Every SEC Form 3/4/5 on record for this filer (CIK 1981173) — 2 issuers, 45 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 | 2026-04-09 → 2026-05-08 | 3 | — |
| UBFO | UNITED SECURITY BANCSHARES | Director | 2023-06-12 → 2026-04-13 | 28 | $3M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| UBFO | 2025-10-30 | Buy | 124 | $9.14 | $1,137 | 4,115 |
| UBFO | 2025-08-07 | Buy | 55,814 | $8.34 | $465,489 | 1,281,347 |
| UBFO | 2025-08-07 | Buy | 55,814 | $8.34 | $465,489 | 1,285,085 |
| UBFO | 2025-08-04 | Buy | 128 | $8.73 | $1,121 | 3,990 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.