| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Executive Vice President
1 company
Patrick A Luis last filed a Form 4 in February 2025, as Executive Vice President at CWBC. Patrick A Luis's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Patrick A Luis's trades have earned a below-average insider score of 48/100 across 8 rated trades. Over a 12-month horizon, 37.5% of those trades were profitable, with an average 12-month return of -11.4%.
At the last filing, the largest reported position was 25,030 shares of CWBC. Net of sales, the CWBC filings show accumulation of 13,465 shares.
Patrick A Luis has 19 Form 4 filings on record from August 2020 to February 2025, all as Executive Vice President at Community West Bancshares (CWBC), 2020–2025.
The 30 reported transactions were 19 open-market purchases, 8 stock awards, 1 tax withholding and 1 open-market sale, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 9 purchases worth about $226K and 1 sale worth about $32K.
The largest open-market purchase was 4,000 shares of CWBC at an average $12.35 on August 19, 2020, about $49K.
The only open-market sale was 1,650 shares of CWBC at an average $19.37 on August 2, 2024, about $32K. Twelve months later CWBC was down 3%.
Shares as reported in the last Form 4 for each company; the most recent is from February 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 2, 2024 | CWBC Community West Bancshares | Executive Vice President | Sell | 1,650 | $19.37 | $31,960.50 | -5.6% | -3.0% | -3.0% | |
| May 1, 2023 | CWBC Community West Bancshares | Executive Vice President | Buy | 1,650 | $14.86 | $24,516.10 | +8.4% | +14.6% | +17.6% | |
| May 10, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 1,000 | $16.78 | $16,780.00 | +6.5% | -1.5% | -18.7% | |
| May 9, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 750 | $17.93 | $13,449.30 | +5.1% | -6.8% | -24.3% | |
| May 5, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 1,500 | $18.38 | $27,570.00 | +11.4% | -9.5% | -24.9% | |
| May 2, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 750 | $19.40 | $14,550.00 | +6.1% | -13.8% | -26.2% | |
| Apr 28, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 750 | $20.09 | $15,066.18 | +6.5% | -18.4% | -25.2% | |
| Mar 10, 2022 | CWBC Community West Bancshares | Executive Vice President | Buy | 715 | $21.87 | $15,637.05 | +6.6% | -23.1% | +7.8% | |
| Aug 26, 2020 | CWBC Community West Bancshares | Executive Vice President | Buy | 4,000 | $12.17 | $48,683.00 | +84.1% | - | - | |
| Aug 19, 2020 | CWBC Community West Bancshares | Executive Vice President | Buy | 4,000 | $12.35 | $49,400.00 | +527.0% | - | - |