Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANC OF CALIFORNIA, INC.BANC · Entity 4259 | CHIEF FINANCIAL OFFICER | August 02, 2026 | August 03, 2026 |
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.
BANC OF CALIFORNIA, INC.
Report date August 02, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,361 |
Reported balance
After 2026-08-02 transaction · row 1
1 source rowRow 1 · 2026-08-02 · Tax withholding · Disposed 5,444 · Balance 60,361 F1: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. |
| Common StockSEC Table I · non-derivative | IndirectJoseph and Catherine Kauder Revocable Trust | 6,917 |
Reported balance
Holding disclosure · report date 2026-08-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,917 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award.
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 02, 2026 Filed Aug 3, 2026 22:05 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 5,444 | $19.15 | $104,252.60 |
DisclosureSEC source: 0001984782-26-000006 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,361 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 01:14 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 3,329 | $18.47 | $61,486.63 |
DisclosureSEC source: 0001984782-26-000004 · primarydocument.xml · nonDerivative · entry 2 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,805 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. F2 · balance_after: Amount reported includes 128 shares of the Issuer's common stock acquired pursuant to Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 01:14 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 3,620 | $19.78 | $71,603.60 |
DisclosureSEC source: 0001984782-26-000004 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,923 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:18 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 19,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001984782-26-000002 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,543 F1 · kind: Represents grant of restricted stock units. Shares will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on February 28, 2027. Read SEC document |
| August 02, 2025 Filed Aug 4, 2025 22:12 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 5,434 | $14.16 | $76,945.44 |
DisclosureSEC source: 0001562180-25-005625 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,994 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 01:29 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 2,638 | $14.69 | $38,752.22 |
DisclosureSEC source: 0001562180-25-001753 · primarydocument.xml · nonDerivative · entry 2 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,428 F2 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 01:29 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 19,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001753 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,066 F1 · kind: Represents grant of restricted stock units. Shares will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on February 28, 2026. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 20:42 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | Tax withholdingCommon Stock | 3,818 | $13.19 | $50,359.42 |
DisclosureSEC source: 0001562180-24-005991 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,441 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability incurred by the vesting of a previously granted award. Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:38 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantPerformance Stock Units · Derivative | 169,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004478 · primarydocument.xml · derivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,033 Underlying: Common Stock · 169,033 shares Expires 2028-05-23 F1 · derivative.exercise_price: Represents grant of performance-based restricted stock units. Shares will be issued upon achievement of both (a) Issuer's common stock achieving a twenty trading-day Volume-Weighted Average Price of $28.73 per share within four years from the date of grant and (b) the Reporting Person's continued service through the fourth anniversary of the grant. F1 · kind: Represents grant of performance-based restricted stock units. Shares will be issued upon achievement of both (a) Issuer's common stock achieving a twenty trading-day Volume-Weighted Average Price of $28.73 per share within four years from the date of grant and (b) the Reporting Person's continued service through the fourth anniversary of the grant. F1 · derivative.exercise_date: Represents grant of performance-based restricted stock units. Shares will be issued upon achievement of both (a) Issuer's common stock achieving a twenty trading-day Volume-Weighted Average Price of $28.73 per share within four years from the date of grant and (b) the Reporting Person's continued service through the fourth anniversary of the grant. F1 · derivative.expiration_date: Represents grant of performance-based restricted stock units. Shares will be issued upon achievement of both (a) Issuer's common stock achieving a twenty trading-day Volume-Weighted Average Price of $28.73 per share within four years from the date of grant and (b) the Reporting Person's continued service through the fourth anniversary of the grant. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 01:40 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001945 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,259 F1 · kind: Represents grant of restricted stock units. Shares will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on February 27, 2025. Read SEC document |
| August 02, 2023 Filed Aug 3, 2023 22:32 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 32,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006169 · primarydocument.xml · nonDerivative · entry 1 Kauder Joseph · CIK 0001984782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,098 F1 · kind: Represents grant of restricted stock units. Shares will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on August 2, 2023. 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.