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.
California BanCorp filings document regulatory disclosures for a registered bank holding company and its wholly owned subsidiary, California Bank of Commerce, N.A. The company’s Form 8-K reports cover quarterly and annual earnings releases, Regulation FD investor presentations, cash dividend declarations, and material credit-related events affecting bank assets.
Its proxy and governance filings describe annual meeting matters, director and executive compensation topics, shareholder voting procedures, and board oversight. Other current reports document executive transitions, employment agreements, separation arrangements, and related compensatory matters, providing formal records of governance, capital actions, operating results, and bank holding company disclosure obligations.
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.
California BanCorp Executive Chairman David I. Rainer reported a mix of stock grants and tax-related share dispositions. On March 2, 2026, he received two restricted stock unit awards covering 65,396 and 28,774 shares of common stock at no cost. According to the footnotes, the first award will be issued upon vesting in substantially equal installments on March 1, 2028 and March 1, 2029, and the second will vest annually in substantially equal installments over a two-year period beginning on March 1, 2027. On March 1, 2026, dispositions of 613 and 5,206 shares at $18.31 per share satisfied tax liabilities from a previously granted award rather than open-market sales. The filing also notes 431,347 shares of common stock held indirectly through the DAVID AND ANNE RAINER TRUST U/A DTD 05/07/1997.
California BanCorp EVP and CFO Thomas G. Dolan reported equity compensation and related tax withholding transactions. He received two restricted stock unit grants covering 19,619 and 15,941 shares of common stock, which vest between March 2027 and March 2029. Separately, 3,002 and 336 shares were withheld at $18.31 per share to satisfy taxes on a previously vested award.