Comparable stake leader
WELLINGTON MANAGEMENT GROUP LLP
SEC ownership of California BanCorp \ CA
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001795815.
Disclosed value leader
WELLINGTON MANAGEMENT GROUP LLP
Comparable rows
50/50
Latest evidence
20 Aug 2026
- Public ticker
- BCAL on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
WELLINGTON MANAGEMENT GROUP LLP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
WELLINGTON MANAGEMENT GROUP LLP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
20 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001795815
- Issuer location
- San Diego, CA
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 California BanCorp \ CA (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
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
50/50
Latest evidence
20 Aug 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.6%
13D/G row: WELLINGTON MANAGEMENT GROUP LLP
Showing 1-8 of 50 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 7.6%.
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 WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.
Comparable ownership
Top 5
WELLINGTON MANAGEMENT GROUP LLP
7.6%
FJ Capital Management LLC
6.3%
ALLIANCEBERNSTEIN L.P.
6.1%
BlackRock, Inc.
5.6%
ENDEAVOUR CAPITAL ADVISORS INC
5.4%
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 |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
Company
|
7.6%
|
$51,001,274
2,447,278 shares
|
-$9,076,966 | 30 Jun 2026 |
| FJ Capital Management LLC |
13F
13D/G
Company
|
6.3%
from 13D/G
|
$42,816,489
2,054,534 shares
|
— | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
6.1%
|
$40,682,410
1,952,131 shares
|
-$8,237,844 | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.6%
from 13D/G
|
$40,129,483
1,925,599 shares
|
— | 30 Jun 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC |
13F
13D/G
Company · Jonah Marcus
|
5.4%
from 13D/G
|
$34,503,517
1,655,639 shares
|
— | 30 Jun 2026 |
| Castle Creek Capital Partners VI, LP |
13D/G
3/4/5
10%+ Owner
|
4.7%
|
$28,037,174
1,522,105 shares
|
$0 | 31 Dec 2025 |
| Fourthstone LLC |
13D/G
|
4%
|
$21,707,252
1,301,394 shares
|
-$18,477,837 | 30 Sep 2025 |
| David I. Rainer |
3/4/5
Chairman and CEO, Director
|
1.6%
|
$10,373,255
497,757 shares
|
-$1,425,000 | 02 Aug 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: -$2,052,188.
Buys
$0
Insiders: 0
Sells
$2,052,188
Insiders: 4
Net
-$2,052,188
Shares: -107,500
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 107,500
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 7,500 | $0 | $158,948 | -$158,948 |
| 3-6 | 0 | 100,000 | $0 | $1,893,240 | -$1,893,240 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 27 reporting-owner rows connected to California BanCorp \ CA. Open a relationship link for the CIK-to-CIK filing trail.
Rows
27
Largest Forms 3/4/5 holder
John Farkash
Net 12M change
-$2,052,188
Latest report
20 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John Farkash | 10%+ Owner | $29,330,861 | Mixed | 27 Feb 2024 | ||
| David I. Rainer | Chairman and CEO, Director | $10,373,255 | -$1,425,000 | -12% | Median | 02 Aug 2026 |
| Stephen A. Cortese | Director | $8,368,908 | Median | 20 Aug 2026 | ||
| Frank di Tomaso | Director | $7,371,365 | Mixed | 01 Jun 2026 | ||
| Thomas G. Dolan | EVP / Bancorp CFO/ CSO | $6,600,132 | Median | 11 Aug 2026 | ||
| Rochelle G. Klein | Director | $4,580,766 | Mixed | 01 Jun 2026 | ||
| Thomas J. Dolan | EVP / Bancorp CFO/ COO | $4,213,443 | Mixed | 10 May 2023 | ||
| Andrew J. Armanino | Director | $4,019,418 | Median | 20 Aug 2026 | ||
| Richard Hernandez | President | $2,294,005 | -$325,040 | -12% | Mixed | 02 Aug 2026 |
| Kevin J. Cullen | Director | $2,013,380 | Median | 20 Aug 2026 | ||
| Steven E. Shelton | Chief Executive Officer, Director | $1,872,610 | Mixed | 02 Aug 2025 | ||
| Michelle Wirfel | EVP, Chief Operating Officer | $1,800,220 | Median | 02 Aug 2026 | ||
| Lester Machado | Director | $1,534,956 | -$158,948 | -9.4% | Mixed | 31 Jul 2026 |
| Anne A. Williams | Director | $1,278,759 | Mixed | 01 Jun 2026 | ||
| Martin Liska | EVP / Chief Risk Officer | $1,116,023 | Median | 11 Aug 2026 | ||
| Jean Carandang | Bank Chief Financial Officer | $902,062 | -$143,200 | -14% | Median | 02 Aug 2026 |
| SA THOMAS A | Chief Operating Officer | $900,992 | Mixed | 02 Aug 2024 | ||
| Peter Nutz | EVP/ Chief Credit Officer | $855,212 | Median | 02 Aug 2026 | ||
| Merchant Manisha | EVP / Chief Legal Officer | $752,591 | Median | 02 Aug 2026 | ||
| David J. Volk | Director | $742,248 | Mixed | 01 Jun 2026 |
Recent insider transactions for California BanCorp \ CA
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Kevin J. Cullen | BCAL | Common Stock | Award | 6.15% | 1,025 | 17,704 | 20 Aug 2026 | Direct | ||
| Andrew J. Armanino | BCAL | Common Stock | Award | 6.15% | 1,025 | 17,704 | 20 Aug 2026 | Direct | ||
| Stephen A. Cortese | BCAL | Common Stock | Award | 0.29% | 1,025 | 354,848 | 20 Aug 2026 | Direct | ||
| Martin Liska | BCAL | Common Stock | Other | 3.63% | 1,257 | 35,842 | 11 Aug 2026 | MACH4 Trust | ||
| Martin Liska | BCAL | Common Stock | Other | -6.63% | -1,257 | 17,710 | 11 Aug 2026 | Direct | ||
| Thomas G. Dolan | BCAL | Common Stock | Other | 1.28% | 3,352 | 264,525 | 11 Aug 2026 | THOMAS G DOLAN LIVING TRUST DATED 8/9/2016 | ||
| Thomas G. Dolan | BCAL | Common Stock | Other | -6.04% | -3,352 | 52,180 | 11 Aug 2026 | Direct | ||
| Thomas G. Dolan | BCAL | Common Stock | Tax liability | -3.27% | -1,877 | 55,532 | 02 Aug 2026 | Direct | ||
| Martin Liska | BCAL | Common Stock | Tax liability | -3.58% | -704 | 18,967 | 02 Aug 2026 | Direct | ||
| Peter Nutz | BCAL | Common Stock | Tax liability | -2.24% | -939 | 41,037 | 02 Aug 2026 | Direct | ||
| Merchant Manisha | BCAL | Common Stock | Tax liability | -2.53% | -939 | 36,113 | 02 Aug 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -1.6% | -1,407 | 86,383 | 02 Aug 2026 | Direct | ||
| Joann Yeung | BCAL | Common Stock | Tax liability | -2.06% | -704 | 33,424 | 02 Aug 2026 | Direct | ||
| David I. Rainer | BCAL | Common Stock | Tax liability | -2.43% | -3,518 | 141,410 | 02 Aug 2026 | Direct | ||
| Richard Hernandez | BCAL | Common Stock | Tax liability | -1.93% | -1,407 | 71,528 | 02 Aug 2026 | Direct | ||
| Jean Carandang | BCAL | Common Stock | Tax liability | -1.96% | -704 | 35,285 | 02 Aug 2026 | Direct | ||
| Lester Machado | BCAL | Common Stock | Other | 20.5% | 9,142 | 53,712 | 31 Jul 2026 | Lester Machado & Robert M Pedersen TR UA 03/13/14 Machado-Pedersen Family Trust | ||
| Lester Machado | BCAL | Common Stock | Other | -40.8% | -9,142 | 13,249 | 31 Jul 2026 | Direct | ||
| Lester Machado | BCAL | Common Stock | Sale | -25.1% | $158,948 | $21.19 | -7,500 | 22,391 | 31 Jul 2026 | Direct |
| Lester Machado | BCAL | Common Stock | Options Exercise | 33.5% | 7,500 | 29,891 | 31 Jul 2026 | Direct | ||
| Lester Machado | BCAL | Stock Options | Options Exercise | -100% | -7,500 | 0 | 31 Jul 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.11% | -93 | 87,790 | 21 Jun 2026 | Direct | ||
| Jean Carandang | BCAL | Common Stock | Tax liability | -3.19% | -1,185 | 35,989 | 08 Jun 2026 | Direct | ||
| Andrew J. Armanino | BCAL | Common Stock | Award | 23.7% | 3,196 | 16,679 | 01 Jun 2026 | Direct | ||
| Stephen A. Cortese | BCAL | Common Stock | Award | 0.91% | 3,196 | 353,823 | 01 Jun 2026 | Direct | ||
| David J. Volk | BCAL | Common Stock | Award | 11.3% | 3,196 | 31,391 | 01 Jun 2026 | Direct | ||
| Kevin J. Cullen | BCAL | Common Stock | Award | 23.7% | 3,196 | 16,679 | 01 Jun 2026 | Direct | ||
| Frank di Tomaso | BCAL | Common Stock | Award | 1.29% | 3,196 | 250,580 | 01 Jun 2026 | Direct | ||
| Anne A. Williams | BCAL | Common Stock | Award | 37% | 3,196 | 11,828 | 01 Jun 2026 | Direct | ||
| Frank L. Muller | BCAL | Common Stock | Award | 9.2% | 3,196 | 37,933 | 01 Jun 2026 | Direct | ||
| Lester Machado | BCAL | Common Stock | Award | 16.6% | 3,196 | 22,391 | 01 Jun 2026 | Direct | ||
| Rochelle G. Klein | BCAL | Common Stock | Award | 9.88% | 3,196 | 35,539 | 01 Jun 2026 | Direct | ||
| Kevin J. Cullen | BCAL | Common Stock | Award | 8.36% | 1,040 | 13,483 | 21 May 2026 | Direct | ||
| Stephen A. Cortese | BCAL | Common Stock | Award | 0.3% | 1,040 | 350,627 | 21 May 2026 | Direct | ||
| Andrew J. Armanino | BCAL | Common Stock | Award | 8.36% | 1,040 | 13,483 | 21 May 2026 | Direct | ||
| Richard Hernandez | BCAL | Common Stock | Sale | -18.9% | $325,040 | $19.12 | -17,000 | 72,935 | 08 May 2026 | Direct |
| David I. Rainer | BCAL | Common Stock | Sale | -17.4% | $1,425,000 | $19.00 | -75,000 | 356,347 | 07 May 2026 | DAVID AND ANNE RAINER TRUST U/A DTD 05/07/1997 |
| Richard Hernandez | BCAL | Common Stock | Tax liability | -1.33% | -1,208 | 89,935 | 05 May 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.13% | -115 | 87,883 | 28 Apr 2026 | Direct | ||
| Peter Nutz | BCAL | Common Stock | Tax liability | -0.34% | -143 | 41,976 | 20 Apr 2026 | Direct | ||
| Thomas G. Dolan | BCAL | Common Stock | Other | 2% | 5,114 | 261,173 | 15 Apr 2026 | THOMAS G DOLAN LIVING TRUST DATED 8/9/2016 | ||
| Thomas G. Dolan | BCAL | Common Stock | Other | -8.18% | -5,114 | 57,409 | 15 Apr 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.17% | -154 | 87,998 | 12 Apr 2026 | Direct | ||
| Martin Liska | BCAL | Common Stock | Other | 11.9% | 3,674 | 34,585 | 10 Apr 2026 | MACH4 Trust | ||
| Martin Liska | BCAL | Common Stock | Other | -15.7% | -3,674 | 19,671 | 10 Apr 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.67% | -595 | 88,152 | 25 Mar 2026 | Direct | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.1% | -93 | 88,747 | 21 Mar 2026 | Direct | ||
| Thomas G. Dolan | BCAL | Common Stock | Gift | -0.79% | -2,050 | 256,059 | 16 Mar 2026 | THOMAS G DOLAN LIVING TRUST DATED 8/9/2016 | ||
| Thomas G. Dolan | BCAL | Common Stock | Gift | -0.79% | -2,050 | 258,109 | 13 Mar 2026 | THOMAS G DOLAN LIVING TRUST DATED 8/9/2016 | ||
| Michelle Wirfel | BCAL | Common Stock | Tax liability | -0.71% | -635 | 88,840 | 08 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.