Welcome to our dedicated page for Community West Bancshares SEC filings (Ticker: CWBC), 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.
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 filed a current report to share that its executive management will participate in the Janney 2026 CEO Forum on February 4–5, 2026. The company is making its February 2026 investor relations presentation available as Exhibit 99.1, providing investors with the same materials used at the event.
The filing states that the information in the investor presentation is furnished under Regulation FD, meaning it is not considered filed for liability purposes under the Securities Exchange Act and is not automatically incorporated into other securities filings.
Community West Bancshares CEO James J. Kim reported routine share-withholding transactions related to restricted stock vesting. On February 1, 2026, the company withheld 388 and 425 CWBC common shares, both at $23.97 per share, to cover tax obligations on the vesting of earlier restricted stock awards granted in 2022 and 2023. After these non-open-market, tax-related transactions, Kim directly beneficially owns 57,760 CWBC common shares.
Community West Bancshares director James W. Lokey reported buying additional company stock. On January 28, 2026, he purchased 500 shares of CWBC common stock at $23.2898 per share. Following this transaction, he beneficially owns 15,174.672 shares held in direct ownership.
Community West Bancshares reported planned changes in its board leadership. On January 21, 2026, director Suzanne M. Chadwick notified the board that she intends to retire from the Company’s board and from the board of Community West Bank, its wholly owned bank subsidiary, effective March 31, 2026. On the same date, the boards of the Company and the Bank appointed Andriana D. Majarian as Lead Independent Director, effective immediately. She succeeds Daniel N. Cunningham, who previously held the Lead Independent Director role at both entities.
Community West Bancshares reported planned changes in its board leadership. On January 21, 2026, director Suzanne M. Chadwick notified the board that she intends to retire from the Company’s board and from the board of Community West Bank, its wholly owned bank subsidiary, effective March 31, 2026. On the same date, the boards of the Company and the Bank appointed Andriana D. Majarian as Lead Independent Director, effective immediately. She succeeds Daniel N. Cunningham, who previously held the Lead Independent Director role at both entities.
Community West Bancshares CEO James J. Kim reported an automatic share withholding related to equity compensation. On January 23, 2026, the company withheld 841 shares of CWBC common stock at a price of $23.85 per share to cover tax obligations when 2,040 restricted shares from a prior stock award vested. This was recorded as a disposition for tax purposes, not an open-market sale. After this transaction, Kim beneficially owned 58,573 CWBC shares, held directly.
Community West Bancshares CEO James J. Kim reported an automatic share withholding related to equity compensation. On January 23, 2026, the company withheld 841 shares of CWBC common stock at a price of $23.85 per share to cover tax obligations when 2,040 restricted shares from a prior stock award vested. This was recorded as a disposition for tax purposes, not an open-market sale. After this transaction, Kim beneficially owned 58,573 CWBC shares, held directly.
Community West Bancshares has filed a current report outlining its latest quarterly update and a new dividend declaration. The company issued a press release with unaudited financial information and discussion for the quarter ended December 31, 2025, which is attached as an exhibit to the report.
The Board of Directors declared a $0.12 per share cash dividend, payable on February 20, 2026, to shareholders of record as of February 6, 2026. This action provides direct cash returns to shareholders while the detailed quarterly results remain contained in the accompanying press release.
Community West Bancshares CEO reports tax withholding share transaction. CEO and director James J. Kim reported that on January 20, 2026, 764 shares of Community West Bancshares common stock were withheld by the company to satisfy tax withholding obligations tied to the vesting of 1,855 restricted shares from a Restricted Stock Award granted on January 17, 2024. The withholding price was $23.19 per share, representing the fair market value at vesting. After this transaction, Kim beneficially owned 59,414 shares of the company’s common stock held directly. This event reflects routine tax settlement related to equity compensation rather than an open-market sale.
Community West Bancshares reported that long-time board member Daniel N. Cunningham has notified the board of his intention to retire from the board of directors. His retirement will be effective upon completion of his current term on May 20, 2026, rather than immediately, which allows for an orderly transition of his responsibilities.
Mr. Cunningham has served the company for 46 years, reflecting a long period of involvement in the bank’s oversight and governance. In recognition of his service, the board has appointed him as Director Emeritus, effective upon his retirement, so he can remain connected to the company in an honorary capacity without serving as an active director.
Community West Bancshares reported an insider stock transfer by one of its leaders. On December 16, 2025, Director and President Martin E. Plourd made a reported gift of 500 shares of CWBC common stock, recorded at a price of $0 as a gift transaction.
Following this transfer, Plourd directly beneficially owns 112,254 shares of Community West Bancshares common stock. The filing is reported as a single-person Form 4, reflecting this non-cash change in his direct holdings.
Community West Bancshares reported that, under its previously announced merger agreement with United Security Bancshares, two of United Security’s current directors, Jagroop “Jay” Gill and Dora Westerlund, are expected to join Community West’s board after the proposed merger closes, subject to Community West’s corporate governance requirements. Mr. Gill is also expected to serve as Vice Chairman of the Community West board. The report reiterates that the merger remains subject to shareholder approvals, regulatory and other conditions, and highlights numerous risks that could delay, change or prevent completion of the transaction. Community West also notes it will file a Form S-4 registration statement containing a joint proxy statement/prospectus so shareholders of both companies can evaluate and vote on the proposed merger.
Community West Bancshares reported that, under its previously announced merger agreement with United Security Bancshares, two of United Security’s current directors, Jagroop “Jay” Gill and Dora Westerlund, are expected to join Community West’s board after the proposed merger closes, subject to Community West’s corporate governance requirements. Mr. Gill is also expected to serve as Vice Chairman of the Community West board. The report reiterates that the merger remains subject to shareholder approvals, regulatory and other conditions, and highlights numerous risks that could delay, change or prevent completion of the transaction. Community West also notes it will file a Form S-4 registration statement containing a joint proxy statement/prospectus so shareholders of both companies can evaluate and vote on the proposed merger.