Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | June 01, 2026 | June 03, 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 June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 250,580.35 |
Ending reported balance
After 2026-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-16 · Other · Acquired 13.35 · Balance 247,384.35 F1: Reinvestment of cash dividends on January 16, 2026. Row 2 · 2026-06-01 · Grant · Acquired 3,196 · Balance 250,580.35 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 153,336 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 153,336 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 12,075 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12,075 |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of cash dividends on January 16, 2026.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 23:59 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001968980-26-000002 · primarydocument.xml · nonDerivative · entry 2 Di Tomaso Frank · CIK 0001968980 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,580.35 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 23:59 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 13.35 | $18.89 | $252.18 |
DisclosureSEC source: 0001968980-26-000002 · primarydocument.xml · nonDerivative · entry 1 Di Tomaso Frank · CIK 0001968980 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,384.35 F1 · kind: Reinvestment of cash dividends on January 16, 2026. Read SEC document |
| May 21, 2025 Filed May 23, 2025 23:47 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004166 · primarydocument.xml · nonDerivative · entry 1 Di Tomaso Frank · CIK 0001968980 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,371 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 |
| October 01, 2024 Filed Oct 3, 2024 01:30 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 2,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007200 · primarydocument.xml · nonDerivative · entry 1 Di Tomaso Frank · CIK 0001968980 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,642 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. F2 · balance_after: Includes 231,971 shares owned by Frank and Pam Di Tomaso as joint tenants. 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.