Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | September 25, 2026 | September 28, 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 September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,957 |
Ending reported balance
After 2026-09-25 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-25 · Exercise / conversion · Acquired 2,250 · Balance 34,641 Row 2 · 2026-09-25 · Exercise / conversion · Acquired 2,616 · Balance 37,257 Row 3 · 2026-09-25 · Exercise / conversion · Acquired 1,700 · Balance 38,957 Row 4 · 2026-09-25 · Exercise / conversion · Acquired 1,000 · Balance 39,957 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-09-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-25 · Exercise / conversion · Disposed 2,250 · 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 | 869 |
Reported balance
After 2026-09-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-25 · Exercise / conversion · Disposed 2,616 · Balance 869 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 2026-09-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-25 · Exercise / conversion · Disposed 1,700 · 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 2026-09-25 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-25 · 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 | 5,256 |
Reported balance
Holding disclosure · report date 2026-09-25 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 5,256 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 | IndirectDominion Insurance Inc. | 16,672 |
Reported balance
Holding disclosure · report date 2026-09-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 16,672 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,360 |
Reported balance
Holding disclosure · report date 2026-09-25 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,360 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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · derivative · entry 9 Lewis Fred Joseph · CIK 0001965134 · 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 |
| September 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,700 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · derivative · entry 8 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 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 |
| September 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,616 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · derivative · entry 7 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 869 Underlying: Common Stock · 2,616 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 |
| September 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,250 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · derivative · entry 6 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 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 |
| September 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,000 | $30.51 | $30,510.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · nonDerivative · entry 4 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,957 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 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,700 | $24.20 | $41,140.00 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · nonDerivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,957 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 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,616 | $23.54 | $61,580.64 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · nonDerivative · entry 2 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,257 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 25, 2026 Filed Sep 28, 2026 18:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,250 | $26.41 | $59,422.50 |
DisclosureSEC source: 0001419536-26-000127 · wk-form4_1790619545.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,641 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 00:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000039 · wk-form4_1772584339.xml · derivative · entry 5 Lewis Fred Joseph · CIK 0001965134 · 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 00:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000039 · wk-form4_1772584339.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,391 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 00:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,256 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000039 · wk-form4_1772584339.xml · derivative · entry 4 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Common Stock · 5,256 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 00:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000039 · wk-form4_1772584339.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,360 Underlying: Common Stock · 1,360 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 |
| November 18, 2025 Filed Nov 20, 2025 20:30 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 3,750 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-25-000122 · wk-form4_1763670656.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 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 18, 2025 Filed Nov 20, 2025 20:30 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 3,750 | $13.89 | $52,087.50 |
DisclosureSEC source: 0001419536-25-000122 · wk-form4_1763670656.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,310 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 21:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001965134-25-000001 · wk-form4_1741122543.xml · derivative · entry 4 Lewis Fred Joseph · CIK 0001965134 · 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 21:09 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001965134-25-000001 · wk-form4_1741122543.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · 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 |
| February 16, 2024 Filed Mar 20, 2024 21:46 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,400 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001965134-24-000004 · wk-form4_1710971172.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,400 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 · 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 16, 2024 Filed Mar 20, 2024 21:46 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,400 | $14.54 | $78,516.00 |
DisclosureSEC source: 0001965134-24-000004 · wk-form4_1710971172.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,560 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 17:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,400 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001965134-24-000002 · wk-form4_1704302213.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · 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 17:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001965134-24-000002 · wk-form4_1704302213.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,160 Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 18:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 10,000 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001965134-23-000003 · wk-form4_1701713839.xml · derivative · entry 3 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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 30, 2023 Filed Dec 4, 2023 18:17 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 10,000 | $11.38 | $113,800.00 |
DisclosureSEC source: 0001965134-23-000003 · wk-form4_1701713839.xml · nonDerivative · entry 1 Lewis Fred Joseph · CIK 0001965134 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,945 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.