California BanCorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BCAL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
20 Aug 24	SellUS$143,721	Lester Machado	Individual		10,000	US$14.37

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BCAL?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	2,340,719	7.28%
Hedge Funds	5,138,010	16%
Individual Insiders	5,513,351	17.1%
General Public	6,720,780	20.9%
Institutions	12,452,328	38.7%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 75.6%.

Top Shareholders

Top 25 shareholders own 71.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.43%	John Farkash	3,033,180	US$50.2m	0%	no data
8.43%	AllianceBernstein L.P.	2,712,579	US$44.9m	54.5%	0.01%
8.38%	Fourthstone LLC	2,696,523	US$44.6m	52.3%	6.48%
7.59%	Endeavour Capital Advisors Inc.	2,441,487	US$40.4m	116%	14.12%
7.28%	Castle Creek Advisors VIII LLC	2,340,719	US$38.7m	0%	13.97%
4.66%	BlackRock, Inc.	1,498,092	US$24.8m	131%	no data
4.39%	1st & Main Growth Partners	1,412,186	US$23.4m	288%	2.44%
3.99%	The Vanguard Group, Inc.	1,284,363	US$21.2m	115%	no data
2.44%	Manulife Asset Management	785,115	US$13.0m	193%	0.01%
1.69%	Geode Capital Management, LLC	542,147	US$9.0m	106%	no data
1.29%	Mendon Capital Advisors Corp	415,237	US$6.9m	8,440%	4.15%
1.26%	Frank Di Tomaso	406,532	US$6.7m	0%	no data
1.23%	David Rainer	394,753	US$6.5m	9.63%	no data
1.22%	Curi RMB Capital, LLC	393,456	US$6.5m	501%	0.14%
1.19%	Stephen Cortese	381,639	US$6.3m	0%	no data
0.95%	State Street Global Advisors, Inc.	305,234	US$5.0m	114%	no data
0.85%	Rochelle Klein	274,014	US$4.5m	0%	no data
0.71%	Thomas Dolan	227,119	US$3.8m	6.63%	no data
0.66%	Andrew Armanino	212,578	US$3.5m	0%	no data
0.65%	Siena Capital Partners GP, LLC	208,556	US$3.4m	0%	0.94%
0.61%	Petiole USA Limited	195,604	US$3.2m	130%	2.03%
0.6%	Northern Trust Global Investments	193,783	US$3.2m	422%	no data
0.59%	Hennessy Advisors, Inc.	190,000	US$3.1m	53.2%	0.1%
0.51%	EJF Capital LLC	165,544	US$2.7m	204%	1.74%
0.44%	FJ Capital Management, LLC	142,252	US$2.4m	-73.8%	0.24%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 14:11
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

California BanCorp. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gary Tenner	D.A. Davidson & Co.
null null	D.A. Davidson & Co.
Wood Lay	Keefe, Bruyette, & Woods