Private Bancorp insider reports share holdings
Private Bancorp of America, Inc. insider Selwyn Isakow, a director and more-than-10% owner, reported his beneficial ownership of Common Stock.
Rhea-AI Filing Summary
Private Bancorp of America, Inc. insider Selwyn Isakow, a director and more-than-10% owner, reported his beneficial ownership of Common Stock. Holdings include 9,212 shares held directly, 12,600 shares held indirectly through a retirement account, and 98,633 shares held indirectly through Hilsel Investment Company, L.P. Additional shares are held in various family trusts where Mr. Isakow or his spouse serves as trustee and may be deemed to have voting or investment power.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
ISAKOW SELWYN
Role
Director, 10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock F3 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 471,952 shares (Indirect, By Family Trusts);
Common Stock — 12,600 shares (Indirect, By Retirement Account);
Common Stock — 98,633 shares (Indirect, By Hilsel Investment Company L.P.);
Common Stock — 9,212 shares (Direct)
Footnotes (3)
- F1. These shares are held in various trusts for the benefit of family members for which Mr. Isakow serves as sole trustee.
- F2. These shares are held in various trusts for the benefit of family members for which Mr. Isakow's spouse serves as sole trustee, and for which Mr. Isakow may be deemed to have voting or investment power.
- F3. These shares are held by Hilsel Investment Company, L.P. ("Hilsel"), for which Mr. Isakow serves as the President of Hilsel's general partner, and for which Mr. Isakow may be deemed to have voting or investment power.
Key Figures
Direct Common Stock holdings: 9,212 shares
Retirement account holdings: 12,600 shares
Hilsel Investment Company holdings: 98,633 shares
3 metrics
Direct Common Stock holdings
9,212 shares
Common Stock held directly by Selwyn Isakow
Retirement account holdings
12,600 shares
Common Stock held indirectly by retirement account
Hilsel Investment Company holdings
98,633 shares
Common Stock held indirectly by Hilsel Investment Company, L.P.
Key Terms
beneficial ownership, indirect ownership, family trusts, voting or investment power
4 terms
beneficial ownership financial
"reported his beneficial ownership of Common Stock"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirect ownership financial
"shares held indirectly through a retirement account"
family trusts financial
"shares are held in various trusts for the benefit of family members"
voting or investment power financial
"may be deemed to have voting or investment power"
FAQ
What does PBAM director Selwyn Isakow report on this Form 3?
Selwyn Isakow reports his initial beneficial ownership of Private Bancorp of America Common Stock, including direct holdings, a retirement account position, and indirect interests through family trusts and an investment partnership.
What indirect PBAM holdings does Selwyn Isakow report via his retirement account?
Mr. Isakow reports 12,600 shares of Private Bancorp of America Common Stock held indirectly through a retirement account. These shares are reported separately from his direct holdings and other indirect positions through trusts and a limited partnership.
How are family trusts involved in Selwyn Isakow’s PBAM ownership?
The filing states that various family trusts hold shares for the benefit of family members, with Mr. Isakow or his spouse serving as sole trustee. In those roles, he may be deemed to have voting or investment power over the trust-held shares.
Does this PBAM Form 3 show any recent insider trades by Selwyn Isakow?
No specific buy or sell transactions are reported. The entries are categorized as holdings, indicating disclosure of existing positions rather than new market purchases or sales on the reported date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
