Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| TEMECULA VALLEY BANCORP INC | 35,000 | reported | 30 Jan 2008 | tx 3+19,692 |
| Community West Bancshares | 1,451 | reported | 06 May 2026 | tx 61+339,026−164,663 |
| COMMUNITY WEST BANCSHARES / | 0 | reported | 01 Apr 2024 | tx 128+703,725−184,910 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Community West Bancshares | 1,451 | 0.00 USD | deriv |
| 01 May 2026 | TAX_WITHHOLDING | Community West Bancshares | 40,746 | 23.77 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 3,160 | 14.21 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 12,831 | 12.81 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 6,102 | 13.66 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 15,800 | 16.67 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 948 | 8.79 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 9,243 | 13.33 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 9,480 | 13.84 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 7,900 | 18.93 USD | |
| 01 May 2026 | EXERCISE | Community West Bancshares | 3,160 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 12,831 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 6,102 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 15,800 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 948 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 9,243 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 9,480 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Community West Bancshares | 7,900 | 0.00 USD | deriv |
| 27 Feb 2026 | PURCHASE | Community West Bancshares | 282 | 20.65 USD | |
| 16 Dec 2025 | GIFT | Community West Bancshares | 500 | 0.00 USD | |
| 28 Nov 2025 | PURCHASE | Community West Bancshares | 316 | 19.19 USD | |
| 17 Oct 2025 | EXERCISE | Community West Bancshares | 19,751 | 8.98 USD | |
| 17 Oct 2025 | EXERCISE | Community West Bancshares | 19,751 | 21.03 USD | deriv |
| 29 Aug 2025 | PURCHASE | Community West Bancshares | 441 | 16.02 USD | |
| 22 Jul 2025 | GIFT | Community West Bancshares | 2,387 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 31 Aug 2024.