Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | Director | August 01, 2022 | August 03, 2022 |
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.
CVB FINANCIAL CORP
Report date August 01, 2022 · Filed August 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,975 |
Reported balance
After 2022-08-01 transaction · row 1
1 source rowRow 1 · 2022-08-01 · Other · Acquired 5,000 · Balance 26,975 F1: Purchase transaction executed by broker to rectify broker's error on July 21, 2022 when broker initiated sale transaction without instruction from insider. |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase transaction executed by broker to rectify broker's error on July 21, 2022 when broker initiated sale transaction without instruction from insider.
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 |
|---|---|---|---|---|---|---|
| August 01, 2022 Filed Aug 3, 2022 22:15 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | OtherCommon Stock | 5,000 | $26.79 | $133,937.50 |
DisclosureSEC source: 0001567619-22-014897 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,975 F1 · kind: Purchase transaction executed by broker to rectify broker's error on July 21, 2022 when broker initiated sale transaction without instruction from insider. Read SEC document |
| July 21, 2022 Filed Aug 3, 2022 22:07 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | OtherCommon Stock | 5,000 | $25.88 | $129,381.00 |
DisclosureSEC source: 0001567619-22-014895 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,975 F1 · kind: Sale transaction made by insider's broker in error and without instruction by insider. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 22:02 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007446 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,975 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 22:35 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006635 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,289 Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 23:04 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007049 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,683 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 21:44 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007398 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| April 30, 2018 Filed Apr 30, 2018 20:30 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 5,000 | $22.46 | $112,295.00 |
DisclosureSEC source: 0001140361-18-020506 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 17:01 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014749 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 22:24 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-028329 · doc1.xml · nonDerivative · entry 1 Guerra, Jr. Rodrigo · CIK 0001711278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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.