Every SEC Form 3/4/5 on record for this filer (CIK 1724818) — 2 issuers, 13 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CWBC | Community West Bancshares | Director | 2024-06-04 → 2026-05-08 | 3 | — |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | Director · lapsed | 2017-12-08 → 2023-05-18 | 11 | −$145,361 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CVCY | 2021-06-09 | Sell | 1,720 | $20.81 | $35,793 | 26,169 |
| CVCY | 2021-06-09 | Sell | 280 | $20.92 | $5,858 | 27,889 |
| CVCY | 2021-03-08 | Sell | 2,000 | $19.67 | $39,340 | 27,205 |
| CVCY | 2019-12-12 | Sell | 2,000 | $21.52 | $43,040 | 27,796 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.