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 received an updated Schedule 13G/A from investment firm Fourthstone and related entities reporting a sizable institutional position in its common stock.
Fourthstone LLC reports beneficial ownership of 1,310,897 shares of Community West Bancshares common stock, representing 6.84% of the company’s outstanding shares, based on 19,158,428 shares outstanding as of November 6, 2025. The filing lists several affiliated funds and entities, including Fourthstone Master Opportunity Fund, Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, Fourthstone GP LLC, and individual manager L. Phillip Stone IV, which may be deemed to share voting and dispositive power over portions of this stake.
The reporting group states the shares were acquired and are held in the ordinary course of business as an investment adviser and explicitly certifies they were not acquired for the purpose of changing or influencing control of Community West Bancshares.
Community West Bancshares filed an S-4 to register approximately 7,935,957 shares of common stock to fund an all‑stock merger with United Security Bancshares. Each USB share will be exchanged for 0.4520 CWB shares, with cash paid for fractional shares.
Based on a CWB share price of $24.06 before the deal was announced, the implied merger value is about $10.88 per USB share, or roughly $191.9 million in total. After closing, CWB shareholders are expected to own about 70.6% of the combined company and USB shareholders about 29.4%.
The merger is intended to qualify as a tax‑free reorganization and requires approvals from both companies’ shareholders and multiple banking regulators, as well as satisfaction of customary closing conditions. Both boards unanimously recommend that shareholders vote in favor of the merger and related adjournment proposals.
Community West Bancshares director Frank T. Elliott IV filed a Form 4 reporting a gift of 13,001 shares of CWBC common stock on December 29, 2025. These directly owned shares were transferred at $0 per share to trusts for his minor children, where he serves as trustee.
After the transactions, he directly held 67,293 CWBC shares, and indirectly held 6,500 shares for Reid Elliott and 6,501 shares for Charlotte Elliott in UTMA California accounts that last until each child turns 25.
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 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.