CBNK at a glance
Capital Bancorp Inc (CBNK, SEC CIK 1419536) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Capital Bancorp Inc (CBNK) reported revenue of $260.9 million (up 22.3% from FY2024) and net income of $57.2 million. Diluted EPS was $3.41.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Capital Bancorp Inc (CBNK) shares worth $95.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $260.9M
- +22.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $95.2M · +3 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 8.01 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue proxy net interest income $50.9M, up 6.9% YoY from $47.6M
- Net interest margin 5.64% vs 6.04% YoY
- Best segment Commercial Banking, contributing $3.8M incremental interest income
- Worst line government lending revenue, down $1.9M YoY
- Near-term headwinds: interest-rate risk, reduced federal spending, regulatory changes, asset-quality deterioration
Risk Factors
- No risk-factors section provided in submitted excerpt
- New $15 million stock-repurchase authorization expiring December 31, 2026
- Repurchases reduced remaining authorization to $12,401,905 by June 30, 2026
- No defaults upon senior securities reported for the quarter
AI summary of the CBNK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Capital and Peoples executed a merger agreement on September 30, 2026
- Joint press release provides transaction details and expected strategic rationale
Item EX-99.1: Item EX-99.1
- Peoples Bancorp to acquire Capital Bancorp in an all-stock merger valued at approximately $728.1 million
- Capital shareholders receive 1.11 Peoples shares per Capital share, implying $43.75 per share and approximately 32% combined ownership
Item 1.01: Entry into a Material Definitive Agreement
- CBNK agreed to merge into Peoples Bancorp, with Capital Bank subsequently merging into Peoples Bank
- CBNK shareholders receive 1.11 Peoples shares per CBNK share, plus cash for fractional shares
Item 8.01: Other Events
- Branch sale transfers North Riverside, Illinois office, associated loans/assets, deposits, and liabilities to another financial institution
- Approximately $123.9 million of deposits at June 30, 2026
Item 4.01: Changes in Registrant's Certifying Accountant
- Elliott Davis dismissed August 14, 2026; Crowe LLP appointed independent auditor for fiscal year ending December 31, 2026
- Auditor switch targets larger firm resources and industry specialization amid continued growth and expanding operations
AI summaries of CBNK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CBNK
Don't miss the next CBNK filing
- Alerts as it files. A push when CBNK files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CBNK, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Whalen James F. | M | Sep 29, 2026 | 2,750 | $26.41 |
| Whalen James F. | F | Sep 29, 2026 | 2,011 | $36.12 |
| Whalen James F. | M | Sep 29, 2026 | 2,750 | - |
| Bailey Jerome Ronnell | M | Sep 28, 2026 | 1,700 | - |
| Bailey Jerome Ronnell | M | Sep 28, 2026 | 2,250 | - |
| Bailey Jerome Ronnell | M | Sep 28, 2026 | 1,000 | - |
| Bailey Jerome Ronnell | M | Sep 28, 2026 | 2,616 | $23.54 |
| Bailey Jerome Ronnell | M | Sep 28, 2026 | 2,250 | $26.41 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $183.2M | $213.3M | $260.9M |
| Operating Income | -$4.6M | -$3.7M | - |
| Net Income | $35.9M | $31.0M | $57.2M |
| Op. Margin | -2.5% | -1.7% | - |
| Net Margin | 19.6% | 14.5% | 21.9% |
| Balance Sheet | |||
| Total Assets | $2.2B | $3.2B | $3.6B |
| Equity | $254.9M | $355.1M | $401.8M |
| ROE | 14.1% | 8.7% | 14.2% |
| Per Share | |||
| EPS | $2.55 | $2.12 | $3.41 |
| Cash Flow | |||
| Operating CF | $47.4M | $34.9M | $69.7M |
Source: XBRL data in Capital Bancorp Inc (CBNK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CBNK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $95.2M |
| Q1 2026 | 25 | $73.7M |
| Q4 2025 | 21 | $69.9M |
| Q3 2025 | 20 | $81.6M |
| Q2 2025 | 23 | $88.3M |
| Q1 2025 | 19 | $47.0M |
| Q4 2024 | 13 | $40.6M |
| Q3 2024 | 11 | $26.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 160 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CBNK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 12, 2026 | - | - | - |
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CBNK SEC filings: frequently asked questions
Which institutions hold CBNK stock?
As of June 30, 2026, the largest Capital Bancorp Inc (CBNK) holders among the 13F filers tracked by SignalX were BlackRock ($27.6 million), Vanguard Capital Management LLC ($17.5 million), Dimensional Fund Advisors ($13.8 million), State Street Corp ($8.4 million), Morgan Stanley ($3.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CBNK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Capital Bancorp Inc (CBNK) reported revenue of $260.9 million (up 22.3% from FY2024) and net income of $57.2 million. Diluted EPS was $3.41. The figures come from the XBRL data in the 10-K.
What did CBNK report in its latest 8-K?
Capital Bancorp Inc (CBNK) filed an 8-K on September 30, 2026 reporting Item 8.01 (Other Events) and Item 1.01 (Entry into a Material Definitive Agreement). Capital and Peoples executed a merger agreement on September 30, 2026.
What are the latest CBNK SEC filings?
Capital Bancorp Inc (CBNK) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on September 30, 2026.
What is CBNK's SEC CIK number?
Capital Bancorp Inc (CBNK)'s SEC Central Index Key (CIK) is 1419536. EDGAR lists every CBNK filing under that number.
Ask anything about CBNK
The research agent reads CBNK's filings, financials, insider trades and 13F holders, then answers with sources.