Welcome to our dedicated page for Cvb Financial SEC filings (Ticker: CVBF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CVB Financial Corp (NASDAQ: CVBF) files a range of reports and disclosures with the U.S. Securities and Exchange Commission as a publicly traded bank holding company. These SEC filings document the financial condition and operations of CVB Financial Corp and its subsidiary, Citizens Business Bank, National Association, and provide investors with detailed information on earnings, capital, risk management and corporate actions.
Current reports on Form 8-K cover topics such as quarterly financial results, investor presentations, director appointments and merger agreements. For example, an 8-K filed on December 17, 2025 describes the execution of an Agreement and Plan of Reorganization and Merger between CVB Financial Corp and Heritage Commerce Corp, under which Heritage will merge with and into CVB Financial Corp and Heritage Bank of Commerce will merge with and into Citizens Business Bank. Other 8-K filings furnish slide presentations used in meetings with institutional investors and clarify that certain information is furnished rather than filed for purposes of the Exchange Act.
Amended 8-K filings can also appear, such as the Form 8-K/A filed on August 4, 2025 to correct previously reported basic and diluted earnings per share for the second quarter of 2025. This type of filing shows how the company updates specific data points while affirming that other aspects of its financial results remain unchanged. In addition, CVB Financial Corp’s filings identify its common stock as registered under Section 12(b) of the Exchange Act and traded on the Nasdaq Stock Market under the symbol CVBF.
On this SEC filings page, users can review CVB Financial Corp’s current reports and, through the broader EDGAR record, access annual reports on Form 10-K, quarterly reports on Form 10-Q and other regulatory documents referenced in the company’s forward-looking statement disclosures. Stock Titan enhances this experience by pairing each new filing with AI-powered summaries that highlight key items, explain technical terms and draw attention to sections that may matter most to shareholders, analysts and other market participants.
CVB Financial Corp President & CEO David A. Brager reported routine equity compensation activity. He received 30,149 shares of common stock on a grant/award basis at $0.00 per share, reflecting the vesting of performance stock units granted on January 25, 2023.
On the same date, 15,072 shares of vested stock were withheld at $19.005 per share to cover tax obligations, a non-market disposition. After these transactions, Brager directly holds 245,493 shares of CVB Financial common stock.
CVB Financial Corp EVP & CCO David F. Farnsworth reported compensation-related stock activity. On March 16, 2026, he acquired 9,547 shares of common stock at $0.00 per share as a grant following the satisfaction of performance conditions for Performance Stock Units granted on January 25, 2023.
On the same date, 3,426 shares were disposed of at $19.005 per share to cover taxes due on the vested amount. After these transactions, he directly owned 83,882 shares of CVB Financial common stock.
CVB Financial Corp EVP and Chief Operating Officer David C. Harvey reported compensation-related stock activity. He acquired 12,562 shares of common stock at $0 per share as a grant tied to performance stock units originally granted on January 25, 2023 after performance conditions were met. To cover taxes on the vested amount, 6,256 shares were withheld at a price of $19.005 per share, a non-market tax-withholding disposition rather than an open-market sale. Following these transactions, he directly holds 138,149 shares of CVB Financial common stock.
CVB Financial Corp EVP & CFO Nicholson E. Allen received 12,562 shares of Common Stock on March 16, 2026 as a Performance Stock Unit award that vested after performance conditions were met. To cover taxes on the vested amount, 6,238 shares were withheld at a price of $19.005 per share, leaving him with 127,776 directly held shares after the transactions.
CVB Financial Corp EVP & General Counsel Richard H. Wohl received 8,291 shares of common stock as a stock award tied to performance stock units granted on January 25, 2023.
To cover taxes on the vested shares, 4,145 shares were withheld at 19.005 per share, leaving him with 50,188.642 shares held directly.
CVB Financial Corp. and Heritage Commerce Corp. filed a supplement to their joint proxy statement/prospectus in connection with their proposed merger and the March 26, 2026 shareholder meetings.
The supplement responds to three lawsuits (filed Feb 25, Feb 26 and Mar 3, 2026) and related demand letters alleging disclosure deficiencies; the companies deny the claims but are providing supplemental disclosures "to moot certain of the plaintiffs’ disclosure claims" and to avoid potential delays. The supplement revises peer group tables, valuation assumptions, pro forma accretion/dilution metrics, certain executive compensation and equity award counts, and provides updated share counts: Heritage common shares outstanding on the record date are shown as 61,559,560, and CVBF common shares outstanding on its record date are shown as 135,792,701.
CVB Financial Corp. is moving forward with its planned merger with Heritage Commerce Corp. and has issued a supplement to their joint proxy statement/prospectus. The update responds to three shareholder lawsuits and demand letters that allege disclosure deficiencies, while the companies state they believe the claims are without merit.
The supplement corrects Heritage share count and insider ownership figures as of the record date, refreshes the peer group comparison tables for both Heritage and CVBF, and adds detail on Piper Sandler’s valuation work, including discount rates of about 10% for both stocks and projected EPS accretion and tangible book value dilution metrics for CVBF after closing.
It also clarifies executive and director equity holdings, severance and bonus estimates, potential retention awards, and post‑merger employment or termination outcomes for specific Heritage executives, as well as additional voting and support agreement mechanics. The overall merger terms and shareholder meeting plans remain unchanged.
CVB Financial Corp., parent of Citizens Business Bank, reports a strong 2025 balance sheet with $15.63 billion in assets, $8.62 billion in net loans, $12.07 billion in deposits and $2.30 billion in shareholders’ equity as of December 31, 2025.
The bank focuses on serving small and mid-sized businesses across California through 62 banking centers and multiple trust offices, offering a full suite of commercial, agribusiness, real estate, consumer and wealth management services. It remains well capitalized under Basel III standards and maintains FDIC-insured deposits.
A key development is a pending all-stock merger with Heritage Commerce Corp., under which Heritage shareholders will receive 0.65 CVB shares per Heritage share. After closing, CVB shareholders are expected to own about 77% of the combined company and Heritage shareholders about 23%, creating a bank with roughly $22 billion in assets and more than 80 locations, subject to regulatory and shareholder approvals and expected to close in the second quarter of 2026.
CVB Financial Corp Chief Accounting Officer Sheryl Laygo reported a small share disposition related to taxes, not an open-market trade. She had 248 shares of common stock withheld at $20.48 per share to cover taxes on restricted stock that vested on January 22, 2026. After this tax-withholding disposition, she continues to directly own 14,648 shares of CVB Financial common stock.
CVB Financial Corp. reported that director Kimberly Sheehy will retire from the boards of both the company and its wholly owned subsidiary, Citizens Business Bank. She informed the company on February 18, 2026, that she will not stand for reelection at the annual shareholder meeting scheduled for May 20, 2026.
The company states that her decision is not due to any disagreement with its operations, policies, or practices. Sheehy will continue to serve as Chair of the Audit Committee and as a director through the end of her current term, providing continuity in oversight until the meeting.