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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 $25.4M 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

$25.38M

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 $37.78 $25.38M -$2.63M 22 2026-03-03

Recent Filings

22 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
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
Showing 1–10 of 22
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Form 4 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.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.