Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HERITAGE OAKS BANCORP | 6,631 | reported | 02 Mar 2017 | tx 8+26,858−638 |
| Community West Bancshares | 2,694 | reported | 06 May 2026 | tx 11+62,939−15,800 |
| COMMUNITY WEST BANCSHARES / | 0 | reported | 01 Apr 2024 | tx 21+50,000−50,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Community West Bancshares | 2,694 | 0.00 USD | deriv |
| 13 Mar 2026 | EXERCISE | Community West Bancshares | 15,800 | 16.35 USD | |
| 13 Mar 2026 | EXERCISE | Community West Bancshares | 15,800 | 22.54 USD | deriv |
| 07 May 2025 | GRANT_AWARD | Community West Bancshares | 3,125 | 17.60 USD | |
| 30 May 2024 | GRANT_AWARD | Community West Bancshares | 1,820 | 16.49 USD | |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 4,345 | — | |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 3,950 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 15,800 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 1,580 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 7,900 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 5,925 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 3,100 | 15.71 USD | |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 2,000 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 20,000 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 5,000 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 2,400 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 10,000 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 7,500 | — | deriv |
| 17 Nov 2022 | PURCHASE | COMMUNITY WEST BANCSHARES / | 3,000 | 0.00 USD | |
| 17 Mar 2022 | PURCHASE | COMMUNITY WEST BANCSHARES / | 1,000 | 13.95 USD | |
| 17 Mar 2022 | PURCHASE | COMMUNITY WEST BANCSHARES / | 500 | 14.16 USD | first after silence |
| 24 Feb 2022 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 7,500 | 13.60 USD | deriv |
| 25 Feb 2021 | GRANT_AWARD | COMMUNITY WEST BANCSHARES / | 10,000 | 9.89 USD | deriv |
| 01 Jun 2020 | PURCHASE | COMMUNITY WEST BANCSHARES / | 300 | 6.96 USD | |
| 01 Jun 2020 | PURCHASE | COMMUNITY WEST BANCSHARES / | 21 | 7.11 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Mar 2022.