Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | July 31, 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 July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,248.51 |
Ending reported balance
After 2026-07-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-31 · Exercise / conversion · Acquired 7,500 · Balance 29,890.51 Row 2 · 2026-07-31 · Sale · Disposed 7,500 · Balance 22,390.51 F1: This transaction was executed in multiple trades at prices ranging from $21.03 USD to $21.37 USD; the price reported above reflects the weighted average sale price. Row 3 · 2026-07-31 · Other · Disposed 9,142 · Balance 13,248.51 F2: Shares transferred to the Reporting Person's living trust account. |
| Common StockSEC Table I · non-derivative | IndirectLester Machado & Robert M Pedersen TR UA 03/13/14 Machado-Pedersen Family Trust | 53,712 |
Reported balance
After 2026-07-31 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-07-31 · Other · Acquired 9,142 · Balance 53,712 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.96 · Expires 2029-02-20 | Direct | 0 |
Reported balance
After 2026-07-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-31 · Exercise / conversion · Disposed 7,500 · Balance 0 F3: These options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $21.03 USD to $21.37 USD; the price reported above reflects the weighted average sale price.
F2: Shares transferred to the Reporting Person's living trust account.
F3: These options are fully vested.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 4, 2026 23:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionStock Options · Derivative | 7,500 | $0.00 Strike: $12.96 | $0.00 |
DisclosureSEC source: 0001968951-26-000004 · primarydocument.xml · derivative · entry 5 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2029-02-20 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. F3 · shares: These options are fully vested. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 9,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001968951-26-000004 · primarydocument.xml · nonDerivative · entry 4 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lester Machado & Robert M Pedersen TR UA 03/13/14 Machado-Pedersen Family Trust Disclosed balance after: 53,712 Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 9,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001968951-26-000004 · primarydocument.xml · nonDerivative · entry 3 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,248.51 F2 · kind: Shares transferred to the Reporting Person's living trust account. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | SaleCommon Stock | 7,500 | $21.19 | $158,947.50 |
DisclosureSEC source: 0001968951-26-000004 · primarydocument.xml · nonDerivative · entry 2 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,390.51 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.03 USD to $21.37 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionCommon Stock | 7,500 | $12.96 | $97,200.00 |
DisclosureSEC source: 0001968951-26-000004 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,890.51 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 |
| June 01, 2026 Filed Jun 3, 2026 23:50 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001968951-26-000002 · primarydocument.xml · nonDerivative · entry 2 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,390.51 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, which is scheduled to occur on June 1, 2027. Read SEC document |
| January 16, 2026 Filed Jun 3, 2026 23:50 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 28.51 | $18.89 | $538.55 |
DisclosureSEC source: 0001968951-26-000002 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,194.51 F1 · kind: Reinvestment of cash dividends on January 16, 2026. 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: 0001562180-25-004161 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,166 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 20, 2024 Filed Aug 22, 2024 01:59 UTC | California BanCorp \ CA BCAL · Entity 5250 | SaleCommon Stock | 10,000 | $14.37 | $143,721.00 |
DisclosureSEC source: 0001562180-24-006447 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lester Machado MD PC DTD 12/07/06 Defined Benefit Plan Disclosed balance after: 0 Read SEC document |
| August 08, 2024 Filed Aug 13, 2024 01:21 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006156 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,437 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 |
| March 07, 2024 Filed Mar 11, 2024 19:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionStock Options · Derivative | 8,000 | $0.00 Strike: $9.67 | $0.00 |
DisclosureSEC source: 0001562180-24-002528 · primarydocument.xml · derivative · entry 4 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2027-03-15 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. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 19:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionCommon Stock | 8,000 | $9.67 | $77,360.00 |
DisclosureSEC source: 0001562180-24-002528 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,291 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 |
| February 01, 2024 Filed Feb 6, 2024 01:02 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001073 · primarydocument.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,291 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 January 4, 2025. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 18:00 UTC | California BanCorp \ CA BCAL · Entity 5250 | GiftCommon Stock | 3,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-040407 · ownership.xml · nonDerivative · entry 1 Machado Lester · CIK 0001968951 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 44,570 F1 · ownership.nature: Lester Machado & Robert M Pedersen TR UA 03/13/14 Machado-Pedersen Family Trust 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.