Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | EVP and CHRO | 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 | 59,470 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 228 · Balance 59,551 Row 2 · 2026-03-03 · Tax withholding · Disposed 81 · Balance 59,470 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,015 |
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 1,015 · Balance 1,015 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 | 684 |
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 228 · Balance 684 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.41 · Expires 2031-03-02 | Direct | 3,924 |
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 3,924 · Balance 3,924 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 | 4,125 |
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 4,125 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 | 4,295 |
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 4,295 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 | 4,460 |
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 4,460 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 | 3,383 |
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 3,383 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.
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 |
|---|---|---|---|---|---|---|
| December 23, 2018 Filed Dec 26, 2018 18:28 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 13,000 | $5.00 | $65,000.00 |
DisclosureSEC source: 0001628280-18-015383 · wf-form4_154584887295490.xml · nonDerivative · entry 1 Suss Eric M. · CIK 0001753964 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,200 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. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 13:41 UTC | Capital Bancorp Inc CBNK · Entity 5367 | SaleCommon Stock | 7,000 | $11.69 | $81,812.50 |
DisclosureSEC source: 0001628280-18-012136 · wf-form4_153814208351000.xml · nonDerivative · entry 1 Suss Eric M. · CIK 0001753964 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 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.