Capital Bancorp director exercises 2,750 options
Whalen also reported four remaining option positions, with expirations through March 2, 2031, and 1,836 restricted stock units vesting March 2, 2027.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Capital Bancorp Inc director James F. Whalen exercised 2,750 stock options at $26.41 per share on September 29, 2026, acquiring 2,750 common shares. On that date, 2,011 shares were delivered or withheld for payment of exercise price or tax liability, at $36.12 per share. Reported indirect common-stock positions included 668,554 shares in James F. Whalen Revocable Trust, 58,400 in an IRA, 240,409 in Whalen Family, LLC, and 2,821 each in NMW Investments LLC and KAW Investments LLC. Remaining options covered 3,485, 4,400, 4,000 and 7,096 shares at exercise prices of $23.54, $24.20, $30.51 and $29.41, expiring January 1, 2028; January 1, 2029; March 3, 2030; and March 2, 2031, respectively. He also reported 1,836 restricted stock units vesting March 2, 2027.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Options F1 | 2,750 | $0.00 | $0.00 |
| Exercise | Common Stock | 2,750 | $26.41 | $73K |
| Exercise Price or Tax Liability | Common Stock | 2,011 | $36.12 | $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 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
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
Key Terms
Stock Options financial
Restricted Stock Unit financial
exercise price financial
annual installments financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many CBNK options did James F. Whalen exercise?
AI-generated analysis. How Rhea-AI works. Not financial advice.