Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | August 20, 2026 | August 24, 2026 |
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.
California BanCorp \ CA
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 354,848.18 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 1,025 · Balance 354,848.18 F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on August 20, 2026. |
| Common StockSEC Table I · non-derivative | IndirectA Cortese & S Cortese TTEE Cortese Trust U/A DTD 8/20/2013 | 33,069 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 33,069 |
| Common StockSEC Table I · non-derivative | IndirectCortese Real Property LP | 2,086 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,086 |
| Common StockSEC Table I · non-derivative | IndirectTHE LISA A CORTESE TRUST - Stephen Cortese TTEE, Lisa Cortese Grantor | 11,576 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,576 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on August 20, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
California BanCorp
Report date July 31, 2024 · Filed July 31, 2024
Section 16 reporting ended · disclosed 2024-07-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-31 transaction · row 1
1 source rowRow 1 · 2024-07-31 · Disposition to issuer · Disposed 242,823 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2: Includes restricted stock units with respect to 2,798 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock.
F2: Includes restricted stock units with respect to 2,798 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio.
F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 23:59 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001807460-26-000008 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,848.18 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on August 20, 2026. Read SEC document |
| June 01, 2026 Filed Jun 4, 2026 00:05 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001807460-26-000006 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,823.18 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on June 1, 2027. Read SEC document |
| May 21, 2026 Filed May 26, 2026 17:03 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001807460-26-000004 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,627.18 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 21, 2026. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 01:40 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001807460-26-000002 · primarydocument.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,587.18 F2 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting on February 20, 2026. Read SEC document |
| January 16, 2026 Filed Feb 24, 2026 01:40 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 52.18 | $18.89 | $985.68 |
DisclosureSEC source: 0001807460-26-000002 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,545.18 F1 · kind: Reinvestment of cash dividends on January 16, 2026. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 19:42 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001807460-25-000003 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,493 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting on November 21, 2025. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 23:41 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005960 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,445 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting on August 21, 2025. Read SEC document |
| May 21, 2025 Filed May 23, 2025 23:46 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004160 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,231 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 21, 2026. Read SEC document |
| August 08, 2024 Filed Aug 13, 2024 01:25 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006160 · primarydocument.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,502 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 30, 2025. Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 21:24 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 242,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088722 · ownership.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2 · shares: Includes restricted stock units with respect to 2,798 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. F3 · shares: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2 · price: Includes restricted stock units with respect to 2,798 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 23:19 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 2,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-085384 · ownership.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,331 F1 · shares: Represents annual grant of restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 482 | $24.89 | $11,996.98 |
DisclosureSEC source: 0000950170-24-011278 · ownership.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,533 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 20:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 586 | $20.47 | $11,995.42 |
DisclosureSEC source: 0000950170-23-058274 · ownership.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,051 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| August 01, 2023 Filed Aug 18, 2023 20:51 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 645 | $18.60 | $11,997.00 |
DisclosureSEC source: 0000950170-23-043507 · ownership.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,465 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| May 18, 2023 Filed May 22, 2023 21:10 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 4,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013593 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,820 F1 · shares: Annual grant of restricted stock units. Vests in full on May 16, 2024, subject to the reporting person's continuous service. Read SEC document |
| May 02, 2023 Filed May 4, 2023 00:16 UTC Amendment | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 3,000 | $14.68 | $44,040.00 |
DisclosureSEC source: 0000899243-23-012161 · doc4a.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,140 Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:30 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 3,000 | $14.68 | $44,040.00 |
DisclosureSEC source: 0000899243-23-012088 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,415 Read SEC document |
| May 01, 2023 Filed May 4, 2023 00:16 UTC Amendment | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 725 | $16.57 | $12,013.25 |
DisclosureSEC source: 0000899243-23-012161 · doc4a.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,140 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:02 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 471 | $25.47 | $11,996.37 |
DisclosureSEC source: 0000899243-23-003500 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,416 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| November 01, 2022 Filed Nov 18, 2022 01:03 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 541 | $22.22 | $12,021.02 |
DisclosureSEC source: 0000899243-22-036263 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,945 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:17 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 567 | $21.18 | $12,009.06 |
DisclosureSEC source: 0000899243-22-027703 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,404 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $12,000. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023370 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,837 F1 · shares: Represents annual grant of restricted stock units. The restricted stock units vest on May 18, 2023, subject to the reporting person's continuous service. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:00 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 552 | $21.74 | $12,000.48 |
DisclosureSEC source: 0000899243-22-016806 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,760 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:00 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 547 | $21.95 | $12,006.65 |
DisclosureSEC source: 0000899243-22-004558 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,208 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:28 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 663 | $18.12 | $12,013.56 |
DisclosureSEC source: 0000899243-21-043014 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,661 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| August 02, 2021 Filed Aug 20, 2021 18:38 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 672 | $17.86 | $12,001.92 |
DisclosureSEC source: 0000899243-21-033789 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,998 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:11 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025119 · doc4.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,326 F2 · shares: Represents restricted stock units that vest on June 30, 2022, subject to the Reporting Person's continuous service through the vesting date. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:11 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 671 | $17.89 | $12,004.19 |
DisclosureSEC source: 0000899243-21-025119 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,532 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 23:56 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 913 | $13.15 | $12,005.95 |
DisclosureSEC source: 0000899243-21-003891 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,861 F1 · price: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| November 03, 2020 Filed Nov 11, 2020 01:22 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 886 | $13.55 | $12,005.30 |
DisclosureSEC source: 0000899243-20-030754 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,948 F1 · price: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equity Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:40 UTC | California BanCorp CALB · Entity 88623 | Exercise / conversionStock option (right to buy) · Derivative | 2,520 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024998 · doc4.xml · derivative · entry 3 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,520 shares Expires 2021-12-15 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. F2 · derivative.exercise_date: Granted on December 15, 2011 and vested ratably over the following three years. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 20:40 UTC | California BanCorp CALB · Entity 88623 | Exercise / conversionCommon Stock | 2,520 | $6.00 | $15,120.00 |
DisclosureSEC source: 0000899243-20-024998 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,062 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 26, 2020 Filed Aug 27, 2020 22:32 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 169 | $13.39 | $2,262.91 |
DisclosureSEC source: 0000899243-20-023534 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,542 Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 00:46 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 388 | $13.29 | $5,156.52 |
DisclosureSEC source: 0000899243-20-023472 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,373 Read SEC document |
| August 21, 2020 Filed Aug 26, 2020 01:00 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 4,112 | $13.24 | $54,442.88 |
DisclosureSEC source: 0000899243-20-023398 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,985 Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:42 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 6,390 | $13.23 | $84,539.70 |
DisclosureSEC source: 0000899243-20-023217 · doc4.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,873 Read SEC document |
| August 19, 2020 Filed Aug 21, 2020 21:42 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 4,110 | $13.19 | $54,210.90 |
DisclosureSEC source: 0000899243-20-023217 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,483 Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 22:12 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 889 | $13.50 | $12,001.50 |
DisclosureSEC source: 0000899243-20-021912 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,817 F1 · price: These shares were issued to the reporting person under the issuer's 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. Read SEC document |
| August 06, 2020 Filed Aug 19, 2020 23:25 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022953 · doc4.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,373 F1 · shares: Represents restricted stock units that vest on June 30, 2021, subject to the Reporting Person's continuous service through the vesting date. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| August 06, 2020 Filed Aug 19, 2020 23:25 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022953 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,669 Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:49 UTC | California BanCorp CALB · Entity 88623 | PurchaseCommon Stock | 35 | $14.60 | $511.00 |
DisclosureSEC source: 0000899243-20-016877 · doc4.xml · nonDerivative · entry 2 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter Disclosed balance after: 35 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the shares held by his daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of his daughter's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 19:36 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 924 | $12.99 | $12,002.76 |
DisclosureSEC source: 0000899243-20-010985 · doc4.xml · nonDerivative · entry 1 Cortese Stephen A. · CIK 0001807460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,928 F1 · price: These shares were issued to the reporting person under the issuer's 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $12,000. 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.