Welcome to our dedicated page for Capital Bancorp SEC filings (Ticker: CBNK), 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.
Capital Bancorp, Inc. filings document the regulatory disclosures of a Maryland bank holding company for Capital Bank, N.A. Recent Form 8-K reports cover quarterly and annual financial results, investor presentations, cash dividends, stock repurchase authorization, subordinated note redemption, and other material corporate events.
The company’s proxy and governance filings describe board structure, director elections and appointments, committee assignments, executive compensation, equity awards, and shareholder voting matters. Officer employment agreements and related compensatory arrangements appear in current reports, while capital-structure disclosures address common stock activity and bank holding company financing instruments.
Capital Bancorp Inc Chief Executive Officer Barry Edward reported multiple equity award transactions in common stock and restricted stock units on February 15, 2026. He exercised restricted stock units covering 2,570 and 2,803 units, converting them into the same number of common shares at a price of $0.00 per share.
To satisfy tax obligations tied to these awards, he disposed of 1,296 and 1,278 shares of common stock at a price of $31.79 per share in tax-withholding transactions, not open‑market sales. Following these transactions, he directly owned 152,692 shares of common stock and also reported indirect ownership of 220,004 common shares held by his spouse.
Joshua Bernstein reports a significant ownership stake in Capital Bancorp, Inc. He beneficially owns 873,536 shares of Capital Bancorp common stock, representing 5.3% of the company’s outstanding shares based on 16,373,288 shares outstanding as of December 31, 2025.
The position includes 89,828 shares held directly, plus indirect holdings through Bernstein Fund Limited Partnership, SandBern Ventures, LLC, and shares held in his late father’s estate. It also includes 2,108 shares underlying stock options exercisable within 60 days of December 31, 2025, while 7,478 unvested option and restricted stock unit shares are excluded.
Capital Bancorp, Inc. investor James F. Whalen reports beneficial ownership of 982,716 shares of common stock, representing 6.0% of the class based on 16,373,288 shares outstanding as of December 31, 2025.
The stake includes shares he holds directly, through a revocable trust, an IRA, family LLCs, and 7,566 shares underlying options exercisable within 60 days, while 8,150 additional option and restricted stock unit shares that are still subject to vesting are excluded.
Capital Bancorp, Inc. shareholder Randall J. Levitt filed an amended Schedule 13G reporting beneficial ownership of 970,005 shares of Capital Bancorp common stock, equal to 5.9% of the class based on 16,373,288 shares outstanding as of December 31, 2025.
Levitt has sole voting and dispositive power over 273,249 shares, including stock options currently exercisable and shares held through the Randall James Levitt Revocable Trust. He shares voting and dispositive power over 696,756 shares held through various family-related trusts and entities. The filing notes that he disclaims beneficial ownership of an additional 150,100 shares held by other family accounts and entities, and it also excludes 5,908 unvested option and restricted stock unit shares.
Capital Bancorp, Inc. approved a new employment agreement with Steven M. Poynot as President and Chief Executive Officer of Capital Bank, N.A. and Chief Operating Officer of the company. The agreement runs from January 1, 2026 through December 31, 2028, with automatic one-year renewals.
Mr. Poynot will receive a base salary of $455,000, with eligibility for annual incentive pay up to 100% of salary, paid 60% in cash and 40% in restricted stock units, plus an annual stock award up to 30% of salary split between stock options and restricted stock units. The contract includes severance protections after certain terminations, particularly around a change in control, and continues his participation in existing benefit and deferred compensation plans, along with confidentiality and non-solicitation obligations.
Capital Bancorp Inc. executive vice president and chief information officer Anguel Lindarev reported equity award activity involving company stock. On 03/18/2025, 584 shares of common stock were acquired at $0 through the exercise of restricted stock units, and 173 shares were disposed of at $28.49 per share, leaving 411 common shares beneficially owned directly.
Following these transactions, Lindarev also holds derivative awards: 1,166 restricted stock units, stock options for 2,462 shares at an exercise price of $30.51 expiring on 03/03/2030, stock options for 1,750 shares at $20.18 expiring on 03/18/2029, and 664 restricted stock units. Footnotes state these restricted stock units each represent the right to receive one share of common stock and vest in scheduled annual installments.
Capital Bancorp, Inc. filed an amended current report to update the payment date of its regular quarterly cash dividend. The Board had declared a $0.12 per share dividend on January 23, 2026, payable on February 25, 2026 to stockholders of record on February 9, 2026. The amendment states that only the dividend payment date disclosure is being corrected, with no other changes to the prior report or its exhibits.
Capital Bancorp, Inc. furnished its unaudited financial results for the three months and year ended December 31, 2025, by issuing a press release and investor presentation. These materials are provided as exhibits and are treated as furnished, not filed, under securities laws.
The Board of Directors also declared a $0.12 per share cash dividend, payable on February 28, 2026 to stockholders of record as of February 9, 2026. The filing lists the press release and investor presentation as Exhibits 99.1 and 99.2.
Capital Bancorp Inc. director reports option exercise and updates transaction date. Director Jerome R. Bailey exercised stock options for 4,250 shares of Capital Bancorp Inc. common stock on 12/12/2025 at an exercise price of $ 13.89 per share, increasing his directly held common stock to 56,093 shares. He also reports indirect ownership of 82,797 common shares through The Jerome R Bailey Revocable Living Trust.
The filing shows this was an amendment to a prior report filed on 12/15/2025, with the transaction date updated. After the exercise, the derivative table lists remaining stock options covering 2,250, 3,485, 3,400 and 4,000 shares with exercise prices of $ 26.41, $ 23.54, $ 24.2 and $ 30.51, respectively, plus 1,081 Restricted Stock Units, each representing the right to receive one share of common stock that will vest on 3/3/2026.
Capital Bancorp Inc. director reports stock option exercise and updated holdings. On 12/16/2025, a director of Capital Bancorp Inc. exercised stock options to acquire 1,250 shares of common stock at a price of $13.89 per share. Following this transaction, the director directly owned 2,145 common shares. The filing also lists substantial indirect ownership, including 668,554 shares held by the James F. Whalen Revocable Trust, 58,400 shares held by an IRA, 240,409 shares held by Whalen Family, LLC, and 2,821 shares each held by NMW Investments LLC and KAW Investments LLC. Remaining derivative holdings include stock options covering 2,750, 3,485, 4,400 and 4,000 shares at exercise prices between $23.54 and $30.51, as well as 1,081 restricted stock units that are scheduled to vest on 3/3/2026.