PATRICK A LUIS
CIK 1818568 · EXECUTIVE VICE PRESIDENT · last filed 2025-03-06
PATRICK A LUIS is an EXECUTIVE VICE PRESIDENT who has filed 19 SEC Form 4 insider transactions across 2 companies since 2020. The most recent filing shows the insider had shares withheld for taxes covering $49.3K of CWBC on Mar 6, 2025. Across all open-market trades the lifetime net is +$193.7K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $644.5K 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.
$644.5K
2
19
$193.7K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CWBC | EXECUTIVE VICE PRESIDENT | 25,030 | $25.75 | $644.5K | -$32.0K | 3 | 2025-03-06 |
| Community West Bancshares (CVCY) Delisted | EXECUTIVE VICE PRESIDENT | 25,597 | $19.89 | $509.1K | $225.7K | 16 | 2023-05-18 |
Recent Filings
19 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-03-06 | CWBC | Tax (F) | −2,556 | -$49.3K | EDGAR |
| 2024-08-06 | CWBC | Sell (S) | −1,650 | -$32.0K | EDGAR |
| 2024-06-04 | CWBC | Grant (A) | +3,639 | $60.0K | EDGAR |
| 2023-05-18 | Community West Bancshares (CVCY) Delisted | Grant (A) | +4,317 | $60.0K | EDGAR |
| 2023-05-02 | Community West Bancshares (CVCY) Delisted | Mixed | +2,254 | $24.5K | EDGAR |
| 2023-01-20 | Community West Bancshares (CVCY) Delisted | Grant (A) | +802 | $0 | EDGAR |
| 2022-06-15 | Community West Bancshares (CVCY) Delisted | Grant (A) | +1,866 | $30.0K | EDGAR |
| 2022-05-10 | Community West Bancshares (CVCY) Delisted | Buy (P) | +1,000 | $16.8K | EDGAR |
| 2022-05-10 | Community West Bancshares (CVCY) Delisted | Buy (P) | +750 | $13.4K | EDGAR |
| 2022-05-06 | Community West Bancshares (CVCY) Delisted | Buy (P) | +1,500 | $27.6K | EDGAR |