Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PACIFIC PREMIER BANCORP INC | 61,648 | reported | 29 Aug 2018 | tx 13+30,512−72,962 |
| First Foundation Inc. | 50,002 | reported | 18 Feb 2026 | tx 4+80,776−2,579 |
| HA Sustainable Infrastructure Capital, Inc. | 12,103 | reported | 25 Mar 2022 | tx 5+13,103 |
| HERITAGE OAKS BANCORP | 3,083 | reported | 02 Mar 2017 | tx 85+445,746−10,163 |
| FIRSTFED FINANCIAL CORP | 0 | reported | 23 Feb 2006 | tx 1+7,000 |
| Luther Burbank Corp | 0 | reported | 01 Mar 2024 | tx 14+322,722−320,222 |
| HAWTHORNE FINANCIAL CORP | 0 | reported | 04 Jun 2004 | tx 12+52,500−278,858 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | TAX_WITHHOLDING | First Foundation Inc. | 2,579 | 6.24 USD | |
| 26 Aug 2025 | GRANT_AWARD | First Foundation Inc. | 33,784 | 0.00 USD | |
| 18 Feb 2025 | GRANT_AWARD | First Foundation Inc. | 18,797 | 0.00 USD | |
| 18 Feb 2025 | GRANT_AWARD | First Foundation Inc. | 28,195 | 0.00 USD | deriv |
| 01 Mar 2024 | OTHER | Luther Burbank Corp | 49,653 | — | |
| 01 Mar 2024 | OTHER | Luther Burbank Corp | 195,603 | — | |
| 20 Feb 2024 | TAX_WITHHOLDING | Luther Burbank Corp | 9,787 | 9.61 USD | |
| 02 Jan 2024 | TAX_WITHHOLDING | Luther Burbank Corp | 24,016 | 10.71 USD | |
| 03 Jan 2023 | TAX_WITHHOLDING | Luther Burbank Corp | 41,163 | 11.11 USD | |
| 25 Mar 2022 | GRANT_AWARD | HA Sustainable Infrastructure Capital, Inc. | 2,497 | 0.00 USD | deriv |
| 25 Jan 2022 | GRANT_AWARD | Luther Burbank Corp | 57,930 | 0.00 USD | |
| 01 Apr 2021 | GRANT_AWARD | HA Sustainable Infrastructure Capital, Inc. | 2,947 | 0.00 USD | deriv |
| 09 Mar 2021 | PURCHASE | HA Sustainable Infrastructure Capital, Inc. | 1,000 | 55.21 USD | anomaly |
| 26 Jan 2021 | GRANT_AWARD | Luther Burbank Corp | 79,444 | 0.00 USD | |
| 10 Aug 2020 | PURCHASE | Luther Burbank Corp | 2,500 | 10.47 USD | anomaly |
| 01 Apr 2020 | GRANT_AWARD | HA Sustainable Infrastructure Capital, Inc. | 4,274 | 0.00 USD | deriv |
| 28 Jan 2020 | GRANT_AWARD | Luther Burbank Corp | 68,202 | 0.00 USD | |
| 30 Jul 2019 | GRANT_AWARD | HA Sustainable Infrastructure Capital, Inc. | 2,385 | 0.00 USD | deriv |
| 14 Feb 2019 | PURCHASE | Luther Burbank Corp | 1,997 | 10.30 USD | first after silenceanomaly |
| 15 Feb 2019 | PURCHASE | Luther Burbank Corp | 8,003 | 10.50 USD | anomaly |
| 24 Jan 2019 | GRANT_AWARD | Luther Burbank Corp | 51,073 | 0.00 USD | |
| 24 Jan 2019 | GRANT_AWARD | Luther Burbank Corp | 51,073 | 0.00 USD | |
| 29 Aug 2018 | SALE | PACIFIC PREMIER BANCORP INC | 7,828 | 38.58 USD | |
| 28 Feb 2018 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 1,427 | 0.00 USD | |
| 15 Aug 2017 | SALE | PACIFIC PREMIER BANCORP INC | 6,250 | 36.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 14 Feb 2019.