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Community West Bancshares

Community West Bancshares is a registered bank holding company headquartered in California. It wholly owns Community West Bank under the Bank Holding Company Act.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

1989Founded1

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  • TickerCWBC on Nasdaq1
  • Industryfinancial services1
  • HeadquartersGoleta1
  • Websitewww.communitywest.com
  • Incorporated inCA4
  • Business address7100 N. Financial Drive, #101, Fresno, Ca 937204
  • Filer categoryAccelerated filer4
  • Legal formCorporation

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Community West Bancshares is a registered bank holding company headquartered in California. It wholly owns Community West Bank under the Bank Holding Company Act.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2023

741.2%Net margin6
15.7%Revenue growth, 20236
6.3%Return on equity6
0.60×Debt to equity7
$25.1MFree cash flow6

Where the money goes

Where each dollar of revenue went, fiscal 2023

  • Interest58¢$15.1M
  • Income tax13¢$3.5M
  • Profit28¢$7.3M

Out of $987.0K in revenue.6

Where each dollar of operating cash went, fiscal 2023

  • Capital spending2¢$482.0K
  • Dividends paid11¢$2.8M
  • Share buybacks0¢$1.0K
  • Kept or used elsewhere87¢$22.3M

Out of $25.6M of cash from operations.68

Financial statements

Revenue9106$987.0K in 2023+48% since 2019
0$250.0K$500.0K$750.0K$1.0M2019: $666.0K$666.0K20192020: $455.0K$455.0K2020−32%2021: $711.0K$711.0K2021+56%2022: $853.0K$853.0K2022+20%2023: $987.0K$987.0K2023+16%
Net income9106$7.3M in 2023−8% since 2019
0$5.0M$10.0M$15.0M2019: $8.0M$8.0M20192020: $8.2M$8.2M2020+4%2021: $13.1M$13.1M2021+59%2022: $13.4M$13.4M2022+3%2023: $7.3M$7.3M2023−46%

Every line of the income statement as filed: the last 3 fiscal years, latest first.8

Period ending2025-12-312024-12-312023-12-31
Interest and fees on loans$159.9M$130.2M$69.8M
Interest on deposits in other banks$4.2M$4.4M$3.6M
Taxable$16.5M$20.4M$23.4M
Exempt from Federal income taxes$5.2M$5.5M$5.6M
Total interest income$185.7M$160.4M$102.4M
Interest on deposits$42.6M$40.7M$15.5M
Interest on short-term borrowings$3.3M$5.7M$810.0K
Interest on senior debt and subordinated debentures$3.6M$3.7M$3.7M
Total interest expense$49.5M$50.0M$20.0M
Net interest income before provision for credit losses$136.2M$110.4M$82.4M
Provision for credit losses$3.8M$11.1M$309.0K
Net interest income after provision for credit losses$132.4M$99.3M$82.1M
Service charges$2.0M$1.8M$1.5M
Interchange fees$1.9M$2.1M$1.8M
Appreciation in cash surrender value of bank owned life insurance$1.5M$1.3M$1.0M
Federal Home Loan Bank dividends$960.0K$796.0K$498.0K
Loan placement fees$844.0K$1.2M$584.0K
Gain on proceeds from death benefits$198.0K$0$0
Net realized (loss) gain on sale and disposal of equipment-$40.0K$7.0K$402.0K
Net realized losses on sales and calls of investment securities-$41.0K-$4.2M-$907.0K
Other income$3.1M$3.5M$2.1M
Total non-interest income$10.5M$6.4M$7.0M
Salaries and employee benefits$49.8M$48.5M$31.4M
Occupancy and equipment$11.4M$9.5M$5.7M
Information technology$7.1M$5.9M$3.6M
Data processing expense$3.2M$3.7M$2.6M
Professional services$2.4M$2.8M$2.2M
Regulatory assessments$2.0M$1.8M$1.3M
ATM/Debit card expenses$1.6M$1.8M$757.0K
Amortization of core deposit intangibles$1.0M$751.0K$68.0K
Advertising$929.0K$854.0K$542.0K
Directors expenses$912.0K$752.0K$614.0K
Loan related expenses$839.0K$802.0K$478.0K
Merger and acquisition expense$798.0K$9.6M$1.2M
Personnel other$313.0K$345.0K$404.0K
Other expense$8.1M$7.5M$4.4M
Total non-interest expenses$90.4M$94.7M$55.3M
Income before provision for income taxes$52.5M$11.0M$33.8M
Provision for income taxes$14.4M$3.3M$8.3M
Net income$38.2M$7.7M$25.5M
Basic earnings per common share (in dollars per share)$2.01$0.45$2.17
Diluted earnings per common share (in dollars per share)$2.00$0.45$2.17
Cash dividends per common share (in dollars per share)$0.48$0.48$0.48

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The story

Community West Bank was established in 1989 to provide financial services including relationship banking, mortgage lending and SBA lending. On November 26, 1996, Community West Bancshares was incorporated as the bank holding company for Community West Bank.

On December 31, 1997, Community West Bancshares completed the acquisition of Goleta National Bank. On September 1, 2004, the bank changed its name to Community West Bank, also the currently name.

On May 14, 2013, the company declared plans to consolidate the Roseville SBA administrative office functions into the existing loan servicing operations in Goleta.

In April 2024, it was announced that Community West Bancshares had merged its operations with Central Valley Community Bank, totaling 27 locations. The agreement was valued at 143 million dollars.

From Wikipedia’s article on Community West Bancshares, shared under CC BY-SA 4.0.5

Leadership

Who has led Community West Bancshares, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Lynda Nahra2006–2010
  2. Daniel J. Doyle2006–2014
  3. William R. Peeples2011
  4. Martin E. Plourd2011–2024
  5. James M. Ford2015–2021

President

  1. Daniel J. Doyle2006–2014
  2. William R. Peeples2011
  3. James M. Ford2014–2021
  4. William F. Filippin2015–2024
  5. Martin E. Plourd2015–2024
  6. Martin E. Plourd2024–now

Chief financial officer

  1. Charles G. Baltuskonis2006–2016
  2. Gayle Graham2006
  3. Susan C. Thompson2017–2022
  4. Richard Pimentel Jr.2022–2024

Chief operating officer

  1. Michael Phlaum2014
  2. Charles E. Kohl2014–2015
  3. Maureen Clark2016–2018
  4. Timothy Joseph Stronks2018–2024
19901995200020052010201520202025
Board members and other officers (70)

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive OfficerA. Kenneth Ramos named Nov 19, 202197
  • Executive Officer, DirectorJames J. Kim named Nov 19, 202197
  • DirectorF.T. "Tommy" J. Elliott, IV named Nov 19, 202197

Former names

  • CENTRAL VALLEY COMMUNITY BANCORPDec 21, 2000 to Mar 15, 20244
  • CENTRAL VALEY COMMUNITY BANCORPNov 16, 2000 to Nov 16, 20004

Timeline

  1. Mar 20, 2015New chief executive James M. Ford becomes CEO14
  2. Nov 4, 2011New chief executive Martin E. Plourd becomes CEO16
  3. Aug 16, 2011New chief executive William R. Peeples becomes CEO15
  4. Sep 19, 2006New chief executive Daniel J. Doyle becomes CEO18
  5. Mar 21, 2006New chief executive Lynda Nahra becomes CEO17
  6. 1989Founded Founded1

Filings

651 filings to the SEC since October 2021: 9 annual reports, 22 quarterly reports, 113 major events, 414 insider forms, 27 large holders, 1 private raises, 65 other. The latest 20:

  1. Oct 13, 20264 EDGAR
  2. Oct 8, 2026SCHEDULE 13G EDGAR
  3. Sep 1, 20264 EDGAR
  4. Sep 1, 20264 EDGAR
  5. Aug 24, 20264 EDGAR
  6. Aug 21, 20264 EDGAR
  7. Aug 14, 2026SCHEDULE 13G/A EDGAR
  8. Aug 10, 202610-Q EDGAR
  9. Aug 10, 20264 EDGAR
  10. Aug 4, 20264 EDGAR
  11. Jul 27, 20268-K EDGAR
  12. Jul 23, 20268-K EDGAR
  13. Jul 1, 20264 EDGAR
  14. Jun 15, 20268-K/A EDGAR
  15. Jun 1, 20264 EDGAR
  16. Jun 1, 20264 EDGAR
  17. Jun 1, 20264 EDGAR
  18. Jun 1, 20264 EDGAR
  19. Jun 1, 20264 EDGAR
  20. May 29, 20268-K EDGAR

The 651 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

143 open-market trades by officers, directors and large owners since October 2021: 134 buys and 9 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 31, 2026CAGLE DAWN MEXECUTIVE VICE PRESIDENTBuy188$21.51$4.0KForm 4
Aug 31, 2026LIVINGSTON SHANNON REXECUTIVE VICE PRESIDENTBuy107$21.51$2.3KForm 4
Aug 21, 2026LOKEY JAMES WDirectorBuy54$25.92$1.4KForm 4
Aug 21, 2026STOVESAND KIRKDirectorBuy255$26.10$6.7KForm 4
Aug 10, 2026GILL JAGROOPDirectorBuy4,770$24.88$118.7KForm 4
Jul 31, 2026GILL JAGROOPDirectorBuy230$25.00$5.8KForm 4
Jun 1, 2026CAGLE DAWN MEXECUTIVE VICE PRESIDENTBuy166$20.91$3.5KForm 4
Jun 1, 2026LIVINGSTON SHANNON REXECUTIVE VICE PRESIDENTBuy94$20.91$2.0KForm 4
May 22, 2026STOVESAND KIRKDirectorBuy257$23.90$6.1KForm 4
May 5, 2026SILVA DOROTHEA DDirectorBuy150$23.57$3.5KForm 4
May 4, 2026SILVA DOROTHEA DDirectorBuy15$23.78$357Form 4
Feb 27, 2026Plourd Martin EDirectorBuy282$20.65$5.8KForm 4
Feb 27, 2026LIVINGSTON SHANNON REXECUTIVE VICE PRESIDENTBuy266$20.65$5.5KForm 4
Feb 27, 2026CAGLE DAWN MEXECUTIVE VICE PRESIDENTBuy351$20.65$7.2KForm 4
Feb 27, 2026Kim James JCEO and PRESIDENTBuy1,089$20.65$22.5KForm 4
Feb 27, 2026MARTIN JEFFREY MICHAELEXECUTIVE VICE PRESIDENTBuy206$20.65$4.3KForm 4
Feb 20, 2026STOVESAND KIRKDirectorBuy376$24.50$9.2KForm 4
Jan 28, 2026LOKEY JAMES WDirectorBuy500$23.29$11.6KForm 4
Nov 28, 2025CAGLE DAWN MEXECUTIVE VICE PRESIDENTBuy159$19.19$3.1KForm 4
Nov 28, 2025LIVINGSTON SHANNON REXECUTIVE VICE PRESIDENTBuy84$19.19$1.6KForm 4

All 143 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Nov 12, 2021Raised $35 million in a private offering of debt Form D: 1 investor so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.2,386,807$64.1M0.0%+497,741
Dimensional Fund Advisors LP1,265,092$34.0M0.0%+424,638
Wellington Management Group Llp1,136,107$30.5M0.0%+833,312
Vanguard Capital Management LLC1,075,657$28.9M0.0%+330,969
State Street Corp815,651$21.9M0.0%+474,469
Geode Capital Management, LLC616,973$16.6M0.0%+220,473
Systematic Financial Management LP500,161$13.4M0.3%+89,583
Bridgewealth Advisory Group, LLC494,690$13.3M2.5%+468,890
Private Management Group Inc485,589$13.0M0.3%−44,056
American Century Companies Inc385,572$10.4M0.0%+54,519
Manufacturers Life Insurance Company, The338,451$9.1M0.0%−469
PL Capital Advisors, LLC329,551$8.9M2.5%No change
Arrowstreet Capital, Limited Partnership326,583$8.8M0.0%+255,769
Fmr LLC296,127$8.0M0.0%−818
Two Sigma Investments, LP286,953$7.7M0.0%New
Hotchkis & Wiley Capital Management LLC277,860$7.5M0.0%+1,800
Renaissance Technologies LLC259,325$7.0M0.0%+115,617
Citadel Advisors LLC221,531$6.0M0.0%+211,504
Northern Trust Corp209,607$5.6M0.0%+66,551
Vanguard Portfolio Management LLC205,949$5.5M0.0%+109,031
Franklin Resources Inc169,407$4.6M0.0%+155,252
Cutler Capital Management, LLC162,139$4.4M1.3%−451
Vanguard Fiduciary Trust Co157,284$4.2M0.0%+42,798
Goldman Sachs Group Inc155,829$4.2M0.0%+72,063
Squarepoint Ops LLC150,357$4.0M0.0%New

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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