James F. Whalen

CIK 1754027 · last filed 2026-03-03

James F. Whalen is a corporate insider who has filed 22 SEC Form 4 insider transactions across 1 company since 2019. The most recent filing, for CBNK, was dated Mar 3, 2026. Across all open-market trades the lifetime net is −$2.6M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $22.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$22.89M

Companies

1

Total Filings

22

Lifetime Open-Market Net

-$2.63M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CBNK Director 671,780 $34.07 $22.89M -$2.63M 22 2026-03-03

Recent Filings

22 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-03 CBNK Mixed +1,081 $0 EDGAR
2025-12-18 CBNK Exer (M) +1,250 $17.4K EDGAR
2025-03-04 CBNK Grant (A) $0 EDGAR
2025-02-11 CBNK Exer (M) +10,750 $153.9K EDGAR
2024-06-26 CBNK Exer (M) +10,750 $153.9K EDGAR
2024-01-03 CBNK Grant (A) +1,573 $0 EDGAR
2023-12-08 CBNK Exer (M) +11,250 $128.0K EDGAR
2023-01-04 CBNK Grant (A) +1,699 $0 EDGAR
2022-12-07 CBNK Exer (M) +14,400 $178.3K EDGAR
2022-01-03 CBNK Grant (A) +1,325 $0 EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.