Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | November 23, 2021 | November 24, 2021 |
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.
Capital Bancorp Inc
Report date November 23, 2021 · Filed November 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stephen Ashman Revocable Trust | 288,909 |
Reported balance
After 2021-11-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-11-23 · Sale · Disposed 3,959 · Balance 288,909 |
| Common StockSEC Table I · non-derivative | IndirectShari G. Ashman Trust | 95,807 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 95,807 |
| Common StockSEC Table I · non-derivative | Direct | 12,882 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,882 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.38 · Expires 2022-12-31 | Direct | 2,700 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,700 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 $11.38 · Expires 2023-12-31 | Direct | 4,800 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,800 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 $14.54 · Expires 2024-12-30 | Direct | 4,050 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,050 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 2025-12-31 | Direct | 3,375 |
Reported balance
Holding disclosure · report date 2021-11-23 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,375 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
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
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 23, 2021 Filed Nov 24, 2021 10:40 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,959 | $27.76 | $109,901.84 |
DisclosureSEC source: 0001419536-21-000205 · wf-form4_163776839137196.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 288,909 Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 13:45 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,644 | $28.00 | $102,032.00 |
DisclosureSEC source: 0001419536-21-000200 · wf-form4_163708826795730.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 292,868 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 09:12 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,009 | $27.63 | $55,508.67 |
DisclosureSEC source: 0001419536-21-000197 · wf-form4_163698549889526.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 95,807 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 09:12 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,001 | $27.63 | $55,287.63 |
DisclosureSEC source: 0001419536-21-000197 · wf-form4_163698549889526.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 296,512 Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 10:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 567 | $27.60 | $15,651.75 |
DisclosureSEC source: 0001419536-21-000194 · wf-form4_163673059175638.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 97,816 Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 10:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 567 | $27.60 | $15,651.75 |
DisclosureSEC source: 0001419536-21-000194 · wf-form4_163673059175638.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 298,513 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 10:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,301 | $27.60 | $35,907.60 |
DisclosureSEC source: 0001419536-21-000195 · wf-form4_163673066342714.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 98,383 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 10:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,301 | $27.60 | $35,907.60 |
DisclosureSEC source: 0001419536-21-000195 · wf-form4_163673066342714.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 299,080 Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 09:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 264 | $27.60 | $7,286.40 |
DisclosureSEC source: 0001419536-21-000191 · wf-form4_163655288673760.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 99,684 Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 09:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 272 | $27.60 | $7,507.20 |
DisclosureSEC source: 0001419536-21-000191 · wf-form4_163655288673760.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 300,381 Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 11:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000186 · wf-form4_163638976636136.xml · nonDerivative · entry 3 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 99,948 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 11:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,859 | $27.71 | $162,352.89 |
DisclosureSEC source: 0001419536-21-000186 · wf-form4_163638976636136.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 103,948 Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 11:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,859 | $27.71 | $162,352.89 |
DisclosureSEC source: 0001419536-21-000186 · wf-form4_163638976636136.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 300,653 Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 12:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 9,406 | $26.54 | $249,635.24 |
DisclosureSEC source: 0001419536-21-000180 · wf-form4_163604331457603.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 109,807 Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 12:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 9,379 | $26.54 | $248,918.66 |
DisclosureSEC source: 0001419536-21-000180 · wf-form4_163604331457603.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 306,512 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 17:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 256 | $26.27 | $6,725.12 |
DisclosureSEC source: 0001419536-21-000177 · wf-form4_163597467450229.xml · nonDerivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 119,213 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 17:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,980 | $26.05 | $129,729.00 |
DisclosureSEC source: 0001419536-21-000177 · wf-form4_163597467450229.xml · nonDerivative · entry 3 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 119,469 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 17:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 255 | $26.27 | $6,698.85 |
DisclosureSEC source: 0001419536-21-000177 · wf-form4_163597467450229.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 315,891 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 17:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,980 | $26.05 | $129,729.00 |
DisclosureSEC source: 0001419536-21-000177 · wf-form4_163597467450229.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 316,146 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 13:11 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 20 | $26.00 | $520.00 |
DisclosureSEC source: 0001419536-21-000175 · wf-form4_163587310695727.xml · nonDerivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 124,449 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 13:11 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 7,760 | $25.96 | $201,449.60 |
DisclosureSEC source: 0001419536-21-000175 · wf-form4_163587310695727.xml · nonDerivative · entry 3 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 124,469 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 13:11 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 20 | $26.00 | $520.00 |
DisclosureSEC source: 0001419536-21-000175 · wf-form4_163587310695727.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 321,126 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 13:11 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 7,765 | $25.96 | $201,579.40 |
DisclosureSEC source: 0001419536-21-000175 · wf-form4_163587310695727.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 321,146 Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 09:44 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000171 · wf-form4_163577423639277.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 132,229 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 14:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,243 | $26.01 | $58,340.43 |
DisclosureSEC source: 0001419536-21-000169 · wf-form4_163544500793277.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 136,229 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 14:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,242 | $26.01 | $58,314.42 |
DisclosureSEC source: 0001419536-21-000169 · wf-form4_163544500793277.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 328,911 Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,350 | $14.54 Strike: $14.54 | $19,629.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · derivative · entry 11 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 1,350 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 |
| October 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 4,800 | $11.38 Strike: $11.38 | $54,624.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · derivative · entry 10 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 4,800 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 |
| October 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 8,100 | $12.38 Strike: $12.38 | $100,278.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · derivative · entry 9 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Underlying: Common Stock · 8,100 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 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,300 | $8.50 Strike: $8.50 | $45,050.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · derivative · entry 8 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,300 shares Expires 2021-12-31 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 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 8,992 | $24.42 | $219,584.64 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · nonDerivative · entry 5 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,882 Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,350 | $14.54 | $19,629.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · nonDerivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,874 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 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 4,800 | $11.38 | $54,624.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · nonDerivative · entry 3 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,524 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 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 8,100 | $12.38 | $100,278.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,724 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 05, 2021 Filed Oct 7, 2021 16:56 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,300 | $8.50 | $45,050.00 |
DisclosureSEC source: 0001419536-21-000160 · wf-form4_163364020431145.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,624 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 |
| August 27, 2021 Filed Aug 30, 2021 08:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,526 | $23.75 | $107,493.86 |
DisclosureSEC source: 0001419536-21-000158 · wf-form4_163032776735190.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 331,153 Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 08:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,526 | $23.75 | $107,493.86 |
DisclosureSEC source: 0001419536-21-000158 · wf-form4_163032776735190.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 138,472 Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 09:40 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,923 | $23.93 | $93,863.66 |
DisclosureSEC source: 0001419536-21-000156 · wf-form4_162981238871346.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 335,679 Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 09:40 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,923 | $23.93 | $93,861.70 |
DisclosureSEC source: 0001419536-21-000156 · wf-form4_162981238871346.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 142,998 Read SEC document |
| August 04, 2021 Filed Aug 5, 2021 10:18 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000150 · wf-form4_162817298175567.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 146,921 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 08:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000137 · wf-form4_162324168605662.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 150,921 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| June 02, 2021 Filed Jun 2, 2021 14:39 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000127 · wf-form4_162265915731556.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 339,602 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| June 02, 2021 Filed Jun 2, 2021 14:39 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000127 · wf-form4_162265915731556.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 154,921 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| May 27, 2021 Filed May 28, 2021 09:37 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $22.00 | $220,000.00 |
DisclosureSEC source: 0001419536-21-000121 · wf-form4_162220902393050.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 341,602 Read SEC document |
| May 27, 2021 Filed May 28, 2021 09:37 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $22.00 | $220,000.00 |
DisclosureSEC source: 0001419536-21-000121 · wf-form4_162220902393050.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 156,921 Read SEC document |
| May 26, 2021 Filed May 27, 2021 17:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $21.71 | $217,115.00 |
DisclosureSEC source: 0001419536-21-000119 · wf-form4_162215100387258.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 351,602 Read SEC document |
| May 26, 2021 Filed May 27, 2021 17:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $21.71 | $217,115.00 |
DisclosureSEC source: 0001419536-21-000119 · wf-form4_162215100387258.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 166,921 Read SEC document |
| May 21, 2021 Filed May 24, 2021 09:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 7,490 | $21.52 | $161,211.76 |
DisclosureSEC source: 0001419536-21-000106 · wf-form4_162186432779417.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 361,602 Read SEC document |
| May 21, 2021 Filed May 24, 2021 09:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 7,489 | $21.52 | $161,190.24 |
DisclosureSEC source: 0001419536-21-000106 · wf-form4_162186432779417.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 176,921 Read SEC document |
| May 13, 2021 Filed May 14, 2021 09:05 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000103 · wf-form4_162099752604981.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 369,092 F1 · price: This transaction represents a charitable donation and not a market transaction, thus no price has been reported. No value was received for the gifted shares. 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.