Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | EVP/ Chief Credit Officer | August 02, 2026 | August 04, 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 02, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,037.08 |
Reported balance
After 2026-08-02 transaction · row 1
1 source rowRow 1 · 2026-08-02 · Tax withholding · Disposed 939 · Balance 41,037.08 F1: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award.
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 02, 2026 Filed Aug 4, 2026 23:07 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 939 | $21.30 | $20,000.70 |
DisclosureSEC source: 0001979113-26-000010 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,037.08 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| April 20, 2026 Filed Apr 23, 2026 01:11 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 143 | $18.76 | $2,682.68 |
DisclosureSEC source: 0001979113-26-000008 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,976.08 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:19 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 11,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001979113-26-000006 · primarydocument.xml · nonDerivative · entry 3 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,119.08 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 two-year period beginning on March 1, 2027. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:19 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 1,683 | $18.31 | $30,815.73 |
DisclosureSEC source: 0001979113-26-000006 · primarydocument.xml · nonDerivative · entry 2 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,674.08 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 02:19 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 166 | $18.31 | $3,039.46 |
DisclosureSEC source: 0001979113-26-000006 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,357.08 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 01:20 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 1,215 | $18.86 | $22,914.90 |
DisclosureSEC source: 0001979113-26-000002 · primarydocument.xml · nonDerivative · entry 2 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,523.08 F2 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| February 22, 2026 Filed Mar 4, 2026 02:15 UTC Amendment | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 1,215 | $18.96 | $23,036.40 |
DisclosureSEC source: 0001979113-26-000004 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,523.08 F1 · price: To correct the price reported in the Form 4 filed for the Reporting Person on February 23, 2026. Read SEC document |
| January 16, 2026 Filed Feb 24, 2026 01:20 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 45.08 | $18.89 | $851.56 |
DisclosureSEC source: 0001979113-26-000002 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,738.08 F1 · kind: Reinvestment of cash dividends on January 16, 2026. Read SEC document |
| August 02, 2025 Filed Aug 4, 2025 22:39 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 936 | $14.60 | $13,665.60 |
DisclosureSEC source: 0001562180-25-005631 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,693 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| April 20, 2025 Filed Apr 23, 2025 00:24 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 139 | $12.64 | $1,756.96 |
DisclosureSEC source: 0001562180-25-003231 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,629 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 02:43 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 944 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002076 · primarydocument.xml · nonDerivative · entry 2 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,768 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 two-year period beginning on March 1, 2026. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 02:43 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 1,544 | $15.99 | $24,688.56 |
DisclosureSEC source: 0001562180-25-002076 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,824 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| February 22, 2025 Filed Feb 26, 2025 01:20 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 2,424 | $15.84 | $38,396.16 |
DisclosureSEC source: 0001562180-25-001655 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,368 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, 2024 Filed Aug 6, 2024 21:04 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006059 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,792 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 |
| April 20, 2024 Filed Apr 23, 2024 21:14 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 276 | $14.08 | $3,886.08 |
DisclosureSEC source: 0001562180-24-003510 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,720 F1 · 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 23:52 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 8,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002342 · primarydocument.xml · nonDerivative · entry 1 Nutz Peter · CIK 0001979113 · EVP/ Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,996 F1 · shares: Represents 8,265 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 two-year period beginning on March 1, 2025. 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.