JAMES W LOKEY
CIK 1201185 · President/CEO · last filed 2026-05-08
JAMES W LOKEY is a President/CEO who has filed 26 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing, for CWBC, was dated May 8, 2026. Across all open-market trades the lifetime net is +$76.7K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.4M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.37M
2
26
$76.7K
Holdings By Company
Recent Filings
26 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-08 | CWBC | Grant (A) | — | $0 | EDGAR |
| 2026-01-30 | CWBC | Buy (P) | +500 | $11.6K | EDGAR |
| 2025-08-21 | CWBC | Buy (P) | +64 | $1.3K | EDGAR |
| 2025-05-19 | CWBC | Buy (P) | +70 | $1.3K | EDGAR |
| 2025-05-12 | CWBC | Grant (A) | +1,819 | $32.0K | EDGAR |
| 2025-02-24 | CWBC | Buy (P) | +68 | $1.3K | EDGAR |
| 2024-11-25 | CWBC | Buy (P) | +60 | $1.3K | EDGAR |
| 2024-08-20 | CWBC | Other (J) | +64 | $1.3K | EDGAR |
| 2024-06-04 | CWBC | Grant (A) | +1,820 | $30.0K | EDGAR |
| 2024-04-08 | CWBC | Grant (A) | +10,707 | $0 | EDGAR |