Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | EVP / Chief Accounting 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 | 33,424.05 |
Reported balance
After 2026-08-02 transaction · row 1
1 source rowRow 1 · 2026-08-02 · Tax withholding · Disposed 704 · Balance 33,424.05 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 00:15 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 704 | $21.30 | $14,995.20 |
DisclosureSEC source: 0001969106-26-000004 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,424.05 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 02:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 5,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001969106-26-000002 · primarydocument.xml · nonDerivative · entry 5 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,128.05 F3 · 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 02:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 947 | $18.31 | $17,339.57 |
DisclosureSEC source: 0001969106-26-000002 · primarydocument.xml · nonDerivative · entry 4 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,133.05 F2 · 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 02:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 727 | $18.31 | $13,311.37 |
DisclosureSEC source: 0001969106-26-000002 · primarydocument.xml · nonDerivative · entry 3 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,080.05 F2 · 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 02:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 996 | $18.31 | $18,236.76 |
DisclosureSEC source: 0001969106-26-000002 · primarydocument.xml · nonDerivative · entry 2 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,807.05 F2 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| January 16, 2026 Filed Mar 4, 2026 02:13 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 34.05 | $18.89 | $643.20 |
DisclosureSEC source: 0001969106-26-000002 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,803.05 F1 · kind: Reinvestment of cash dividends on January 16, 2026. Read SEC document |
| December 14, 2025 Filed Dec 16, 2025 01:01 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 465 | $19.78 | $9,197.70 |
DisclosureSEC source: 0001969106-25-000003 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,769 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 22:59 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 702 | $14.60 | $10,249.20 |
DisclosureSEC source: 0001562180-25-005644 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,234 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 | 6,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002077 · primarydocument.xml · nonDerivative · entry 3 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,936 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 02:43 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 726 | $15.99 | $11,608.74 |
DisclosureSEC source: 0001562180-25-002077 · primarydocument.xml · nonDerivative · entry 2 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,039 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 02:43 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 993 | $15.99 | $15,878.07 |
DisclosureSEC source: 0001562180-25-002077 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,765 F1 · kind: Shares disposed to satisfy the Reporting Person's tax liability by the vesting of a previously granted award. Read SEC document |
| December 14, 2024 Filed Dec 17, 2024 00:11 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 464 | $17.61 | $8,171.04 |
DisclosureSEC source: 0001562180-24-008426 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,758 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 20:55 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 9,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006056 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,222 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 01, 2024 Filed Mar 5, 2024 02:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 724 | $15.17 | $10,983.08 |
DisclosureSEC source: 0001562180-24-002160 · primarydocument.xml · nonDerivative · entry 2 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,418 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 02:22 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 7,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002160 · primarydocument.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · EVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,142 F1 · shares: Represents 7,252 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 14, 2023 Filed Dec 16, 2023 00:12 UTC | California BanCorp \ CA BCAL · Entity 5250 | Tax withholdingCommon Stock | 899 | $16.72 | $15,031.28 |
DisclosureSEC source: 0001493152-23-045135 · ownership.xml · nonDerivative · entry 1 Yeung Joann · CIK 0001969106 · SVP / Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,890 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.