Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | EVP / Chief Risk Officer | August 11, 2026 | August 13, 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 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,710 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Other · Disposed 1,257 · Balance 17,710 F1: Shares transferred to the Reporting Person's living trust account. |
| Common StockSEC Table I · non-derivative | IndirectMACH4 Trust | 35,842 |
Reported balance
After 2026-08-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-11 · Other · Acquired 1,257 · Balance 35,842 F1: Shares transferred to the Reporting Person's living trust account. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares transferred to the Reporting Person's living trust account.
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 11, 2026 Filed Aug 13, 2026 00:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 1,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-26-000008 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 35,842 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 00:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 1,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-26-000008 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,710 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| August 02, 2026 Filed Aug 4, 2026 23:08 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 704 | $21.30 | $14,995.20 |
DisclosureSEC source: 0001967050-26-000006 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,967 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 23:48 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 3,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-26-000004 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 34,585 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 23:48 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 3,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-26-000004 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,671 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:18 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 5,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-26-000002 · primarydocument.xml · nonDerivative · entry 4 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,345 F2 · kind: Represents restricted stock units granted to the Reporting Person on March 2, 2026, which will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on March 1, 2027. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:18 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 905 | $18.31 | $16,570.55 |
DisclosureSEC source: 0001967050-26-000002 · primarydocument.xml · nonDerivative · entry 3 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,895 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:18 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 861 | $18.31 | $15,764.91 |
DisclosureSEC source: 0001967050-26-000002 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,800 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:18 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 808 | $18.31 | $14,794.48 |
DisclosureSEC source: 0001967050-26-000002 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,661 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 01:16 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 5,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-25-000005 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 30,911 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 01:16 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 5,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001967050-25-000005 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,469 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 18:16 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 2,290 | $19.45 | $44,540.50 |
DisclosureSEC source: 0001967050-25-000003 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,838 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| August 02, 2025 Filed Aug 4, 2025 22:45 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 702 | $14.60 | $10,249.20 |
DisclosureSEC source: 0001562180-25-005642 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,128 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| May 16, 2025 Filed May 19, 2025 23:03 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 3,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004007 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 25,542 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| May 16, 2025 Filed May 19, 2025 23:03 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 3,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004007 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,830 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| March 04, 2025 Filed Mar 7, 2025 01:36 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 775 | $15.57 | $12,066.75 |
DisclosureSEC source: 0001562180-25-002183 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,668 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 02:44 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 6,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002078 · primarydocument.xml · nonDerivative · entry 3 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,443 F2 · kind: Represents restricted stock units granted to the Reporting Person on March 3, 2025, which will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on March 1, 2026. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:44 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 806 | $15.99 | $12,887.94 |
DisclosureSEC source: 0001562180-25-002078 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,173 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:44 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 903 | $15.99 | $14,438.97 |
DisclosureSEC source: 0001562180-25-002078 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,979 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 20:45 UTC | California BanCorp \ CA BCAL · Entity 5250 | Disposition to issuerCommon Stock | 900 | $16.16 | $14,544.00 |
DisclosureSEC source: 0001562180-25-001172 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 21,704 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 01:58 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 6,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000860 · primarydocument.xml · nonDerivative · entry 4 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 22,604 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 01:58 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 6,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000860 · primarydocument.xml · nonDerivative · entry 3 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,882 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| December 19, 2024 Filed Feb 4, 2025 01:58 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 16,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000860 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · MACH4 Trust Disclosed balance after: 16,054 Read SEC document |
| December 19, 2024 Filed Feb 4, 2025 01:58 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 16,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000860 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,432 F1 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| December 01, 2024 Filed Dec 4, 2024 01:44 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 2,284 | $17.92 | $40,929.28 |
DisclosureSEC source: 0001562180-24-008141 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,486 F1 · shares: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 21:12 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 9,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006061 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,770 F1 · shares: Represents restricted stock units granted to the Reporting Person on August 2, 2024, which will be issued upon vesting and will vest annually, in substantially equal installments, over a five-year period beginning on its first anniversary. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:48 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 888 | $15.30 | $13,586.40 |
DisclosureSEC source: 0001562180-24-002338 · primarydocument.xml · nonDerivative · entry 3 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,966 F2 · shares: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:48 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 804 | $15.17 | $12,196.68 |
DisclosureSEC source: 0001562180-24-002338 · primarydocument.xml · nonDerivative · entry 2 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,854 F2 · shares: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:48 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 6,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002338 · primarydocument.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,658 F1 · shares: Represents 6,592 shares restricted stock units granted to the Reporting Person on March 1, 2024, which will be issued upon vesting and will vest annually, in substantially equal installments, over a three-year period beginning on March 1, 2025. Read SEC document |
| December 01, 2023 Filed Dec 15, 2023 19:04 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 2,214 | $15.02 | $33,254.28 |
DisclosureSEC source: 0001493152-23-045006 · ownership.xml · nonDerivative · entry 1 Liska Martin · CIK 0001967050 · EVP / Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,066 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award 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.