Community West Bancshares filings document the regulatory record of a California bank holding company and its wholly owned bank subsidiary, Community West Bank. The company’s disclosures cover banking operations, operating and financial results, dividends, capital-structure matters, material agreements, completed merger activity and Regulation FD investor presentations.
The filing record also includes definitive proxy materials and Form 8-K reports addressing governance, shareholder voting matters, executive compensation, board oversight and officer or director changes. Risk-factor and capital disclosures relate to the company’s community banking model, including lending, deposits, securities, non-interest income and bank regulatory obligations.
Community West Bancshares plans to present updated financial and strategic information to investors at the KBW Summer Bank Conference in New York City on July 28–29, 2026. The investor materials describe a Central California banking franchise with $5.0 billion in total assets and $4.1 billion in deposits as of June 30, 2026, operating through 39 banking centers.
For 2026 year‑to‑date, the company reports net income of $14.2 million, diluted EPS of $0.61, net interest margin of 4.45%, ROAA of 0.66% and ROAE of 5.52%. Total gross loans are $3.5 billion with non‑performing assets at 0.56% of total assets and a Common Equity Tier 1 capital ratio of 11.41%. The presentation notes mergers with Community West effective April 1, 2024 and USB effective April 1, 2026, a 10‑year stock price CAGR of 6.10% and a 2.06% dividend yield, and includes detailed loan, deposit, capital and credit‑quality trends alongside customary forward‑looking statement cautions.
Community West Bancshares reported unaudited Q2 2026 net income of $2.70 million and diluted EPS of $0.10, down from $7.83 million and $0.41 a year earlier. Results were reduced by $7.75 million of merger and conversion costs, $5.90 million of realized losses on securities sales and a $5.64 million provision for credit losses.
Despite lower earnings, core banking metrics expanded after the April 1 merger with United Security Bancshares. Net interest income rose to $50.91 million and net interest margin improved to 4.56%. Loans reached $3.54 billion and deposits $4.12 billion, with total assets exceeding $5.03 billion. Capital ratios remained strong, including a 9.79% Tier 1 leverage ratio and 13.63% total risk‑based capital, and the board declared a $0.12 per‑share quarterly dividend payable August 21, 2026.
Community West Bancshares director Steven D. McDonald reported a bona fide gift of 1,300 shares of CWBC common stock on June 30, 2026. After this gift transfer, he directly holds 308,365 shares of the company’s common stock, indicating this was a relatively small, non-cash disposition.
Community West Bancshares filed amended information showing how its acquisition of United Security Bancshares would have affected past results using unaudited pro forma financials. The combined bank would have had total assets of about $4.98 billion and net income of $54.9 million for 2025.
Pro forma basic earnings per share rise slightly to $2.04 versus $2.01 for Community West alone, based on 26.9 million weighted-average shares after issuing 7.92 million new shares in the merger. The filing also details purchase accounting, including $59.1 million of goodwill and a $26.6 million core deposit intangible.
Community West Bancshares executive vice president Dawn M. Cagle reported an open-market purchase of company stock. On June 1, 2026, she bought 166 shares of CWBC common stock at $20.907 per share, as part of the company’s employee stock purchase plan.
After this transaction, she directly holds 13,444 shares of Community West Bancshares common stock. This filing reflects a small, routine insider share purchase rather than a large change in ownership.
Community West Bancshares executive Shannon R. Livingston, an Executive Vice President, purchased 94 shares of CWBC common stock in an open-market transaction at $20.907 per share. The purchase was made as part of the company's ESPP plan and increased his direct holdings to 19,985 shares.
Community West Bancshares Executive Vice President Shannon R. Livingston reported a routine compensation-related share withholding. On a transaction dated May 30, 2026, 907 shares of CWBC common stock were withheld by the company at $24.01 per share to cover tax obligations tied to vesting of 2,527 restricted shares from a prior Restricted Stock Award. After this non-market tax-withholding disposition, Livingston directly held 19,891 shares of CWBC common stock.
Community West Bancshares executive Dawn M. Cagle reported a routine tax-related share withholding. On the vesting of 606 restricted shares from a Restricted Stock Award granted on May 30, 2024, the company withheld 212 shares to satisfy tax withholding obligations at a value of $24.01 per share.
After this non-market tax-withholding disposition, Cagle directly holds 13,278 shares of CWBC common stock. The filing reflects a compensation and payroll-tax event rather than an open-market purchase or sale.
Community West Bancshares Executive Vice President Jeffrey Michael Martin reported a routine tax-related share withholding. On the vesting of 2,021 restricted shares from a May 30, 2024 Restricted Stock Award, 726 shares of common stock were withheld by the company to satisfy tax withholding obligations.
Following this tax-withholding disposition, Martin directly holds 22,471.8163 shares of Community West Bancshares common stock. This was not an open-market purchase or sale, but an administrative step tied to equity compensation vesting.
Community West Bancshares reported voting results from its Annual Meeting of Shareholders held on May 27, 2026. Shareholders representing 19,578,840 shares, or 72.23% of the 27,106,375 shares entitled to vote, were present or represented.
All nominated directors were elected to serve until the 2026 Annual Meeting, with each receiving a large majority of votes cast, alongside broker non-votes of 3,372,885 for each nominee. Shareholders also ratified the appointment of Baker Tilly LLP as independent registered public accounting firm for the 2026 fiscal year. In addition, a non-binding advisory resolution approving executive compensation received strong support, with 15,269,021 votes for, 876,079 against, 60,855 abstentions and 3,372,885 broker non-votes.