Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVB FINANCIAL CORP | 0 | reported | 06 Jul 2016 | tx 37+99,577.39−32,500 |
| PACIFIC PREMIER BANCORP INC | 0 | reported | 31 Aug 2025 | tx 16+32,667−32,666 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Aug 2025 | OTHER | PACIFIC PREMIER BANCORP INC | 3,801 | — | |
| 31 Aug 2025 | OTHER | PACIFIC PREMIER BANCORP INC | 19,061 | — | |
| 18 Mar 2025 | GIFT | PACIFIC PREMIER BANCORP INC | 3,317 | 0.00 USD | |
| 18 Mar 2025 | GIFT | PACIFIC PREMIER BANCORP INC | 3,317 | 0.00 USD | |
| 15 Mar 2025 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 3,801 | 0.00 USD | |
| 15 Mar 2024 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 3,317 | 0.00 USD | |
| 19 Mar 2024 | GIFT | PACIFIC PREMIER BANCORP INC | 3,011 | 0.00 USD | |
| 19 Mar 2024 | GIFT | PACIFIC PREMIER BANCORP INC | 3,011 | 0.00 USD | |
| 02 May 2023 | GIFT | PACIFIC PREMIER BANCORP INC | 2,031 | 0.00 USD | |
| 02 May 2023 | GIFT | PACIFIC PREMIER BANCORP INC | 2,031 | 0.00 USD | |
| 15 Mar 2023 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 3,011 | 0.00 USD | |
| 17 Mar 2022 | GIFT | PACIFIC PREMIER BANCORP INC | 1,445 | 0.00 USD | |
| 17 Mar 2022 | GIFT | PACIFIC PREMIER BANCORP INC | 1,445 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 2,031 | 0.00 USD | |
| 15 Mar 2021 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 1,445 | 0.00 USD | |
| 01 Jun 2020 | GRANT_AWARD | PACIFIC PREMIER BANCORP INC | 9,258 | — | |
| 06 Jul 2016 | EXERCISE | CVB FINANCIAL CORP | 6,000 | 11.82 USD | |
| 06 Jul 2016 | EXERCISE | CVB FINANCIAL CORP | 6,000 | 11.82 USD | deriv |
| 01 Jul 2016 | OTHER | CVB FINANCIAL CORP | 7,500 | 0.00 USD | |
| 03 Mar 2016 | EXERCISE | CVB FINANCIAL CORP | 4,000 | 8.42 USD | |
| 03 Mar 2016 | EXERCISE | CVB FINANCIAL CORP | 4,000 | 8.42 USD | deriv |
| 13 May 2015 | SALE | CVB FINANCIAL CORP | 1,000 | 16.05 USD | |
| 11 May 2015 | SALE | CVB FINANCIAL CORP | 500 | 16.04 USD | |
| 11 May 2015 | SALE | CVB FINANCIAL CORP | 4,000 | 15.98 USD | |
| 12 Mar 2015 | SALE | CVB FINANCIAL CORP | 18,000 | 16.10 USD |