Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | Director | May 22, 2026 | May 22, 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.
CVB FINANCIAL CORP
Report date May 22, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIndirectly through Partnership | 895,202 |
Reported balance
After 2026-05-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-22 · Purchase · Acquired 48,894 · Balance 895,202 F1: Represents the weighted average purchase price. The shares were purchased at prices ranging from $20.42 to $20.5 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or security holder of Issuer, upon request. F2: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. |
| Common StockSEC Table I · non-derivative | Direct | 59,012 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 59,012 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian | 288 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 288 F3: Shares held by Reporting Person as custodian for his minor children, of which he disclaims beneficial ownership except to the extent of his pecuniary interest, if any therein. |
| Common StockSEC Table I · non-derivative | IndirectIn Trust | 4,599,439 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,599,439 F4: Shares held by The Marital Trust under The George Borba Family Trust, of which Reporting Person is a co-trustee and disclaims beneficial ownership thereof, except to the extent of his pecuniary interest, if any, therein. |
| Common StockSEC Table I · non-derivative | IndirectTrustee | 2,277,000 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,277,000 F5: Shares held by the Borba Childrens Holding Trust, of which Reporting Person is a co-trustee and disclaims beneficial ownership thereof except to the extent of his pecuniary interest, if any, therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average purchase price. The shares were purchased at prices ranging from $20.42 to $20.5 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or security holder of Issuer, upon request.
F2: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner.
F3: Shares held by Reporting Person as custodian for his minor children, of which he disclaims beneficial ownership except to the extent of his pecuniary interest, if any therein.
F4: Shares held by The Marital Trust under The George Borba Family Trust, of which Reporting Person is a co-trustee and disclaims beneficial ownership thereof, except to the extent of his pecuniary interest, if any, therein.
F5: Shares held by the Borba Childrens Holding Trust, of which Reporting Person is a co-trustee and disclaims beneficial ownership thereof except to the extent of his pecuniary interest, if any, therein.
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 |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed May 22, 2026 20:06 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 48,894 | $20.45 | $999,984.98 |
DisclosureSEC source: 0000354647-26-000102 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 895,202 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $20.42 to $20.5 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 20, 2026 Filed May 21, 2026 01:00 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000354647-26-000084 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,012 Read SEC document |
| May 19, 2026 Filed May 20, 2026 00:30 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 25,187 | $19.85 | $499,999.73 |
DisclosureSEC source: 0000354647-26-000078 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 846,308 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $19.805 to $19.88 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 14, 2026 Filed May 15, 2026 22:18 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 25,097 | $19.92 | $499,982.43 |
DisclosureSEC source: 0000354647-26-000076 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 821,121 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $19.8466 to $19.99 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 12, 2026 Filed May 12, 2026 20:33 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 50,242 | $19.90 | $999,986.62 |
DisclosureSEC source: 0000354647-26-000074 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 796,024 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $19.845 to $19.97 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| November 14, 2025 Filed Nov 14, 2025 19:23 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 27,094 | $18.45 | $499,995.39 |
DisclosureSEC source: 0000354647-25-000017 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 745,782 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $18.41 to $18.5 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 22:54 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 53,567 | $18.67 | $999,999.47 |
DisclosureSEC source: 0001127602-25-020037 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 718,688 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $18.495 to $18.72 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 21, 2025 Filed May 22, 2025 23:26 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015356 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,825 Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 18:00 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 4,610 | $16.00 | $73,755.39 |
DisclosureSEC source: 0001127602-24-018888 · form4.xml · nonDerivative · entry 2 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 665,121 F3 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $15.99 to $16 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 18:00 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 34,200 | $15.99 | $546,837.48 |
DisclosureSEC source: 0001127602-24-018888 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 660,511 F1 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $15.915 to $16 per share. Full information regarding the number of shares purchased at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. F2 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:03 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015564 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,363 Read SEC document |
| February 06, 2024 Filed Feb 6, 2024 22:39 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 59,601 | $16.78 | $999,997.50 |
DisclosureSEC source: 0001127602-24-003592 · form4.xml · nonDerivative · entry 4 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 626,311 F3 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $16.685 to $16.9 per share. Full information regarding the number of shares purchased at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. F4 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| November 02, 2023 Filed Nov 2, 2023 23:29 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 97,006 | $16.83 | $1,632,135.65 |
DisclosureSEC source: 0001127602-23-026698 · form4.xml · nonDerivative · entry 4 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 566,710 F3 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $16.415 to $17 per share. Full information regarding the number of shares purchased at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. F4 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| November 01, 2023 Filed Nov 2, 2023 15:45 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 212,000 | $15.84 | $3,358,588.80 |
DisclosureSEC source: 0001127602-23-026549 · form4.xml · nonDerivative · entry 4 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 469,704 F3 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $15.42 to $16 per share. Full information regarding the number of shares purchased at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. F4 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 23:19 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 92,704 | $19.11 | $1,771,870.09 |
DisclosureSEC source: 0001127602-23-022264 · form4.xml · nonDerivative · entry 6 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 257,704 F6 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $18.68 to $19.46 per share. Full information regarding the number of shares purchased at each price shall be provided to the Staff, Issuer, or a security holder of Issuer, upon request. F5 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 23:19 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 165,000 | $19.52 | $3,220,387.50 |
DisclosureSEC source: 0001127602-23-022264 · form4.xml · nonDerivative · entry 5 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly through Partnership Disclosed balance after: 165,000 F4 · price: Represents the weighted average purchase price. The shares were purchased at prices ranging from $19.355 to $19.66 per share. Full information regarding the number of shares purchased at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. F5 · balance_after: Shares held by George Borba & Son Dairy, L.P., a California limited partnership, of which Reporting Person is a general partner. Read SEC document |
| May 17, 2023 Filed May 18, 2023 18:48 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 8,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016085 · form4.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,464 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 22:31 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007458 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,207 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:29 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006654 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,521 F1 · shares: Shares held by George Borba Jr of which 8289 shares are restricted Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 22:54 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007045 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,915 F1 · balance_after: Shares held by George Borba Jr of which 4,683 shares are restricted Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 22:35 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007422 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,232 F1 · balance_after: Shares held by George Borba Jr of which 7,000 shares are restricted Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 16:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014744 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,232 F1 · balance_after: Shares held by George Borba Jr of which 6000 shares are restricted Read SEC document |
| March 22, 2017 Filed Apr 14, 2017 21:43 UTC Amendment | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015910 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,232 F1 · date: Amendment filed to reflect correct grant date F2 · balance_after: Shares held by George Borba Jr of which 6000 shares are restricted Read SEC document |
| February 22, 2017 Filed Mar 7, 2017 22:51 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010925 · doc1.xml · nonDerivative · entry 1 Borba George A Jr · CIK 0001562449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,232 F1 · balance_after: Shares held by George Borba, Jr of which 6000 shares are restricted 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.