Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayCom CorpBCML · Entity 5857 | Director | July 01, 2021 | July 08, 2021 |
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 01, 2021 · Filed July 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,049 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Grant · Acquired 1,322 · Balance 52,049 |
| Common StockSEC Table I · non-derivative | IndirectHeld by Spouse | 1,500 |
Reported balance
Holding disclosure · report date 2021-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 |
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 01, 2021 Filed Jul 8, 2021 14:32 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-21-000182 · edgar.xml · nonDerivative · entry 1 Spatz David M. · CIK 0001738151 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,049 Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 15:20 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 2,335 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000415 · edgar.xml · nonDerivative · entry 1 Spatz David M. · CIK 0001738151 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,727 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 12:59 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000290 · edgar.xml · nonDerivative · entry 1 Spatz David M. · CIK 0001738151 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,392 Read SEC document |
| January 02, 2019 Filed Jan 7, 2019 18:52 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000021 · edgar.xml · nonDerivative · entry 1 Spatz David M. · CIK 0001738151 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,125 Read SEC document |
| May 08, 2018 Filed May 9, 2018 18:41 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 4,118 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-18-000206 · edgar.xml · nonDerivative · entry 1 Spatz David M. · CIK 0001738151 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,053 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.