SCHEDULE 13G/A: Randall J. Levitt Discloses 6.1% Beneficial Stake in Capital Bancorp, Inc.

Randall J. Levitt has filed an Amendment No. 8 to Schedule 13G, disclosing a beneficial ownership of 6.1% of Capital Bancorp, Inc.'s common stock as of March 31, 2025.

Summary

• Randall J. Levitt beneficially owns an aggregate of 1,008,047 shares of Capital Bancorp, Inc. Common Stock.
• This ownership represents 6.1% of the total 16,657,168 shares of Common Stock outstanding as of March 31, 2025.
• Mr. Levitt holds sole voting and dispositive power over 271,291 shares, which includes 4,626 shares underlying currently exercisable options and 266,665 shares held by the Randall James Levitt Revocable Trust.
• He shares voting and dispositive power over 736,756 shares, held through various entities including BTC Trust Company of South Dakota (FBO RSL Family Trust, Adam J. Tross 2012 B Trust, Brian Z. Tross 2012 B Trust), RJL Investment Company, LLC, Montrose Lending Group, LLC, and Maud Associates, LLC.
• The filing is an Amendment No. 8 to the Schedule 13G, indicating previous filings for beneficial ownership.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain forward-looking statements, financial performance, or strategic updates that would typically influence sentiment.

Positives

• The disclosure of a significant 6.1% beneficial ownership by Randall J. Levitt may signal confidence in Capital Bancorp, Inc. from a substantial individual investor.

Future Outlook

N/A

Industry Context

This filing is a standard disclosure of beneficial ownership in a publicly traded company within the financial services sector, specifically a bank holding company (Capital Bancorp, Inc.). Such disclosures are routine for significant shareholders and provide transparency regarding ownership stakes.

Related Party Transactions

• Shares are held through various trusts and LLCs associated with Randall J. Levitt and his family members, including the Randall James Levitt Revocable Trust, BTC Trust Company of South Dakota (FBO RSL Family Trust, Adam J. Tross 2012 B Trust, Brian Z. Tross 2012 B Trust), RJL Investment Company, LLC, Montrose Lending Group, LLC, and Maud Associates, LLC. These arrangements indicate related party dealings in the structure of beneficial ownership.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant individual ownership stake, which can influence investor perception and potentially signal confidence or strategic interest.
• Regulatory Authorities: Fulfills SEC disclosure requirements for significant beneficial ownership.

Key Dates

Keywords

Capital Bancorp Inc., Randall J. Levitt, Beneficial Ownership, Schedule 13G, Common Stock, SEC Filing, Ownership Disclosure, Financial Services