Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayCom CorpBCML · Entity 5857 | Director | July 03, 2023 | July 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BayCom Corp
Report date July 03, 2023 · Filed July 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,704 |
Reported balance
After 2023-07-03 transaction · row 1
1 source rowRow 1 · 2023-07-03 · Grant · Acquired 505 · Balance 5,704 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 3, 2023 14:46 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-019206 · rdgdoc.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 13:32 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-016529 · rdgdoc.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,199 Read SEC document |
| July 01, 2021 Filed Jul 8, 2021 15:37 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-21-000190 · primary_doc.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877 Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 15:15 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000410 · edgar.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,547 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 16:05 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000288 · edgar.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963 Read SEC document |
| January 02, 2019 Filed Jan 7, 2019 18:54 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000025 · edgar.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,589 Read SEC document |
| May 08, 2018 Filed May 9, 2018 18:37 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,349 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000200 · edgar.xml · nonDerivative · entry 1 Davis Jon Rocco · CIK 0001738189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.