director | Mar 12, 2025 | 19,000 | $636.50K | Mar 13, 2025 | Direct Sale of Stock by the Issuer pursuant to an exemption from registration under a stock purchase program |
| Keith Fuller Jarvis Officer, Executive VP/Chief Credit Officer of GBank | Mar 12, 2025 | 6,000 | $201.00K | Mar 13, 2025 | Restricted Stock Award Issuances |
| Edward Michael Nigro Executive Chairman | Mar 12, 2025 | 19,000 | $636.50K | Mar 13, 2025 | Shares purchased in a private placement transaction conducted by the Issuer pursuant to an exemption from registration |