| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| California BanCorp \ CA | Director | Common Stock | 2.35M | $33.1M | $14.07 | 21 May 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 | 24 Oct 2025 | Direct |
| California BanCorp \ CA | Director | Stock Options | 10K | $141K | $14.07 | 21 May 2025 | Direct |
| California BanCorp \ CA | Director | Common Stock | 1.2K | $16.8K | $14.07 | 21 May 2025 | Direct |
| Bridgewater Bancshares Inc | Director | Common Stock | 298 | $5.24K | $17.60 | 24 Oct 2025 | By Volk Advisory Corp |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BWB | Bridgewater Bancshares Inc | 24 Oct 2025 | 2 | $524K | 4 | Director | 28 Oct 2025, 18:21 |
| BWB | Bridgewater Bancshares Inc | 30 Sep 2025 | 1 | $0 | 4 | Director | 01 Oct 2025, 16:56 |
| BCAL | California BanCorp \ CA | 21 May 2025 | 1 | $0 | 4 | Director | 23 May 2025, 19:57 |
| BCAL | California BanCorp \ CA | 08 Aug 2024 | 1 | $0 | 4 | Director | 12 Aug 2024, 21:45 |
| BCAL | Southern California Bancorp \ CA | 01 Feb 2024 | 1 | $0 | 4 | Director | 05 Feb 2024, 20:05 |
| BCAL | Southern California Bancorp \ CA | 31 Oct 2023 | 2 | $0 | 4 | Director | 01 Nov 2023, 15:15 |
| BCAL | Southern California Bancorp \ CA | 12 Oct 2023 | 2 | $0 | 4 | Director | 13 Oct 2023, 20:32 |
| BCAL | Southern California Bancorp \ CA | 25 Jun 2023 | 2 | $0 | 4 | Director | 06 Oct 2023, 14:34 |
| BCAL | Southern California Bancorp \ CA | 10 May 2023 | 0 | $0 | 3/A | Director | 15 Sep 2023, 20:17 |