Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FARMERS & MERCHANTS BANCORPFMCB · Entity 4967 | Executive Vice President | August 03, 2026 | August 25, 2026 |
| PACWEST BANCORPPACW · Entity 107839 | EVP, Chief Financial Officer | June 06, 2022 | June 08, 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.
FARMERS & MERCHANTS BANCORP
Report date August 03, 2026 · Filed August 25, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,551 |
Last balance in matching sequence
After 2026-08-03 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-03 · Grant · Acquired 804 · Balance 1,626 F1: On August 3, 2026, Reporting Person was granted a restricted stock award ("RSA") of 804 shares of Issuer's common stock, which will vest over a one year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026. F4: Reflects 30 day volume weighted average price as of 08/03/2026. F3: Since the date of the previously-filed Form 4, 666 shares of the Issuer's common stock, which were previously reported as directly held by the Reporting Person, were transferred to the Reporting Person's family trust, and are now held indirectly. Row 2 · 2026-08-03 · Grant · Acquired 925 · Balance 2,551 F2: On August 3, 2026, Reporting Person was granted a special one-time RSA of 925 shares of Issuer's common stock, which will vest ratably over a four-year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026. F4: Reflects 30 day volume weighted average price as of 08/03/2026. F3: Since the date of the previously-filed Form 4, 666 shares of the Issuer's common stock, which were previously reported as directly held by the Reporting Person, were transferred to the Reporting Person's family trust, and are now held indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 3, 2026, Reporting Person was granted a restricted stock award ("RSA") of 804 shares of Issuer's common stock, which will vest over a one year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026.
F2: On August 3, 2026, Reporting Person was granted a special one-time RSA of 925 shares of Issuer's common stock, which will vest ratably over a four-year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026.
F3: Since the date of the previously-filed Form 4, 666 shares of the Issuer's common stock, which were previously reported as directly held by the Reporting Person, were transferred to the Reporting Person's family trust, and are now held indirectly.
F4: Reflects 30 day volume weighted average price as of 08/03/2026.
PACWEST BANCORP
Report date June 06, 2022 · Filed June 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Depositary Shares of Series A Preferred StockSEC Table I · non-derivative | Direct | 4,000 |
Reported balance
After 2022-06-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-06 · Purchase · Acquired 4,000 · Balance 4,000 F1: Each Depositary Share represents a 1/40th interest in a share of 7.75% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock"). F2: Purchased in an underwritten public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Depositary Share represents a 1/40th interest in a share of 7.75% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock").
F2: Purchased in an underwritten public offering.
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 04, 2026 Filed Aug 5, 2026 23:54 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | Tax withholdingCommon Stock | 486 | $1,385.00 | $673,110.00 |
DisclosureSEC source: 0001213900-26-085857 · marketforms-73686.xml · nonDerivative · entry 2 Olson Bart R · CIK 0001695102 · Executive Vice President, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 822 F2 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the release of accelerated vesting and settlement of Restricted Stock Awards originally granted on February 3, 2025, with a final vesting date of February 3, 2027. The acceleration in full on August 4, 2026 was approved by the Issuer's Personnel Committee. F3 · price: Reflects market closing price on 8/3/2026. Read SEC document |
| August 03, 2026 Filed Aug 25, 2026 14:57 UTC Amendment | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 925 | $1,346.32 | $1,245,346.00 |
DisclosureSEC source: 0001213900-26-093349 · marketforms-73847.xml · nonDerivative · entry 2 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,551 F2 · shares: On August 3, 2026, Reporting Person was granted a special one-time RSA of 925 shares of Issuer's common stock, which will vest ratably over a four-year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026. F4 · price: Reflects 30 day volume weighted average price as of 08/03/2026. F3 · balance_after: Since the date of the previously-filed Form 4, 666 shares of the Issuer's common stock, which were previously reported as directly held by the Reporting Person, were transferred to the Reporting Person's family trust, and are now held indirectly. Read SEC document |
| August 03, 2026 Filed Aug 25, 2026 14:57 UTC Amendment | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 804 | $1,346.32 | $1,082,441.28 |
DisclosureSEC source: 0001213900-26-093349 · marketforms-73847.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,626 F1 · shares: On August 3, 2026, Reporting Person was granted a restricted stock award ("RSA") of 804 shares of Issuer's common stock, which will vest over a one year term. This RSA grant was inadvertently omitted from the Form 4 filed by the Reporting Person on August 5, 2026. F4 · price: Reflects 30 day volume weighted average price as of 08/03/2026. F3 · balance_after: Since the date of the previously-filed Form 4, 666 shares of the Issuer's common stock, which were previously reported as directly held by the Reporting Person, were transferred to the Reporting Person's family trust, and are now held indirectly. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 15:37 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | Tax withholdingCommon Stock | 448 | $1,160.00 | $519,680.00 |
DisclosureSEC source: 0001213900-26-013091 · marketforms-72049.xml · nonDerivative · entry 2 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,974 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the release of 1,114 shares of restricted stock on 2/4/26. F2 · price: Reflects market closing price on 2/3/2026. Read SEC document |
| December 10, 2025 Filed Dec 18, 2025 20:27 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GiftCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-123232 · marketforms-71604.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in family trust Disclosed balance after: 690 F1 · shares: Shares previously held indirectly through the Company's Non-Qualified Executive Retirement Plans, which, in connection with the liquidation and distribution of the Plans, were distributed by the Trustees of the Plan to Reporting Person's family trust on December 10, 2025, for no consideration. The Reporting Person is a trustee of the trust, and the Reporting Person and member of his immediate family are the sole beneficiaries of the trust. The Reporting Person remains the beneficial owner of the securities held by the trust. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:09 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001085913-25-000004 · form4.xml · nonDerivative · entry 3 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,422 F2 · shares: On February 3, 2025 Reporting Person was granted a special one-time RSA of 582 shares of Issuer's common stock, which will vest ratably over a three (3) year term. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:09 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001085913-25-000004 · form4.xml · nonDerivative · entry 2 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,840 F1 · shares: On February 3, 2025, Reporting Person was granted a restricted stock award ("RSA") of 1,840 shares of Issuer's common stock, which will vest ratably over a two (2) year term. Read SEC document |
| November 22, 2024 Filed Nov 27, 2024 23:03 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 117 | $1,018.14 | $119,122.38 |
DisclosureSEC source: 0001085913-24-000017 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in granter trust held in connection with Co NQRP Disclosed balance after: 690 Read SEC document |
| June 13, 2024 Filed Jun 13, 2024 22:54 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 121 | $991.42 | $119,961.82 |
DisclosureSEC source: 0001085913-24-000012 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in grantor trust established in connection with Co's Non-Qual Retirement Plan Disclosed balance after: 573 Read SEC document |
| March 15, 2024 Filed Mar 15, 2024 22:17 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 124 | $960.13 | $119,056.12 |
DisclosureSEC source: 0001085913-24-000004 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in grantor trust established in connection with Co's Non-Qual Exec Retirement plan Disclosed balance after: 452 Read SEC document |
| December 15, 2023 Filed Dec 15, 2023 17:22 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 124 | $961.61 | $119,239.64 |
DisclosureSEC source: 0001085913-23-000049 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in grantor trust est in connection with Co's Non-Qual Exec Retirement Plan Disclosed balance after: 328 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 17:40 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 114 | $960.44 | $109,490.16 |
DisclosureSEC source: 0001085913-23-000040 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in grantor trust est in connection with Co's Non-Qualified Exec retirement Plan Disclosed balance after: 204 Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 19:48 UTC | FARMERS & MERCHANTS BANCORP FMCB · Entity 4967 | GrantCommon Stock | 90 | $995.06 | $89,555.40 |
DisclosureSEC source: 0001085913-23-000020 · form4.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in grantor trust est in connection with Co's Non-Qualified Exec Retirement Plan Disclosed balance after: 90 Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 18:08 UTC | PACWEST BANCORP PACW · Entity 107839 | PurchaseDepositary Shares of Series A Preferred Stock | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0001179110-22-003266 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · security: Each Depositary Share represents a 1/40th interest in a share of 7.75% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock"). F2 · price: Purchased in an underwritten public offering. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 18:52 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 2,872 | $49.42 | $141,934.24 |
DisclosureSEC source: 0001179110-22-001973 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,003 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 9,966 shares of restricted stock on February 28, 2022. F2 · price: Reflects market closing price on February 28, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:55 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 11,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001368 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,875 F1 · shares: On February 15, 2022, Reporting Person was granted a restricted stock award ("RSA") of 11,385 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 17:27 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 3,037 | $36.24 | $110,060.88 |
DisclosureSEC source: 0001179110-21-002552 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,490 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 8,780 shares of restricted stock on February 28, 2021. F2 · price: Reflects market closing price on February 26, 2021. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 17:28 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 15,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001880 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,527 F1 · shares: On February 17, 2021, Reporting Person was granted a restricted stock award ("RSA") of 15,345 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 16:24 UTC | PACWEST BANCORP PACW · Entity 107839 | PurchaseCommon Stock | 1,800 | $32.11 | $57,794.94 |
DisclosureSEC source: 0001179110-20-003081 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,182 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.107 to $32.115, inclusive. The Reporting Person undertakes to provide to PacWest Bancorp, any security holder of PacWest Bancorp, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 16:32 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 2,345 | $31.64 | $74,195.80 |
DisclosureSEC source: 0001179110-20-002833 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,382 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 6,780 shares of restricted stock on February 28, 2020. F2 · price: Reflects market closing price on February 28, 2020. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 16:26 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 8,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001635 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,727 F1 · shares: On February 12, 2020, Reporting Person was granted a restricted stock award ("RSA") of 8,004 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:31 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 1,477 | $41.02 | $60,586.54 |
DisclosureSEC source: 0001179110-19-003058 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,723 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the vesting of 4,270 shares of restricted stock on February 28, 2019. F2 · price: Reflects market closing price on February 28, 2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:55 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 10,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001650 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,200 F1 · shares: On February 6, 2019, Reporting Person was granted a restricted stock award ("RSA") of 10,039 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 16:49 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 917 | $52.14 | $47,812.38 |
DisclosureSEC source: 0001179110-18-003143 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,161 F1 · shares: Represents the number of shares of Issuer's common stock that Reporting Person surrendered to Issuer for the satisfaction of Reporting Person's tax withholding obligations upon the release of 2,651 shares of restricted stock on February 28, 2018. F2 · price: Reflects market closing price on February 28, 2018. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 16:14 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002173 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,078 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 16:32 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 10,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002526 · edgar.xml · nonDerivative · entry 1 Olson Bart R · CIK 0001695102 · EVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,603 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.