SCHEDULE 13G/A: Joshua Bernstein Discloses 5.2% Beneficial Ownership Stake in Capital Bancorp, Inc.

Joshua Bernstein has filed an amended Schedule 13G, reporting a 5.2% beneficial ownership stake in Capital Bancorp, Inc., totaling 871,428 shares as of December 31, 2024.

Summary

• Joshua Bernstein beneficially owns 871,428 shares of Capital Bancorp, Inc. common stock.
• This represents 5.2% of the company's outstanding common stock, based on 16,662,626 shares outstanding as of December 31, 2024.
• Mr. Bernstein holds sole voting and dispositive power over 89,828 shares, which includes 84,959 directly held shares and 4,869 shares underlying options exercisable within 60 days.
• He shares voting and dispositive power over 781,600 shares, comprising 303,200 shares held by Bernstein Fund Limited Partnership, 154,400 shares held by SandBern Ventures, LLC, and 324,000 shares held through his deceased father's estate.
• The reported ownership excludes 4,505 shares of Common Stock underlying options that are subject to vesting.

Sentiment

Score: 5

Explanation: Neutral, as a Schedule 13G filing primarily reports ownership structure and does not inherently convey positive or negative sentiment about the company's performance or prospects.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• This filing informs shareholders and the market about a significant individual ownership stake, which can influence perceptions of insider confidence and control.

Key Dates

Keywords

Capital Bancorp Inc., Joshua Bernstein, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Shareholder Stake, Investment, Financial Reporting