Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | Director | September 24, 2026 | September 25, 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 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,454 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Exercise / conversion · Acquired 2,250 · Balance 5,454 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.41 · Expires 2026-12-31 | Direct | 0 |
Reported balance
After 2026-09-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-24 · 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 | 2,352 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,352 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 | 2,800 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,800 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 | 3,500 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,500 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 2026-09-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 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 | IndirectUTMA for grandchild 1 | 286 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 286 |
| Common StockSEC Table I · non-derivative | IndirectUTMA for grandchild 2 | 1,394 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,394 |
| Common StockSEC Table I · non-derivative | IndirectUTMA for grandchild 3 | 1,394 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,394 |
| Common StockSEC Table I · non-derivative | IndirectUTMA for grandchild 4 | 286 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 286 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 952 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 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 |
|---|---|---|---|---|---|---|
| December 31, 2019 Filed Apr 3, 2020 09:25 UTC Amendment | Capital Bancorp Inc CBNK · Entity 5367 | GrantCommon Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001419536-20-000049 · wf-form4a_158592032677138.xml · nonDerivative · entry 1 Brannan C Scott · CIK 0001431904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 12:39 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 75 | $11.35 | $851.25 |
DisclosureSEC source: 0001278629-19-000002 · wf-form4_155301355461763.xml · nonDerivative · entry 2 Brannan C Scott · CIK 0001431904 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for granddaughter Disclosed balance after: 100 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 12:39 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 25 | $11.25 | $281.25 |
DisclosureSEC source: 0001278629-19-000002 · wf-form4_155301355461763.xml · nonDerivative · entry 1 Brannan C Scott · CIK 0001431904 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UGMA for granddaughter Disclosed balance after: 25 Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 16:00 UTC | Capital Bancorp Inc CBNK · Entity 5367 | GrantStock Options · Derivative | 500 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001628280-19-000013 · wf-form4_154646280242630.xml · derivative · entry 1 Brannan C Scott · CIK 0001431904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.