Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| First Foundation Inc. | 13,308 | reported | 29 May 2025 | tx 3+3,883,308−3,870 |
| UNITED SECURITY BANCSHARES | 0 | reported | 01 Jun 2023 | tx 41+434,788−939,275 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2025 | GRANT_AWARD | First Foundation Inc. | 13,308 | 0.00 USD | |
| 02 Oct 2024 | CONVERSION | First Foundation Inc. | 3,870,000 | — | |
| 02 Oct 2024 | CONVERSION | First Foundation Inc. | 3,870 | — | deriv |
| 01 Jun 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 569 | — | |
| 01 Jun 2023 | SALE | UNITED SECURITY BANCSHARES | 932,491 | 7.00 USD | |
| 01 Jun 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 569 | — | deriv |
| 01 Jun 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 569 | — | deriv |
| 28 Feb 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 1,500 | — | |
| 01 Mar 2023 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 01 Mar 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 497 | — | |
| 28 Feb 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,500 | — | deriv |
| 01 Mar 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 467 | — | deriv |
| 01 Mar 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 497 | — | deriv |
| 28 Feb 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 1,500 | — | deriv |
| 01 Dec 2022 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 01 Dec 2022 | EXERCISE | UNITED SECURITY BANCSHARES | 537 | — | |
| 01 Dec 2022 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 537 | — | deriv |
| 01 Dec 2022 | EXERCISE | UNITED SECURITY BANCSHARES | 537 | — | deriv |
| 01 Sept 2022 | EXERCISE | UNITED SECURITY BANCSHARES | 528 | — | |
| 01 Sept 2022 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 01 Sept 2022 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 528 | — | deriv |
| 01 Sept 2022 | EXERCISE | UNITED SECURITY BANCSHARES | 528 | — | deriv |
| 01 Jun 2022 | EXERCISE | UNITED SECURITY BANCSHARES | 602 | — | |
| 01 Jun 2022 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 01 Jun 2022 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 602 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 14 Dec 2021.