Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | October 06, 2026 | October 07, 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 October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,017 |
Ending reported balance
After 2026-10-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-06 · Exercise / conversion · Acquired 561 · Balance 91,470 Row 2 · 2026-10-06 · Exercise / conversion · Acquired 697 · Balance 92,167 Row 3 · 2026-10-06 · Exercise / conversion · Acquired 850 · Balance 93,017 Row 4 · 2026-10-06 · Exercise / conversion · Acquired 1,000 · Balance 94,017 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-10-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-06 · Exercise / conversion · Disposed 561 · Balance 0 F1: 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 | 697 |
Reported balance
After 2026-10-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-06 · Exercise / conversion · Disposed 697 · Balance 697 F1: 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 | 1,700 |
Reported balance
After 2026-10-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-10-06 · Exercise / conversion · Disposed 850 · Balance 1,700 F1: 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 | 3,000 |
Reported balance
After 2026-10-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-10-06 · Exercise / conversion · Disposed 1,000 · Balance 3,000 F1: 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 | 3,679 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 3,679 F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Norman Bernstein | 324,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 324,000 |
| Common StockSEC Table I · non-derivative | IndirectBy SandBern Ventures, LLC | 154,400 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 154,400 |
| Common StockSEC Table I · non-derivative | IndirectBy Bernstein Fund Limited Partnership | 303,200 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 303,200 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 952 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 952 F2: Each Restricted Stock Unit represents the right to receive one share of common stock. F3: The Restricted Stock Unit will vest on 3/2/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.
F2: Each Restricted Stock Unit represents the right to receive one share of common stock.
F3: The Restricted Stock Unit will vest 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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · derivative · entry 11 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,000 shares Expires 2030-03-03 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 850 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · derivative · entry 10 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 850 shares Expires 2029-01-01 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 697 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · derivative · entry 9 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697 Underlying: Common Stock · 697 shares Expires 2028-01-01 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 561 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · derivative · entry 8 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 561 shares Expires 2026-12-31 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,000 | $30.51 | $30,510.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · nonDerivative · entry 4 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,017 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 850 | $24.20 | $20,570.00 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · nonDerivative · entry 3 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,017 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 697 | $23.54 | $16,407.38 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · nonDerivative · entry 2 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,167 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 |
| October 06, 2026 Filed Oct 7, 2026 15:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 561 | $26.41 | $14,816.01 |
DisclosureSEC source: 0001419536-26-000156 · wk-form4_1791386418.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,470 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 00:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000034 · wk-form4_1772583823.xml · derivative · entry 7 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,081 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 on 3/3/2026. F4 · derivative.expiration_date: The Restricted Stock Units will vest on 3/3/2026. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 00:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000034 · wk-form4_1772583823.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,909 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 00:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,679 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000034 · wk-form4_1772583823.xml · derivative · entry 6 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,679 Underlying: Common Stock · 3,679 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 00:23 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000034 · wk-form4_1772583823.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 952 Underlying: Common Stock · 952 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 on 3/2/2027. F2 · derivative.expiration_date: The Restricted Stock Units will vest on 3/2/2027. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 850 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · derivative · entry 11 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,550 Underlying: Common Stock · 850 shares Expires 2029-01-01 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,394 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · derivative · entry 10 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,394 Underlying: Common Stock · 1,394 shares Expires 2028-01-01 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,689 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · derivative · entry 9 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561 Underlying: Common Stock · 1,689 shares Expires 2026-12-31 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 936 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · derivative · entry 8 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 936 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 850 | $24.20 | $20,570.00 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · nonDerivative · entry 4 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,828 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,394 | $23.54 | $32,814.76 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · nonDerivative · entry 3 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,978 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 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,689 | $26.41 | $44,606.49 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · nonDerivative · entry 2 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,584 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 |
| December 09, 2025 Filed Dec 11, 2025 14:14 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 936 | $13.89 | $13,001.04 |
DisclosureSEC source: 0001419536-25-000134 · wk-form4_1765462495.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,895 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 4, 2025 21:00 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001754082-25-000004 · wk-form4_1741122035.xml · derivative · entry 6 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 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 4, 2025 21:00 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001754082-25-000004 · wk-form4_1741122035.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,081 Underlying: Common Stock · 1,081 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 on 3/3/2026. F2 · derivative.expiration_date: The Restricted Stock Unit will vest on 3/3/2026. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 938 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001754082-24-000004 · wk-form4_1713987095.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936 Underlying: Common Stock · 938 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 |
| April 22, 2024 Filed Apr 24, 2024 19:31 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 938 | $13.89 | $13,028.82 |
DisclosureSEC source: 0001754082-24-000004 · wk-form4_1713987095.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,209 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 |
| April 22, 2024 Filed Dec 16, 2024 22:20 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,750 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001754082-24-000007 · wk-form4a_1734387631.xml · derivative · entry 7 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,750 shares Expires 2024-12-31 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 · shares: Amended to reflect the direct ownership of the stock option exercise inadvertently omitted on the original Form 4 filed on April 24, 2024 . F2 · derivative.exercise_date: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. F1 · balance_after: Amended to reflect the direct ownership of the stock option exercise inadvertently omitted on the original Form 4 filed on April 24, 2024 . Read SEC document |
| April 22, 2024 Filed Dec 16, 2024 22:20 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 938 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001754082-24-000007 · wk-form4a_1734387631.xml · derivative · entry 6 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936 Underlying: Common Stock · 938 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. F2 · 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 |
| April 22, 2024 Filed Dec 16, 2024 22:20 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,750 | $14.54 | $25,445.00 |
DisclosureSEC source: 0001754082-24-000007 · wk-form4a_1734387631.xml · nonDerivative · entry 2 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,959 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 · shares: Amended to reflect the direct ownership of the stock option exercise inadvertently omitted on the original Form 4 filed on April 24, 2024 . F1 · balance_after: Amended to reflect the direct ownership of the stock option exercise inadvertently omitted on the original Form 4 filed on April 24, 2024 . Read SEC document |
| April 22, 2024 Filed Dec 16, 2024 22:20 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 938 | $13.89 | $13,028.82 |
DisclosureSEC source: 0001754082-24-000007 · wk-form4a_1734387631.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,209 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, 2024 Filed Jan 3, 2024 16:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,400 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001754082-24-000002 · wk-form4_1704300422.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 3,400 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 |
| January 01, 2024 Filed Jan 3, 2024 16:47 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001754082-24-000002 · wk-form4_1704300422.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,271 Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 938 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · derivative · entry 10 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,874 Underlying: Common Stock · 938 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 |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,750 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · derivative · entry 9 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 1,750 shares Expires 2024-12-30 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 |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,250 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · derivative · entry 8 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 shares Expires 2023-12-31 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 |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Tax withholdingCommon Stock | 3,204 | $20.00 | $64,080.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · nonDerivative · entry 4 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,056 Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 938 | $13.89 | $13,028.82 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · nonDerivative · entry 3 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,260 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 |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,750 | $14.54 | $25,445.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · nonDerivative · entry 2 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,322 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 |
| November 02, 2023 Filed Nov 6, 2023 17:51 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,250 | $11.38 | $25,605.00 |
DisclosureSEC source: 0001754082-23-000007 · wk-form4_1699293105.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,572 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, 2023 Filed Jan 4, 2023 21:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,788 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-23-000012 · wf-form4_167286795033020.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,788 Underlying: Common Stock · 2,788 shares Expires 2028-01-01 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 |
| January 01, 2023 Filed Jan 4, 2023 21:33 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-23-000012 · wf-form4_167286795033020.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,322 Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 938 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · derivative · entry 11 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,812 Underlying: Common Stock · 938 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,750 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · derivative · entry 10 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 1,750 shares Expires 2024-12-30 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,250 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · derivative · entry 9 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires 2023-12-31 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,400 | $0.00 Strike: $12.38 | $0.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · derivative · entry 8 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2022-12-31 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 938 | $13.89 | $13,028.82 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · nonDerivative · entry 4 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,963 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,750 | $14.54 | $25,445.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · nonDerivative · entry 3 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,025 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,400 | $12.38 | $29,712.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · nonDerivative · entry 2 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,275 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 |
| August 01, 2022 Filed Aug 2, 2022 19:36 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,250 | $11.38 | $25,605.00 |
DisclosureSEC source: 0001419536-22-000088 · wf-form4_165946895149372.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,875 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 31, 2021 Filed Jan 3, 2022 23:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,250 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-22-000009 · wf-form4_164125114366181.xml · derivative · entry 5 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires 2026-12-31 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 31, 2021 Filed Jan 3, 2022 23:06 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-22-000009 · wf-form4_164125114366181.xml · nonDerivative · entry 1 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,625 Read SEC document |
| October 26, 2021 Filed Jan 3, 2022 22:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,750 | $14.54 Strike: $14.54 | $25,445.00 |
DisclosureSEC source: 0001419536-22-000005 · wf-form4_164124885036392.xml · derivative · entry 11 Bernstein Joshua · CIK 0001754082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 1,750 shares Expires 2024-12-30 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.