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AllianceBernstein L.P. reported beneficial ownership of common stock of California BanCorp as of June 30, 2026. AllianceBernstein holds 1,952,131 shares of California BanCorp common stock, representing 6.1% of the outstanding class. These shares are held in client discretionary investment advisory accounts and are described as acquired solely for investment purposes.
AllianceBernstein has sole voting power and sole dispositive power over all 1,952,131 shares, with no shared voting or dispositive power reported.
Wellington Management Group LLP and affiliated entities report beneficial ownership of 2,447,278 shares of California BanCorp common stock on a Schedule 13G/A (Amendment No. 2). This represents 7.61% of the outstanding class as of the reported date.
The Wellington entities report 0 shares with sole voting or dispositive power, and 1,828,948 shares with shared voting power. They report 2,447,278 shares with shared dispositive power, held of record by clients of one or more Wellington investment advisers. Those clients have rights to dividends and sale proceeds, and no single client is known to hold more than five percent of the class.
California BanCorp (BCAL) executive vice president and CFO Thomas G. Dolan reported an internal reallocation of holdings involving 6,704 shares of common stock. On August 11, 2026, he disposed of 3,352 shares from his direct holdings and simultaneously acquired 3,352 shares in the THOMAS G DOLAN LIVING TRUST DATED 8/9/2016, as noted in a footnote stating the shares were transferred to his living trust account. After these restructuring transactions, Dolan held 52,180 shares directly and 264,525 shares indirectly through the trust, with no cash consideration reported.
California BanCorp (BCAL) executive Liska Martin, EVP / Chief Risk Officer, reported an internal share reallocation involving 2,514 shares of common stock coded as "other acquisition or disposition." On 2026-08-11, 1,257 shares moved out of Martin’s direct holdings and the same 1,257 shares were transferred into the MACH4 Trust, described as the reporting person’s living trust account. Following these moves, Martin held 17,710 shares directly and 35,842 shares indirectly through the trust. The filing does not indicate use of a Rule 10b5-1 trading plan.
California BanCorp reported Q2 2026 net income of $14,300 thousand (basic EPS $0.44), very close to Q2 2025’s $14,099 thousand, on net interest income of $43,354 thousand. For the first half of 2026, net income was $28,091 thousand versus $30,952 thousand in the prior-year period.
Total assets were $4,025,259 thousand at June 30, 2026, including loans held for investment of $3,094,753 thousand and deposits of $3,359,105 thousand. Credit quality improved: nonaccrual loans declined to $8,922 thousand from $16,086 thousand at year-end 2025, and year-to-date net charge-offs were $157 thousand.
The allowance for loan losses remained stable at $34,860 thousand, while separate reserves for unfunded commitments were $1,769 thousand. Shareholders’ equity increased to $586,640 thousand, aided by earnings but offset by higher unrealized losses on securities. In the first half, the company paid $6,497 thousand in common dividends and repurchased 512,509 shares for $9,408 thousand.
California BanCorp director Lester Machado reported a series of July 31, 2026 transactions involving stock options and common shares. He exercised options for 7,500 shares of common stock at an exercise price of $12.96 per share, then sold 7,500 shares at a weighted average price of $21.193 per share, with individual trades ranging from $21.03 to $21.37. In a separate step, he transferred 9,142 shares from direct ownership into the Machado-Pedersen Family Trust, which now holds 53,712 shares of California BanCorp common stock indirectly for him.
California BanCorp executive Thomas G. Dolan, EVP and Bancorp CFO/CSO, reported a tax-withholding disposition of 1,877 shares of common stock on August 2, 2026 at $21.30 per share. The shares were delivered to satisfy tax liability from a vesting equity award. After this, he held 55,532 shares directly and reported indirect ownership of 261,173 shares through the Thomas G Dolan Living Trust dated 8/9/2016.
California BanCorp EVP and Chief Risk Officer Liska Martin reported a disposition of 704.0000 shares of common stock on August 2, 2026 at $21.3000 per share. The shares were disposed to satisfy tax liability upon vesting of a prior award. After this, Martin held 18967.0000 shares directly and 34585.0000 shares indirectly through the MACH4 Trust.
California BanCorp executive Peter Nutz, EVP and Chief Credit Officer, reported a tax-withholding disposition of 939 shares of common stock on 2026-08-02 at $21.30 per share. The shares were delivered to cover taxes on the vesting of a previously granted award, leaving him with 41,037.08 directly owned shares. The transaction was not reported as made under a Rule 10b5-1 trading plan.