Jones Robertson Clay JR

Director · Officer · CVBF, HTBK

As of 2026-09-16, Jones Robertson Clay JR has 28 Form 4 transactions on record across 2 companies — 19 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.

Reconstructed holdings

Direct: $5.8MIndirect: $0$5.8Mas of 2026-09-16
  • Direct $5.8M
  • Indirect $0
CVBFdirect254,767 sh$5.8M

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

HTBK · 26 trades
2026-04-17: Disposition, 113,367 sh ($0)2026-04-17: Disposition, 50,030 sh ($0)2026-04-17: Disposition, 48,300 sh ($0)2026-04-17: Disposition, 296,959 sh ($0)2026-03-10: Award / grant, 501 sh ($0)2026-03-10: Option exercise, 9,897 sh ($0)2026-03-10: Option exercise, 9,897 sh ($0)2026-03-08: Option exercise, 13,212 sh ($0)2026-03-08: Option exercise, 13,212 sh ($0)2026-03-08: Award / grant, 1,427 sh ($0)2026-03-05: Withheld for tax, 28,522 sh ($355K)2026-03-05: Option exercise, 33,009 sh ($355K)2026-03-05: Withheld for tax, 14,962 sh ($186K)2026-03-05: Option exercise, 16,390 sh ($176K)2026-03-05: Award / grant, 49,543 sh ($0)2026-03-05: Option exercise, 16,390 sh ($0)2026-03-05: Option exercise, 33,009 sh ($0)2025-05-02: Option exercise, 10,493 sh ($0)2025-05-02: Option exercise, 10,493 sh ($0)2025-05-02: Award / grant, 1,287 sh ($0)2025-03-10: Sale, 5,145 sh ($50K)2025-03-10: Award / grant, 28,456 sh ($0)2025-03-10: Award / grant, 28,546 sh ($0)2025-03-08: Award / grant, 721 sh ($0)2025-03-08: Option exercise, 13,212 sh ($0)2025-03-08: Option exercise, 13,212 sh ($0)
CVBF · 2 trades
2026-04-17: Award / grant, 244,767 sh ($0)2026-04-17: Award / grant, 10,000 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-03-10HTBKSale5,145 @ $9.73$50K−2.0% of holding254,227Form 4
27 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-04-17CVBFAward / grant244,767244,767Form 4
2026-04-17HTBKDisposition113,3670Form 4
2026-04-17HTBKDisposition50,0300Form 4
2026-04-17HTBKDisposition48,3000Form 4
2026-04-17HTBKDisposition296,9590Form 4
2026-04-17CVBFAward / grant10,000254,767Form 4
2026-03-10HTBKAward / grant501296,959Form 4
2026-03-10HTBKOption exercise9,89719,794Form 4
2026-03-10HTBKOption exercise9,897296,458Form 4
2026-03-08HTBKOption exercise13,212285,134Form 4
2026-03-08HTBKOption exercise13,21213,212Form 4
2026-03-08HTBKAward / grant1,427286,561Form 4
2026-03-05HTBKWithheld for tax28,522271,922Form 4
2026-03-05HTBKOption exercise33,009315,406Form 4
2026-03-05HTBKWithheld for tax14,962300,444Form 4
2026-03-05HTBKOption exercise16,390282,397Form 4
2026-03-05HTBKAward / grant49,54349,543Form 4
2026-03-05HTBKOption exercise16,3900Form 4
2026-03-05HTBKOption exercise33,0090Form 4
2025-05-02HTBKOption exercise10,493264,720Form 4
2025-05-02HTBKOption exercise10,49310,492Form 4
2025-05-02HTBKAward / grant1,287266,007Form 4
2025-03-10HTBKAward / grant28,45628,456Form 4
2025-03-10HTBKAward / grant28,54628,546Form 4
2025-03-08HTBKAward / grant721259,372Form 4
2025-03-08HTBKOption exercise13,21226,424Form 4
2025-03-08HTBKOption exercise13,212258,651Form 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.