SEC ownership of Luther Burbank Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001475348.

Comparable stake leader

Victor Henry David Trione Trust

Disclosed value leader

Victor Henry David Trione Trust

Comparable rows

0/4

Latest evidence

25 Jan 2022

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
25 Jan 2022
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001475348
Issuer location
Santa Rosa, CA

Ownership snapshot

Top shareholders of Luther Burbank Corp (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Victor Henry David Trione...
Disclosed value leader
Victor Henry David Trione...
Comparable rows
0/4
Latest evidence
25 Jan 2022
3/4/5 Highest disclosed value: $112,455,000 4 rows are not safely comparable across share classes.

Quick read

Victor Henry David Trione Trust has the largest disclosed position value at $112.46M.

0 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Victor Henry David Trione Trust's linked filing trail.
Disclosed position value Top 4
Victor Henry David Trione Trust $112.46M
John Francis Hamann $32.1K
Liana Prieto $638.1K
Lisa M. Kepler $219K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Victor Henry David Trione Trust
3/4/5
10%+ Owner
class O/S missing
$112,455,000
10,500,000 shares
31 Dec 2021
John Francis Hamann
3/4/5
10%+ Owner
class O/S missing
$32,130
3,000 shares
31 Dec 2021
Liana Prieto
3/4/5
EVP, General Counsel
class O/S missing
$638,113
59,581 shares
25 Jan 2022
Lisa M. Kepler
3/4/5
SVP Director of SFR Lending
class O/S missing
$218,977
20,446 shares
25 Jan 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-18 of 18 reporting-owner rows connected to Luther Burbank Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
18
Largest Forms 3/4/5 holder
Victor Henry David Trione Trust
Net 12M change
$0
Latest report
01 Mar 2024
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Victor Henry David Trione Trust 10%+ Owner $112,455,000 Mixed 31 Dec 2021
Liana Prieto EVP, General Counsel $638,113 Mixed 25 Jan 2022
Lisa M. Kepler SVP Director of SFR Lending $218,977 Mixed 25 Jan 2022
John Francis Hamann 10%+ Owner $32,130 Mixed 31 Dec 2021
Bradley M. Shuster Director $0 Mixed 01 Mar 2024
Tammy Mahoney EVP, Chief Risk Officer $0 Mixed 01 Mar 2024
Alexander Lawrence Stefani EVP, Chief Credit Officer $0 Mixed 01 Mar 2024
Laura Tarantino Evp, Cfo $0 Mixed 01 Mar 2024
William Fanter EVP, Head of Retail Banking $0 Mixed 01 Mar 2024
Parham Medhat EVP, Chief Ops & Tech Officer $0 Mixed 01 Mar 2024
Anita Gentle Newcomb Director $0 Mixed 01 Mar 2024
Renu Agrawal Director $0 Mixed 01 Mar 2024
M. Max Yzaguirre Director $0 Mixed 01 Mar 2024
Thomas C. Wajnert Director $0 Mixed 01 Mar 2024
Greg L. Smith SVP, General Counsel & Sec. $0 Mixed 01 Mar 2024
Victor Trione Director, 10%+ Owner $0 Mixed 01 Mar 2024
Simone Lagomarsino President CEO, Director $0 Mixed 01 Mar 2024
John C. Erickson Director $0 Mixed 01 Mar 2024

Recent insider transactions for Luther Burbank Corp

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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