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 | 35,539.43 |
Ending reported balance
After 2026-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-16 · Other · Acquired 28.43 · Balance 32,343.43 F1: Reinvestment of cash dividends on January 16, 2026. Row 2 · 2026-06-01 · Grant · Acquired 3,196 · Balance 35,539.43 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 | IndirectKlein Family Living Trust | 204,837 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 204,837 |
| Common StockSEC Table I · non-derivative | IndirectKlein Trust FBO Katherine J Klein | 6,044 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,044 |
| Common StockSEC Table I · non-derivative | IndirectKlein Trust FBO Kimberly G Klein | 6,044 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,044 |
| Common StockSEC Table I · non-derivative | IndirectKlein Trust FBO Matthew G Klein | 6,044 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 6,044 |
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.
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 137,021 · 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. F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee of parent's trust | 0 |
Reported balance
After 2024-07-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-07-31 · Disposition to issuer · Disposed 26,250 · 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. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for daughter's trust | 0 |
Reported balance
After 2024-07-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-07-31 · Disposition to issuer · Disposed 3,802 · 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. F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. 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. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for daughter's trust | 0 |
Reported balance
After 2024-07-31 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-07-31 · Disposition to issuer · Disposed 3,802 · 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. F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. 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. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for son's trust | 0 |
Reported balance
After 2024-07-31 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-07-31 · Disposition to issuer · Disposed 3,802 · 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. F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. 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.
F3: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings.
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 23:50 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001807933-26-000004 · primarydocument.xml · nonDerivative · entry 2 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,539.43 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 23:50 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 28.43 | $18.89 | $537.04 |
DisclosureSEC source: 0001807933-26-000004 · primarydocument.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,343.43 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: 0001562180-25-004163 · primarydocument.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,316 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 |
| December 12, 2024 Filed Feb 14, 2026 01:28 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 13,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001807933-26-000002 · primarydocument.xml · nonDerivative · entry 2 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Klein Family Living Trust Disclosed balance after: 204,837 F2 · kind: Shares acquired as a beneficiary pursuant to distribution from Jolanda Gumli A Parker Rev Tr U/A 10/28/98 following the death of the grantor. Read SEC document |
| December 12, 2024 Filed Feb 14, 2026 01:28 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 41,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001807933-26-000002 · primarydocument.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Jolanda Gumli A Parker Rev Tr U/A 10/28/98 Disclosed balance after: 0 F1 · kind: Disposition to beneficiaries pursuant to terms of trust following death of grantor. 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: 0001562180-24-006175 · primarydocument.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,587 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 21:23 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 3,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088720 · ownership.xml · nonDerivative · entry 5 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As trustee for daughter's trust 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. F3 · shares: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. F1 · price: 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 · price: 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 31, 2024 Filed Jul 31, 2024 21:23 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 3,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088720 · ownership.xml · nonDerivative · entry 4 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As trustee for son's trust 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. F3 · shares: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. F1 · price: 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 · price: 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 31, 2024 Filed Jul 31, 2024 21:23 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 3,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088720 · ownership.xml · nonDerivative · entry 3 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As trustee for daughter's trust 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. F3 · shares: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. F1 · price: 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 · price: 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 31, 2024 Filed Jul 31, 2024 21:23 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 26,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088720 · ownership.xml · nonDerivative · entry 2 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As trustee of parent's trust 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. F1 · price: 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 · price: 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 31, 2024 Filed Jul 31, 2024 21:23 UTC | California BanCorp CALB · Entity 88623 | Disposition to issuerCommon Stock | 137,021 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-088720 · ownership.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · 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. F3 · shares: This total amount corrects an administrative error in the total amount reported in previous filings. No reportable transaction was omitted from previously filings. F1 · price: 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 · price: 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: 0000950170-24-085391 · ownership.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,128 F1 · shares: Represents annual grant of restricted stock units. Read SEC document |
| May 18, 2023 Filed May 22, 2023 21:08 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 2,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013589 · doc4.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,729 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 |
| June 16, 2022 Filed Jun 21, 2022 20:31 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023380 · doc4.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,389 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 |
| December 13, 2021 Filed Dec 15, 2021 21:30 UTC | California BanCorp CALB · Entity 88623 | Exercise / conversionStock Option (option to buy) · Derivative | 2,100 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0000899243-21-048361 · doc4.xml · derivative · entry 2 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 shares Expires 2021-12-15 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 |
| December 13, 2021 Filed Dec 15, 2021 21:30 UTC | California BanCorp CALB · Entity 88623 | Exercise / conversionCommon Stock | 2,100 | $6.00 | $12,600.00 |
DisclosureSEC source: 0000899243-21-048361 · doc4.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,851 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 17, 2021 Filed Jun 22, 2021 00:14 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025123 · doc4.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,751 F1 · 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 |
| August 06, 2020 Filed Aug 19, 2020 23:35 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022966 · doc4.xml · nonDerivative · entry 2 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,206 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 23:35 UTC | California BanCorp CALB · Entity 88623 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022966 · doc4.xml · nonDerivative · entry 1 Klein Rochelle G. · CIK 0001807933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,354 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.