Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | Director | May 20, 2026 | May 21, 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 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,780 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 4,187 · Balance 53,780 |
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 20, 2026 Filed May 21, 2026 01:42 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000354647-26-000098 · form4.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,780 Read SEC document |
| May 21, 2025 Filed May 22, 2025 23:45 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015364 · form4.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,593 Read SEC document |
| May 15, 2024 Filed May 16, 2024 18:33 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015574 · form4.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,131 Read SEC document |
| May 17, 2023 Filed May 18, 2023 18:27 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 8,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016074 · form4.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,232 Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 22:15 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007456 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,975 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:42 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006656 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,289 Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 00:35 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007064 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,933 Read SEC document |
| March 25, 2020 Filed Mar 4, 2021 19:04 UTC Amendment | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-005629 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,683 F1 · balance_after: This amendment corrects the number of shares beneficially owned following the reported transaction. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 00:54 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 10,250 | $21.16 | $216,838.75 |
DisclosureSEC source: 0001567619-20-001695 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · price: Represents the average sale price. The Shares were sold at prices ranging from $21.14 to $21.17 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff, Issuer, or a security holder of Issuer, upon request. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | PurchaseCommon Stock | 250 | $20.12 | $5,029.93 |
DisclosureSEC source: 0001567619-19-017904 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,250 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 22:12 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007419 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 17:26 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014769 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,000 Read SEC document |
| March 22, 2017 Filed Apr 14, 2017 21:10 UTC Amendment | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015904 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 F1 · date: Amendment filed to reflect correct grant date. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 23:47 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008905 · doc1.xml · nonDerivative · entry 1 Oswalt Hal W · CIK 0001595220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 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.