Company Analysis

Community West Bancshares (CWBC)

Nasdaq: CWBC · State Commercial Banks · Fresno, CA · filing with the SEC since 2000
Grade4.4
◀ Past 3.1● Present 4.0▶ Future 6.8

Who owns Community West Bancshares

As filed with the SEC
Holders of 5% or more
1
Dimensional Fund Advisors LP holds 5.1% of Common Stock, as its SCHEDULE 13G filed Oct 8, 2026 says.
Directors and officers
19
report now, of 38 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Dimensional Fund Advisors LP
5.1%
The Vanguard Group
SCHEDULE 13G/A · filed Jan 30, 2025 · Common Stock · reported falling below 5%
under 5%
Fourthstone LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, no par value per share · reported falling below 5%, from 6.84% in Feb 13, 2026
under 5%
What CWBC reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Community West Bancshares
A company bought · acquisition · Mar 2024 · owns, named in the 10-K filed Mar 11, 2026
Bank of Madera County
A company bought · acquisition · owns, named in the 10-K filed Mar 11, 2026
Folsom Lake Bank
A company bought · acquisition · owns, named in the 10-K filed Mar 11, 2026
Service 1st Bank
A company bought · acquisition · owns, named in the 10-K filed Mar 11, 2026
Sierra Vista Bank
A company bought · acquisition · owns, named in the 10-K filed Mar 11, 2026
Visalia Community Bank
A company bought · acquisition · owns, named in the 10-K filed Mar 11, 2026

2 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 11, 2026.

Insider tradesForm 4
0sales
23purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Oct 13, 2025 to Oct 13, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Oct 13, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 38 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Avrett Shannon REXECUTIVE VICE PRESIDENT0$004$0
Cagle Dawn MEXECUTIVE VICE PRESIDENT0$004$0
Stovesand Kirkdirector0$004$0
Martin Jeffrey MichaelEXECUTIVE VICE PRESIDENT0$002$0
Plourd Martin EPRESIDENT0$002$0
Lokey James Wdirector0$002$0
Gill Jagroopdirector0$002$100,000
Silva Dorothea Ddirector0$002$0
Kim James JCEO and PRESIDENT0$001$0
SI Assistanton CWBC · research, not advice