Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Bancorp IncCBNK · Entity 5367 | SVP & CAO | October 28, 2025 | November 05, 2025 |
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 28, 2025 · Filed November 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,884.7802 |
Reported balance
Holding disclosure · report date 2025-10-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,884.7802 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $13.89 · Expires 2025-12-31 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed 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 $26.41 · Expires 2026-12-31 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed 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 | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed 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 | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed 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 | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F1: The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-10-28 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F3: Each Restricted Stock Unit represents the right to receive one share of common stock. F2: The Restricted Stock Units vest in four equal annual installments beginning on 3/3/26. |
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: The Restricted Stock Units vest in four equal annual installments beginning on 3/3/26.
F3: Each Restricted Stock Unit represents the right to receive one share of common stock.
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 11, 2023 Filed Oct 12, 2023 20:55 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 250 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001363166-23-000004 · wk-form4_1697144136.xml · derivative · entry 2 Perrine Constance E · CIK 0001363166 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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 |
| October 11, 2023 Filed Oct 12, 2023 20:55 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 250 | $11.38 | $2,845.00 |
DisclosureSEC source: 0001363166-23-000004 · wk-form4_1697144136.xml · nonDerivative · entry 1 Perrine Constance E · CIK 0001363166 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,880 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 |
| June 14, 2023 Filed Jun 15, 2023 14:52 UTC | Capital Bancorp Inc CBNK · Entity 5367 | PurchaseCommon Stock | 4 | $19.20 | $76.80 |
DisclosureSEC source: 0001419536-23-000099 · wf-form4_168684071122936.xml · nonDerivative · entry 1 Perrine Constance E · CIK 0001363166 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,630 Read SEC document |
| May 08, 2023 Filed May 9, 2023 16:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionStock Options · Derivative | 1,500 | $0.00 Strike: $11.38 | $0.00 |
DisclosureSEC source: 0001419536-23-000081 · wf-form4_168364810026529.xml · derivative · entry 2 Perrine Constance E · CIK 0001363166 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 1,500 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. Read SEC document |
| May 08, 2023 Filed May 9, 2023 16:01 UTC | Capital Bancorp Inc CBNK · Entity 5367 | Exercise / conversionCommon Stock | 1,500 | $11.38 | $17,070.00 |
DisclosureSEC source: 0001419536-23-000081 · wf-form4_168364810026529.xml · nonDerivative · entry 1 Perrine Constance E · CIK 0001363166 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,626 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.