J. Schwartz Steven's Insider Trades & SAST Disclosures
J. Schwartz Steven's most recent trade in Capital Bancorp Inc was a trade of 4,000 Stock Options done . Disclosure was reported to the exchange on March 3, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Mar 2025 | 4,000 | 4,000 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Mar 2025 | 1,081 | 1,081 | - | - | Restricted Stock Units | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 31 May 2024 | 7,000 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.54 per share. | 31 May 2024 | 7,000 | 63,875 (0%) | 0% | 14.5 | 101,780 | Common Stock |
| Capital Bancorp Inc | J. Schwartz Steven | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2024 | 4,400 | 4,400 | - | - | Stock Options | |
| Capital Bancorp Inc | J. Steven Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2024 | 1,573 | 56,875 (0%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2023 | 3,485 | 3,485 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2023 | 1,699 | 44,052 (0%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.38 per share. | 14 Jul 2022 | 15,600 | 42,704 (0%) | 0% | 12.4 | 193,128 | Common Stock |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 Jul 2022 | 15,600 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 14 Jul 2022 | 351 | 42,353 (0%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 14 Jul 2022 | 351 | 663,313 (4%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Jul 2021 | 12,300 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.50 per share. | 08 Jul 2021 | 12,300 | 25,779 (0%) | 0% | 8.5 | 104,550 | Common Stock |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Dec 2020 | 5,000 | 5,000 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Dec 2020 | 1,440 | 13,479 (0%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Dec 2020 | 8,000 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Steven J. Schwartz | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 7.50 per share. | 10 Dec 2020 | 8,000 | 12,039 (0%) | 0% | 7.5 | 60,000 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges