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 |
|---|---|---|---|---|---|---|
| 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 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 184,410 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 07, 2021 Filed May 10, 2021 09:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,250 | $22.26 | $27,820.88 |
DisclosureSEC source: 0001419536-21-000099 · wf-form4_162065444446377.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: 371,092 Read SEC document |
| May 07, 2021 Filed May 10, 2021 09:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,250 | $22.26 | $27,820.88 |
DisclosureSEC source: 0001419536-21-000099 · wf-form4_162065444446377.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 186,410 Read SEC document |
| May 06, 2021 Filed May 6, 2021 17:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,500 | $22.26 | $77,910.00 |
DisclosureSEC source: 0001419536-21-000093 · wf-form4_162033788919780.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: 372,342 Read SEC document |
| May 06, 2021 Filed May 6, 2021 17:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 3,500 | $22.26 | $77,910.00 |
DisclosureSEC source: 0001419536-21-000093 · wf-form4_162033788919780.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 187,660 Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 09:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,859 | $22.34 | $63,870.06 |
DisclosureSEC source: 0001419536-21-000083 · wf-form4_161979057636815.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: 375,842 Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 09:49 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,859 | $22.34 | $63,870.06 |
DisclosureSEC source: 0001419536-21-000083 · wf-form4_161979057636815.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 191,160 Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 18:37 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,181 | $22.51 | $116,624.31 |
DisclosureSEC source: 0001419536-21-000075 · wf-form4_161956303120219.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: 378,701 Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 18:37 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,181 | $22.51 | $116,624.31 |
DisclosureSEC source: 0001419536-21-000075 · wf-form4_161956303120219.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 194,019 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 09:21 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-21-000062 · wf-form4_161607367186006.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 199,200 F1 · balance_after: This transaction involved a gift of 700 shares to the Reporting Person's son. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 19:59 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,253 | $20.50 | $87,199.26 |
DisclosureSEC source: 0001419536-21-000052 · wf-form4_161551073423350.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: 383,882 Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 07:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 20,000 | $20.73 | $414,670.00 |
DisclosureSEC source: 0001419536-21-000050 · wf-form4_161546553526101.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: 388,135 Read SEC document |
| March 09, 2021 Filed Mar 9, 2021 18:03 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $19.89 | $198,900.00 |
DisclosureSEC source: 0001419536-21-000048 · wf-form4_161533101792747.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: 408,135 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 6,900 | $18.88 | $130,237.50 |
DisclosureSEC source: 0001419536-21-000046 · wf-form4_161525558333877.xml · nonDerivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 418,135 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $18.78 | $187,780.00 |
DisclosureSEC source: 0001419536-21-000046 · wf-form4_161525558333877.xml · nonDerivative · entry 3 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stephen Ashman Revocable Trust Disclosed balance after: 425,035 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 6,900 | $18.88 | $130,237.50 |
DisclosureSEC source: 0001419536-21-000046 · wf-form4_161525558333877.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 199,900 Read SEC document |
| March 08, 2021 Filed Mar 8, 2021 21:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $18.78 | $187,780.00 |
DisclosureSEC source: 0001419536-21-000046 · wf-form4_161525558333877.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 206,800 Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 09:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 6,850 | $18.01 | $123,334.25 |
DisclosureSEC source: 0001419536-21-000044 · wf-form4_161521237588321.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: 435,035 Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 09:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 6,850 | $18.01 | $123,334.25 |
DisclosureSEC source: 0001419536-21-000044 · wf-form4_161521237588321.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 216,800 Read SEC document |
| February 12, 2021 Filed Feb 12, 2021 14:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $15.30 | $153,000.00 |
DisclosureSEC source: 0001419536-21-000027 · wf-form4_161315783115825.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: 441,885 Read SEC document |
| February 12, 2021 Filed Feb 12, 2021 14:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 10,000 | $15.20 | $152,000.00 |
DisclosureSEC source: 0001419536-21-000027 · wf-form4_161315783115825.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 223,650 Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 08:53 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,000 | $14.90 | $74,500.00 |
DisclosureSEC source: 0001419536-21-000024 · wf-form4_161313800019907.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: 451,885 Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 08:53 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 5,000 | $14.90 | $74,500.00 |
DisclosureSEC source: 0001419536-21-000024 · wf-form4_161313800019907.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 233,650 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 15:53 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $15.07 | $18,084.00 |
DisclosureSEC source: 0001419536-21-000020 · wf-form4_161229918344412.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: 456,885 Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 15:53 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $15.07 | $18,084.00 |
DisclosureSEC source: 0001419536-21-000020 · wf-form4_161229918344412.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 238,650 Read SEC document |
| December 31, 2020 Filed Dec 31, 2020 14:22 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,375 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-20-000143 · wf-form4_160944253092617.xml · derivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,375 Underlying: Common Stock · 3,375 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. Read SEC document |
| December 31, 2020 Filed Dec 31, 2020 14:22 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 846 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000143 · wf-form4_160944253092617.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324 Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 09:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000126 · wf-form4_160795612648452.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: 458,085 Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 12:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,500 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001419536-20-000109 · wf-form4_160710181808721.xml · derivative · entry 5 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2020-12-31 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. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 12:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 1,572 | $11.93 | $18,753.96 |
DisclosureSEC source: 0001419536-20-000109 · wf-form4_160710181808721.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478 Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 12:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,500 | $7.50 | $18,750.00 |
DisclosureSEC source: 0001419536-20-000109 · wf-form4_160710181808721.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 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 24, 2020 Filed Nov 25, 2020 10:35 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,750 | $12.56 | $59,642.90 |
DisclosureSEC source: 0001419536-20-000107 · wf-form4_160631849008887.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: 461,085 Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 10:35 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 4,750 | $12.56 | $59,642.90 |
DisclosureSEC source: 0001419536-20-000107 · wf-form4_160631849008887.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 239,850 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 09:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $12.50 | $15,000.00 |
DisclosureSEC source: 0001419536-20-000105 · wf-form4_160622802537510.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: 465,835 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 09:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $12.50 | $15,000.00 |
DisclosureSEC source: 0001419536-20-000105 · wf-form4_160622802537510.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 244,600 Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 09:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $12.05 | $14,460.00 |
DisclosureSEC source: 0001419536-20-000075 · wf-form4_159162402907483.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 245,800 Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 09:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,200 | $12.05 | $14,460.00 |
DisclosureSEC source: 0001419536-20-000075 · wf-form4_159162402907483.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: 467,035 Read SEC document |
| May 28, 2020 Filed May 29, 2020 14:16 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,600 | $12.00 | $19,200.00 |
DisclosureSEC source: 0001419536-20-000073 · wf-form4_159077614923255.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 247,000 Read SEC document |
| May 28, 2020 Filed May 29, 2020 14:16 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,600 | $12.00 | $19,200.00 |
DisclosureSEC source: 0001419536-20-000073 · wf-form4_159077614923255.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: 468,235 Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:15 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,300 | $12.00 | $15,600.00 |
DisclosureSEC source: 0001419536-20-000071 · wf-form4_159071129537499.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 248,600 Read SEC document |
| May 27, 2020 Filed May 28, 2020 20:15 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 1,300 | $12.00 | $15,600.00 |
DisclosureSEC source: 0001419536-20-000071 · wf-form4_159071129537499.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: 469,835 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 16:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000022 · wf-form4_158284034440015.xml · nonDerivative · entry 2 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shari G. Ashman Trust Disclosed balance after: 249,900 F1 · kind: This transaction reported involved a gift by the reporting person of 2,000 shares each of common stock to a charitable donor advised fund. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 16:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000022 · wf-form4_158284034440015.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: 471,135 F1 · kind: This transaction reported involved a gift by the reporting person of 2,000 shares each of common stock to a charitable donor advised fund. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 19:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,400 | $0.00 Strike: $14.89 | $0.00 |
DisclosureSEC source: 0001628280-20-000042 · wf-form4_157801045871032.xml · derivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2024-12-31 F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 19:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-000042 · wf-form4_157801045871032.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Read SEC document |
| December 31, 2019 Filed Apr 3, 2020 09:04 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,400 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001419536-20-000037 · wf-form4a_158591904229148.xml · derivative · entry 4 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2024-12-30 F1 · derivative.exercise_price: The option exercise price has been corrected from the price reflected in the Form 4 filed on January 2, 2020. F2 · 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, 2019 Filed Apr 3, 2020 09:04 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000037 · wf-form4a_158591904229148.xml · nonDerivative · entry 1 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Read SEC document |
| November 07, 2019 Filed Nov 21, 2019 11:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-014383 · wf-form4_157435367822847.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: 473,135 F1 · balance_after: This transaction involved a gift of 1,000 shares by the Reporting Person to each of his three adult children. The amount of securities beneficially owned includes a transfer of 6,457 shares from his direct holdings to the Stephen Ashman Revocable Trust. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 11:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,300 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001628280-19-000553 · wf-form4_154843351510724.xml · derivative · entry 9 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 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 |
| January 23, 2019 Filed Jan 25, 2019 11:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 7,500 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001628280-19-000553 · wf-form4_154843351510724.xml · derivative · entry 8 ASHMAN STEPHEN N · CIK 0001076562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 7,500 shares Expires 2020-12-31 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.