Welcome to our dedicated page for California Bancorp SEC filings (Ticker: BCAL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for California BanCorp (NASDAQ: BCAL), the San Diego-based bank holding company for California Bank of Commerce, N.A. As a public company with a commercial banking subsidiary, California BanCorp files a variety of regulatory documents that describe its financial condition, operating results, and governance.
Among the key filings are current reports on Form 8-K, which the Company uses to furnish earnings releases and investor presentations for specific quarters. These 8-K filings typically include exhibits with detailed information on net income, net interest margin, loan and deposit balances, credit quality, capital ratios, and the impact of corporate events such as the merger of equals that created the current California BanCorp and California Bank of Commerce, N.A. structure.
Through this filings page, users can review how California BanCorp reports on topics such as balance sheet derisking, changes in funding mix, capital management actions, and Board or executive changes disclosed under the appropriate 8-K items. Filings related to results of operations and financial condition, as well as governance and compensation matters, are organized chronologically for research and comparison.
Stock Titan enhances these filings with AI-powered summaries that highlight the main points of lengthy documents and clarify technical language. Real-time updates from EDGAR help ensure that new 8-Ks and other SEC submissions appear promptly, while structured access to exhibits supports deeper analysis of earnings materials and other disclosures relevant to BCAL’s commercial banking franchise in California.
California BanCorp (BCAL) executive Peter Nutz reported a small share disposition related to taxes, not an open-market trade. On the vesting of a previously granted equity award, 143 shares of common stock were delivered at $18.76 per share to satisfy his tax liability. Following this tax-withholding transaction, he directly holds 41,976.08 shares of California BanCorp common stock.
California BanCorp executive Thomas G. Dolan restructured his share holdings without a market trade. On this date, 5,114 shares of common stock were moved in an internal transaction, with shares transferred to his living trust account.
Following the restructuring, Dolan directly holds 57,409 shares of California BanCorp common stock and indirectly holds 261,173 shares through the Thomas G. Dolan Living Trust dated 8/9/2016. The transactions carried a reported price of $0.00 per share, indicating a non-cash, administrative shift in ownership form rather than a purchase or sale.
California BanCorp is asking shareholders to vote at its 2026 Annual Meeting on May 27, 2026 at 8:30 a.m. in San Diego. Holders of common stock as of April 2, 2026, when 32,152,298 shares were outstanding, may vote.
Shareholders will elect ten directors, ratify RSM US LLP as independent auditor for 2026, and approve a 2026 Omnibus Equity Incentive Plan, all recommended by the Board. Seven of ten nominees are independent, and key institutional holders each own more than 5% of the stock.
The proxy details cumulative voting mechanics, director and committee structure, and governance policies including a Code of Conduct, Related Party Transaction Policy, clawback policy, and anti‑hedging rules. It also outlines executive pay, with CEO compensation combining salary, annual incentives and stock-based awards tied to financial and strategic performance.
California BanCorp EVP and Chief Risk Officer Martin Liska reported internal restructuring transactions involving 3,674 shares of California BanCorp common stock. The filing describes these as “other” transactions, with a footnote stating the shares were transferred to the reporting person’s living trust account, indicating an estate or ownership planning move rather than a market trade.
After these transfers, Liska directly holds 19,671 shares of common stock and indirectly holds 34,585 shares through the MACH4 Trust. No price was reported for the transfers, underscoring that this was a non-cash restructuring of how the shares are held, not a purchase or sale in the open market.
California BanCorp EVP and COO Michelle Wirfel reported a routine tax-related share disposition. She disposed of 154 shares of Common Stock at $18.38 per share to satisfy tax liabilities from a previously vested equity award. After this transaction, she directly holds 87,997.93 shares of California BanCorp common stock.
California BanCorp EVP and Chief Operating Officer Michelle Wirfel reported a tax-related share disposition. On the vesting of a previously granted award, 595 shares of common stock were delivered at $17.55 per share to satisfy her tax liability. After this non-market tax-withholding event, she directly holds 88,151.93 shares of common stock.
California BanCorp EVP and COO Michelle Wirfel reported a small, routine tax-related share disposition. On the vesting of a previously granted equity award, 93 shares of Common Stock were withheld at $17.32 per share to cover her tax liability. After this transaction, she directly holds 88,746.93 shares of California BanCorp common stock. This was a compensation-related tax withholding, not an open-market sale.
California BanCorp EVP and CFO Thomas G. Dolan, through the THOMAS G DOLAN LIVING TRUST DATED 8/9/2016, made bona fide gifts of a total of 4,100 shares of California BanCorp common stock on March 13, 2026 and March 16, 2026.
Each gift transferred 2,050 shares at a stated price of $0.00 per share. After these gifts, the trust still holds 256,059 shares indirectly, and Dolan also holds 62,523 shares directly, indicating the transactions represent a small portion of his overall reported holdings.
California BanCorp reports a growing California-focused commercial banking franchise with a strong emphasis on small and mid-sized businesses. As of December 31, 2025, it had total assets of $4.03 billion, loans of $3.06 billion, deposits of $3.37 billion, and shareholders’ equity of $576.6 million.
The company completed its all-stock merger with California BanCorp (CALB) on July 31, 2024, creating a bank holding company with about $4.25 billion in assets, 14 branches and roughly 300 employees, and paying total consideration of $216.6 million, which generated $73.1 million of goodwill.
The loan book is heavily weighted to commercial real estate and C&I lending, supported by SBA programs, and is concentrated in California. Deposits are diversified, with noninterest-bearing demand deposits of $1.18 billion, or 35.0% of total deposits, and active use of reciprocal and treasury services. Extensive risk disclosures highlight exposure to interest rates, CRE concentrations, California’s economy, liquidity, technology and regulatory changes.