Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | EVP, Chief Marketing 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 | 134 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 208 · Balance 208 Row 2 · 2026-03-03 · Tax withholding · Disposed 74 · Balance 134 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 863 |
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 863 · Balance 863 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 | 622 |
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 208 · Balance 622 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 | 3,335 |
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 3,335 · Balance 3,335 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 | 3,685 |
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 3,685 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 | 4,130 |
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 4,130 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 | 3,078 |
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 3,078 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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 4, 2026 17:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000060 · wk-form4_1772662127.xml · derivative · entry 5 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622 Underlying: Common Stock · 208 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 17:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 74 | $29.82 | $2,206.68 |
DisclosureSEC source: 0001419536-26-000060 · wk-form4_1772662127.xml · nonDerivative · entry 2 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 17:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000060 · wk-form4_1772662127.xml · nonDerivative · entry 1 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208 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 17:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,335 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000060 · wk-form4_1772662127.xml · derivative · entry 4 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,335 Underlying: Common Stock · 3,335 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 17:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000060 · wk-form4_1772662127.xml · derivative · entry 3 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 863 Underlying: Common Stock · 863 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 03, 2025 Filed Mar 5, 2025 16:30 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,078 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001972851-25-000001 · wk-form4_1741210204.xml · derivative · entry 2 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,078 Underlying: Common Stock · 3,078 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 16:30 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0001972851-25-000001 · wk-form4_1741210204.xml · derivative · entry 1 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830 Underlying: Common Stock · 830 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 |
| January 01, 2024 Filed Jan 3, 2024 12:08 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,130 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001972851-24-000002 · wk-form4_1704301720.xml · derivative · entry 1 Kaye Jeffrey · CIK 0001972851 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,130 Underlying: Common Stock · 4,130 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.