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JACKSON ALAN W

Disclosed activity across 1 company

Tapewire entity
113246
SEC CIK
0001278629

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Capital Bancorp Inc

Report date May 18, 2023 · Filed May 22, 2023

Section 16 reporting ended · disclosed 2023-05-22. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect48,188 Ending reported balance After 2023-05-18 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2023-05-18 · Exercise / conversion · Acquired 9,000 · Balance 55,668

Row 2 · 2023-05-18 · Exercise / conversion · Acquired 3,900 · Balance 59,568

Row 3 · 2023-05-18 · Tax withholding · Disposed 11,380 · Balance 48,188

Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $14.54 · Expires 2024-12-30Direct3,000 Reported balance After 2023-05-18 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2023-05-18 · Exercise / conversion · Disposed 9,000 · Balance 3,000

F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.89 · Expires 2025-12-31Direct3,900 Reported balance After 2023-05-18 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2023-05-18 · Exercise / conversion · Disposed 3,900 · Balance 3,900

F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31Direct3,520 Reported balance Holding disclosure · report date 2023-05-18 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 3,520

Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $23.54 · Expires 2028-01-01Direct3,475 Reported balance Holding disclosure · report date 2023-05-18 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · Balance 3,475

Filing footnotes · ownership attribution and instrument terms

F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 18, 2023 Filed May 22, 2023 15:10 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 3,900 $0.00 Strike: $13.89 $0.00
Disclosure

SEC source: 0001419536-23-000089 · wf-form4_168476821126132.xml · derivative · entry 5

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,900

Underlying: Common Stock · 3,900 shares

Expires 2025-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
May 18, 2023 Filed May 22, 2023 15:10 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 9,000 $0.00 Strike: $14.54 $0.00
Disclosure

SEC source: 0001419536-23-000089 · wf-form4_168476821126132.xml · derivative · entry 4

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 9,000 shares

Expires 2024-12-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
May 18, 2023 Filed May 22, 2023 15:10 UTC Capital Bancorp Inc CBNK · Entity 5367 Tax withholdingCommon Stock 11,380 $16.75 $190,615.00
Disclosure

SEC source: 0001419536-23-000089 · wf-form4_168476821126132.xml · nonDerivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,188

Read SEC document
May 18, 2023 Filed May 22, 2023 15:10 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 3,900 $13.89 $54,171.00
Disclosure

SEC source: 0001419536-23-000089 · wf-form4_168476821126132.xml · nonDerivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,568

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 18, 2023 Filed May 22, 2023 15:10 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 9,000 $14.54 $130,860.00
Disclosure

SEC source: 0001419536-23-000089 · wf-form4_168476821126132.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,668

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 04, 2023 Filed May 8, 2023 12:50 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 3,150 $0.00 Strike: $11.38 $0.00
Disclosure

SEC source: 0001419536-23-000079 · wf-form4_168355021156593.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,150 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
May 04, 2023 Filed May 8, 2023 12:50 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 3,150 $11.38 $35,847.00
Disclosure

SEC source: 0001419536-23-000079 · wf-form4_168355021156593.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,668

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 19:55 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 300 $0.00 Strike: $11.38 $0.00
Disclosure

SEC source: 0001419536-23-000056 · wf-form4_167908289379430.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,150

Underlying: Common Stock · 300 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 19:55 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 300 $11.38 $3,414.00
Disclosure

SEC source: 0001419536-23-000056 · wf-form4_167908289379430.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,518

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:43 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 3,000 $11.38 Strike: $11.38 $34,140.00
Disclosure

SEC source: 0001419536-23-000043 · wf-form4_167786541468536.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,450

Underlying: Common Stock · 3,000 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 17:43 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 3,000 $11.38 $34,140.00
Disclosure

SEC source: 0001419536-23-000043 · wf-form4_167786541468536.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,218

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 10, 2023 Filed Jan 12, 2023 17:52 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 1,800 $11.38 Strike: $11.38 $20,484.00
Disclosure

SEC source: 0001419536-23-000021 · wf-form4_167354594884267.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,450

Underlying: Common Stock · 1,800 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
January 10, 2023 Filed Jan 12, 2023 17:52 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 1,800 $11.38 $20,484.00
Disclosure

SEC source: 0001419536-23-000021 · wf-form4_167354594884267.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,218

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 01, 2023 Filed Jan 4, 2023 21:21 UTC Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 3,475 $0.00 Strike: $23.54 $0.00
Disclosure

SEC source: 0001419536-23-000004 · wf-form4_167286729909608.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,475

Underlying: Common Stock · 3,475 shares

Expires 2028-01-01

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:18 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-23-000002 · wf-form4_167286709509083.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Restricted Stock Units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:18 UTC Capital Bancorp Inc CBNK · Entity 5367 Tax withholdingCommon Stock 753 $23.23 $17,492.19
Disclosure

SEC source: 0001419536-23-000002 · wf-form4_167286709509083.xml · nonDerivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,418

Read SEC document
December 31, 2022 Filed Jan 4, 2023 21:18 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-23-000002 · wf-form4_167286709509083.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,171

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 31, 2022 Filed Feb 1, 2022 19:21 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 4,000 $12.38 Strike: $12.38 $49,520.00
Disclosure

SEC source: 0001419536-22-000045 · wf-form4_164374328998518.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires 2022-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
January 31, 2022 Filed Feb 1, 2022 19:21 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 4,000 $12.38 $49,520.00
Disclosure

SEC source: 0001419536-22-000045 · wf-form4_164374328998518.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,671

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2021 Filed Jan 5, 2022 16:41 UTC Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 3,520 $0.00 Strike: $26.41 $0.00
Disclosure

SEC source: 0001419536-22-000030 · wf-form4_164140090737077.xml · derivative · entry 4

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,520

Underlying: Common Stock · 3,520 shares

Expires 2026-12-31

F3 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
December 31, 2021 Filed Jan 5, 2022 16:41 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-22-000030 · wf-form4_164140090737077.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Restricted Stock Units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

Read SEC document
December 31, 2021 Filed Jan 5, 2022 16:41 UTC Capital Bancorp Inc CBNK · Entity 5367 Tax withholdingCommon Stock 753 $26.41 $19,886.73
Disclosure

SEC source: 0001419536-22-000030 · wf-form4_164140090737077.xml · nonDerivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,671

Read SEC document
December 31, 2021 Filed Jan 5, 2022 16:41 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-22-000030 · wf-form4_164140090737077.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 18:53 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 3,250 $11.38 Strike: $11.38 $36,985.00
Disclosure

SEC source: 0001419536-21-000201 · wf-form4_163708870548033.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,250

Underlying: Common Stock · 3,250 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
November 15, 2021 Filed Nov 16, 2021 18:53 UTC Capital Bancorp Inc CBNK · Entity 5367 Tax withholdingCommon Stock 1,329 $11.38 $15,124.02
Disclosure

SEC source: 0001419536-21-000201 · wf-form4_163708870548033.xml · nonDerivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,924

Read SEC document
November 15, 2021 Filed Nov 16, 2021 18:53 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 3,250 $11.38 $36,985.00
Disclosure

SEC source: 0001419536-21-000201 · wf-form4_163708870548033.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,253

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 14, 2021 Filed Oct 18, 2021 13:50 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 4,000 $12.38 Strike: $12.38 $49,520.00
Disclosure

SEC source: 0001419536-21-000164 · wf-form4_163456502150213.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2022-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
October 14, 2021 Filed Oct 18, 2021 13:50 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 4,000 $12.38 $49,520.00
Disclosure

SEC source: 0001419536-21-000164 · wf-form4_163456502150213.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,003

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 06, 2021 Filed Oct 7, 2021 22:13 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 2,000 $12.38 Strike: $12.38 $24,760.00
Disclosure

SEC source: 0001419536-21-000162 · wf-form4_163364480155165.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Common Stock · 2,000 shares

Expires 2022-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
October 06, 2021 Filed Oct 7, 2021 22:13 UTC Capital Bancorp Inc CBNK · Entity 5367 Tax withholdingCommon Stock 997 $0.00 $0.00
Disclosure

SEC source: 0001419536-21-000162 · wf-form4_163364480155165.xml · nonDerivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,003

Read SEC document
October 06, 2021 Filed Oct 7, 2021 22:13 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,000 $12.38 $24,760.00
Disclosure

SEC source: 0001419536-21-000162 · wf-form4_163364480155165.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 29, 2021 Filed Apr 30, 2021 15:05 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionStock Options · Derivative 5,000 $0.00 Strike: $11.38 $0.00
Disclosure

SEC source: 0001419536-21-000085 · wf-form4_161979513185402.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,500

Underlying: Common Stock · 5,000 shares

Expires 2023-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

Read SEC document
April 29, 2021 Filed Apr 30, 2021 15:05 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 5,000 $11.38 $56,900.00
Disclosure

SEC source: 0001419536-21-000085 · wf-form4_161979513185402.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2020 Filed Dec 31, 2020 19:11 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-20-000134 · wf-form4_160944188634537.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Restricted Stock Units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

Read SEC document
December 31, 2020 Filed Dec 31, 2020 19:11 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-20-000134 · wf-form4_160944188634537.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Restricted Stock Units convert into common stock on a one-for-one basis.

Read SEC document
December 31, 2020 Filed Jan 4, 2021 19:41 UTC Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 7,800 $0.00 Strike: $13.89 $0.00
Disclosure

SEC source: 0001419536-21-000007 · wf-form4_160978925607198.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,800

Underlying: Common Stock · 7,800 shares

Expires 2025-12-31

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

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December 31, 2019 Filed Jan 3, 2020 00:12 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-20-000040 · wf-form4_157801033451531.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Restricted Stock Units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

F3 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

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December 31, 2019 Filed Jan 3, 2020 00:12 UTC Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 12,000 $0.00 Strike: $14.89 $0.00
Disclosure

SEC source: 0001628280-20-000040 · wf-form4_157801033451531.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock · 12,000 shares

Expires 2024-12-31

F2 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

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December 31, 2019 Filed Jan 3, 2020 00:12 UTC Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-20-000040 · wf-form4_157801033451531.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Restricted Stock Units convert into common stock on a one-for-one basis.

Read SEC document
December 31, 2019 Filed Apr 3, 2020 14:46 UTC Amendment Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-20-000057 · wf-form4a_158592517826208.xml · derivative · entry 3

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Restricted Stock Units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

F4 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on 12/31/19.

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December 31, 2019 Filed Apr 3, 2020 14:46 UTC Amendment Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 12,000 $0.00 Strike: $14.54 $0.00
Disclosure

SEC source: 0001419536-20-000057 · wf-form4a_158592517826208.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock · 12,000 shares

Expires 2024-12-30

F2 · derivative.exercise_price: The option exercise price has been corrected from the price reflected in the Form 4 filed on January 2, 2020.

F3 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

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December 31, 2019 Filed Apr 3, 2020 14:46 UTC Amendment Capital Bancorp Inc CBNK · Entity 5367 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001419536-20-000057 · wf-form4a_158592517826208.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,500

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: The Restricted Stock Units convert into common stock on a one-for-one basis.

Read SEC document
December 31, 2018 Filed Jan 2, 2019 21:31 UTC Capital Bancorp Inc CBNK · Entity 5367 GrantStock Options · Derivative 16,500 $0.00 Strike: $11.38 $0.00
Disclosure

SEC source: 0001628280-19-000051 · wf-form4_154646466782365.xml · derivative · entry 2

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,500

Underlying: Common Stock · 16,500 shares

Expires 2023-12-31

F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.

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September 26, 2018 Filed Sep 28, 2018 13:38 UTC Capital Bancorp Inc CBNK · Entity 5367 PurchaseCommon Stock 14,000 $12.50 $175,000.00
Disclosure

SEC source: 0001628280-18-012132 · wf-form4_153814191229151.xml · nonDerivative · entry 1

JACKSON ALAN W · CIK 0001278629 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,000

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.