Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Finward Bancorp | 806 | reported | 22 May 2026 | tx 4+1,717 |
| COMMUNITY WEST BANCSHARES / | 0 | reported | 01 Apr 2024 | tx 3+1,006−4,186 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | GRANT_AWARD | Finward Bancorp | 372 | 32.24 USD | |
| 11 Jul 2025 | GRANT_AWARD | Finward Bancorp | 434 | 27.63 USD | |
| 28 Feb 2025 | PURCHASE | Finward Bancorp | 817 | 26.71 USD | |
| 28 Feb 2025 | PURCHASE | Finward Bancorp | 94 | 26.70 USD | first after silence |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 4,186 | 15.71 USD | |
| 31 Jan 2023 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 1,000 | 0.00 USD | |
| 26 May 2022 | PURCHASE | COMMUNITY WEST BANCSHARES / | 6 | 13.69 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 Feb 2025.