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 3 of 3
26 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-11-13 | CWBC | Exer (M) | — | $0 | EDGAR |
| 2017-08-25 | CWBC | Grant (A) | — | $0 | EDGAR |
| 2015-12-16 | CWBC | Buy (P) | +1,500 | $10.6K | EDGAR |
| 2015-11-18 | CWBC | Buy (P) | +4,114 | $28.4K | EDGAR |
| 2007-04-18 | MDST | Buy (P) | +30 | $1.1K | EDGAR |
| 2007-01-18 | MDST | Buy (P) | +30 | $1.1K | EDGAR |
Showing 21–26 of 26
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Page 3 of 3
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.