Every SEC Form 3/4/5 on record for this filer (CIK 1796029) — 2 issuers, 14 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 | 8 | −$21,224 |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | Director · lapsed | 2019-12-05 → 2023-05-18 | 6 | $50,155 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CWBC | 2026-05-05 | Buy | 150 | $23.57 | $3,536 | 12,310 |
| CWBC | 2026-05-04 | Buy | 15 | $23.78 | $357 | 12,160 |
| CWBC | 2025-08-29 | Buy | 17 | $21.29 | $362 | 12,145 |
| CWBC | 2025-05-09 | Buy | 84 | $18.85 | $1,583 | 12,128 |
| CWBC | 2025-03-19 | Buy | 57 | $18.26 | $1,036 | 10,225 |
| CWBC | 2024-09-13 | Sell | 1,400 | $20.07 | $28,098 | 10,168 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.