Capital Bancorp director acquires 2,750 shares
Beyond the exercised options, four option positions remain, while 1,836 restricted stock units are scheduled to vest March 2, 2027.
Rhea-AI Filing Summary
Capital Bancorp Inc director Steven Jay Schwartz exercised options on September 22, 2026, to acquire 2,750 common shares at an exercise price of $26.41 per share. His reported direct common-stock holdings after the exercise were 72,706 shares.
A separate indirect position through Prudent Investments, LLC comprised 663,313 shares. The reported positions also include four stock-option lots covering 3,485, 4,400, 4,000 and 7,096 underlying shares, and 1,836 restricted stock units scheduled to vest March 2, 2027.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,750 shares exercised/converted
Exercise
8 txns
Insider
Schwartz Steven Jay
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Options F1 | 2,750 | $0.00 | $0.00 |
| Exercise | Common Stock | 2,750 | $26.41 | $73K |
| holding | Stock Options F1 | -- | -- | -- |
| holding | Stock Options F1 | -- | -- | -- |
| holding | Stock Options F1 | -- | -- | -- |
| holding | Stock Options F1 | -- | -- | -- |
| holding | Restricted Stock Units F2, F3 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Options — 18,981 contracts (Direct);
Common Stock — 72,706 shares (Direct);
Restricted Stock Units — 1,836 contracts (Direct);
Common Stock — 663,313 shares (Indirect, By Prudent Investments, LLC)
Footnotes (3)
- F1. The Stock Options vest in four equal annual installments beginning on the first anniversary of the date of grant.
- F2. Each Restricted Stock Unit represents the right to receive one share of common stock.
- F3. The Restricted Stock Unit will vest on 3/2/2027.
Key Figures
Shares acquired through option exercise: 2,750 shares
Exercise price: $26.41 per share
Direct common-stock holdings after exercise: 72,706 shares
+5 more
8 metrics
Shares acquired through option exercise
2,750 shares
September 22, 2026
Exercise price
$26.41 per share
Options exercised September 22, 2026
Direct common-stock holdings after exercise
72,706 shares
Following the September 22, 2026 exercise
Indirect common-stock position
663,313 shares
Held through Prudent Investments, LLC
Stock-option underlying shares
3,485 shares
Exercise price $23.54; expires January 1, 2028
Stock-option underlying shares
4,400 shares
Exercise price $24.20; expires January 1, 2029
Stock-option underlying shares
4,000 shares
Exercise price $30.51; expires March 3, 2030
Stock-option underlying shares
7,096 shares
Exercise price $29.41; expires March 2, 2031
Key Terms
Stock Options, Restricted Stock Unit, annual installments
3 terms
Stock Options financial
"The Stock Options vest in four equal annual installments"
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
Restricted Stock Unit financial
"Each Restricted Stock Unit represents the right to receive one share"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
annual installments financial
"vest in four equal annual installments beginning on the first anniversary of the date of grant"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What other CBNK option positions are listed for Steven Jay Schwartz?
The listed direct stock-option positions cover 3,485 underlying shares at $23.54, expiring January 1, 2028; 4,400 at $24.20, expiring January 1, 2029; 4,000 at $30.51, expiring March 3, 2030; and 7,096 at $29.41, expiring March 2, 2031.
When do Steven Jay Schwartz's CBNK restricted stock units vest?
The 1,836 restricted stock units are scheduled to vest on March 2, 2027. Each unit represents the right to receive one share of common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
