| Relationships | Role | Relationship Start | Relationship End |
| Lake Forest Bank And Trust Company | Parent | 5/1/2008 | |
| Crabtree Capital Corporation | Parent | 6/30/2007 | 4/30/2008 |
| Crabtree Capital Corporation | Parent | 9/1/1996 | 6/29/2007 |
| First Insurance Funding Corp. Of California | Subsidary | 6/30/2007 | |
| First Insurance Funding Corp. Of California | Subsidary | 9/1/1996 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Crabtree Capital Corporation | Seller | Discontinued | 5/1/2008 |