Jones Robertson Clay JR
SEC insider (Form 3/4/5 filer). CIK 0001788938. President at CVB FINANCIAL CORP (CVBF) and 1 other issuer. 21 reported Form 4/5 transactions since Sep 2024; latest on Apr 17, 2026. Located in SAN JOSE, CA.
Companies Jones Robertson Clay JR has filed insider reports for
- CVB FINANCIAL CORP (CVBF): Director, Officer, President
- HERITAGE COMMERCE CORP (HTBK): Officer, President and CEO
Jones Robertson Clay JR
CIK: 0001788938
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (21 total)
- Apr 17, 2026CVBF
CVB FINANCIAL CORP
AwardDirect10K shares- - Apr 17, 2026CVBF
CVB FINANCIAL CORP
AwardDirect244.8K shares- - Apr 17, 2026HTBK
HERITAGE COMMERCE CORP
DispositionDirect297K shares- - Mar 10, 2026HTBK
HERITAGE COMMERCE CORP
ExerciseDirect9.9K shares- - Mar 10, 2026HTBK
HERITAGE COMMERCE CORP
AwardDirect501 shares- - Mar 8, 2026HTBK
HERITAGE COMMERCE CORP
AwardDirect1.4K shares- - Mar 8, 2026HTBK
HERITAGE COMMERCE CORP
ExerciseDirect13.2K shares- - Mar 5, 2026HTBK
HERITAGE COMMERCE CORP
Tax PaymentDirect15K shares at avg. $12.43$186K - Mar 5, 2026HTBK
HERITAGE COMMERCE CORP
Tax PaymentDirect28.5K shares at avg. $12.43$355K - Mar 5, 2026HTBK
HERITAGE COMMERCE CORP
ExerciseDirect33K shares at avg. $10.74$355K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Apr 17, 2026 |  CVBF CVB FINANCIAL CORP | Award | 10,000 | - | $0 | Direct |
| Apr 17, 2026 | CVBF CVB FINANCIAL CORP | Award | 244,767 | - | $0 | Direct |
| Apr 17, 2026 |  HTBK HERITAGE COMMERCE CORP | Disposition | 296,959 | - | $0 | Direct |
| Mar 10, 2026 | HTBK HERITAGE COMMERCE CORP | Exercise | 9,897 | - | $0 | Direct |
| Mar 10, 2026 | HTBK HERITAGE COMMERCE CORP | Award | 501 | - | $0 | Direct |
| Mar 8, 2026 | HTBK HERITAGE COMMERCE CORP | Award | 1,427 | - | $0 | Direct |
| Mar 8, 2026 | HTBK HERITAGE COMMERCE CORP | Exercise | 13,212 | - | $0 | Direct |
| Mar 5, 2026 | HTBK HERITAGE COMMERCE CORP | Tax Payment | 14,962 | $12.43 | $185,978 | Direct |
| Mar 5, 2026 | HTBK HERITAGE COMMERCE CORP | Tax Payment | 28,522 | $12.43 | $354,528 | Direct |
| Mar 5, 2026 | HTBK HERITAGE COMMERCE CORP | Exercise | 33,009 | $10.74 | $354,517 | Direct |
1-10 of 21 transactions