Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVB FINANCIAL CORPCVBF · Entity 4071 | President & CEO | 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 | 245,493 |
Ending reported balance
After 2026-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-16 · Grant · Acquired 30,149 · Balance 260,565 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 15,072 · Balance 245,493 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 |
|---|---|---|---|---|---|---|
| November 15, 2018 Filed Nov 19, 2018 20:19 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 740 | $22.73 | $16,820.20 |
DisclosureSEC source: 0001567619-18-006625 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,813 Read SEC document |
| October 19, 2018 Filed Oct 23, 2018 16:49 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 1,480 | $21.16 | $31,316.80 |
DisclosureSEC source: 0001567619-18-004412 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,553 Read SEC document |
| September 19, 2018 Filed Sep 21, 2018 17:04 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003007 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,033 Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 22:57 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 700 | $23.55 | $16,485.00 |
DisclosureSEC source: 0001567619-18-002976 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,033 Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 23:41 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 1,580 | $23.02 | $36,371.60 |
DisclosureSEC source: 0001140361-17-043593 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,733 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 16:59 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-043166 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,313 Read SEC document |
| October 19, 2017 Filed Oct 20, 2017 22:27 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 1,500 | $24.10 | $36,150.00 |
DisclosureSEC source: 0001140361-17-039187 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,813 Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 17:10 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 700 | $21.55 | $15,085.00 |
DisclosureSEC source: 0001140361-17-036009 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,313 Read SEC document |
| May 09, 2017 Filed May 10, 2017 16:43 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionStock Option Right to Buy · Derivative | 2,000 | $11.82 Strike: $11.82 | $23,640.00 |
DisclosureSEC source: 0001140361-17-019267 · doc1.xml · derivative · entry 3 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2022-03-21 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 |
| May 09, 2017 Filed May 10, 2017 16:43 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Exercise / conversionCommon Stock | 2,000 | $11.82 | $23,640.00 |
DisclosureSEC source: 0001140361-17-019267 · doc1.xml · nonDerivative · entry 2 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,013 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 |
| May 08, 2017 Filed May 10, 2017 16:43 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | SaleCommon Stock | 2,000 | $22.13 | $44,265.40 |
DisclosureSEC source: 0001140361-17-019267 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,013 Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:55 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 500 | $21.49 | $10,745.00 |
DisclosureSEC source: 0001140361-17-013071 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,013 Read SEC document |
| November 19, 2016 Filed Nov 22, 2016 22:50 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 1,500 | $21.35 | $32,025.00 |
DisclosureSEC source: 0001140361-16-087633 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,513 Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 22:47 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-083206 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,013 Read SEC document |
| September 18, 2016 Filed Sep 20, 2016 23:51 UTC | CVB FINANCIAL CORP CVBF · Entity 4071 | Tax withholdingCommon Stock | 1,100 | $16.96 | $18,656.00 |
DisclosureSEC source: 0001140361-16-080367 · doc1.xml · nonDerivative · entry 1 Brager David A. · CIK 0001506476 · EVP Sales Division Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,013 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.