| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| First Foundation Inc. | Director | Common Stock | 6.77M | $36.6M | $5.41 | May 29, 2025 | Owned directly by Strategic Value Investors LP |
| BankFinancial CORP | Director | Common Stock | 645K | $6.7M | $10.38 | Feb 7, 2024 | Strategic Value Investors, LP |
| UNITED SECURITY BANCSHARES | Director | Restricted Stock Units | 15K | $126K | $8.41 | Jun 1, 2023 | Direct |
| First Foundation Inc. | Director | Common Stock | 13.3K | $72K | $5.41 | May 29, 2025 | Direct |
| UNITED SECURITY BANCSHARES | Director | Common Stock | 6.81K | $55K | $8.07 | Jun 1, 2023 | Direct |
| First Foundation Inc. | Director | Series B Preferred Stock | 0 | Oct 2, 2024 | Owned directly by Strategic Value Investors LP | ||
| UNITED SECURITY BANCSHARES | Director | Common Stock | 0 | $8.07 | Jun 1, 2023 | By: Strategic Value Investors LP |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FFWM | First Foundation Inc. | May 29, 2025 | 1 | $0 | 4 | Jun 3, 2025 | Director |
| FFWM | First Foundation Inc. | Oct 2, 2024 | 2 | $0 | 4 | Oct 4, 2024 | Director |
| FFWM | First Foundation Inc. | Sep 3, 2024 | 0 | $0 | 3 | Sep 10, 2024 | Director |
| BFIN | BankFinancial CORP | Feb 7, 2024 | 0 | $0 | 3 | Mar 13, 2024 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Jun 1, 2023 | 4 | -$6.53M | 4 | Jun 5, 2023 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Feb 28, 2023 | 7 | $0 | 4 | Mar 2, 2023 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Dec 1, 2022 | 4 | $0 | 4 | Dec 2, 2022 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Sep 1, 2022 | 4 | $0 | 4 | Sep 6, 2022 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Jun 1, 2022 | 4 | $0 | 4 | Jun 3, 2022 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Mar 1, 2022 | 4 | $0 | 4 | Mar 3, 2022 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Dec 14, 2021 | 4 | $129K | 4 | Dec 17, 2021 | Director |
| UBFO | UNITED SECURITY BANCSHARES | Dec 1, 2021 | 4 | $0 | 4 | Dec 2, 2021 | Director |