Capital Bancorp
Ownership
Ownership Structure
Who owns Capital Bancorp (CBNK)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 65.4% of the shares are freely tradable; institutional investors hold 45.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 4.83 | 786,588 | +8.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.06 | 497,906 | +0.2 | 06/30/2026 |
| AllianceBernstein L.P. | 2.70 | 439,426 | -13.3 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 2.41 | 392,750 | +10.5 | 06/30/2026 |
| Geode Capital Management, LLC | 1.83 | 298,500 | +5.6 | 06/30/2026 |
| American Century Companies Inc | 1.82 | 295,949 | +45.6 | 06/30/2026 |
| Sontag Advisory LLC | 1.79 | 291,615 | -1.3 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.16 | 352,764 | -0.5 | 09/30/2026 |
| Avantis US Small Cap Value ETF | 1.89 | 307,826 | +0.2 | 09/30/2026 |
| iShares Russell 2000 ETF | 1.80 | 294,090 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Levitt Randall James | Director | 269,758 | 11,248,909 $ | Sep 23, 2026 | indirect |
| Bernstein Joshua | Director | 94,017 | 3,920,509 $ | Oct 6, 2026 | direct |
| Schwartz Steven Jay | Director | 72,706 | 3,031,840 $ | Sep 22, 2026 | direct |
| Bailey Jerome Ronnell | Director | 64,740 | 2,699,658 $ | Sep 28, 2026 | direct |
| Ratnersalzberg Deborah | Director | 47,585 | 1,984,295 $ | Sep 25, 2026 | direct |
| Lewis Fred Joseph | Director | 39,957 | 1,666,207 $ | Sep 25, 2026 | direct |
| Mcconnell Marc H | Director | 19,547 | 815,110 $ | Sep 23, 2026 | direct |
| Brannan C Scott | Director | 5,454 | 227,432 $ | Sep 24, 2026 | direct |
| Whalen James F. | Director | 3,965 | 165,341 $ | Sep 29, 2026 | direct |
| Dalaya Jacob | EVP, Chief Financial Officer | 785 | 32,735 $ | Oct 23, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 23, 2026 | Dalaya Jacob | EVP, Chief Financial Officer | Other | 117 | 41.19 | 4,819 |
| Oct 23, 2026 | Dalaya Jacob | EVP, Chief Financial Officer | Other | 332 | 0.00 | – |
| Oct 6, 2026 | Bernstein Joshua | Director | Other | 1,000 | 30.51 | 30,510 |
| Oct 6, 2026 | Bernstein Joshua | Director | Other | 850 | 24.20 | 20,570 |
| Oct 6, 2026 | Bernstein Joshua | Director | Other | 697 | 23.54 | 16,407 |
| Oct 6, 2026 | Bernstein Joshua | Director | Other | 561 | 26.41 | 14,816 |
| Sep 29, 2026 | Whalen James F. | Director | Other | 2,011 | 36.12 | 72,637 |
| Sep 29, 2026 | Whalen James F. | Director | Other | 2,750 | 26.41 | 72,628 |
| Sep 28, 2026 | Bailey Jerome Ronnell | Director | Other | 1,000 | 30.51 | 30,510 |
| Sep 28, 2026 | Bailey Jerome Ronnell | Director | Other | 1,700 | 24.20 | 41,140 |
| Sep 28, 2026 | Bailey Jerome Ronnell | Director | Other | 2,616 | 23.54 | 61,581 |
| Sep 28, 2026 | Bailey Jerome Ronnell | Director | Other | 2,250 | 26.41 | 59,423 |
| Sep 25, 2026 | Ratnersalzberg Deborah | Director | Other | 1,322 | 35.98 | 47,566 |
| Sep 25, 2026 | Ratnersalzberg Deborah | Director | Other | 1,800 | 26.41 | 47,538 |
| Sep 25, 2026 | Lewis Fred Joseph | Director | Other | 1,000 | 30.51 | 30,510 |
| Sep 25, 2026 | Lewis Fred Joseph | Director | Other | 1,700 | 24.20 | 41,140 |
| Sep 25, 2026 | Lewis Fred Joseph | Director | Other | 2,616 | 23.54 | 61,581 |
| Sep 25, 2026 | Lewis Fred Joseph | Director | Other | 2,250 | 26.41 | 59,423 |
| Sep 24, 2026 | Brannan C Scott | Director | Other | 2,250 | 26.41 | 59,423 |
| Sep 23, 2026 | Levitt Randall James | Director | Other | 2,250 | 26.41 | 59,423 |
| Sep 23, 2026 | Mcconnell Marc H | Director | Other | 375 | 30.51 | 11,441 |
| Sep 23, 2026 | Mcconnell Marc H | Director | Other | 646 | 16.09 | 10,394 |
| Sep 22, 2026 | Schwartz Steven Jay | Director | Other | 2,750 | 26.41 | 72,628 |
| Nov 5, 2019 | Ratnersalzberg Deborah | Director | Other | 3,000 | 6.63 | 19,890 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.