JAMES W LOKEY
CIK 1201185 · President/CEO · last filed 2026-05-08
"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.
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Disclosed Exposure
$1.37M
Companies
2
Total Filings
26
Lifetime Open-Market Net
$76.7K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Recent Filings · Page 2 of 3
26 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-04-05 | — | Disp (D) | −13,054 | -$205.1K | |
| 2024-02-27 | CWBC | Mixed | — | -$68.1K | EDGAR |
| 2023-02-02 | CWBC | Grant (A) | +1,000 | $0 | EDGAR |
| 2021-11-22 | CWBC | Grant (A) | +500 | $0 | EDGAR |
| 2021-09-10 | CWBC | Buy (P) | +500 | $6.6K | EDGAR |
| 2021-09-02 | CWBC | Buy (P) | +500 | $6.6K | EDGAR |
| 2021-05-05 | CWBC | Buy (P) | +400 | $5.0K | EDGAR |
| 2020-04-30 | CWBC | Grant (A) | — | $0 | EDGAR |
| 2018-10-26 | CWBC | Grant (A) | — | $0 | EDGAR |
| 2018-08-02 | CWBC | Buy (P) | +40 | $480 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.