Every SEC Form 3/4/5 on record for this filer (CIK 1966223) — 2 issuers, 18 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 | EXECUTIVE VICE PRESIDENT | 2024-06-04 → 2026-06-01 | 13 | $17,824 |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | EXECUTIVE VICE PRESIDENT · lapsed | 2023-02-16 → 2024-03-04 | 5 | $9,578 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CWBC | 2026-06-01 | Buy | 94 | $20.91 | $1,966 | 19,985 |
| CWBC | 2026-02-27 | Buy | 266 | $20.65 | $5,493 | 21,648 |
| CWBC | 2025-11-28 | Buy | 84 | $19.19 | $1,612 | 21,382 |
| CWBC | 2025-08-29 | Buy | 118 | $16.02 | $1,890 | 21,298 |
| CWBC | 2025-05-30 | Buy | 101 | $16.02 | $1,618 | 22,085 |
| CWBC | 2025-02-28 | Buy | 156 | $17.36 | $2,708 | 14,881 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.