Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | EVP, Chief Financial Officer | March 02, 2026 | March 04, 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 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 570 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 233 · Balance 665 Row 2 · 2026-03-03 · Tax withholding · Disposed 95 · Balance 570 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,244 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 1,244 · Balance 1,244 F1: Each Restricted Stock Unit represents the right to receive one share of common stock. F2: The Restricted Stock Units will vest in four equal annual installments beginning on 3/2/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 696 |
Reported balance
After 2026-03-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-03 · Exercise / conversion · Disposed 233 · Balance 696 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 | 332 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 332 F1: Each Restricted Stock Unit represents the right to receive one share of common stock. F5: The Restricted Stock Units will vest in three equal annual installments beginning 10/23/2024. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.41 · Expires 2031-03-02 | Direct | 4,809 |
Reported balance
After 2026-03-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-02 · Grant · Acquired 4,809 · Balance 4,809 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 $19.48 · Expires 2028-10-23 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,000 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 $24.20 · Expires 2029-01-01 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,000 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 | 3,445 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,445 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 four equal annual installments beginning on 3/2/2027.
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 three equal annual installments beginning 10/23/2024.
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 03, 2026 Filed Mar 4, 2026 22:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000057 · wk-form4_1772662038.xml · derivative · entry 5 Dalaya Jacob · CIK 0001998916 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 696 Underlying: Common Stock · 233 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 22:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 95 | $29.82 | $2,832.90 |
DisclosureSEC source: 0001419536-26-000057 · wk-form4_1772662038.xml · nonDerivative · entry 2 Dalaya Jacob · CIK 0001998916 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 570 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000057 · wk-form4_1772662038.xml · nonDerivative · entry 1 Dalaya Jacob · CIK 0001998916 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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 |
| March 02, 2026 Filed Mar 4, 2026 22:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,809 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000057 · wk-form4_1772662038.xml · derivative · entry 4 Dalaya Jacob · CIK 0001998916 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,809 Underlying: Common Stock · 4,809 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 22:07 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000057 · wk-form4_1772662038.xml · derivative · entry 3 Dalaya Jacob · CIK 0001998916 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,244 Underlying: Common Stock · 1,244 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 |
| October 23, 2025 Filed Oct 24, 2025 15:03 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-25-000096 · wk-form4_1761318222.xml · derivative · entry 3 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332 Underlying: Common Stock · 334 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 10/23/2024. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 10/23/2024. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 15:03 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 118 | $29.70 | $3,504.60 |
DisclosureSEC source: 0001419536-25-000096 · wk-form4_1761318222.xml · nonDerivative · entry 2 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432 Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 15:03 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-25-000096 · wk-form4_1761318222.xml · nonDerivative · entry 1 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550 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 21:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,445 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001998916-25-000001 · wk-form4_1741209892.xml · derivative · entry 3 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,445 Underlying: Common Stock · 3,445 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 21:25 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 929 | $0.00 | $0.00 |
DisclosureSEC source: 0001998916-25-000001 · wk-form4_1741209892.xml · derivative · entry 2 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929 Underlying: Common Stock · 929 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 |
| October 23, 2024 Filed Oct 24, 2024 17:50 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001998916-24-000005 · wk-form4_1729792250.xml · derivative · entry 3 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666 Underlying: Common Stock · 334 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. F3 · derivative.exercise_date: The Restricted Stock Unit will vest in three equal annual installments beginning 10/23/2024. F3 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 10/23/2024. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 17:50 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 118 | $24.50 | $2,891.00 |
DisclosureSEC source: 0001998916-24-000005 · wk-form4_1729792250.xml · nonDerivative · entry 2 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216 Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 17:50 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001998916-24-000005 · wk-form4_1729792250.xml · nonDerivative · entry 1 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334 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 · price: The Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 16:57 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,000 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001998916-24-000002 · wk-form4_1704301036.xml · derivative · entry 1 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 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 |
| October 23, 2023 Filed Oct 31, 2023 21:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 1,000 | $0.00 Strike: $19.48 | $0.00 |
DisclosureSEC source: 0001998916-23-000004 · wk-form4_1698787661.xml · derivative · entry 2 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-10-23 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 |
| October 23, 2023 Filed Oct 31, 2023 21:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001998916-23-000004 · wk-form4_1698787661.xml · derivative · entry 1 Dalaya Jacob · CIK 0001998916 · EVP, Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 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 10/23/2024. F2 · derivative.expiration_date: The Restricted Stock Unit will vest in three equal annual installments beginning 10/23/2024. 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.