| Due Diligence for Asset Managers |
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| Southern California Bancorp CA | |
|---|---|
| Ticker | BCAL |
| CIK # | 0001795815 |
| CUSIP | 84252A106 |
| Sector | Finance - National Commercial Banks |
| Address | 12265 El Camino Real, Suite 100, San Diego, CA 92130 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Southern California Bancorp CA | 2021-01-04 | 42.0 M | Exemption: 506(b) · Minimum: $24,000 · Duration: One year or less · Commission: $2,519,948 · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001795815] | 10-K | |
| [0001795815] | 10-Q | |
| [0001795815] | 3 | |
| [0001795815] | 4 | |
| [0001795815] | 5 | |
| [0001795815] | 8-K | |
| [0001795815] | D | |
| [0001795815] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| FJ Capital Management LLC | California Bancorp CA | [2026-01-29] | 0.0 |
| Wellington Management Group LLP | California Bancorp CA | [2025-11-12] | 0.0 |
| Castle Creek Capital Partners VI LP | Southern California Bancorp CA | [2024-02-09] | 12.7 |
| Fourthstone LLC | Southern California Bancorp CA | [2023-02-14] | 7.88 |
| Banc Funds Co LLC | Southern California Bancorp CA | [2021-02-11] | 2.4 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Wirfel Michelle
Common Stock
|
2026-03-25 | Tax withheld | 595 | $17.55 | 10,442 |
|
Wirfel Michelle
Common Stock
|
2026-03-21 | Tax withheld | 93 | $17.32 | 1,611 |
|
Dolan Thomas G
Common Stock
|
2026-03-16 | Gift | 2,050 | $0.00 | |
|
Dolan Thomas G
Common Stock
|
2026-03-13 | Gift | 2,050 | $0.00 | |
|
Wirfel Michelle
Common Stock
|
2026-03-08 | Tax withheld | 635 | $17.96 | 11,405 |
|
Carandang Jean
Common Stock
|
2026-03-06 | Sell | 8,000 | $17.90 | 143,200 |
|
Wirfel Michelle
Common Stock
|
2026-03-02 | Grant | 13,461 | $0.00 | |
|
Merchant Manisha
Common Stock
|
2026-03-02 | Grant | 12,916 | $0.00 | |
|
Liska Martin
Common Stock
|
2026-03-02 | Grant | 5,450 | $0.00 | |
|
Rainer David I
Common Stock
|
2026-03-02 | Grant | 28,774 | $0.00 | |
|
Yeung Joann
Common Stock
|
2026-03-02 | Grant | 5,995 | $0.00 | |
|
Carandang Jean
Common Stock
|
2026-03-02 | Grant | 6,812 | $0.00 | |
|
Rainer David I
Common Stock
|
2026-03-02 | Grant | 65,396 | $0.00 | |
|
Dolan Thomas G
Common Stock
|
2026-03-02 | Grant | 19,619 | $0.00 | |
|
Nutz Peter
Common Stock
|
2026-03-02 | Grant | 11,445 | $0.00 | |
|
Dolan Thomas G
Common Stock
|
2026-03-02 | Grant | 15,941 | $0.00 | |
|
Hernandez Richard
Common Stock
|
2026-03-02 | Grant | 15,055 | $0.00 | |
|
Liska Martin
Common Stock
|
2026-03-01 | Tax withheld | 861 | $18.31 | 15,765 |
|
Wirfel Michelle
Common Stock
|
2026-03-01 | Tax withheld | 256 | $18.31 | 4,687 |
|
Nutz Peter
Common Stock
|
2026-03-01 | Tax withheld | 166 | $18.31 | 3,039 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 154 | 21,650,211 |
| 2025-12-31 | 145 | 19,811,283 |
| 2025-09-30 | 118 | 21,319,591 |
| 2025-06-30 | 112 | 20,932,174 |
| 2025-03-31 | 106 | 20,576,681 |
| 2024-12-31 | 101 | 20,371,420 |
| 2024-09-30 | 97 | 19,937,765 |
| 2024-06-30 | 61 | 11,225,014 |
| 2024-03-31 | 50 | 10,363,128 |
| 2023-12-31 | 43 | 10,294,190 |
| 2023-09-30 | 35 | 6,549,244 |
| 2023-06-30 | 27 | 7,236,805 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Hennessy Advisors Inc | [2026-06-30] | SOLE | 97,000 | 97,000 |
| PFG Advisors | [2026-06-30] | SOLE | 0 | 54,450 |
| Curated Wealth Partners LLC | [2026-06-30] | OTR | 0 | 20,000 |
| Aspiriant LLC | [2026-06-30] | SOLE | 0 | 13,912 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 1,584 | 1,584 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,309 | 1,309 |
| Gamma Investing LLC | [2026-06-30] | DFND | 202 | 202 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 115 | 115 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 44 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 26 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 11 | Prev | Page 1 | Next |