| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| California BanCorp \ CA | Director | Common Stock | 2.35M | $33.1M | $14.07 | May 21, 2025 | By Castle Creek Advisors IV LLC and Castle Creek Capital Partners VI LP |
| Bridgewater Bancshares Inc | Director | Common Stock | 17.1K | $299K | $17.44 | Oct 24, 2025 | Direct |
| California BanCorp \ CA | Director | Stock Options | 10K | $141K | $14.07 | May 21, 2025 | Direct |
| California BanCorp \ CA | Director | Common Stock | 1.2K | $16.8K | $14.07 | May 21, 2025 | Direct |
| Bridgewater Bancshares Inc | Director | Common Stock | 298 | $5.24K | $17.60 | Oct 24, 2025 | By Volk Advisory Corp |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BWB | Bridgewater Bancshares Inc | Oct 24, 2025 | 2 | $524K | 4 | Oct 28, 2025 | Director |
| BWB | Bridgewater Bancshares Inc | Sep 30, 2025 | 1 | $0 | 4 | Oct 1, 2025 | Director |
| BCAL | California BanCorp \ CA | May 21, 2025 | 1 | $0 | 4 | May 23, 2025 | Director |
| BCAL | California BanCorp \ CA | Aug 8, 2024 | 1 | $0 | 4 | Aug 12, 2024 | Director |
| BCAL | Southern California Bancorp \ CA | Feb 1, 2024 | 1 | $0 | 4 | Feb 5, 2024 | Director |
| BCAL | Southern California Bancorp \ CA | Oct 31, 2023 | 2 | $0 | 4 | Nov 1, 2023 | Director |
| BCAL | Southern California Bancorp \ CA | Oct 12, 2023 | 2 | $0 | 4 | Oct 13, 2023 | Director |
| BCAL | Southern California Bancorp \ CA | Jun 25, 2023 | 2 | $0 | 4 | Oct 6, 2023 | Director |
| BCAL | Southern California Bancorp \ CA | May 10, 2023 | 0 | $0 | 3/A | Sep 15, 2023 | Director |