Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | September 22, 2026 | September 24, 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 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,706 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Exercise / conversion · Acquired 2,750 · Balance 72,706 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-09-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-22 · Exercise / conversion · Disposed 2,750 · 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 | 3,485 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,485 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 | 4,400 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,400 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 | 4,000 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,000 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 | 7,096 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 7,096 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 Prudent Investments, LLC | 663,313 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 663,313 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,836 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,836 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 22, 2026 Filed Sep 24, 2026 20:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 2,750 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000119 · wk-form4_1790280091.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,750 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 22, 2026 Filed Sep 24, 2026 20:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 2,750 | $26.41 | $72,627.50 |
DisclosureSEC source: 0001419536-26-000119 · wk-form4_1790280091.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,706 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 01:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000042 · wk-form4_1772587185.xml · derivative · entry 5 Schwartz Steven Jay · CIK 0001754203 · 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 01:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000042 · wk-form4_1772587185.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,956 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 01:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 7,096 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0001419536-26-000042 · wk-form4_1772587185.xml · derivative · entry 4 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,096 Underlying: Common Stock · 7,096 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 01:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-26-000042 · wk-form4_1772587185.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,836 Underlying: Common Stock · 1,836 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 14, 2025 Filed Nov 17, 2025 19:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-25-000120 · wk-form4_1763408631.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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 14, 2025 Filed Nov 17, 2025 19:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 5,000 | $13.89 | $69,450.00 |
DisclosureSEC source: 0001419536-25-000120 · wk-form4_1763408631.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,875 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 |
| March 03, 2025 Filed Mar 4, 2025 21:12 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,000 | $0.00 Strike: $30.51 | $0.00 |
DisclosureSEC source: 0001754203-25-000002 · wk-form4_1741122726.xml · derivative · entry 4 Schwartz Steven Jay · CIK 0001754203 · 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 21:12 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantRestricted Stock Units · Derivative | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001754203-25-000002 · wk-form4_1741122726.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · 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 |
| May 31, 2024 Filed Jun 4, 2024 13:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 7,000 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001754203-24-000005 · wk-form4_1717506639.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 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 |
| May 31, 2024 Filed Jun 4, 2024 13:10 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 7,000 | $14.54 | $101,780.00 |
DisclosureSEC source: 0001754203-24-000005 · wk-form4_1717506639.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,875 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 |
| January 01, 2024 Filed Jan 3, 2024 17:40 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 4,400 | $0.00 Strike: $24.20 | $0.00 |
DisclosureSEC source: 0001754203-24-000002 · wk-form4_1704303606.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 4,400 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 17:40 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001754203-24-000002 · wk-form4_1704303606.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,875 Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 11,250 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001419536-23-000133 · wk-form4_1700602322.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 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 20, 2023 Filed Nov 21, 2023 21:32 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 11,250 | $11.38 | $128,025.00 |
DisclosureSEC source: 0001419536-23-000133 · wk-form4_1700602322.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,302 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 21:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 3,485 | $0.00 Strike: $23.54 | $0.00 |
DisclosureSEC source: 0001419536-23-000019 · wf-form4_167286859224043.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,485 Underlying: Common Stock · 3,485 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 21:43 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-23-000019 · wf-form4_167286859224043.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,052 Read SEC document |
| July 14, 2022 Filed Jul 19, 2022 19:26 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 15,600 | $0.00 Strike: $12.38 | $0.00 |
DisclosureSEC source: 0001419536-22-000080 · wf-form4_165825875653596.xml · derivative · entry 5 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,600 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. 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 |
| July 14, 2022 Filed Jul 19, 2022 19:26 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-22-000080 · wf-form4_165825875653596.xml · nonDerivative · entry 4 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Prudent Investments, LLC Disclosed balance after: 663,313 F1 · kind: This transaction involves a transfer of 351 shares from the reporting person's direct holdings to Prudent Investments LLC. Read SEC document |
| July 14, 2022 Filed Jul 19, 2022 19:26 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-22-000080 · wf-form4_165825875653596.xml · nonDerivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,353 F1 · kind: This transaction involves a transfer of 351 shares from the reporting person's direct holdings to Prudent Investments LLC. Read SEC document |
| July 14, 2022 Filed Jul 19, 2022 19:26 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 15,600 | $12.38 | $193,128.00 |
DisclosureSEC source: 0001419536-22-000080 · wf-form4_165825875653596.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,704 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 23:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 2,750 | $0.00 Strike: $26.41 | $0.00 |
DisclosureSEC source: 0001419536-22-000019 · wf-form4_164125244673194.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 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 23:27 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-22-000019 · wf-form4_164125244673194.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,104 Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 13:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 12,300 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001419536-21-000142 · wf-form4_162583674008983.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,300 shares Expires 2021-12-31 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 |
| July 08, 2021 Filed Jul 9, 2021 13:19 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 12,300 | $8.50 | $104,550.00 |
DisclosureSEC source: 0001419536-21-000142 · wf-form4_162583674008983.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,779 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, 2020 Filed Dec 31, 2020 19:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 5,000 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001419536-20-000145 · wf-form4_160944266952724.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2025-12-31 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, 2020 Filed Dec 31, 2020 19:24 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000145 · wf-form4_160944266952724.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,479 Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 19:48 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 8,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001419536-20-000123 · wf-form4_160771608990201.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2020-12-31 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 10, 2020 Filed Dec 11, 2020 19:48 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 8,000 | $7.50 | $60,000.00 |
DisclosureSEC source: 0001419536-20-000123 · wf-form4_160771608990201.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,039 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, 2019 Filed Jan 3, 2020 00:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 7,000 | $0.00 Strike: $14.89 | $0.00 |
DisclosureSEC source: 0001628280-20-000047 · wf-form4_157801080651556.xml · derivative · entry 4 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2024-12-31 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 |
| December 31, 2019 Filed Jan 3, 2020 00:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-000047 · wf-form4_157801080651556.xml · nonDerivative · entry 2 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| December 31, 2019 Filed Apr 3, 2020 13:19 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 7,000 | $0.00 Strike: $14.54 | $0.00 |
DisclosureSEC source: 0001419536-20-000045 · wf-form4a_158591992093967.xml · derivative · entry 4 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2024-12-30 F2 · derivative.exercise_price: The option exercise price has been corrected from the price reflected in the Form 4 filed on January 2, 2020. 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 |
| December 31, 2019 Filed Apr 3, 2020 13:19 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000045 · wf-form4a_158591992093967.xml · nonDerivative · entry 2 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039 Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 19:57 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 3,000 | $0.00 Strike: $6.63 | $0.00 |
DisclosureSEC source: 0001628280-19-011649 · wf-form4_156831822723650.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2019-12-31 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 11, 2019 Filed Sep 12, 2019 19:57 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 3,000 | $6.63 | $19,890.00 |
DisclosureSEC source: 0001628280-19-011649 · wf-form4_156831822723650.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,581 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 |
| May 01, 2019 Filed Jan 3, 2020 00:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 223,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-000047 · wf-form4_157801080651556.xml · nonDerivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Prudent Investments, LLC Disclosed balance after: 662,962 F1 · kind: This transaction involves a transfer of 223,230 shares from the reporting person's direct holdings to Prudent Investments, LLC. Read SEC document |
| May 01, 2019 Filed Jan 3, 2020 00:20 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 223,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-000047 · wf-form4_157801080651556.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 F1 · kind: This transaction involves a transfer of 223,230 shares from the reporting person's direct holdings to Prudent Investments, LLC. Read SEC document |
| May 01, 2019 Filed Apr 3, 2020 13:19 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 223,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000045 · wf-form4a_158591992093967.xml · nonDerivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Prudent Investments, LLC Disclosed balance after: 662,962 F1 · kind: This transaction involves a transfer of 223,230 shares from the reporting person's direct holdings to Prudent Investments, LLC. Read SEC document |
| May 01, 2019 Filed Apr 3, 2020 13:19 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GiftCommon Stock | 223,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000045 · wf-form4a_158591992093967.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,351 F1 · kind: This transaction involves a transfer of 223,230 shares from the reporting person's direct holdings to Prudent Investments, LLC. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:38 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 11,250 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001628280-19-000054 · wf-form4_154646507075952.xml · derivative · entry 3 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 11,250 shares Expires 2023-12-31 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 28, 2018 Filed Feb 11, 2019 22:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-001183 · wf-form5_154992319788302.xml · nonDerivative · entry 2 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,581 Read SEC document |
| December 10, 2018 Filed Feb 11, 2019 22:13 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 1,770 | $13.09 | $23,169.30 |
DisclosureSEC source: 0001628280-19-001183 · wf-form5_154992319788302.xml · nonDerivative · entry 1 Schwartz Steven Jay · CIK 0001754203 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,230 F1 · price: This stock was issued to the reporting person in lieu of board meeting fees of $23,169.30 due from January to May 2018. 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.