| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| First Foundation Inc. | Director | Common Stock | 6.77M | $36.6M | $5.41 | 29 May 2025 | Owned directly by Strategic Value Investors LP |
| BankFinancial CORP | Director | Common Stock | 645K | $6.7M | $10.38 | 07 Feb 2024 | Strategic Value Investors, LP |
| UNITED SECURITY BANCSHARES | Director | Restricted Stock Units | 15K | $126K | $8.41 | 01 Jun 2023 | Direct |
| First Foundation Inc. | Director | Common Stock | 13.3K | $72K | $5.41 | 29 May 2025 | Direct |
| UNITED SECURITY BANCSHARES | Director | Common Stock | 6.81K | $55K | $8.07 | 01 Jun 2023 | Direct |
| First Foundation Inc. | Director | Series B Preferred Stock | 0 | 02 Oct 2024 | Owned directly by Strategic Value Investors LP | ||
| UNITED SECURITY BANCSHARES | Director | Common Stock | 0 | $8.07 | 01 Jun 2023 | By: Strategic Value Investors LP |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FFWM | First Foundation Inc. | 29 May 2025 | 1 | $0 | 4 | Director | 03 Jun 2025, 13:01 |
| FFWM | First Foundation Inc. | 02 Oct 2024 | 2 | $0 | 4 | Director | 04 Oct 2024, 16:39 |
| FFWM | First Foundation Inc. | 03 Sep 2024 | 0 | $0 | 3 | Director | 10 Sep 2024, 12:32 |
| BFIN | BankFinancial CORP | 07 Feb 2024 | 0 | $0 | 3 | Director | 13 Mar 2024, 17:54 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Jun 2023 | 4 | -$6.53M | 4 | Director | 05 Jun 2023, 16:47 |
| UBFO | UNITED SECURITY BANCSHARES | 28 Feb 2023 | 7 | $0 | 4 | Director | 02 Mar 2023, 18:34 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Dec 2022 | 4 | $0 | 4 | Director | 02 Dec 2022, 15:29 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Sep 2022 | 4 | $0 | 4 | Director | 06 Sep 2022, 13:28 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Jun 2022 | 4 | $0 | 4 | Director | 03 Jun 2022, 17:10 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Mar 2022 | 4 | $0 | 4 | Director | 03 Mar 2022, 17:42 |
| UBFO | UNITED SECURITY BANCSHARES | 14 Dec 2021 | 4 | $129K | 4 | Director | 17 Dec 2021, 15:31 |
| UBFO | UNITED SECURITY BANCSHARES | 01 Dec 2021 | 4 | $0 | 4 | Director | 02 Dec 2021, 18:00 |