Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | April 02, 2026 | April 06, 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.
Capital Bancorp Inc
Report date April 02, 2026 · Filed April 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,681 |
Ending reported balance
After 2026-04-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-02 · Exercise / conversion · Acquired 450 · Balance 139,951 Row 2 · 2026-04-02 · Exercise / conversion · Acquired 567 · Balance 140,518 Row 3 · 2026-04-02 · Tax withholding · Disposed 837 · Balance 139,681 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-04-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-04-02 · Exercise / conversion · Disposed 450 · Balance 0 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $23.54 · Expires 2028-01-01 | Direct | 564 |
Reported balance
After 2026-04-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-04-02 · Exercise / conversion · Disposed 567 · Balance 564 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $24.20 · Expires 2029-01-01 | Direct | 2,800 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,800 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $30.51 · Expires 2030-03-03 | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,000 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.41 · Expires 2031-03-02 | Direct | 5,256 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 5,256 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Mark M. Caplan & Linda W. Caplan U/T | 15,000 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Mark M. Caplan Roth IRA | 45,000 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 45,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Mark M. Caplan IMA | 30,000 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 30,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,360 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 1,360 F2: Each Restricted Stock Unit represents the right to receive one share of common stock. F3: The Restricted Stock Units will vest on 3/2/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.
F2: Each Restricted Stock Unit represents the right to receive one share of common stock.
F3: The Restricted Stock Units will vest on 3/2/2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BAY BANCORP, INC.
Report date April 13, 2018 · Filed April 16, 2018
Section 16 reporting ended · disclosed 2018-04-16. 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 2018-04-13 transaction · row 1
1 source rowRow 1 · 2018-04-13 · Disposition to issuer · Disposed 160,293 · Balance 0 F1: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 65,527 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $25.73 in cash. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $5.39 · Expires 2022-02-22 | Direct | 0 |
Reported balance
After 2018-04-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-13 · Disposition to issuer · Disposed 11,109 · Balance 0 F3: Pursuant to a merger agreement between the issuer and OLBK, the stock options were canceled in the merger in exchange for a cash payment of $90,205.08, representing the difference between (i) the adjusted value per option share of $13.51 and (ii) the exercise price per option share of $5.39. F2: The stock options vested in five equal annual installments beginning on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 65,527 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $25.73 in cash.
F2: The stock options vested in five equal annual installments beginning on the date of grant.
F3: Pursuant to a merger agreement between the issuer and OLBK, the stock options were canceled in the merger in exchange for a cash payment of $90,205.08, representing the difference between (i) the adjusted value per option share of $13.51 and (ii) the exercise price per option share of $5.39.
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 |
|---|---|---|---|---|---|---|
| April 02, 2026 Filed Apr 6, 2026 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 567 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-26-000087 · wk-form4_1775509310.xml · derivative · entry 8 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564 Underlying: Common Stock · 567 shares Expires 2028-01-01 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. F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 450 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000087 · wk-form4_1775509310.xml · derivative · entry 7 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 shares Expires 2026-12-31 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. F1 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 837 | $30.16 | $25,243.92 |
DisclosureSEC source: 0001419536-26-000087 · wk-form4_1775509310.xml · nonDerivative · entry 3 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,681 Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 567 | $23.54 | $13,347.18 |
DisclosureSEC source: 0001419536-26-000087 · wk-form4_1775509310.xml · nonDerivative · entry 2 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,518 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 |
| April 02, 2026 Filed Apr 6, 2026 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 450 | $26.41 | $11,884.50 |
DisclosureSEC source: 0001419536-26-000087 · wk-form4_1775509310.xml · nonDerivative · entry 1 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,951 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 03, 2026 Filed Mar 4, 2026 00:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000037 · wk-form4_1772583902.xml · derivative · entry 7 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 811 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F4 · derivative.exercise_date: The Restricted Stock Units will vest on 3/3/2026. F4 · derivative.expiration_date: The Restricted Stock Units will vest on 3/3/2026. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 00:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000037 · wk-form4_1772583902.xml · nonDerivative · entry 1 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,501 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 02, 2026 Filed Mar 4, 2026 00:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,256 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000037 · wk-form4_1772583902.xml · derivative · entry 6 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Common Stock · 5,256 shares Expires 2031-03-02 F3 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 00:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000037 · wk-form4_1772583902.xml · derivative · entry 5 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F2 · derivative.exercise_date: The Restricted Stock Units will vest on 3/2/2027. F2 · derivative.expiration_date: The Restricted Stock Units will vest on 3/2/2027. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 10:14 UTC | BAY BANCORP, INC. BYBK · Entity 167467 | Disposition to issuerStock Options · Derivative | 11,109 | $8.12 Strike: $5.39 | $90,205.08 |
DisclosureSEC source: 0001014100-18-000009 · primary_doc.xml · derivative · entry 2 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,109 shares Expires 2022-02-22 F3 · price: Pursuant to a merger agreement between the issuer and OLBK, the stock options were canceled in the merger in exchange for a cash payment of $90,205.08, representing the difference between (i) the adjusted value per option share of $13.51 and (ii) the exercise price per option share of $5.39. F2 · derivative.exercise_date: The stock options vested in five equal annual installments beginning on the date of grant. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 10:14 UTC | BAY BANCORP, INC. BYBK · Entity 167467 | Disposition to issuerCommon Stock | 160,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001014100-18-000009 · primary_doc.xml · nonDerivative · entry 1 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 65,527 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $25.73 in cash. Read SEC document |
| May 24, 2017 Filed May 25, 2017 10:19 UTC | BAY BANCORP, INC. BYBK · Entity 167467 | GrantBay Bancorp, Inc. | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007959 · edgar.xml · nonDerivative · entry 1 Caplan Mark · CIK 0001572562 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,293 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.