Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California BanCorp \ CABCAL · Entity 5250 | Director | February 01, 2024 | February 06, 2024 |
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 February 01, 2024 · Filed February 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,691 |
Ending reported balance
After 2024-02-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-01 · Grant · Acquired 2,239 · Balance 11,191 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 January 4, 2025. Row 2 · 2024-02-01 · Other · Disposed 7,500 · Balance 3,691 F2: On February 1, 2024, the Reporting Person transferred 7,500 shares of common stock to the Irwin Golds Trust dated March 12, 2018, of which the Reporting Person is trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 13,500 |
Reported balance
Holding disclosure · report date 2024-02-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Irwin L Golds, Trustee of the Irwin Golds Trust dated March 12, 2018 | 22,176 |
Reported balance
Holding disclosure · report date 2024-02-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 22,176 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.96 · Expires 2029-02-20 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2024-02-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,500 F3: Includes stock options that were granted to the Reporting Person on February 20, 2019, of which 1,500 shares remain to be vested, and will vest on February 20, 2024. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $9.67 · Expires 2027-03-15 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2024-02-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,000 F4: These options are fully vested. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $7.95 · Expires 2026-03-23 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2024-02-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,000 F4: These options are fully vested. |
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 January 4, 2025.
F2: On February 1, 2024, the Reporting Person transferred 7,500 shares of common stock to the Irwin Golds Trust dated March 12, 2018, of which the Reporting Person is trustee.
F3: Includes stock options that were granted to the Reporting Person on February 20, 2019, of which 1,500 shares remain to be vested, and will vest on February 20, 2024.
F4: These options are fully vested.
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 |
|---|---|---|---|---|---|---|
| February 01, 2024 Filed Feb 6, 2024 01:01 UTC | California BanCorp \ CA BCAL · Entity 5250 | OtherCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001072 · primarydocument.xml · nonDerivative · entry 2 Golds Irwin · CIK 0001966957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,691 F2 · kind: On February 1, 2024, the Reporting Person transferred 7,500 shares of common stock to the Irwin Golds Trust dated March 12, 2018, of which the Reporting Person is trustee. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 01:01 UTC | California BanCorp \ CA BCAL · Entity 5250 | GrantCommon Stock | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001072 · primarydocument.xml · nonDerivative · entry 1 Golds Irwin · CIK 0001966957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,191 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. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 19:19 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionStock Options · Derivative | 7,500 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0001562180-24-000662 · primarydocument.xml · derivative · entry 4 Golds Irwin · CIK 0001966957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2024-04-16 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 24, 2024 Filed Jan 26, 2024 19:19 UTC | California BanCorp \ CA BCAL · Entity 5250 | Exercise / conversionCommon Stock | 7,500 | $6.37 | $47,775.00 |
DisclosureSEC source: 0001562180-24-000662 · primarydocument.xml · nonDerivative · entry 1 Golds Irwin · CIK 0001966957 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,952 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.