Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | Director · President & CEO | October 28, 2019 | March 04, 2020 |
| CoinShares PLCCSHR · Entity 5168 | Director | March 31, 2026 | April 10, 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 October 28, 2019 · Filed March 04, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 409,557 |
Reported balance
After 2019-10-28 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2019-10-28 · Sale · Disposed 16,500 · Balance 409,557 F1: Represents the weighted average sales price. The Shares were sold at prices ranging from $21.15 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 (the "Staff"), Issuer, or a security holder of Issuer, upon request. F2: Includes 180,000 shares of restricted stock units. F3: Amount corrected (reduced) |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sales price. The Shares were sold at prices ranging from $21.15 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 (the "Staff"), Issuer, or a security holder of Issuer, upon request.
F2: Includes 180,000 shares of restricted stock units.
F3: Amount corrected (reduced)
CoinShares PLC
Report date March 31, 2026 · Filed April 10, 2026
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| February 04, 2017 Filed Feb 8, 2017 00:24 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 30,000 | $22.72 | $681,600.00 |
DisclosureSEC source: 0001140361-17-004958 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,694 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:42 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 50,000 | $8.61 Strike: $8.61 | $430,500.00 |
DisclosureSEC source: 0001140361-17-004514 · doc1.xml · derivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:42 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 50,000 | $8.61 | $430,500.00 |
DisclosureSEC source: 0001140361-17-004514 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 19:42 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 50,000 | $22.14 | $1,107,000.00 |
DisclosureSEC source: 0001140361-17-004514 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,694 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $22.00 to $22.34 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| January 26, 2017 Filed Jan 28, 2017 00:01 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 25,000 | $8.61 Strike: $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-17-003288 · doc1.xml · derivative · entry 4 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 28, 2017 00:01 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 25,000 | $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-17-003288 · doc1.xml · nonDerivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 28, 2017 00:01 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 19,900 | $23.13 | $460,326.80 |
DisclosureSEC source: 0001140361-17-003288 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,694 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $23.1 to $23.27 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| January 26, 2017 Filed Jan 28, 2017 00:01 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 5,100 | $23.25 | $118,585.20 |
DisclosureSEC source: 0001140361-17-003288 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,594 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $23.1 to $23.27 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 22:45 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 25,000 | $8.61 Strike: $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-17-002904 · doc1.xml · derivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 22:45 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 25,000 | $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-17-002904 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 22:45 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 25,000 | $23.21 | $580,200.00 |
DisclosureSEC source: 0001140361-17-002904 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,694 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $23.16 to $23.27 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| December 06, 2016 Filed Dec 6, 2016 23:35 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 13,642 | $14.66 Strike: $14.66 | $199,991.72 |
DisclosureSEC source: 0001140361-16-088925 · doc1.xml · derivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,642 shares Expires 2024-02-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 06, 2016 Filed Dec 6, 2016 23:35 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 13,642 | $14.66 | $199,991.72 |
DisclosureSEC source: 0001140361-16-088925 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 25,000 | $8.61 Strike: $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-087719 · doc1.xml · derivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 25,000 | $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-087719 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 17:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 25,000 | $21.36 | $533,975.00 |
DisclosureSEC source: 0001140361-16-087719 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,052 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $21.31 to $21.43 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:07 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 25,000 | $8.61 Strike: $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-087231 · doc1.xml · derivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:07 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 25,000 | $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-087231 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 20:07 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 25,000 | $21.03 | $525,825.00 |
DisclosureSEC source: 0001140361-16-087231 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,052 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $21.00 to $21.07 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:02 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 25,000 | $8.61 Strike: $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-086395 · doc1.xml · derivative · entry 3 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2019-09-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:02 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 25,000 | $8.61 | $215,250.00 |
DisclosureSEC source: 0001140361-16-086395 · doc1.xml · nonDerivative · entry 2 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:02 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 25,000 | $19.27 | $481,850.00 |
DisclosureSEC source: 0001140361-16-086395 · doc1.xml · nonDerivative · entry 1 Myers Christopher D · CIK 0001371381 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,052 F1 · price: Represents the weighted average sales price. The Shares were sold at prices ranging from $19.18 to $19.34 per share. Full information regarding the number of Shares sold at each price shall be provided to the Securities and Exchange Commission staff (the "Staff"), Issuer, or a security holder of Issuer, upon request. 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.