Comparable stake leader
James F. Whalen
SEC ownership of Capital Bancorp Inc
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001419536.
Disclosed value leader
James F. Whalen
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- CBNK on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
James F. Whalen
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
James F. Whalen
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001419536
- Issuer location
- Rockville, MD
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Capital Bancorp Inc (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
James F. Whalen
Disclosed value leader
James F. Whalen
Comparable rows
50/50
Latest evidence
30 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 6%
13D/G row: James F. Whalen
Showing 1-8 of 50 holder rows.
Quick read
James F. Whalen leads the comparable SEC ownership view at 6%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens James F. Whalen's linked filing trail.
Comparable ownership
Top 5
James F. Whalen
6%
Randall J. Levitt
5.9%
Joshua Bernstein
5.3%
Steven J. Schwartz
4.4%
Constance E. Perrine
0.02%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| James F. Whalen |
3/4/5
13D/G
Director
|
6%
from 13D/G
|
$30,761,315
983,327 shares
mixed-class rows
|
— | 02 Mar 2026 |
| Randall J. Levitt |
3/4/5
13D/G
Director
|
5.9%
from 13D/G
|
$30,404,661
970,331 shares
mixed-class rows
|
— | 02 Mar 2026 |
| Joshua Bernstein |
3/4/5
13D/G
Director
|
5.3%
from 13D/G
|
$27,574,496
876,188 shares
mixed-class rows
|
— | 02 Mar 2026 |
| Steven J. Schwartz |
3/4/5
13D/G
Director
|
4.4%
from 13D/G
|
$23,115,434
740,365 shares
mixed-class rows
|
— | 02 Mar 2026 |
| Constance E. Perrine |
3/4/5
SVP & CAO
|
0.02%
|
$123,924
3,885 shares
|
— | 28 Oct 2025 |
| BlackRock, Inc. |
13F
Company
|
4.8%
|
$27,624,986
786,588 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3%
|
$17,486,459
497,906 shares
|
— | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
2.7%
|
$13,068,529
439,426 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$95,030.
Buys
$0
Insiders: 0
Sells
$95,030
Insiders: 1
Net
-$95,030
Shares: -3,400
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 3,400
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 3,400 | $0 | $95,030 | -$95,030 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 30 reporting-owner rows connected to Capital Bancorp Inc. Open a relationship link for the CIK-to-CIK filing trail.
Rows
30
Largest Forms 3/4/5 holder
James F. Whalen
Net 12M change
-$95,030
Latest report
20 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James F. Whalen | Director | $30,761,315 | Mixed | 02 Mar 2026 | ||
| Randall J. Levitt | Director | $30,404,661 | Mixed | 02 Mar 2026 | ||
| Joshua Bernstein | Director | $27,574,496 | Mixed | 02 Mar 2026 | ||
| Steven J. Schwartz | Director | $23,115,434 | Mixed | 02 Mar 2026 | ||
| Scot Richard Browning | Pres, Specialty & CRE Lending, Director | $16,318,822 | Mixed | 02 Mar 2026 | ||
| Edward F. Barry | Chief Executive Officer, Director | $12,368,804 | Mixed | 13 Mar 2026 | ||
| Stephen N. Ashman | Director | $9,660,279 | Mixed | 23 Nov 2021 | ||
| Marc H. McConnell | Director | $7,129,713 | Mixed | 10 Mar 2026 | ||
| Mark Caplan | Director | $6,530,679 | Mixed | 02 Apr 2026 | ||
| Joseph M. Greene | Director | $5,255,310 | Mixed | 01 Jan 2023 | ||
| Jerome Ronnell Bailey | Director | $4,438,413 | Mixed | 02 Mar 2026 | ||
| Deborah Ratnersalzberg | Director | $1,971,658 | Mixed | 02 Mar 2026 | ||
| Kathy Yamada | EVP & Chief Credit Officer | $1,933,509 | Mixed | 02 Mar 2026 | ||
| Karl Dicker | EVP and President of OpenSky | $1,915,059 | Mixed | 02 Mar 2026 | ||
| Eric M. Suss | EVP and CHRO | $1,900,742 | Mixed | 02 Mar 2026 | ||
| Fred Joseph Lewis | Director | $1,576,629 | Mixed | 02 Mar 2026 | ||
| Alan W. Jackson | Executive VP and CFO | $1,210,532 | Mixed | 18 May 2023 | ||
| Michael Breckheimer | SVP, Head of Windsor Advantage | $1,082,175 | Mixed | 02 Oct 2025 | ||
| Mary Ann Scully | Director | $460,471 | Mixed | 02 Mar 2026 | ||
| Steven M. Poynot | Chief Operating Officer | $348,804 | Mixed | 02 Mar 2026 |
Recent insider transactions for Capital Bancorp Inc
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| James Como | CBNK | Stock Options | Award | 4,000 | 4,000 | 20 Jul 2026 | Direct | |||
| James Como | CBNK | Restricted Stock Units | Award | 1,046 | 1,046 | 20 Jul 2026 | Direct | |||
| Mark Caplan | CBNK | Common Stock | Tax liability | -0.6% | -837 | 139,681 | 02 Apr 2026 | Direct | ||
| Mark Caplan | CBNK | Common Stock | Options Exercise | 0.73% | 1,017 | 140,518 | 02 Apr 2026 | Direct | ||
| Mark Caplan | CBNK | Stock Options | Options Exercise | -100% | -1,017 | 0 | 02 Apr 2026 | Direct | ||
| Anguel Lindarev | CBNK | Common Stock | Tax liability | -15.7% | -173 | 929 | 18 Mar 2026 | Direct | ||
| Anguel Lindarev | CBNK | Common Stock | Options Exercise | 112.7% | 584 | 1,102 | 18 Mar 2026 | Direct | ||
| Anguel Lindarev | CBNK | Restricted Stock Units | Options Exercise | -50.1% | -584 | 582 | 18 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Common Stock | Tax liability | -1.16% | -1,819 | 155,299 | 14 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Common Stock | Options Exercise | 2.63% | 4,033 | 157,118 | 14 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Restricted Stock Units | Options Exercise | -33.3% | -4,033 | 8,064 | 14 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Restricted Stock Units | Award | 6,657 | 6,657 | 13 Mar 2026 | Direct | |||
| Marc H. Mcconnell | CBNK | Common Stock | Options Exercise | 33.9% | 4,687 | 18,526 | 10 Mar 2026 | Direct | ||
| Marc H. Mcconnell | CBNK | Stock Options | Options Exercise | -100% | -4,687 | 0 | 10 Mar 2026 | Direct | ||
| Randall James Levitt | CBNK | Common Stock | Options Exercise | 811 | 811 | 03 Mar 2026 | Direct | |||
| Randall James Levitt | CBNK | Restricted Stock Units | Options Exercise | -100% | -811 | 0 | 03 Mar 2026 | Direct | ||
| Kathy Yamada | CBNK | Common Stock | Tax liability | -0.08% | -48 | 60,952 | 03 Mar 2026 | Direct | ||
| Kathy Yamada | CBNK | Common Stock | Options Exercise | 0.22% | 135 | 61,000 | 03 Mar 2026 | Direct | ||
| Kathy Yamada | CBNK | Restricted Stock Units | Options Exercise | -25% | -135 | 404 | 03 Mar 2026 | Direct | ||
| Eric M. Suss | CBNK | Common Stock | Tax liability | -0.14% | -81 | 59,470 | 03 Mar 2026 | Direct | ||
| Eric M. Suss | CBNK | Common Stock | Options Exercise | 0.38% | 228 | 59,551 | 03 Mar 2026 | Direct | ||
| Eric M. Suss | CBNK | Restricted Stock Units | Options Exercise | -25% | -228 | 684 | 03 Mar 2026 | Direct | ||
| Steven M. Poynot | CBNK | Common Stock | Tax liability | -6.01% | -101 | 1,579 | 03 Mar 2026 | Direct | ||
| Steven M. Poynot | CBNK | Common Stock | Options Exercise | 20.3% | 283 | 1,680 | 03 Mar 2026 | Direct | ||
| Steven M. Poynot | CBNK | Restricted Stock Units | Options Exercise | -25% | -283 | 848 | 03 Mar 2026 | Direct | ||
| Anguel Lindarev | CBNK | Common Stock | Tax liability | -10.2% | -59 | 518 | 03 Mar 2026 | Direct | ||
| Anguel Lindarev | CBNK | Common Stock | Options Exercise | 40.4% | 166 | 577 | 03 Mar 2026 | Direct | ||
| Anguel Lindarev | CBNK | Restricted Stock Units | Options Exercise | -25% | -166 | 498 | 03 Mar 2026 | Direct | ||
| Jeffrey Kaye | CBNK | Common Stock | Tax liability | -35.6% | -74 | 134 | 03 Mar 2026 | Direct | ||
| Jeffrey Kaye | CBNK | Common Stock | Options Exercise | 208 | 208 | 03 Mar 2026 | Direct | |||
| Jeffrey Kaye | CBNK | Restricted Stock Units | Options Exercise | -25.1% | -208 | 622 | 03 Mar 2026 | Direct | ||
| Gary M. Kausmeyer | CBNK | Common Stock | Tax liability | -0.73% | -49 | 6,643 | 03 Mar 2026 | Direct | ||
| Gary M. Kausmeyer | CBNK | Common Stock | Options Exercise | 2.07% | 136 | 6,692 | 03 Mar 2026 | Direct | ||
| Gary M. Kausmeyer | CBNK | Restricted Stock Units | Options Exercise | -25.1% | -136 | 405 | 03 Mar 2026 | Direct | ||
| Karl Dicker | CBNK | Common Stock | Tax liability | -0.15% | -90 | 59,766 | 03 Mar 2026 | Direct | ||
| Karl Dicker | CBNK | Common Stock | Options Exercise | 0.43% | 254 | 59,856 | 03 Mar 2026 | Direct | ||
| Karl Dicker | CBNK | Restricted Stock Units | Options Exercise | -25% | -254 | 761 | 03 Mar 2026 | Direct | ||
| Jacob Dalaya | CBNK | Common Stock | Tax liability | -14.3% | -95 | 570 | 03 Mar 2026 | Direct | ||
| Jacob Dalaya | CBNK | Common Stock | Options Exercise | 53.9% | 233 | 665 | 03 Mar 2026 | Direct | ||
| Jacob Dalaya | CBNK | Restricted Stock Units | Options Exercise | -25.1% | -233 | 696 | 03 Mar 2026 | Direct | ||
| Scot Richard Browning | CBNK | Common Stock | Tax liability | -0.01% | -74 | 517,551 | 03 Mar 2026 | Direct | ||
| Scot Richard Browning | CBNK | Common Stock | Options Exercise | 0.04% | 207 | 517,625 | 03 Mar 2026 | Direct | ||
| Scot Richard Browning | CBNK | Restricted Stock Units | Options Exercise | -25.1% | -207 | 618 | 03 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Common Stock | Tax liability | -0.21% | -324 | 153,085 | 03 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Common Stock | Options Exercise | 0.47% | 717 | 153,409 | 03 Mar 2026 | Direct | ||
| Edward F. Barry | CBNK | Restricted Stock Units | Options Exercise | -25% | -717 | 2,151 | 03 Mar 2026 | Direct | ||
| James F. Whalen | CBNK | Common Stock | Options Exercise | 50.4% | 1,081 | 3,226 | 03 Mar 2026 | Direct | ||
| James F. Whalen | CBNK | Restricted Stock Units | Options Exercise | -100% | -1,081 | 0 | 03 Mar 2026 | Direct | ||
| Mary Ann Scully | CBNK | Common Stock | Options Exercise | 4% | 541 | 14,077 | 03 Mar 2026 | Direct | ||
| Mary Ann Scully | CBNK | Restricted Stock Units | Options Exercise | -100% | -541 | 0 | 03 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.