| (a) | Amount beneficially owned:
The aggregate number of shares of common stock, par value $0.01 per share ("Common Stock") beneficially owned by the reporting person is 971,566. 811 shares of Common Stock directly held by the reporting person over which the reporting person has shared voting and dispositive power; 4,241 shares of Common Stock underlying options that are currently exercisable as of September 30, 2026 over which the reporting person is deemed to have shared voting and dispositive power; 269,758 shares of Common Stock held by the Randall James Levitt Revocable Trust ("RJRT") over which the reporting person has shared voting and dispositive power; 392,000 shares of Common Stock held by BTC Trust Company of South Dakota ("BTC"), FBO the RSL Family Trust (formerly known as the Richard S. Levitt Fifth Trust) whose business affairs are managed by Nellis Corporation ("Nellis"), a company that employs the reporting person and at which he serves as Senior Advisor, over which the reporting person shares voting and dispositive power; 30,000 shares of Common Stock held by BTC, FBO Adam J. Tross 2012 B Trust, a trust that benefits one of Mr. Levitt's nephews and whose business affairs are managed by Nellis, over which the reporting person shares voting and dispositive power; 30,000 shares of Common Stock held by BTC, FBO Brian Z. Tross 2012 B Trust, a trust that benefits one of Mr. Levitt's nephews and whose business affairs are managed by Nellis, over which the reporting person shares voting and dispositive power; 30,700 shares of Common Stock held by the RJL Investment Company, LLC ("RJLIC"), which is owned by BTC in its capacity as the trustee of the Randall James Levitt 1968 B Trust, and managed by Precious Legacy, LLC, which is owned by RJRT, over which the reporting person shares voting and dispositive power; 60,000 shares of Common Stock held by Montrose Lending Group, LLC, a company that is (i) owned by (y) NC Associates Corporation ("NC"), a company 50 percent owned by RJRT, and (z) BTC, FBO the RSL Family 2011 Dynasty Trust and the JSL Family 2011 Dynasty Trust whose business affairs, respectively, are managed by Nellis and (ii) managed by NC, over which the reporting person shares voting and dispositive power; and 154,056 shares of Common Stock held by Maud Associates, LLC, a company that is 50 percent owned by a trust that benefits one of the reporting person's daughters and for which the reporting person acts as sole trustee, over which the reporting person shares voting and dispositive power.
On September 29, 2026, in connection with the Agreement and Plan of Merger (the "Merger Agreement") entered into by and between Peoples Bancorp Inc. ("PEBO") and Capital Bancorp, Inc. ("CBNK"), the Reporting Person entered into a Voting and Support Agreement with PEBO (the "Support Agreement"). Pursuant to the Support Agreement, the Reporting Person agreed, among other things, to vote all shares of CBNK common stock beneficially owned by the Reporting Person in favor of the approval of the Merger Agreement and against any competing acquisition proposal, and agreed not to transfer or dispose of such shares without the prior consent of PEBO, subject to certain limited exceptions.
As a result of the Support Agreement, the Reporting Person may be deemed to share voting and dispositive power over the 971,566 shares of CBNK common stock subject to the Support Agreement with PEBO. Neither the filing of this Amendment to Schedule 13G nor any of its contents shall be deemed to constitute an admission that the Reporting Person and PEBO constitute a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended, and the Reporting Person expressly disclaims membership in any such group.
This amount excludes 150,100 shares the reporting person disclaims, except to the extent of his pecuniary interest, including 16,800 shares owned by Needle Leaf Associates, LLC, a company owned by one of Mr. Levitt's daughters and her husband; 15,000 shares held by MAL Investment Company, LLC, which is owned by BTC, in its capacity as trustee of the Mark Alan Levitt 1966 B Trust, a trust that benefits Mr. Levitt's brother; 13,500 shares held by Beth L. Tross Revocable Trust, a trust that benefits Mr. Levitt's sister; 73,500 shares held by MAL Revocable Trust, a trust that benefits Mr. Levitt's brother; 20,000 shares held by BTC, FBO Beth L. Tross Legacy Trust, a trust that benefits Mr. Levitt's sister and the descendants of Mr. Levitt's brother-in-law; 5,000 shares held by Nathan R. Tross IRA, an account that benefits Mr. Levitt's brother-in-law; 1,000 shares held by Beth L. Tross IRA, an account that benefits Mr. Levitt's sister; 3,000 shares held in a joint account by Mr. Levitt's sister and brother-in-law; 300 shares held by Adam J. Tross, one of Mr. Levitt's nephews; and 2,000 shares held by Brian Z. Tross, one of Mr. Levitt's nephews. Also excludes 10,963 shares of Common Stock underlying options and restricted stock units that are subject to vesting. |
| (b) | Percent of class:
The aggregate percentage of the shares of Common Stock outstanding beneficially owned by the reporting person is 6.0% which is based on 16,328,648 shares of Common Stock outstanding as of September 30, 2026. This percentage excludes 150,100 shares the reporting person disclaims, except to the extent of his pecuniary interest, including 16,800 shares owned by Needle Leaf Associates, LLC, a company owned by one of Mr. Levitt's daughters and her husband; 15,000 shares held by MAL Investment Company, LLC, which is owned by BTC, in its capacity as trustee of the Mark Alan Levitt 1966 B Trust, a trust that benefits Mr. Levitt's brother; 13,500 shares held by Beth L. Tross Revocable Trust, a trust that benefits Mr. Levitt's sister; 73,500 shares held by MAL Revocable Trust, a trust that benefits Mr. Levitt's brother; 20,000 shares held by BTC, FBO Beth L. Tross Legacy Trust, a trust that benefits Mr. Levitt's sister and the descendants of Mr. Levitt's brother-in-law; 5,000 shares held by Nathan R. Tross IRA, an account that benefits Mr. Levitt's brother-in-law; 1,000 shares held by Beth L. Tross IRA, an account that benefits Mr. Levitt's sister; 3,000 shares held in a joint account by Mr. Levitt's sister and brother-in-law; 300 shares held by Adam J. Tross, one of Mr. Levitt's nephews; and 2,000 shares held by Brian Z. Tross, one of Mr. Levitt's nephews. Also excludes 10,963 shares of Common Stock underlying options and restricted stock units that are subject to vesting. |