Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | Director | March 17, 2021 | March 18, 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.
CVB FINANCIAL CORP
Report date March 17, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,332 |
Reported balance
After 2021-03-17 transaction · row 1
1 source rowRow 1 · 2021-03-17 · Grant · Acquired 3,606 · Balance 29,332 |
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 |
|---|---|---|---|---|---|---|
| March 17, 2021 Filed Mar 18, 2021 22:43 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006639 · doc1.xml · nonDerivative · entry 1 Laitsch Marshall · CIK 0001314070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,332 Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 00:22 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007057 · doc1.xml · nonDerivative · entry 1 Laitsch Marshall · CIK 0001314070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,726 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 21:52 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007404 · doc1.xml · nonDerivative · entry 1 Laitsch Marshall · CIK 0001314070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,043 Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 16:32 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001701 · doc1.xml · nonDerivative · entry 1 Laitsch Marshall · CIK 0001314070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,025 Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 17:30 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 11,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-000529 · doc1.xml · nonDerivative · entry 1 Laitsch Marshall · CIK 0001314070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,025 F1 · price: Received in exchange for 1200 shares of Community Bank common stock in connection with the merger (the "Merger") of Community Bank with and into Citizens Business Bank, a wholly-owned subsidiary of CVB Financial Corp. ("CVBF"), with Citizens Business Bank surviving. On August 10, 2018, the effective date of the Merger, the closing price of CVBF's common stock was $24.22 per share and the closing price of Community Bank's common stock was $300 per share. 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.