| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| California BanCorp \ CA | Chief Operating Officer | Common Stock | 67.5K | $901K | $13.35 | Aug 2, 2024 | Direct |
| HERITAGE COMMERCE CORP | Executive Vice President / COO | Common Stock, No Par Value | 33.1K | $328K | $9.93 | Nov 18, 2025 | Direct |
| HERITAGE COMMERCE CORP | Executive Vice President / COO | Restricted Stock Unit | 25.1K | $249K | $9.93 | Nov 18, 2025 | Direct |
| HERITAGE COMMERCE CORP | Executive Vice President / COO | Performance-Based Restricted Stock Unit | 13K | $129K | $9.93 | Nov 18, 2025 | Direct |
| California BanCorp | President, CFO and COO | Common Stock | 0 | $0 | $24.35 | Jul 31, 2024 | Direct |
| California BanCorp | President, CFO and COO | Stock Option (right to buy) | 0 | Jul 31, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HTBK | HERITAGE COMMERCE CORP | Nov 18, 2025 | 3 | $0 | 4 | Nov 20, 2025 | Executive Vice President / COO |
| HTBK | HERITAGE COMMERCE CORP | Aug 1, 2025 | 1 | $185K | 4 | Aug 5, 2025 | EVP/Chief Operating Officer |
| HTBK | HERITAGE COMMERCE CORP | Mar 10, 2025 | 2 | $0 | 4 | Jun 3, 2025 | Executive Vice President / COO |
| HTBK | HERITAGE COMMERCE CORP | Nov 18, 2024 | 1 | $0 | 4 | Nov 20, 2024 | Executive Vice President / COO |
| HTBK | HERITAGE COMMERCE CORP | Sep 26, 2024 | 0 | $0 | 3 | Oct 3, 2024 | Executive Vice President / COO |
| BCAL | California BanCorp \ CA | Aug 2, 2024 | 1 | $0 | 4 | Aug 6, 2024 | Chief Operating Officer |
| BCAL | California BanCorp \ CA | Jul 31, 2024 | 0 | $0 | 3 | Aug 6, 2024 | Chief Operating Officer |
| CALB | California BanCorp | Jul 31, 2024 | 6 | $0 | 4 | Jul 31, 2024 | President, CFO and COO |
| CALB | California BanCorp | Jul 27, 2023 | 2 | $0 | 4 | Jul 31, 2023 | President, CFO and COO |
| CALB | California BanCorp | May 24, 2023 | 1 | $71.5K | 4 | May 25, 2023 | President, CFO and COO |
| CALB | California BanCorp | Apr 12, 2022 | 2 | $0 | 4 | Apr 14, 2022 | SEVP, Chief Financial Officer and Chief Operating Officer |