| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Community West Bancshares | Director | CWBC - Common Stock | 327K | $5.38M | $16.49 | May 30, 2024 | Direct |
| Community West Bancshares | Director | CWBC - Common Stock | 17.1K | $368K | $21.51 | Dec 16, 2024 | Family Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CWBC | Community West Bancshares | Dec 13, 2024 | 2 | -$237K | 4/A | Dec 18, 2024 | Director |
| CWBC | Community West Bancshares | May 30, 2024 | 1 | $30K | 4 | Jun 4, 2024 | Director |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | May 17, 2023 | 1 | $30K | 4 | May 18, 2023 | Director |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | Jun 15, 2022 | 1 | $30K | 4 | Jun 15, 2022 | Director |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | May 6, 2022 | 2 | $0 | 4 | May 10, 2022 | Director |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | Dec 29, 2021 | 1 | $0 | 4 | Dec 29, 2021 | Director |
| CVCY | CENTRAL VALLEY COMMUNITY BANCORP | May 19, 2021 | 1 | $20K | 4 | May 20, 2021 | Director |