Investor Whalen James F.
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Whalen James F. . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-02-11 13G/A CBNK / Capital Bancorp, Inc. 974,574 980,058
2024-02-14 13G/A CBNK / Capital Bancorp, Inc. 968,316 974,574
2023-02-14 13G/A CBNK / Capital Bancorp, Inc. 961,817 968,316
2022-02-15 13G/A CBNK / Capital Bancorp, Inc. 1,073,671 961,817
2021-02-11 13G/A CBNK / Capital Bancorp, Inc. 1,073,671