Every SEC Form 3/4/5 on record for this filer (CIK 1729941) — 2 issuers, 50 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 | CEO and PRESIDENT · Director | 2024-06-04 → 2026-05-08 | 9 | $52,264 |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | PRESIDENT & CEO · lapsed | 2018-01-31 → 2024-03-04 | 36 | $268,146 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CWBC | 2026-02-27 | Buy | 1,089 | $20.65 | $22,488 | 58,849 |
| CWBC | 2025-02-28 | Buy | 1,600 | $17.36 | $27,776 | 60,178 |
| CWBC | 2024-05-31 | Buy | 128 | $15.63 | $2,001 | 49,951 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.