Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | EVP & CCO | March 16, 2026 | March 18, 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 March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,882 |
Ending reported balance
After 2026-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-16 · Grant · Acquired 9,547 · Balance 87,308 F1: Satisfaction of vesting conditions for Performance Stock Units ("PRSU") granted on 1/25/2023 based on performance conditions being met. Row 2 · 2026-03-16 · Tax withholding · Disposed 3,426 · Balance 83,882 F2: Withholding of shares of PRSU vested on 1/25/2026 to pay for taxes due on vested amount. |
Filing footnotes · ownership attribution and instrument terms
F1: Satisfaction of vesting conditions for Performance Stock Units ("PRSU") granted on 1/25/2023 based on performance conditions being met.
F2: Withholding of shares of PRSU vested on 1/25/2026 to pay for taxes due on vested amount.
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 |
|---|---|---|---|---|---|---|
| September 19, 2019 Filed Sep 23, 2019 22:15 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 692 | $21.63 | $14,967.96 |
DisclosureSEC source: 0001567619-19-018678 · doc1.xml · nonDerivative · entry 1 Farnsworth David F · CIK 0001680121 · EVP $ CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,172 Read SEC document |
| July 20, 2019 Filed Jul 23, 2019 19:29 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 692 | $20.37 | $14,096.04 |
DisclosureSEC source: 0001567619-19-015085 · doc1.xml · nonDerivative · entry 1 Farnsworth David F · CIK 0001680121 · EVP $ CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 Read SEC document |
| September 19, 2018 Filed Sep 21, 2018 16:49 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003001 · doc1.xml · nonDerivative · entry 1 Farnsworth David F · CIK 0001680121 · EVP $ CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,556 Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 16:40 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 692 | $23.17 | $16,033.64 |
DisclosureSEC source: 0001140361-18-033264 · doc1.xml · nonDerivative · entry 1 Farnsworth David F · CIK 0001680121 · EVP $ CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,556 Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 23:04 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 752 | $21.88 | $16,453.76 |
DisclosureSEC source: 0001140361-17-028494 · doc1.xml · nonDerivative · entry 1 Farnsworth David F · CIK 0001680121 · EVP $ CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,248 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.