Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayCom CorpBCML · Entity 5857 | EVP and Labor Services Div. | July 21, 2026 | July 23, 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.
BayCom Corp
Report date July 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance UnitsSEC Table II · derivative / convertible security · Expires 2029-07-21 | Direct | 15,000 |
Reported balance
After 2026-07-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-21 · Grant · Acquired 15,000 · Balance 15,000 F1: Represents a grant of 15,000 performance stock units. The performance stock units will be earned and become "Banked PSUs" upon satisfaction of the market vesting condition, which occurs on the date on which the daily volume-weighted average price per share of the issuer's common stock equals or exceeds $40.26 for twenty (20) consecutive trading days, subject to certification by the issuer's compensation committee. The Banked PSUs remain subject to the executive's continued employment through July 1, 2029, and, upon settlement, will be paid 50% in shares of the issuer's common stock and 50% in cash. |
| Common StockSEC Table I · non-derivative | Direct | 13,688 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,688 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 15,000 performance stock units. The performance stock units will be earned and become "Banked PSUs" upon satisfaction of the market vesting condition, which occurs on the date on which the daily volume-weighted average price per share of the issuer's common stock equals or exceeds $40.26 for twenty (20) consecutive trading days, subject to certification by the issuer's compensation committee. The Banked PSUs remain subject to the executive's continued employment through July 1, 2029, and, upon settlement, will be paid 50% in shares of the issuer's common stock and 50% in cash.
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 21, 2026 Filed Jul 23, 2026 20:08 UTC | BayCom Corp BCML · Entity 5857 | GrantPerformance Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-024307 · rdgdoc.xml · derivative · entry 2 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2029-07-21 F1 · derivative.exercise_price: Represents a grant of 15,000 performance stock units. The performance stock units will be earned and become "Banked PSUs" upon satisfaction of the market vesting condition, which occurs on the date on which the daily volume-weighted average price per share of the issuer's common stock equals or exceeds $40.26 for twenty (20) consecutive trading days, subject to certification by the issuer's compensation committee. The Banked PSUs remain subject to the executive's continued employment through July 1, 2029, and, upon settlement, will be paid 50% in shares of the issuer's common stock and 50% in cash. F1 · derivative.exercise_date: Represents a grant of 15,000 performance stock units. The performance stock units will be earned and become "Banked PSUs" upon satisfaction of the market vesting condition, which occurs on the date on which the daily volume-weighted average price per share of the issuer's common stock equals or exceeds $40.26 for twenty (20) consecutive trading days, subject to certification by the issuer's compensation committee. The Banked PSUs remain subject to the executive's continued employment through July 1, 2029, and, upon settlement, will be paid 50% in shares of the issuer's common stock and 50% in cash. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:54 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-000412 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,688 Read SEC document |
| January 02, 2024 Filed Jan 3, 2025 17:16 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-000148 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,949 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:50 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 2,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-000349 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,091 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 18:12 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-000272 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,180 Read SEC document |
| January 01, 2023 Filed Jan 13, 2023 18:47 UTC Amendment | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 2,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-001004 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,002 F1 · shares: This amendment is being filed to correct a Form 4 filed on January 4, 2023. The corrected number of shares of restricted stock granted is 2,466. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 20:13 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-000276 · rdgdoc.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,536 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 19:59 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-21-000011 · edgar.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Labor Services Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,339 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:57 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000003 · edgar.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,167 Read SEC document |
| January 02, 2019 Filed Jan 7, 2019 23:48 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000015 · edgar.xml · nonDerivative · entry 1 Curley Mary Therese · CIK 0001738138 · EVP and Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,380 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.