Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | September 04, 2026 | September 10, 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 September 04, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 2,377 |
Reported balance
After 2026-09-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-04 · Purchase · Acquired 450 · Balance 2,377 |
| Common StockSEC Table I · non-derivative | Direct | 37,933.43 |
Reported balance
Holding disclosure · report date 2026-09-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,933.43 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
California BanCorp
Report date July 31, 2024 · Filed July 31, 2024
Section 16 reporting ended · disclosed 2024-07-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-31 transaction · row 1
1 source rowRow 1 · 2024-07-31 · Disposition to issuer · Disposed 18,718 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2: Includes restricted stock units with respect to 1,399 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock.
F2: Includes restricted stock units with respect to 1,399 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 10, 2026 00:07 UTC | California BanCorp \ CA BCAL · Entity 5250 | PurchaseCommon Stock | 450 | $22.13 | $9,958.50 |
DisclosureSEC source: 0001807551-26-000004 · primarydocument.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 2,377 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:53 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001807551-26-000002 · primarydocument.xml · nonDerivative · entry 2 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,933.43 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 23:53 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 28.43 | $18.89 | $537.04 |
DisclosureSEC source: 0001807551-26-000002 · primarydocument.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,737.43 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: 0001562180-25-004165 · primarydocument.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,709 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 08, 2024 Filed Aug 13, 2024 01:49 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006177 · primarydocument.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,980 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 |
| July 31, 2024 Filed Jul 31, 2024 21:26 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 18,718 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088728 · ownership.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization, dated January 31, 2024 (the "Merger Agreement"), by and between the Issuer and Southern California Bancorp ("BCAL"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger, each share of Issuer common stock converted into the right to receive 1.590 shares of BCAL common stock (the "Exchange Ratio"), with cash paid in lieu of fractional shares. As a result of the merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. F2 · shares: Includes restricted stock units with respect to 1,399 shares of the Issuer's common stock. Pursuant to the Merger Agreement, at the effective time of the merger, the restricted stock units were assumed by BCAL and converted into a restricted stock units with respect to a number of shares of BCAL common stock equal to the number of issuer shares underlying the restricted stock unit multiplied by the Exchange Ratio. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 23:24 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-085392 · ownership.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,718 F1 · shares: Represents annual grant of restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 362 | $24.89 | $9,010.18 |
DisclosureSEC source: 0000950170-24-011272 · ownership.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,319 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 20:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 440 | $20.47 | $9,006.80 |
DisclosureSEC source: 0000950170-23-058276 · ownership.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,957 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| August 01, 2023 Filed Aug 18, 2023 20:42 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 484 | $18.60 | $9,002.40 |
DisclosureSEC source: 0000950170-23-043502 · ownership.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,517 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $9,000. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:57 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 2,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013570 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,033 F1 · shares: Annual grant of restricted stock units. Vests in full on May 16, 2024, subject to the reporting person's continuous service. Read SEC document |
| May 01, 2023 Filed May 4, 2023 00:18 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 544 | $16.57 | $9,014.08 |
DisclosureSEC source: 0000899243-23-012163 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,693 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:07 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 353 | $25.47 | $8,990.91 |
DisclosureSEC source: 0000899243-23-003506 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,149 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $9,000. Read SEC document |
| November 01, 2022 Filed Nov 18, 2022 01:12 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 406 | $22.22 | $9,021.32 |
DisclosureSEC source: 0000899243-22-036270 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,796 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $9,000. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:18 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 425 | $21.18 | $9,001.50 |
DisclosureSEC source: 0000899243-22-027704 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,390 F1 · shares: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of director retainer and meeting fees of $9,000. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:30 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023373 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,965 F1 · shares: Represents annual grant of restricted stock units. The restricted stock units vest on May 18, 2023, subject to the reporting person's continuous service. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:00 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 414 | $21.74 | $9,000.36 |
DisclosureSEC source: 0000899243-22-016808 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,427 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:00 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 411 | $21.95 | $9,021.45 |
DisclosureSEC source: 0000899243-22-004560 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,013 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:29 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 497 | $18.12 | $9,005.64 |
DisclosureSEC source: 0000899243-21-043015 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,602 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| August 02, 2021 Filed Aug 20, 2021 18:37 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 504 | $17.86 | $9,001.44 |
DisclosureSEC source: 0000899243-21-033788 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,105 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:27 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025149 · doc4.xml · nonDerivative · entry 2 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,601 F2 · shares: Represents restricted stock units that vest on June 30, 2022, subject to the Reporting Person's continuous service through the vesting date. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:27 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 504 | $17.89 | $9,016.56 |
DisclosureSEC source: 0000899243-21-025149 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,204 F1 · shares: These shares were issued to the Reporting Person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| January 28, 2021 Filed Feb 2, 2021 00:02 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 685 | $13.15 | $9,007.75 |
DisclosureSEC source: 0000899243-21-003895 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,700 F1 · price: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 18:37 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,212 | $16.50 | $19,998.00 |
DisclosureSEC source: 0000899243-20-032635 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015 Read SEC document |
| November 03, 2020 Filed Nov 11, 2020 01:20 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 665 | $13.55 | $9,010.75 |
DisclosureSEC source: 0000899243-20-030751 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,803 F1 · price: These shares were issued to the reporting person under the issuer's Amended and Restated 2017 Equity Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 22:17 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 667 | $13.50 | $9,004.50 |
DisclosureSEC source: 0000899243-20-021917 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360 F1 · price: These shares were issued to the reporting person under the issuer's 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. Read SEC document |
| August 06, 2020 Filed Aug 19, 2020 23:37 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022967 · doc4.xml · nonDerivative · entry 2 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,138 F1 · shares: Represents restricted stock units that vest on June 30, 2021, subject to the Reporting Person's continuous service through the vesting date. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| August 06, 2020 Filed Aug 19, 2020 23:37 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022967 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,286 Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 19:33 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 693 | $12.99 | $9,002.07 |
DisclosureSEC source: 0000899243-20-010984 · doc4.xml · nonDerivative · entry 1 Muller Frank L. · CIK 0001807551 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693 F1 · price: These shares were issued to the reporting person under the issuer's 2017 Equty Incentive Plan in lieu of retainer and meeting fees of $9,000. 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.