Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | September 23, 2026 | September 25, 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 September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Randall James Levitt Revocable Trust | 269,758 |
Reported balance
After 2026-09-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-23 · Exercise / conversion · Acquired 2,250 · Balance 269,758 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-09-23 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-23 · Exercise / conversion · Disposed 2,250 · 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 | 2,788 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,788 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 2026-09-23 · 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 2026-09-23 · 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 2026-09-23 · 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 | Direct | 811 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 811 |
| Common StockSEC Table I · non-derivative | IndirectBy RJL Investment Company, LLC | 30,700 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,700 |
| Common StockSEC Table I · non-derivative | IndirectBy Maud Associates, LLC | 154,056 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 154,056 |
| Common StockSEC Table I · non-derivative | IndirectBy Montrose Lending Group, LLC | 60,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 60,000 |
| Common StockSEC Table I · non-derivative | IndirectBy BTC Trust Company of South Dakota | 452,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 452,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,360 |
Reported balance
Holding disclosure · report date 2026-09-23 · 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 Unit 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 Unit will vest on 3/2/2027.
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 |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 25, 2026 13:59 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,250 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000122 · wk-form4_1790344751.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 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 |
| September 23, 2026 Filed Sep 25, 2026 13:59 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,250 | $26.41 | $59,422.50 |
DisclosureSEC source: 0001419536-26-000122 · wk-form4_1790344751.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 269,758 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 3, 2026 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000038 · wk-form4_1772584315.xml · derivative · entry 8 Levitt Randall James · CIK 0001754029 · 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 3, 2026 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000038 · wk-form4_1772584315.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 268,319 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 23, 2026 11:50 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000084 · wk-form4a_1774280998.xml · derivative · entry 9 Levitt Randall James · CIK 0001754029 · 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F5 · derivative.exercise_date: The Restricted Stock Units will vest on 3/3/2026. F5 · derivative.expiration_date: The Restricted Stock Units will vest on 3/3/2026. Read SEC document |
| March 03, 2026 Filed Mar 23, 2026 11:50 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000084 · wk-form4a_1774280998.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811 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 · balance_after: This amendment amends the nature of ownership from indirect to direct by Randall James Levitt for the total amount of common stock owned following the previously reported transaction effected on March 3, 2026. F1 · ownership.direct: This amendment amends the nature of ownership from indirect to direct by Randall James Levitt for the total amount of common stock owned following the previously reported transaction effected on March 3, 2026. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,256 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000038 · wk-form4_1772584315.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · 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 3, 2026 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000038 · wk-form4_1772584315.xml · derivative · entry 6 Levitt Randall James · CIK 0001754029 · 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 |
| March 02, 2026 Filed Mar 23, 2026 11:50 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,256 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000084 · wk-form4a_1774280998.xml · derivative · entry 8 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Common Stock · 5,256 shares Expires 2031-03-02 F4 · 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 23, 2026 11:50 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000084 · wk-form4a_1774280998.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive one share of common stock. F3 · derivative.exercise_date: The Restricted Stock Units will vest on 3/2/2027. F3 · derivative.expiration_date: The Restricted Stock Units will vest on 3/2/2027. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 10:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 843 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-25-000132 · wk-form4_1764948299.xml · derivative · entry 6 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 843 shares Expires 2025-12-31 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 |
| December 04, 2025 Filed Dec 5, 2025 10:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 843 | $13.89 | $11,709.27 |
DisclosureSEC source: 0001419536-25-000132 · wk-form4_1764948299.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 267,508 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 |
| August 27, 2025 Filed Aug 28, 2025 14:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 37,338 | $34.37 | $1,283,307.06 |
DisclosureSEC source: 0001754029-25-000012 · wk-form4_1756404616.xml · nonDerivative · entry 2 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Montrose Lending Group, LLC Disclosed balance after: 60,000 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 14:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 2,662 | $34.41 | $91,599.42 |
DisclosureSEC source: 0001754029-25-000012 · wk-form4_1756404616.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Montrose Lending Group, LLC Disclosed balance after: 97,338 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 16:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001754029-25-000003 · wk-form4_1741122456.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2030-03-03 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 03, 2025 Filed Mar 4, 2025 16:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001754029-25-000003 · wk-form4_1741122456.xml · derivative · entry 6 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811 Underlying: Common Stock · 811 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 Unit will vest on 3/3/2026. F2 · derivative.expiration_date: The Restricted Stock Unit will vest on 3/3/2026. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 09:11 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 14,500 | $32.30 | $468,367.40 |
DisclosureSEC source: 0001754029-25-000002 · wk-form4_1739196710.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Montrose Lending Group, LLC Disclosed balance after: 100,000 Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 15:38 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 844 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001754029-24-000006 · wk-form4_1734122310.xml · derivative · entry 8 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 843 Underlying: Common Stock · 844 shares Expires 2025-12-31 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 |
| December 12, 2024 Filed Dec 13, 2024 15:38 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,350 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001754029-24-000006 · wk-form4_1734122310.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,350 shares Expires 2024-12-31 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 |
| December 12, 2024 Filed Dec 13, 2024 15:38 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 844 | $13.89 | $11,723.16 |
DisclosureSEC source: 0001754029-24-000006 · wk-form4_1734122310.xml · nonDerivative · entry 2 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 266,665 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 12, 2024 Filed Dec 13, 2024 15:38 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,350 | $14.54 | $19,629.00 |
DisclosureSEC source: 0001754029-24-000006 · wk-form4_1734122310.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 265,821 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 |
| January 01, 2024 Filed Jan 3, 2024 12:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,800 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001754029-24-000002 · wk-form4_1704301979.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 2,800 shares Expires 2029-01-01 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 |
| January 01, 2024 Filed Jan 3, 2024 12:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001754029-24-000002 · wk-form4_1704301979.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,177 Read SEC document |
| January 01, 2024 Filed Feb 8, 2024 14:49 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,800 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001754029-24-000004 · wk-form4a_1707421774.xml · derivative · entry 6 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 2,800 shares Expires 2029-01-01 F2 · 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 |
| January 01, 2024 Filed Feb 8, 2024 14:49 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001754029-24-000004 · wk-form4a_1707421774.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Randall James Levitt Revocable Trust Disclosed balance after: 264,471 F1 · balance_after: This amendment amends the nature of ownership from direct to indirect by Randall James Levitt Revocable Trust for the total amount of common stock owned following the previously reported transaction effected on January 1, 2024. F1 · ownership.direct: This amendment amends the nature of ownership from direct to indirect by Randall James Levitt Revocable Trust for the total amount of common stock owned following the previously reported transaction effected on January 1, 2024. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 09:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 5,000 | $16.75 | $83,750.00 |
DisclosureSEC source: 0001419536-23-000049 · wf-form4_167888572519500.xml · nonDerivative · entry 3 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RJL Investment Company, LLC Disclosed balance after: 30,700 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 09:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 5,000 | $17.25 | $86,250.00 |
DisclosureSEC source: 0001419536-23-000049 · wf-form4_167888572519500.xml · nonDerivative · entry 2 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RJL Investment Company, LLC Disclosed balance after: 25,700 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 09:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 5,000 | $17.75 | $88,750.00 |
DisclosureSEC source: 0001419536-23-000049 · wf-form4_167888572519500.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RJL Investment Company, LLC Disclosed balance after: 20,700 Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 12:16 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 700 | $16.50 | $11,550.00 |
DisclosureSEC source: 0001419536-23-000047 · wf-form4_167881057661066.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RJL Investment Company, LLC Disclosed balance after: 15,700 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,688 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · derivative · entry 11 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 1,688 shares Expires 2025-12-31 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 |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,700 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · derivative · entry 10 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 2,700 shares Expires 2024-12-30 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 |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · derivative · entry 9 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-12-31 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 |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,688 | $13.89 | $23,446.32 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · nonDerivative · entry 3 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,176 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 |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,700 | $14.54 | $39,258.00 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · nonDerivative · entry 2 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,488 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 |
| February 16, 2023 Filed Feb 17, 2023 17:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,000 | $11.38 | $56,900.00 |
DisclosureSEC source: 0001419536-23-000039 · wf-form4_167667193678859.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,788 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 |
| January 01, 2023 Filed Jan 4, 2023 16:29 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,788 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-23-000010 · wf-form4_167286776848332.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,788 Underlying: Common Stock · 2,788 shares Expires 2028-01-01 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 |
| January 01, 2023 Filed Jan 4, 2023 16:29 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-23-000010 · wf-form4_167286776848332.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,788 Read SEC document |
| January 19, 2022 Filed Jan 20, 2022 11:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,900 | $12.38 Strike: $12.38 | $35,902.00 |
DisclosureSEC source: 0001419536-22-000037 · wf-form4_164269606865906.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,900 shares Expires 2022-12-31 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 |
| January 19, 2022 Filed Jan 20, 2022 11:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,900 | $12.38 | $35,902.00 |
DisclosureSEC source: 0001419536-22-000037 · wf-form4_164269606865906.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,429 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 31, 2021 Filed Jan 3, 2022 18:18 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,250 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-22-000015 · wf-form4_164125192624972.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires 2026-12-31 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 |
| December 31, 2021 Filed Jan 3, 2022 18:18 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-22-000015 · wf-form4_164125192624972.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,529 Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 8,700 | $12.38 Strike: $12.38 | $107,706.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · derivative · entry 11 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Underlying: Common Stock · 8,700 shares Expires 2022-12-31 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 |
| December 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,350 | $14.54 Strike: $14.54 | $19,629.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · derivative · entry 10 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 1,350 shares Expires 2024-12-30 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 |
| December 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,000 | $11.38 Strike: $11.38 | $56,900.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · derivative · entry 9 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2023-12-31 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 |
| December 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 8,700 | $12.38 | $107,706.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · nonDerivative · entry 3 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,450 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 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,350 | $14.54 | $19,629.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · nonDerivative · entry 2 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,750 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 07, 2021 Filed Dec 9, 2021 09:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,000 | $11.38 | $56,900.00 |
DisclosureSEC source: 0001419536-21-000211 · wf-form4_163905898936540.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400 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 03, 2021 Filed Dec 6, 2021 14:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Disposition to issuerStock Options · Derivative | 5,400 | $8.50 Strike: $8.50 | $45,900.00 |
DisclosureSEC source: 0001419536-21-000208 · wf-form4_163881916630604.xml · derivative · entry 7 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,400 shares Expires 2021-12-31 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 |
| December 03, 2021 Filed Dec 6, 2021 14:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,400 | $8.50 | $45,900.00 |
DisclosureSEC source: 0001419536-21-000208 · wf-form4_163881916630604.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 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 |
| May 27, 2021 Filed May 27, 2021 15:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 30,000 | $22.00 | $660,000.00 |
DisclosureSEC source: 0001419536-21-000115 · wf-form4_162214204064300.xml · nonDerivative · entry 1 Levitt Randall James · CIK 0001754029 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montrose Lending Group, LLC Disclosed balance after: 114,500 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.