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Insider Information:   Lagomarsino Simone
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   240,067    

Indirect Shares

  25,952      
Direct Value   $1,343,310    

Indirect Value

  $197,220      
Total Shares   266,019      
Total Value   $1,540,530      


Heritage Oaks Bancorp
 $0 Pacific Premier Bancorp Inc
 $1,343,310 Heritage Oaks Bancorp
 $0 Pacific Premier Bancorp Inc
 $1,343,310
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   9.1%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Heritage Oaks Bancorp HEOP President / CEO, Direc... 2017-03-02 178,419 2017-03-02 19,952    Premium*  
            Pacific Premier Bancorp Inc PPBI Director 2018-08-29 61,648 0    Premium*  
            Luther Burbank Corp LBC President CEO, Director 2024-03-01 0 2024-03-01 0    Premium*  
            Hannon Armstrong Sustainable Inf... HASI Director 0 2021-03-09 6,000    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
LBC Luther Burbank Corp President CEO   •       •      –    2024-03-01 4 D $0.00 $0 I/I (195,603) 0 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2019-01-24 4 A $0.00 $0 D/D 102,146 102,146 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2021-01-26 4 A $0.00 $0 D/D 79,444 219,998 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2020-01-28 4 A $0.00 $0 D/D 68,202 170,348 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2016-12-28 4 OE $7.65 $501,501 D/D 65,002 168,256 0 -
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-10-03 4 A $3.13 $200,001 D/D 63,898 63,898 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2022-01-25 4 A $0.00 $0 D/D 57,930 146,394 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2024-03-01 4 D $0.00 $0 D/D (49,653) 0 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2014-02-01 4 B $7.65 $324,987 D/D 42,482 116,380 2.81 -
LBC Luther Burbank Corp President CEO   •       •      –    2023-01-03 4 D $11.11 $457,321 D/D (41,163) 105,231 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-05-01 4 OE $22.04 $549,561 D/D 24,659 88,623 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2024-01-02 4 D $10.71 $257,211 D/D (24,016) 81,215 0 -
HEOP Heritage Oaks Bancorp Chief Executive Officer   •       •      –    2015-03-02 4 A $7.84 $144,993 D/D 18,494 139,908 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-05-01 4 S $37.56 $414,965 D/D (11,049) 75,013 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2016-02-24 4 $7.71 $78,349 I/I 10,162 13,246 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2024-02-20 4 D $9.61 $94,053 D/D (9,787) 49,653 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2019-02-15 4 B $10.50 $84,032 I/I 8,003 10,000 2.66 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2018-08-29 4 S $38.58 $302,004 D/D (7,828) 61,648 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2017-02-01 4 A $13.44 $95,169 D/D 7,081 175,337 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2017-02-01 4 D $13.44 $95,169 I/I (7,081) 0 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2016-04-01 4 A $7.80 $52,307 I/I 6,706 19,952 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-05-15 4 AS $37.00 $231,250 D/D (6,250) 86,799 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-06-15 4 AS $36.30 $226,875 D/D (6,250) 80,549 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-07-17 4 AS $36.25 $226,563 D/D (6,250) 74,299 0 -
PPBI Pacific Premier Bancorp I... Director   –       •      –    2017-08-15 4 AS $36.00 $225,000 D/D (6,250) 68,049 0 -

  25  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed