Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | May 21, 2025 | May 23, 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.
California BanCorp \ CA
Report date May 21, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,976 |
Reported balance
After 2025-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 3,729 · Balance 23,976 F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 21, 2026. F2: Includes 7,466 shares owned by Ricardo and Audrey Martin. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 4,568 |
Reported balance
Holding disclosure · report date 2025-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,568 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 21, 2026.
F2: Includes 7,466 shares owned by Ricardo and Audrey Martin.
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 |
|---|---|---|---|---|---|---|
| May 21, 2025 Filed May 23, 2025 23:47 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004164 · primarydocument.xml · nonDerivative · entry 1 Martin Ricardo · CIK 0001979150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,976 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 21, 2026. F2 · balance_after: Includes 7,466 shares owned by Ricardo and Audrey Martin. Read SEC document |
| August 08, 2024 Filed Aug 13, 2024 01:49 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006176 · primarydocument.xml · nonDerivative · entry 1 Martin Ricardo · CIK 0001979150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,247 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on May 30, 2025. F2 · balance_after: Includes 7,466 shares owned by Ricardo and Audrey Martin. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 01:03 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001074 · primarydocument.xml · nonDerivative · entry 1 Martin Ricardo · CIK 0001979150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,101 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on January 4, 2025. F2 · balance_after: Includes 7,466 shares owned by Ricardo and Audrey Martin. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 22:34 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 1,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-026476 · ownership.xml · nonDerivative · entry 1 Martin Ricardo · CIK 0001979150 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,862 F1 · shares: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for his service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on January 8th, 2024. F2 · price: Shares were granted under the Southern California Bancorp 2019 Omnibus Equity Incentive Plan. F3 · balance_after: Includes 7,466 shares owned by Ricardo and Audrey Martin. 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.