Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Chief Risk 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 | 6,643 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 136 · Balance 6,692 Row 2 · 2026-03-03 · Tax withholding · Disposed 49 · Balance 6,643 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,041 |
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 1,041 · Balance 1,041 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 | 405 |
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 136 · Balance 405 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 | 200 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 200 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 1/1/2025. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.41 · Expires 2031-03-02 | Direct | 4,025 |
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 4,025 · Balance 4,025 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 $26.41 · Expires 2026-12-31 | Direct | 4,000 |
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 4,000 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 $23.54 · Expires 2028-01-01 | Direct | 3,490 |
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 3,490 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 | 4,105 |
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 4,105 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 | 2,004 |
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 2,004 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 1/1/2025.
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 22:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000059 · wk-form4_1772662112.xml · derivative · entry 5 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405 Underlying: Common Stock · 136 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 22:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 49 | $29.82 | $1,461.18 |
DisclosureSEC source: 0001419536-26-000059 · wk-form4_1772662112.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,643 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000059 · wk-form4_1772662112.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,692 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 22:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,025 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000059 · wk-form4_1772662112.xml · derivative · entry 4 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,025 Underlying: Common Stock · 4,025 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 22:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000059 · wk-form4_1772662112.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,041 Underlying: Common Stock · 1,041 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 |
| January 01, 2026 Filed Jan 5, 2026 16:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000003 · wk-form4_1767629613.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 200 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 1/1/2025. F2 · derivative.expiration_date: The Restricted Stock Units will vest in three equal annual installments beginning 1/1/2025. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 16:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 71 | $28.17 | $2,000.07 |
DisclosureSEC source: 0001419536-26-000003 · wk-form4_1767629613.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,556 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 16:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000003 · wk-form4_1767629613.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,627 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 15, 2025 Filed Dec 16, 2025 20:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 6,680 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-25-000137 · wk-form4_1765917404.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,680 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 15, 2025 Filed Dec 16, 2025 20:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 3,137 | $29.58 | $92,792.46 |
DisclosureSEC source: 0001419536-25-000137 · wk-form4_1765917404.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,427 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 6,680 | $13.89 | $92,785.20 |
DisclosureSEC source: 0001419536-25-000137 · wk-form4_1765917404.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,564 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 15, 2025 Filed Dec 29, 2025 22:06 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 6,680 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001523232-25-000010 · wk-form4a_1767045971.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,680 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 15, 2025 Filed Dec 29, 2025 22:06 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 3,137 | $29.58 | $92,792.46 |
DisclosureSEC source: 0001523232-25-000010 · wk-form4a_1767045971.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,427 Read SEC document |
| December 15, 2025 Filed Dec 29, 2025 22:06 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 6,680 | $13.89 | $92,785.20 |
DisclosureSEC source: 0001523232-25-000010 · wk-form4a_1767045971.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,564 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 21:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,004 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001523232-25-000003 · wk-form4_1741210126.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,004 Underlying: Common Stock · 2,004 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 21:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001523232-25-000003 · wk-form4_1741210126.xml · derivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541 Underlying: Common Stock · 541 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 |
| February 18, 2025 Filed Feb 20, 2025 19:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $14.38 | $0.00 |
DisclosureSEC source: 0001419536-25-000017 · wk-form4_1740079393.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-02-18 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 18, 2025 Filed Feb 20, 2025 19:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 2,245 | $32.03 | $71,907.35 |
DisclosureSEC source: 0001419536-25-000017 · wk-form4_1740079393.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,884 Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 19:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,000 | $14.38 | $71,900.00 |
DisclosureSEC source: 0001419536-25-000017 · wk-form4_1740079393.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,129 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, 2025 Filed Jan 3, 2025 18:55 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001523232-25-000002 · wk-form4_1735930532.xml · derivative · entry 3 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 200 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 Units will vest in three equal annual installments beginning 1/1/2025. F3 · derivative.expiration_date: The Restricted Stock Units will vest in three equal annual installments beginning 1/1/2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 18:55 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 71 | $28.50 | $2,023.50 |
DisclosureSEC source: 0001523232-25-000002 · wk-form4_1735930532.xml · nonDerivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 18:55 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001523232-25-000002 · wk-form4_1735930532.xml · nonDerivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 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 17:02 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001523232-24-000002 · wk-form4_1704301343.xml · derivative · entry 2 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 600 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 in three equal annual installments beginning 1/1/2025. F3 · derivative.expiration_date: The Restricted Stock Units will vest in three equal annual installments beginning 1/1/2025. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 17:02 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,105 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001523232-24-000002 · wk-form4_1704301343.xml · derivative · entry 1 Kausmeyer Gary M · CIK 0001523232 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,105 Underlying: Common Stock · 4,105 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.