Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | EVP, Chief Information Officer | March 18, 2026 | March 18, 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 March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 929 |
Ending reported balance
After 2026-03-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-18 · Exercise / conversion · Acquired 584 · Balance 1,102 Row 2 · 2026-03-18 · Tax withholding · Disposed 173 · Balance 929 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 582 |
Reported balance
After 2026-03-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-18 · Exercise / conversion · Disposed 584 · Balance 582 F1: Each Restricted Stock Unit represents the right to receive one share of common stock. F2: The Restricted Stock Units will vest in three equal annual installments beginning 3/18/2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 498 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 498 F1: Each Restricted Stock Unit represents the right to receive one share of common stock. F4: The Restricted Stock Units will vest in four equal annual installments beginning 3/3/2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 956 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 956 F1: Each Restricted Stock Unit represents the right to receive one share of common stock. F5: The Restricted Stock Units will vest in four equal annual installments beginning on 3/2/2027. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $20.18 · Expires 2029-03-18 | Direct | 1,750 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,750 F3: 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 | 2,462 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,462 F3: 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 | 3,694 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,694 F3: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents the right to receive one share of common stock.
F2: The Restricted Stock Units will vest in three equal annual installments beginning 3/18/2025.
F3: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.
F4: The Restricted Stock Units will vest in four equal annual installments beginning 3/3/2026.
F5: The Restricted Stock Units will vest in four equal annual installments beginning 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 |
|---|---|---|---|---|---|---|
| March 18, 2026 Filed Mar 18, 2026 20:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000082 · wk-form4_1773865714.xml · derivative · entry 3 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582 Underlying: Common Stock · 584 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. F2 · derivative.exercise_date: The Restricted Stock Units will vest in three equal annual installments beginning 3/18/2025. F2 · derivative.expiration_date: The Restricted Stock Units will vest in three equal annual installments beginning 3/18/2025. Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 20:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 173 | $29.03 | $5,022.19 |
DisclosureSEC source: 0001419536-26-000082 · wk-form4_1773865714.xml · nonDerivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929 Read SEC document |
| March 18, 2026 Filed Mar 18, 2026 20:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000082 · wk-form4_1773865714.xml · nonDerivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,102 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 22:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000061 · wk-form4_1772662147.xml · derivative · entry 5 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498 Underlying: Common Stock · 166 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 in four equal annual installments beginning 3/3/2026. F4 · derivative.expiration_date: The Restricted Stock Units will vest in four equal annual installments beginning 3/3/2026. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 59 | $29.82 | $1,759.38 |
DisclosureSEC source: 0001419536-26-000061 · wk-form4_1772662147.xml · nonDerivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000061 · wk-form4_1772662147.xml · nonDerivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577 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 22:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,694 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000061 · wk-form4_1772662147.xml · derivative · entry 4 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,694 Underlying: Common Stock · 3,694 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 22:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 956 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000061 · wk-form4_1772662147.xml · derivative · entry 3 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956 Underlying: Common Stock · 956 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 in four equal annual installments beginning on 3/2/2027. F2 · derivative.expiration_date: The Restricted Stock Units will vest in four equal annual installments beginning on 3/2/2027. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 16:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-25-000002 · wk-form4_1742489261.xml · derivative · entry 3 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 584 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. F2 · derivative.exercise_date: The Restricted Stock Unit will vest in three equal annual installments beginning 3/18/25. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 3/18/25. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 16:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 173 | $28.49 | $4,928.77 |
DisclosureSEC source: 0002016756-25-000002 · wk-form4_1742489261.xml · nonDerivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 411 Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 16:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-25-000002 · wk-form4_1742489261.xml · nonDerivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584 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 18, 2025 Filed Jan 30, 2026 22:22 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-26-000002 · wk-form4a_1769811739.xml · derivative · entry 3 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 584 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. F2 · derivative.exercise_date: The Restricted Stock Unit will vest in three equal annual installments beginning 3/18/25. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 3/18/25. Read SEC document |
| March 18, 2025 Filed Jan 30, 2026 22:22 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 173 | $28.49 | $4,928.77 |
DisclosureSEC source: 0002016756-26-000002 · wk-form4a_1769811739.xml · nonDerivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 411 Read SEC document |
| March 18, 2025 Filed Jan 30, 2026 22:22 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-26-000002 · wk-form4a_1769811739.xml · nonDerivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584 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, 2025 Filed Mar 5, 2025 21:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,462 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0002016756-25-000001 · wk-form4_1741210269.xml · derivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,462 Underlying: Common Stock · 2,462 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 5, 2025 21:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 664 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-25-000001 · wk-form4_1741210269.xml · derivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 664 Underlying: Common Stock · 664 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 in four equal annual installments beginning 3/3/2026. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in four equal annual installments beginning 3/3/2026. Read SEC document |
| March 18, 2024 Filed Mar 22, 2024 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 1,750 | $0.00 Strike: $20.18 | $0.00 |
DisclosureSEC source: 0002016756-24-000004 · wk-form4_1711141276.xml · derivative · entry 2 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 shares Expires 2029-03-18 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 18, 2024 Filed Mar 22, 2024 21:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0002016756-24-000004 · wk-form4_1711141276.xml · derivative · entry 1 Lindarev Anguel · CIK 0002016756 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 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 in three equal annual installments beginning 3/18/25. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 3/18/25. 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.