Welcome to our dedicated page for California Bancorp SEC filings (Ticker: BCAL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for California BanCorp (NASDAQ: BCAL), the San Diego-based bank holding company for California Bank of Commerce, N.A. As a public company with a commercial banking subsidiary, California BanCorp files a variety of regulatory documents that describe its financial condition, operating results, and governance.
Among the key filings are current reports on Form 8-K, which the Company uses to furnish earnings releases and investor presentations for specific quarters. These 8-K filings typically include exhibits with detailed information on net income, net interest margin, loan and deposit balances, credit quality, capital ratios, and the impact of corporate events such as the merger of equals that created the current California BanCorp and California Bank of Commerce, N.A. structure.
Through this filings page, users can review how California BanCorp reports on topics such as balance sheet derisking, changes in funding mix, capital management actions, and Board or executive changes disclosed under the appropriate 8-K items. Filings related to results of operations and financial condition, as well as governance and compensation matters, are organized chronologically for research and comparison.
Stock Titan enhances these filings with AI-powered summaries that highlight the main points of lengthy documents and clarify technical language. Real-time updates from EDGAR help ensure that new 8-Ks and other SEC submissions appear promptly, while structured access to exhibits supports deeper analysis of earnings materials and other disclosures relevant to BCAL’s commercial banking franchise in California.
California BanCorp EVP and Chief Operating Officer Michelle Wirfel reported a tax-related share disposition. On the vesting of a previously granted award, 595 shares of common stock were delivered at $17.55 per share to satisfy her tax liability. After this non-market tax-withholding event, she directly holds 88,151.93 shares of common stock.
California BanCorp EVP and COO Michelle Wirfel reported a small, routine tax-related share disposition. On the vesting of a previously granted equity award, 93 shares of Common Stock were withheld at $17.32 per share to cover her tax liability. After this transaction, she directly holds 88,746.93 shares of California BanCorp common stock. This was a compensation-related tax withholding, not an open-market sale.
California BanCorp EVP and CFO Thomas G. Dolan, through the THOMAS G DOLAN LIVING TRUST DATED 8/9/2016, made bona fide gifts of a total of 4,100 shares of California BanCorp common stock on March 13, 2026 and March 16, 2026.
Each gift transferred 2,050 shares at a stated price of $0.00 per share. After these gifts, the trust still holds 256,059 shares indirectly, and Dolan also holds 62,523 shares directly, indicating the transactions represent a small portion of his overall reported holdings.
California BanCorp reports a growing California-focused commercial banking franchise with a strong emphasis on small and mid-sized businesses. As of December 31, 2025, it had total assets of $4.03 billion, loans of $3.06 billion, deposits of $3.37 billion, and shareholders’ equity of $576.6 million.
The company completed its all-stock merger with California BanCorp (CALB) on July 31, 2024, creating a bank holding company with about $4.25 billion in assets, 14 branches and roughly 300 employees, and paying total consideration of $216.6 million, which generated $73.1 million of goodwill.
The loan book is heavily weighted to commercial real estate and C&I lending, supported by SBA programs, and is concentrated in California. Deposits are diversified, with noninterest-bearing demand deposits of $1.18 billion, or 35.0% of total deposits, and active use of reciprocal and treasury services. Extensive risk disclosures highlight exposure to interest rates, CRE concentrations, California’s economy, liquidity, technology and regulatory changes.
California BanCorp announced that its Board of Directors has declared a regular quarterly cash dividend of $0.10 per share on its common stock. The dividend will be paid on April 15, 2026 to shareholders of record as of the close of business on March 24, 2026.
California BanCorp, the holding company for California Bank of Commerce, N.A., is a San Diego-based bank holding company offering financial products and services through 14 branch offices and four loan production offices serving customers across California.
California BanCorp EVP and COO Michelle Wirfel reported a routine tax-related share disposition. On the vesting of a prior equity award, 635 shares of common stock were automatically withheld and disposed of at $17.96 per share to satisfy her tax liability. After this non‑market transaction, she directly holds 88,839.93 shares of California BanCorp common stock.
California BanCorp Bank Chief Financial Officer Jean Carandang sold 8,000 shares of common stock on March 6, 2026 at $17.90 per share in an open-market transaction. This was reported as a direct ownership sale.
After the sale, she directly held 37,174.16 common shares and indirectly held 8,000 common shares through an IRA.
California BanCorp EVP and COO Michelle Wirfel reported two stock transactions. On March 2, 2026, she received a grant of 13,461 restricted stock units that will vest in substantially equal annual installments over a two-year period beginning March 1, 2027. On March 1, 2026, 256 shares of common stock were disposed at $18.31 per share to cover taxes triggered by the vesting of an earlier equity award.
California BanCorp EVP and Chief Credit Officer Peter Nutz reported a mix of equity award activity and tax-related share dispositions in company common stock. He received a grant of 11,445 restricted stock units on March 2, 2026 at $0.00 per share. According to the filing, these units will be issued upon vesting and will vest annually in substantially equal installments over a two-year period beginning on March 1, 2027. On March 1, 2026, a total of 1,849 shares were disposed of at $18.31 per share to satisfy his tax liabilities upon the vesting of a previously granted award.
California BanCorp executive Martin Liska reported both an equity grant and related tax-share disposals in recent Form 4 filings. On March 2, 2026, Liska received 5,450 restricted stock units of common stock at no cost, scheduled to vest in substantially equal annual installments over three years beginning March 1, 2027.
On March 1, 2026, a total of 2,574 shares of common stock were disposed of at $18.31 per share to satisfy tax liabilities arising from the vesting of a previously granted award. Following these transactions, Liska held common stock directly and also indirectly through the MACH4 Trust, which reported holding 30,911 shares of common stock as of March 1, 2026.