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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Community West Bancshares (NASDAQ: CWBC), a Fresno, California-based bank holding company and parent of Community West Bank. As a publicly traded commercial banking organization, Community West Bancshares files a range of regulatory documents, including Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K, as referenced in company news releases.
In these filings, investors can review information about the company’s operations as a bank holding company, its full-service banking centers throughout Central California, and its departments supporting Commercial Lending, Agribusiness, SBA lending, Residential Construction and Mortgage, Manufactured Housing, Private Banking and Cash Management. Filings such as Form 10-K and Form 10-Q typically include details on loan portfolios, deposit composition, credit quality, capital levels and other financial and risk-related information relevant to a commercial bank in the finance and insurance sector.
Community West Bancshares also uses Form 8-K to report material events. For example, an 8-K dated December 16, 2025 describes the Agreement and Plan of Merger with United Security Bancshares, under which United Security Bancshares will merge with and into Community West Bancshares and United Security Bank will merge with and into Community West Bank, subject to customary conditions. Other 8-K filings reference participation in investor conferences and leadership changes, such as the planned retirement of the company’s president.
On Stock Titan, SEC filings for CWBC are updated from the EDGAR system and presented with AI-powered summaries designed to highlight key points from lengthy documents. Investors can use this page to quickly locate annual reports (Form 10-K), quarterly reports (Form 10-Q), current reports (Form 8-K) and other submissions, and to review insider and governance-related disclosures where applicable. The AI summaries help explain complex regulatory language and point out significant items that may affect Community West Bancshares’ commercial banking activities and corporate transactions.
Community West Bancshares completed its all-stock merger with United Security Bancshares on April 1, 2026, creating a larger Central California community bank. USB merged into Community West, and United Security Bank merged into Community West Bank, which continues as the surviving bank.
USB shareholders received 0.4520 shares of Community West common stock for each USB share. Based on Community West’s March 31, 2026 closing price of $23.30, the deal values USB at approximately $185.5 million, or $10.53 per share. The combined company has approximately $5 billion in total assets and an expanded footprint across 13 counties and 31 communities in Central California.
Community West shareholders approved the merger, with 13,558,443 votes in favor out of 13,617,034 shares represented, meeting quorum. The new board has 14 directors, including two from USB, with James J. Kim as CEO and President, Daniel J. Doyle as Chairman, and Jagroop “Jay” Gill as Vice Chairman.
Community West Bancshares provided an update on its planned merger with United Security Bancshares and issued supplemental disclosures to the joint proxy statement/prospectus. The update notes two New York lawsuits and shareholder demand letters challenging merger disclosures, and explains that additional details are being provided voluntarily to avoid delay and distraction.
The new disclosures add background on USB’s sale process and board views, fuller relative contribution and peer tables, and more detail on valuation work by Janney and Piper Sandler. Illustrative pro forma metrics show USB contributing 29% of combined ownership based on a 0.4520x exchange ratio, CWB’s 2026 estimated earnings at $44.6 million versus USB’s $15.6 million, and modeled CWB EPS accretion of 10.2–19.1% with tangible book value dilution improving from (9.5)% at closing to 2.2% by 2029.
Community West Bancshares announced that it and United Security Bancshares have received required regulatory approvals from the FDIC and the California Department of Financial Protection and Innovation, plus a waiver from the Federal Reserve Bank of San Francisco, for their previously announced merger.
The companies expect to close the merger in the second quarter of 2026, subject to shareholder approval at special meetings on March 30, 2026 and other customary conditions. Operational systems conversion is targeted for the third quarter of 2026. After completion, the combined bank is expected to have about $5 billion in total assets and banking centers across 31 communities in 13 Central California counties.
Community West Bancshares executive Timothy Joseph Stronks exercised stock options and increased his direct shareholdings. On March 13, 2026, he exercised options covering 15,800 shares of CWBC common stock at an exercise price of $16.35 per share, acquiring 15,800 shares.
Following the transaction, Stronks directly owns 25,090 shares of CWBC common stock. He also retains several stock option awards, including options over 5,925, 1,580, 3,950 and 7,900 underlying shares with exercise prices between $8.79 and $17.51, expiring between 2029 and 2032.
Community West Bancshares files its annual report describing its business, risks and regulatory environment following its merger with United Security Bancshares’ predecessor, Central Valley Community Bancorp, completed on April 1, 2024. The combined bank now holds about $3.69 billion in consolidated assets and operates 26 full‑service banking offices across Central and coastal California.
The company focuses on commercial, real estate, agribusiness and consumer lending, with total loans of about $2.54 billion at December 31, 2025, roughly three‑quarters secured by real estate. It highlights concentrated exposure to California markets, agricultural dependence, interest‑rate and liquidity risk, strong local competition, evolving cybersecurity and regulatory demands, and detailed human‑capital initiatives for its 338 employees. Management outlines extensive federal and state oversight, capital requirements and consumer protection laws that shape how the bank grows, lends and returns capital to shareholders.
Community West Bancshares president Martin E. Plourd reported buying 282 shares of CWBC common stock in an open-market transaction at $20.65 per share. The shares were purchased as part of the Company's ESPP plan, bringing his directly held stake to 112,536 shares.
Community West Bancshares Executive Vice President Shannon R. Livingston bought 266 shares of CWBC common stock in an open-market purchase at $20.65 per share. After this transaction, direct holdings increased to 21,648 shares. The shares were purchased as part of the company's employee stock purchase plan (ESPP).
Community West Bancshares executive Dawn M. Cagle increased her direct ownership in CWBC through a compensated purchase. On this Form 4, the Executive Vice President reported buying 351 shares of common stock at $20.65 per share on February 27, 2026, in an open-market transaction made under the company's Employee Stock Purchase Plan (ESPP). Following this purchase, her directly held position rose to 13,724 shares of CWBC common stock.
Community West Bancshares CEO and director James J. Kim bought 1,089 shares of the company’s common stock in an open-market purchase on February 27, 2026 at a price of $20.65 per share. After this transaction, he directly owns 58,849 shares, with the purchase made through the Company’s ESPP plan.
Community West Bancshares executive buys shares through ESPP. Executive Vice President Jeffrey Michael Martin purchased 206 shares of CWBC common stock in an open-market transaction at $20.65 per share as part of the company's employee stock purchase plan. Following this ESPP-related purchase, his direct ownership increased to 24,616.8163 shares.