As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Capital Bancorp, Inc. The largest reported stake is James F. Whalen's, at 6%. 4 filings are on record since November 12, 2025 (Schedule 13G/A, February 13, 2026).
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Key facts
- · Reporting person: Joshua Bernstein · Sole voting: 91,936 · Shared voting: 781,600 · Sole dispositive: 91,936 · Shared dispositive: 781,600 · SCHEDULE 13G/A, 2026-02-17
- · Reporting person: James F. Whalen · Sole voting: 736,665 · Shared voting: 246,051 · Sole dispositive: 736,665 · Shared dispositive: 246,051 · SCHEDULE 13G/A, 2026-02-13
- · Reporting person: Randall J. Levitt · Sole voting: 273,249 · Shared voting: 696,756 · Sole dispositive: 273,249 · Shared dispositive: 696,756 · SCHEDULE 13G/A, 2026-02-13
- · Holder: Randall J. Levitt · Percent: 5.8% · SCHEDULE 13G/A
Capital Bancorp, Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-12. 3 holders' latest filing reports 5% or more of common stock, par value $.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 6% | 982,716 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 | |
| 5.9% | 970,005 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 | |
| 5.3% | 873,536 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| James F. Whalen | 736,665 | 246,051 | 736,665 | 246,051 | SCHEDULE 13G/A, 2026-02-13 |
| Randall J. Levitt | 273,249 | 696,756 | 273,249 | 696,756 | SCHEDULE 13G/A, 2026-02-13 |
| Joshua Bernstein | 91,936 | 781,600 | 91,936 | 781,600 | SCHEDULE 13G/A, 2026-02-17 |
The latest filing names Capital Bancorp, Inc., with its principal executive office as 2275 Research Boulevard, Suite 600, Rockville, MD 20850 (SCHEDULE 13G/A, 2026-02-17).
What the percentages are based on
The aggregate percentage of the shares of Common Stock outstanding beneficially owned by the reporting person is 6.0% which is based on 16,373,288 shares of Common Stock outstanding as of December 31, 2025. This percentage excludes 8,150 shares of Common Stock underlying options and restricted stock units that are subject to vesting.James F. Whalen, SCHEDULE 13G/A, 2026-02-13
The aggregate percentage of the shares of Common Stock outstanding beneficially owned by the reporting person is 5.9% which is based on 16,373,288 shares of Common Stock outstanding as of December 31, 2025. This percentage excludes 150,100 shares the reporting person disclaims, except to the extent of his pecuniary interest, including 16,800 shares owned by Needle Leaf Associates, LLC, a company owned by one of Mr.Randall J. Levitt, SCHEDULE 13G/A, 2026-02-13
The aggregate percentage of the shares of Common Stock outstanding beneficially owned by the reporting person is 5.3% which is based on 16,373,288 shares Common Stock outstanding as of December 31, 2025. This percentage excludes 7,478 shares of Common Stock underlying options and restricted stock units that are subject to vesting.Joshua Bernstein, SCHEDULE 13G/A, 2026-02-17
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-12 | Randall J. Levitt | 5.8% | SCHEDULE 13G/A |
| 2026-02-13 | Randall J. Levitt | 5.9% | SCHEDULE 13G/A |
| 2026-02-13 | James F. Whalen | 6% | SCHEDULE 13G/A |
| 2026-02-17 | Joshua Bernstein | 5.3% | SCHEDULE 13G/A |
Questions about who owns Capital Bancorp, Inc.
Who owns Capital Bancorp, Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of Capital Bancorp, Inc.: James F. Whalen (6%, Schedule 13G/A, filed 2026-02-13), Randall J. Levitt (5.9%, Schedule 13G/A, filed 2026-02-13) and Joshua Bernstein (5.3%, Schedule 13G/A, filed 2026-02-17).
Who are the largest shareholders of Capital Bancorp, Inc.?
By the share each holder's latest filing reports, the largest holders of Capital Bancorp, Inc. on this page are James F. Whalen (6%), Randall J. Levitt (5.9%) and Joshua Bernstein (5.3%).
When did James F. Whalen buy into Capital Bancorp, Inc.?
The filings give report dates, not purchase dates. The earliest filing from James F. Whalen on this page is the Schedule 13G/A, filed 2026-02-13, reporting 6%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.