Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayCom CorpBCML · Entity 5857 | Director · Executive Vice Chair | 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 | 75,000 |
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 75,000 · Balance 75,000 F1: Represents a grant of 75,000 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 | 34,079 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 34,079 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 75,000 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PACWEST BANCORP
Report date November 30, 2023 · Filed November 30, 2023
Section 16 reporting ended · disclosed 2023-11-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 116,612 · Balance 0 F1: Includes restricted stock awards of 36,725 shares of Issuer's common stock (the "Issuer RSAs"). F2: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F3: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock. F4: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2023-11-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-11-30 · Disposition to issuer · Disposed 13,000 · Balance 0 F2: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F4: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. |
| Depositary Shares of Series A Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-11-30 · Disposition to issuer · Disposed 16,000 · Balance 0 F5: In connection with the transactions contemplated by the Merger Agreement, the depository shares and shares of preferred stock underlying the depositary shares will be exchanged for substantially equivalent depositary shares and shares of preferred stock of BANC. F6: Following the transactions contemplated by the Merger Agreement, Reporting Person no longer beneficially owns any Issuer depositary shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards of 36,725 shares of Issuer's common stock (the "Issuer RSAs").
F2: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023.
F3: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock.
F4: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock.
F5: In connection with the transactions contemplated by the Merger Agreement, the depository shares and shares of preferred stock underlying the depositary shares will be exchanged for substantially equivalent depositary shares and shares of preferred stock of BANC.
F6: Following the transactions contemplated by the Merger Agreement, Reporting Person no longer beneficially owns any Issuer depositary shares.
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 20:09 UTC | BayCom Corp BCML · Entity 5857 | GrantPerformance Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-024309 · rdgdoc.xml · derivative · entry 2 Black William J · CIK 0001815736 · Director · Executive Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2029-07-21 F1 · derivative.exercise_price: Represents a grant of 75,000 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 75,000 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 |
| July 01, 2026 Filed Jul 1, 2026 22:05 UTC | BayCom Corp BCML · Entity 5857 | GrantCommon Stock | 997 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022333 · rdgdoc.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · Director · Executive Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,079 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:05 UTC | BayCom Corp BCML · Entity 5857 | PurchaseCommon Stock | 26,549 | $30.22 | $802,310.78 |
DisclosureSEC source: 0001437749-26-015575 · rdgdoc.xml · nonDerivative · entry 2 Black William J · CIK 0001815736 · Director · Executive Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,082 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.98 to $30.50, inclusive. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:05 UTC | BayCom Corp BCML · Entity 5857 | PurchaseCommon Stock | 6,533 | $29.99 | $195,924.67 |
DisclosureSEC source: 0001437749-26-015575 · rdgdoc.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · Director · Executive Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,533 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.75 to $30.00, inclusive. The reporting person undertakes to provide BayCom Corp, any security holder of BayCom Corp, 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 ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 30, 2023 Filed Nov 30, 2023 21:43 UTC | PACWEST BANCORP PACW · Entity 107839 | Disposition to issuerDepositary Shares of Series A Preferred Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015661 · form4-12012023_021227.xml · nonDerivative · entry 3 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F5 · price: In connection with the transactions contemplated by the Merger Agreement, the depository shares and shares of preferred stock underlying the depositary shares will be exchanged for substantially equivalent depositary shares and shares of preferred stock of BANC. F6 · balance_after: Following the transactions contemplated by the Merger Agreement, Reporting Person no longer beneficially owns any Issuer depositary shares. Read SEC document |
| November 30, 2023 Filed Nov 30, 2023 21:43 UTC | PACWEST BANCORP PACW · Entity 107839 | Disposition to issuerCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015661 · form4-12012023_021227.xml · nonDerivative · entry 2 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 0 F2 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F4 · balance_after: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. Read SEC document |
| November 30, 2023 Filed Nov 30, 2023 21:43 UTC | PACWEST BANCORP PACW · Entity 107839 | Disposition to issuerCommon Stock | 116,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-015661 · form4-12012023_021227.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes restricted stock awards of 36,725 shares of Issuer's common stock (the "Issuer RSAs"). F2 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated July 25, 2023, by and among Issuer, Banc of California, Inc. ("BANC"), and Cal Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time (the "Effective Time") of the merger between Issuer and Cal Merger Sub, Inc. (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 0.6569 shares of BANC common stock (the "Merger Consideration"). All fractional shares were paid in cash. The Merger closed on November 30, 2023. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, the Issuer RSAs were assumed by BANC and converted into the right to receive (without interest) the Merger Consideration in respect of each share of Issuer common stock subject to such Issuer RSAs immediately prior to the Effective Time with the same terms and conditions as were applicable under such Issuer RSAs immediately prior to the Effective Time (including vesting terms), with any fractional shares rounded to the nearest whole share of BANC common stock. F4 · balance_after: As a result of the Merger, Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 16:21 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 18,665 | $7.95 | $148,386.75 |
DisclosureSEC source: 0001415889-23-012903 · form4-09052023_080904.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,612 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 36,850 shares of restricted stock on August 31, 2023. F2 · price: Reflects market closing price on August 31, 2023. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 09:51 UTC | PACWEST BANCORP PACW · Entity 107839 | PurchaseCommon Stock | 13,000 | $20.57 | $267,410.00 |
DisclosureSEC source: 0001415889-23-004706 · form4-03132023_010306.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.95 to $20.78, 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, 2023 Filed Mar 2, 2023 16:31 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 3,890 | $27.75 | $107,947.50 |
DisclosureSEC source: 0001415889-23-003826 · form4-03022023_040351.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,277 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 7,708 shares of restricted stock on February 28, 2023. F2 · price: Reflects market closing price on February 28, 2023. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:15 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 18,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002271 · form4-02102023_040201.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,167 F1 · shares: On February 8, 2023, Reporting Person was granted a restricted stock award ("RSA") of 18,203 shares of Issuer's common stock. This RSA will vest ratably over a three (3) year term. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 16:22 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 18,794 | $26.33 | $494,846.02 |
DisclosureSEC source: 0001415889-22-009264 · form4-09022022_010901.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, STRATEGY & CORP. DEV. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,964 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 36,850 shares of restricted stock on August 31, 2022. F2 · price: Reflects market closing price on August 31, 2022. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 18:03 UTC | PACWEST BANCORP PACW · Entity 107839 | PurchaseDepositary Shares of Series A Preferred Stock | 16,000 | $25.00 | $400,000.00 |
DisclosureSEC source: 0001179110-22-003263 · edgar.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, Strategy & Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 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 18:20 UTC | PACWEST BANCORP PACW · Entity 107839 | Tax withholdingCommon Stock | 1,626 | $49.42 | $80,356.92 |
DisclosureSEC source: 0001179110-22-001965 · edgar.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, Strategy & Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,758 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 4,604 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 16:40 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 12,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001360 · edgar.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, Strategy & Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,384 F1 · shares: On February 15, 2022, Reporting Person was granted a restricted stock award ("RSA") of 12,420 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 17:13 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 18,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001870 · edgar.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, Strategy & Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,964 F1 · shares: On February 17, 2021, Reporting Person was granted a restricted stock award ("RSA") of 18,414 shares of Issuer's common stock. This RSA will vest ratably over a four (4) year term. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:06 UTC | PACWEST BANCORP PACW · Entity 107839 | GrantCommon Stock | 110,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008988 · edgar.xml · nonDerivative · entry 1 Black William J · CIK 0001815736 · EVP, Strategy & Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,550 F1 · shares: On August 12, 2020, Reporting Person was granted a restricted stock award ("RSA") of 110,550 shares of Issuer's common stock. This RSA will vest ratably over a three (3) year term. 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.