Comparable stake leader
WELLINGTON MANAGEMENT GROUP LLP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001730984.
Comparable stake leader
WELLINGTON MANAGEMENT GROUP LLP
Disclosed value leader
WELLINGTON MANAGEMENT GROUP LLP
Comparable rows
50/50
Latest evidence
01 Jul 2026
Ownership snapshot
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.
Quick read
50 of 50 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
Company
|
9.7%
from 13D/G
|
$30,278,539
1,018,622 shares
|
— | 31 Mar 2026 |
| ROYCE & ASSOCIATES LP |
13F
13D/G
Company
|
6.6%
from 13D/G
|
$21,467,127
722,191 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.6%
|
$18,080,023
608,243 shares
|
$0 | 31 Mar 2026 |
| Bay Pond Partners, L.P. |
13D/G
|
4.9%
|
$15,751,489
529,818 shares
|
-$488,969 | 31 Mar 2026 |
| Lloyd W. Kendall Jr. |
3/4/5
Director
|
0.87%
|
$2,796,438
94,077 shares
|
— | 01 Jul 2026 |
| Janet Lee King |
3/4/5
Senior EVP and COO, Director
|
0.86%
|
$2,726,852
92,752 shares
|
— | 02 Jan 2026 |
| Robert G. Laverne |
3/4/5
Director
|
0.84%
|
$2,693,917
90,628 shares
|
— | 01 Jul 2026 |
| Keary L. Colwell |
3/4/5
Senior EVP, CFO and Secretary, Director
|
0.79%
|
$2,521,057
85,752 shares
|
— | 02 Jan 2026 |
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
Net insider flow leans to buying over the last 12 months. Net value: +$1,152,935.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 38,082 | 0 | $1,152,935 | $0 | +$1,152,935 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 22 reporting-owner rows connected to BayCom Corp. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Lloyd W. Kendall Jr. | Director | $2,796,438 | Mixed | 01 Jul 2026 | ||
| Janet Lee King | Senior EVP and COO, Director | $2,726,852 | Mixed | 02 Jan 2026 | ||
| Robert G. Laverne | Director | $2,693,917 | Mixed | 01 Jul 2026 | ||
| Keary L. Colwell | Senior EVP, CFO and Secretary, Director | $2,521,057 | Mixed | 02 Jan 2026 | ||
| James S. Camp | Director | $2,226,452 | Mixed | 01 Jul 2024 | ||
| Harpreet S. Chaudhary | Director | $1,400,077 | Mixed | 01 Jul 2026 | ||
| William J. Black | Executive Vice Chair, Director | $1,012,998 | +$998,235 | +6762% | Mixed | 01 Jul 2026 |
| Dennis Henry Guida Jr. | Director | $969,063 | Mixed | 01 Jul 2026 | ||
| David M. Spatz | Director | $931,753 | Mixed | 01 Jul 2021 | ||
| George J. Guarini | President and CEO, Director | $839,727 | Mixed | 04 Mar 2026 | ||
| Bhupen B. Amin | Director | $707,661 | Mixed | 01 Jul 2026 | ||
| Mary Therese Curley | EVP and Labor Services Div. | $404,754 | Mixed | 02 Jan 2026 | ||
| Malcolm Flemming Hotchkiss | Director | $330,130 | Mixed | 01 Jul 2021 | ||
| Syvia L. Magid | Director | $311,844 | Mixed | 01 Jul 2026 | ||
| Izabella L. Zhu | EVP and Chief Risk Officer | $310,485 | Mixed | 02 Jan 2026 | ||
| Michael J. Perdue | Director | $183,759 | +$154,700 | +532% | Mixed | 01 Jul 2026 |
| Rick Pak | EVP and Chief Lending Officer | $173,809 | Mixed | 01 Jan 2024 | ||
| Jon Rocco Davis | Director | $99,250 | Mixed | 03 Jul 2023 | ||
| Felix Antonio Miranda Jr. | Chief Lending Officer | $62,097 | Mixed | 02 Jan 2026 | ||
| Harrison H. Lee | EVP and Chief Lending Officer | $32,503 | Mixed | 21 Jan 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Lloyd W. Kendall Jr. | BCML | Common Stock | Award | 1.43% | 1,182 | 84,077 | 01 Jul 2026 | Direct | ||
| Dennis Henry Guida Jr. | BCML | Common Stock | Award | 43% | 1,182 | 3,928 | 01 Jul 2026 | Direct | ||
| Robert G. Laverne | BCML | Common Stock | Award | 1.32% | 1,182 | 90,628 | 01 Jul 2026 | Direct | ||
| Syvia L. Magid | BCML | Common Stock | Award | 12.7% | 1,182 | 10,491 | 01 Jul 2026 | Direct | ||
| Harpreet S. Chaudhary | BCML | Common Stock | Award | 2.57% | 1,182 | 47,101 | 01 Jul 2026 | Direct | ||
| Bhupen B. Amin | BCML | Common Stock | Award | 43% | 1,182 | 3,928 | 01 Jul 2026 | Direct | ||
| Michael J. Perdue | BCML | Common Stock | Award | 1,182 | 1,182 | 01 Jul 2026 | Direct | |||
| William J. Black | BCML | Common Stock | Award | 3.01% | 997 | 34,079 | 01 Jul 2026 | Direct | ||
| Christopher F. Baron | BCML | Common Stock | Award | 997 | 997 | 01 Jul 2026 | Direct | |||
| Kevin L. Thompson | BCML | Common Stock | Award | 532 | 532 | 01 Jul 2026 | Direct | |||
| Michael J. Perdue | BCML | Common Stock | Purchase | $92,820 | $30.94 | 3,000 | 3,000 | 26 May 2026 | By Family Trust | |
| Michael J. Perdue | BCML | Common Stock | Purchase | $61,880 | $30.94 | 2,000 | 2,000 | 22 May 2026 | By Managed Trust | |
| William J. Black | BCML | Common Stock | Purchase | 406.4% | $802,311 | $30.22 | 26,549 | 33,082 | 06 May 2026 | Direct |
| William J. Black | BCML | Common Stock | Purchase | $195,925 | $29.99 | 6,533 | 6,533 | 05 May 2026 | Direct | |
| George J. Guarini | BCML | Common Stock | Gift | -24% | -8,693 | 27,478 | 04 Mar 2026 | Direct | ||
| Felix Antonio Miranda Jr. | BCML | Common Stock | Award | 398.3% | 1,629 | 2,038 | 06 Jan 2026 | Direct | ||
| Janet Lee King | BCML | Common Stock | Award | 4.67% | 3,733 | 83,752 | 02 Jan 2026 | Direct | ||
| Keary L. Colwell | BCML | Common Stock | Award | 4.55% | 3,733 | 85,752 | 02 Jan 2026 | Direct | ||
| George J. Guarini | BCML | Common Stock | Award | -15.2% | -6,470 | 36,171 | 02 Jan 2026 | Direct | ||
| Izabella L. Zhu | BCML | Common Stock | Award | 14.8% | 1,353 | 10,500 | 02 Jan 2026 | Direct | ||
| Mary Therese Curley | BCML | Common Stock | Award | 14.6% | 1,739 | 13,688 | 02 Jan 2026 | Direct | ||
| George J. Guarini | BCML | Common Stock | Gift | -36.5% | -17,058 | 29,701 | 21 Jul 2025 | Direct |