| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Keyboard |
| Capital Bancorp Inc | |
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| Ticker | CBNK |
| CIK # | 0001419536 |
| CUSIP | 168565109 |
| Sector | Finance - National Commercial Banks |
| Address | One Church Street Suite 300, Rockville, MD 20850 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Capital Bancorp Inc | 2020-12-10 | 10.0 M | Exemption: 506(b) · Minimum: $250,000 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001419536] | 10-K | |
| [0001419536] | 10-Q | |
| [0001419536] | 3 | |
| [0001419536] | 4 | |
| [0001419536] | 5 | |
| [0001419536] | 8-K | |
| [0001419536] | D | |
| [0001419536] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Capital Bancorp Inc | Capital Bancorp Inc | [2020-02-14] | 7.6 |
| Capital Bancorp Inc | Capital Bancorp Inc | [2020-02-14] | 6.5 |
| Capital Bancorp Inc | Capital Bancorp Inc | [2020-02-14] | 5.3 |
| Capital Bancorp Inc | Capital Bancorp Inc | [2020-02-14] | 6.8 |
| Bernstein Joshua | Capital Bancorp Inc | [2019-02-13] | 6.8 |
| Levitt Randall James | Capital Bancorp Inc | [2019-02-13] | 6.6 |
| Whalen James F | Capital Bancorp Inc | [2019-02-13] | 7.7 |
| Ashman Stephen N | Capital Bancorp Inc | [2019-02-13] | 5.4 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Lindarev Anguel
Restricted Stock Units · derivative
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2026-03-18 | Option exercise | 584 | $0.00 | |
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Lindarev Anguel
Common Stock
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2026-03-18 | Tax withheld | 173 | $29.03 | 5,022 |
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Lindarev Anguel
Common Stock
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2026-03-18 | Option exercise | 584 | $0.00 | |
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Barry Edward F
Common Stock
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2026-03-14 | Option exercise | 4,033 | $0.00 | |
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Barry Edward F
Restricted Stock Units · derivative
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2026-03-14 | Option exercise | 4,033 | $0.00 | |
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Barry Edward F
Common Stock
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2026-03-14 | Tax withheld | 1,819 | $28.75 | 52,296 |
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Barry Edward F
Restricted Stock Units · derivative
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2026-03-13 | Grant | 6,657 | $0.00 | |
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McConnell Marc H
Common Stock
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2026-03-10 | Option exercise | 1,939 | $16.09 | 31,199 |
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McConnell Marc H
Common Stock
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2026-03-10 | Option exercise | 323 | $19.18 | 6,195 |
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McConnell Marc H
Stock Options · derivative
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2026-03-10 | Option exercise | 323 | $0.00 | |
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McConnell Marc H
Stock Options · derivative
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2026-03-10 | Option exercise | 1,939 | $0.00 | |
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McConnell Marc H
Common Stock
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2026-03-10 | Option exercise | 2,425 | $17.95 | 43,529 |
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McConnell Marc H
Stock Options · derivative
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2026-03-10 | Option exercise | 2,425 | $0.00 | |
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Dicker Karl
Common Stock
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2026-03-03 | Option exercise | 254 | $0.00 | |
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Kaye Jeffrey
Common Stock
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2026-03-03 | Option exercise | 208 | $0.00 | |
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Barry Edward F
Restricted Stock Units · derivative
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2026-03-03 | Option exercise | 717 | $0.00 | |
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Levitt Randall James
Restricted Stock Units · derivative
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2026-03-03 | Option exercise | 811 | $0.00 | |
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Dicker Karl
Common Stock
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2026-03-03 | Tax withheld | 90 | $29.82 | 2,684 |
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Ratnersalzberg Deborah
Common Stock
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2026-03-03 | Option exercise | 946 | $0.00 | |
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Bernstein Joshua
Common Stock
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2026-03-03 | Option exercise | 1,081 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 122 | 7,169,166 |
| 2025-12-31 | 113 | 6,488,089 |
| 2025-09-30 | 113 | 6,677,954 |
| 2025-06-30 | 112 | 6,633,969 |
| 2025-03-31 | 109 | 6,143,980 |
| 2024-12-31 | 104 | 5,912,649 |
| 2024-09-30 | 87 | 5,195,459 |
| 2024-06-30 | 81 | 5,008,295 |
| 2024-03-31 | 75 | 4,893,695 |
| 2023-12-31 | 75 | 4,615,964 |
| 2023-09-30 | 71 | 4,378,011 |
| 2023-06-30 | 67 | 4,332,170 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wedge Capital Management L L P/NC | [2026-06-30] | SOLE | 71,381 | 86,703 |
| First Citizens Bank & Trust Co | [2026-06-30] | SOLE | 40,990 | 40,990 |
| Sequoia Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 9,222 |
| Praetorian Wealth Management Inc | [2026-06-30] | SOLE | 7,184 | 7,184 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,580 | 1,580 |
| Gamma Investing LLC | [2026-06-30] | DFND | 47 | 47 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 21 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 8 | 8 | Prev | Page 1 | Next |