Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MID-STATE BANCSHARES | 33,504 | reported | 16 Apr 2007 | tx 53+81,416−15 |
| Community West Bancshares | 1,451 | reported | 06 May 2026 | tx 10+16,625.68 |
| COMMUNITY WEST BANCSHARES / | 0 | reported | 01 Apr 2024 | tx 17+35,554−24,054 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Community West Bancshares | 1,451 | 0.00 USD | deriv |
| 28 Jan 2026 | PURCHASE | Community West Bancshares | 500 | 23.29 USD | |
| 15 Aug 2025 | PURCHASE | Community West Bancshares | 64.83 | 20.30 USD | |
| 16 May 2025 | PURCHASE | Community West Bancshares | 70.16 | 18.65 USD | |
| 07 May 2025 | GRANT_AWARD | Community West Bancshares | 1,819 | 17.60 USD | |
| 24 Feb 2025 | PURCHASE | Community West Bancshares | 68.41 | 19.00 USD | |
| 22 Nov 2024 | PURCHASE | Community West Bancshares | 60.29 | 21.44 USD | first after silence |
| 16 Aug 2024 | OTHER | Community West Bancshares | 64.99 | 19.77 USD | |
| 30 May 2024 | GRANT_AWARD | Community West Bancshares | 1,820 | 16.49 USD | |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 10,707 | — | |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 13,054 | 15.71 USD | |
| 23 Feb 2024 | EXERCISE | COMMUNITY WEST BANCSHARES / | 3,000 | 11.50 USD | |
| 23 Feb 2024 | EXERCISE | COMMUNITY WEST BANCSHARES / | 5,000 | 6.59 USD | |
| 23 Feb 2024 | TAX_WITHHOLDING | COMMUNITY WEST BANCSHARES / | 11,000 | 14.15 USD | |
| 23 Feb 2024 | EXERCISE | COMMUNITY WEST BANCSHARES / | 3,000 | 6.71 USD | |
| 31 Jan 2023 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 1,000 | 0.00 USD | |
| 18 Nov 2021 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 500 | 0.00 USD | |
| 02 Sept 2021 | PURCHASE | COMMUNITY WEST BANCSHARES / | 500 | 13.16 USD | |
| 05 May 2021 | PURCHASE | COMMUNITY WEST BANCSHARES / | 400 | 12.45 USD | first after silence |
| 29 Apr 2020 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 3,000 | 6.71 USD | deriv |
| 25 Oct 2018 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 3,000 | 11.50 USD | deriv |
| 02 Aug 2018 | PURCHASE | COMMUNITY WEST BANCSHARES / | 40 | 12.00 USD | first after silence |
| 13 Nov 2017 | EXERCISE | COMMUNITY WEST BANCSHARES / | 5,000 | 10.10 USD | deriv |
| 24 Aug 2017 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 5,000 | 10.10 USD | deriv |
| 16 Dec 2015 | PURCHASE | COMMUNITY WEST BANCSHARES / | 1,500 | 7.07 USD |
6 purchases reported after at least 12 months of silence — most recent on 22 Nov 2024.