LOKEY JAMES W

Director · CWBC

As of 2026-09-16, LOKEY JAMES W has 7 Form 4 transactions on record across 1 company — 3 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market purchases filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $395KIndirect: $0$395Kas of 2026-09-16
  • Direct $395K
  • Indirect $0
CWBCdirect15,229 sh$395K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

CWBC · 7 trades
2026-08-21: Purchase, 54 sh ($1K)2026-05-06: Award / grant, 1,451 sh ($0)2026-01-28: Purchase, 500 sh ($12K)2025-08-15: Purchase, 65 sh ($1K)2025-05-16: Purchase, 70 sh ($1K)2025-05-07: Award / grant, 1,819 sh ($32K)2025-02-24: Purchase, 68 sh ($1K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-21CWBCPurchase54 @ $25.92$1K+0.4% of holding15,229Form 4
2026-01-28CWBCPurchase500 @ $23.29$12K+3.4% of holding15,175Form 4
2025-08-15CWBCPurchase65 @ $20.30$1K+0.4% of holding14,675Form 4
2025-05-16CWBCPurchase70 @ $18.65$1K+0.5% of holding14,610Form 4
2025-02-24CWBCPurchase68 @ $19.00$1K+0.5% of holding12,721Form 4
2 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-05-06CWBCAward / grant1,4511,451Form 4
2025-05-07CWBCAward / grant1,81914,540Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.