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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

   $192,480      
Total Shares   266,019      
Total Value   $1,535,790      


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 :    42         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
HASI Hannon Armstrong Sustaina... Director   –       •      –    2019-07-30 3 IO $0.00 $0 I/I 0 5,000 -
HASI Hannon Armstrong Sustaina... Director   –       •      –    2021-03-09 4 B $55.21 $55,210 I/I 1,000 6,000 2.1 %
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-10-03 4 A $3.13 $200,001 D/D 63,898 63,898 0 -
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-11-09 4 B $3.55 $9,035 D/D 2,500 66,398 2.74 -
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-11-10 4 B $3.55 $8,993 D/D 2,500 68,897 2.74 -
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-11-11 4 B $3.60 $9,090 D/D 2,500 71,398 2.74 -
HEOP Heritage Oaks Bancorp CEO   •       –      –    2011-11-14 4 B $3.63 $9,118 D/D 2,500 73,898 2.74 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2013-12-03 4 A $7.60 $258 D/D 34 121,414 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2014-02-01 4 B $7.65 $324,987 D/D 42,482 116,380 2.81 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2014-06-03 4 B $7.25 $36,250 D/D 5,000 121,380 2.81 -
HEOP Heritage Oaks Bancorp Chief Executive Officer   •       •      –    2015-03-02 4 A $7.84 $144,993 D/D 18,494 139,908 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2016-02-24 4 $7.71 $78,349 I/I 10,162 13,246 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2016-04-01 4 A $7.80 $52,307 I/I 6,706 19,952 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 President / CEO   •       •      –    2017-02-01 4 D $13.44 $95,169 I/I (7,081) 0 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   •       •      –    2017-03-02 4 A $13.95 $42,994 D/D 3,082 178,419 0 -
HEOP Heritage Oaks Bancorp President / CEO   •       •      –    2017-03-02 4 D $13.95 $42,994 I/I (3,082) 3,083 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   •       •      –    2019-02-14 4 B $10.30 $20,569 I/I 1,997 1,997 2.58 -
LBC Luther Burbank Corp President CEO   •       •      –    2019-02-15 4 B $10.50 $84,032 I/I 8,003 10,000 2.66 -
LBC Luther Burbank Corp President CEO   •       •      –    2020-01-28 4 A $0.00 $0 D/D 68,202 170,348 0 -
LBC Luther Burbank Corp President CEO   •       •      –    2020-08-10 4/A B $10.47 $26,175 I/I 2,500 42,294 2.66 -
LBC Luther Burbank Corp President CEO   •       •      –    2020-08-10 4 B $10.47 $26,175 I/I 2,500 12,500 2.66 %
LBC Luther Burbank Corp President CEO   •       •      –    2021-01-26 4 A $0.00 $0 D/D 79,444 219,998 0 -
  42  Records found
  1  2      
  Page 1 of 2  
 
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
 
 
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