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Compiled from SEC Form N-PX filings and Capital Bancorp, Inc.’s Form 8-K, filed 2026-06-01 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Capital Bancorp, Inc. in the interactive database Compare manager voting policies
These tallies are Capital Bancorp, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-01 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Jerome R. Bailey | 8,027,248 | 2,576,817 | 93,558 | -- | 2,977,240 | Majority: yes |
| Elect Director: Marc McConnell | 9,848,386 | 829,422 | 19,815 | -- | 2,977,240 | Majority: yes |
| Elect Director: Steven J. Schwartz | 7,590,434 | 3,056,827 | 50,362 | -- | 2,977,240 | Majority: yes |
| Elect Director: James F. Whalen | 5,608,243 | 5,008,267 | 81,113 | -- | 2,977,240 | Majority: yes |
| Elect Director: Mark Caplan | 10,173,352 | 473,689 | 50,582 | -- | 2,977,240 | Majority: yes |
| Proposal 2: Approval of a non-binding advisory vote to approve the compensation of the Company's Named Executive Officers: | 10,118,772 | 317,014 | 261,837 | -- | 2,977,240 | Majority: yes |
| Proposal 3: The ratification of the appointment of Elliott Davis, PLLC as the Company's independent registered public accounting firm for fiscal year ending December 31, 2026. | 13,466,844 | 198,796 | 9,223 | -- | 0 | Majority: yes |
Source: Capital Bancorp, Inc., Form 8-K, filed with the SEC on 2026-06-01 — read the filing on EDGAR.
Each item below shows how the 143 asset managers that disclosed a Capital Bancorp, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Proposal 2: Approval of a non-binding advisory vote to approve the compensation of the Company's Named Executive Officers:”): 10,118,772 for, 317,014 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 62% for, 2% against (64% of the company cast a for/against vote).
The 141 asset managers below cast 94% of the shares they voted on this item FOR (5,288,610 for, 365,165 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 635,719 | 0 | 0 | 0 | For |
| BlackRock | 616,031 | 2,729 | 0 | 0 | For |
| AllianceBernstein | 533,410 | 0 | 0 | 0 | For |
| American Century | 397,468 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 282,788 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 189,809 | 63,102 | 0 | 0 | For |
| Fidelity | 243,496 | 0 | 0 | 0 | For |
| Ategra Capital Management, LLC | 231,256 | 0 | 0 | 0 | For |
| Ballast Asset Management, LP | 189,845 | 0 | 0 | 0 | For |
| Russell Investments | 163,049 | 0 | 0 | 0 | For |
| Dimensional | 154,459 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 141,952 | 0 | 0 | 0 | For |
| EA Series Trust | 100,542 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 92,814 | 0 | 0 | 0 | For |
| Northern Trust | 83,240 | 585 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 75,945 | 0 | 0 | 0 | For |
| BANC FUNDS CO LLC | 75,300 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 73,950 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 73,950 | 0 | 0 | Against |
| BROWN ADVISORY INC | 70,522 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 63,868 | 0 | 0 | Against |
| Nuveen | 62,862 | 0 | 0 | 0 | For |
| Charles Schwab | 61,312 | 0 | 0 | 0 | For |
| TIAA | 59,475 | 0 | 0 | 0 | For |
| Citadel | 56,179 | 0 | 0 | 0 | For |
Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.
Combines 5 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Elect Director: Mark Caplan”): 10,173,352 for, 473,689 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 62% for, 3% against (65% of the company cast a for/against vote).
The 57 asset managers below cast 99.9% of the shares they voted on this item FOR (2,262,573 for, 1 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 557,512 | 1 | 0 | 0 | For |
| BlackRock | 420,555 | 0 | 0 | 0 | For |
| Fidelity | 242,428 | 0 | 0 | 0 | For |
| American Century | 194,587 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 141,952 | 0 | 0 | 0 | For |
| Dimensional | 105,544 | 0 | 0 | 0 | For |
| EA Series Trust | 100,542 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 73,950 | 0 | 0 | 0 | For |
| TIAA | 59,475 | 0 | 0 | 0 | For |
| Russell Investments | 55,897 | 0 | 0 | 0 | For |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,700 | 0 | 0 | 0 | For |
| AllianceBernstein | 26,420 | 0 | 0 | 0 | For |
| Equitable | 26,327 | 0 | 0 | 0 | For |
| WisdomTree | 21,843 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 20,280 | 0 | 0 | 0 | For |
| Principal | 16,698 | 0 | 0 | 0 | For |
| Prudential/PGIM | 13,810 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 11,700 | 0 | 0 | 0 | For |
| SEI | 10,092 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,906 | 0 | 0 | 0 | For |
| Pacific Life | 7,730 | 0 | 0 | 0 | For |
| Allspring | 7,160 | 0 | 0 | 0 | For |
| Empower | 6,800 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,260 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 5 wordings of this item as funds reported it.
52.8% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Elect Director: James F. Whalen”): 5,608,243 for, 5,008,267 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 34% for, 31% against (65% of the company cast a for/against vote).
The 57 asset managers below cast 2% of the shares they voted on this item FOR (44,820 for, 2,217,747 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,447 | 556,059 | 0 | 0 | Against |
| BlackRock | 0 | 420,555 | 0 | 0 | Against |
| Fidelity | 0 | 242,428 | 0 | 0 | Against |
| American Century | 0 | 194,587 | 0 | 0 | Against |
| UNIFIED SERIES TRUST | 0 | 141,952 | 0 | 0 | Against |
| Dimensional | 0 | 105,544 | 0 | 0 | Against |
| EA Series Trust | 0 | 100,542 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 73,950 | 0 | 0 | Against |
| TIAA | 0 | 59,475 | 0 | 0 | Against |
| Russell Investments | 0 | 55,897 | 0 | 0 | Against |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 26,700 | 0 | 0 | Against |
| AllianceBernstein | 0 | 26,420 | 0 | 0 | Against |
| Equitable | 0 | 26,327 | 0 | 0 | Against |
| WisdomTree | 0 | 21,843 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 0 | 20,280 | 0 | 0 | Against |
| Principal | 0 | 16,698 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 13,810 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 11,700 | 0 | 0 | Against |
| SEI | 0 | 10,092 | 0 | 0 | Against |
| Lincoln Financial | 0 | 8,906 | 0 | 0 | Against |
| Pacific Life | 0 | 7,730 | 0 | 0 | Against |
| Allspring | 0 | 7,160 | 0 | 0 | Against |
| Empower | 0 | 6,800 | 0 | 0 | Against |
| Goldman Sachs | 0 | 6,260 | 0 | 0 | Against |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 5 wordings of this item as funds reported it.
76% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Elect Director: Jerome R. Bailey”): 8,027,248 for, 2,576,817 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 49.3% for, 16% against (65% of the company cast a for/against vote).
The 57 asset managers below cast 67% of the shares they voted on this item FOR (1,523,441 for, 739,133 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 557,510 | 3 | 0 | 0 | For |
| BlackRock | 420,555 | 0 | 0 | 0 | For |
| Fidelity | 242,428 | 0 | 0 | 0 | For |
| American Century | 0 | 194,587 | 0 | 0 | Against |
| UNIFIED SERIES TRUST | 0 | 141,952 | 0 | 0 | Against |
| Dimensional | 0 | 105,544 | 0 | 0 | Against |
| EA Series Trust | 100,542 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 73,950 | 0 | 0 | Against |
| TIAA | 0 | 59,475 | 0 | 0 | Against |
| Russell Investments | 55,897 | 0 | 0 | 0 | For |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 26,700 | 0 | 0 | Against |
| AllianceBernstein | 0 | 26,420 | 0 | 0 | Against |
| Equitable | 20,587 | 5,740 | 0 | 0 | For |
| WisdomTree | 0 | 21,843 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 20,280 | 0 | 0 | 0 | For |
| Principal | 0 | 16,698 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 13,810 | 0 | 0 | Against |
| Columbia Threadneedle | 11,700 | 0 | 0 | 0 | For |
| SEI | 10,092 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,700 | 1,206 | 0 | 0 | For |
| Pacific Life | 4,692 | 3,038 | 0 | 0 | For |
| Allspring | 0 | 7,160 | 0 | 0 | Against |
| Empower | 0 | 6,800 | 0 | 0 | Against |
| Goldman Sachs | 6,260 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 6 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Elect Director: Marc McConnell”): 9,848,386 for, 829,422 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 60% for, 5% against (66% of the company cast a for/against vote).
The 57 asset managers below cast 89% of the shares they voted on this item FOR (2,006,114 for, 256,460 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 557,512 | 1 | 0 | 0 | For |
| BlackRock | 420,555 | 0 | 0 | 0 | For |
| Fidelity | 242,428 | 0 | 0 | 0 | For |
| American Century | 194,587 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 0 | 141,952 | 0 | 0 | Against |
| Dimensional | 0 | 105,544 | 0 | 0 | Against |
| EA Series Trust | 100,542 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 73,950 | 0 | 0 | 0 | For |
| TIAA | 59,475 | 0 | 0 | 0 | For |
| Russell Investments | 55,897 | 0 | 0 | 0 | For |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,700 | 0 | 0 | 0 | For |
| AllianceBernstein | 26,420 | 0 | 0 | 0 | For |
| Equitable | 26,327 | 0 | 0 | 0 | For |
| WisdomTree | 21,843 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 20,280 | 0 | 0 | 0 | For |
| Principal | 16,698 | 0 | 0 | 0 | For |
| Prudential/PGIM | 11,200 | 2,610 | 0 | 0 | For |
| Columbia Threadneedle | 11,700 | 0 | 0 | 0 | For |
| SEI | 10,092 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,700 | 1,206 | 0 | 0 | For |
| Pacific Life | 7,730 | 0 | 0 | 0 | For |
| Allspring | 7,160 | 0 | 0 | 0 | For |
| Empower | 6,800 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,260 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 5 wordings of this item as funds reported it.
71% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Elect Director: Steven J. Schwartz”): 7,590,434 for, 3,056,827 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 46.6% for, 19% against (65% of the company cast a for/against vote).
The 57 asset managers below cast 63% of the shares they voted on this item FOR (1,422,439 for, 840,135 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 557,109 | 404 | 0 | 0 | For |
| BlackRock | 420,555 | 0 | 0 | 0 | For |
| Fidelity | 242,428 | 0 | 0 | 0 | For |
| American Century | 0 | 194,587 | 0 | 0 | Against |
| UNIFIED SERIES TRUST | 0 | 141,952 | 0 | 0 | Against |
| Dimensional | 0 | 105,544 | 0 | 0 | Against |
| EA Series Trust | 0 | 100,542 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 73,950 | 0 | 0 | Against |
| TIAA | 0 | 59,475 | 0 | 0 | Against |
| Russell Investments | 55,897 | 0 | 0 | 0 | For |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 26,700 | 0 | 0 | Against |
| AllianceBernstein | 0 | 26,420 | 0 | 0 | Against |
| Equitable | 20,587 | 5,740 | 0 | 0 | For |
| WisdomTree | 0 | 21,843 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 20,280 | 0 | 0 | 0 | For |
| Principal | 0 | 16,698 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 13,810 | 0 | 0 | Against |
| Columbia Threadneedle | 11,700 | 0 | 0 | 0 | For |
| SEI | 10,092 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,700 | 1,206 | 0 | 0 | For |
| Pacific Life | 4,692 | 3,038 | 0 | 0 | For |
| Allspring | 0 | 7,160 | 0 | 0 | Against |
| Empower | 0 | 6,800 | 0 | 0 | Against |
| Goldman Sachs | 6,260 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Capital Bancorp, Inc.’s own tally for this item (“Proposal 3: The ratification of the appointment of Elliott Davis, PLLC as the Company's independent registered public accounting firm for fiscal year ending December 31, 2026.”): 13,466,844 for, 198,796 against, per its Form 8-K filed 2026-06-01 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 16,288,055 outstanding shares: 83% for, 1% against (84% of the company cast a for/against vote).
The 57 asset managers below cast 100% of the shares they voted on this item FOR (2,262,574 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 557,513 | 0 | 0 | 0 | For |
| BlackRock | 420,555 | 0 | 0 | 0 | For |
| Fidelity | 242,428 | 0 | 0 | 0 | For |
| American Century | 194,587 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 141,952 | 0 | 0 | 0 | For |
| Dimensional | 105,544 | 0 | 0 | 0 | For |
| EA Series Trust | 100,542 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 73,950 | 0 | 0 | 0 | For |
| TIAA | 59,475 | 0 | 0 | 0 | For |
| Russell Investments | 55,897 | 0 | 0 | 0 | For |
| Charles Schwab | 30,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 26,700 | 0 | 0 | 0 | For |
| AllianceBernstein | 26,420 | 0 | 0 | 0 | For |
| Equitable | 26,327 | 0 | 0 | 0 | For |
| WisdomTree | 21,843 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 20,280 | 0 | 0 | 0 | For |
| Principal | 16,698 | 0 | 0 | 0 | For |
| Prudential/PGIM | 13,810 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 11,700 | 0 | 0 | 0 | For |
| SEI | 10,092 | 0 | 0 | 0 | For |
| Lincoln Financial | 8,906 | 0 | 0 | 0 | For |
| Pacific Life | 7,730 | 0 | 0 | 0 | For |
| Allspring | 7,160 | 0 | 0 | 0 | For |
| Empower | 6,800 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,260 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Ranked by the number of Capital Bancorp, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 16,288,055 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.90% |
| 2 | BlackRock | 3.80% |
| 3 | AllianceBernstein | 3.27% |
| 4 | American Century | 2.44% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.74% |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | 1.55% |
| 7 | Fidelity | 1.49% |
| 8 | Ategra Capital Management, LLC | 1.42% |
| 9 | Ballast Asset Management, LP | 1.17% |
| 10 | Russell Investments | 1.00% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| James F. Whalen | 6.03% | 13G |
| Randall J. Levitt | 5.96% | 13G |
| Joshua B. Bernstein | 5.37% | DEF14A |
| Joshua Bernstein | 5.36% | 13G |
| Steven J. Schwartz | 4.55% | DEF14A |
| BlackRock | 4.43% | 13F |
| Vanguard Group | 3.91% | 13F |
| Scot R. Browning | 3.25% | DEF14A |
| Edward F. Barry | 2.50% | DEF14A |
| Dimensional Fund Advisors | 2.18% | 13F |
Percentages above are of 16,288,055 shares outstanding, as reported by Capital Bancorp, Inc. on its Form 10-Q dated 2026-05-06 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Capital Bancorp, Inc.’s 10-Q dated 2026-05-06. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Capital Bancorp, Inc.'s shareholder meeting held 2026-05-28, in the 2025-2026 proxy season, 143 asset managers reported how they voted on 7 ballot items in their SEC Form N-PX filings, covering 1,136 separate fund positions. On the most widely held item on that ballot — Proposal to approve on a non- binding, advisory basis, the compensation of the Company's named… — FOR was 97% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Capital Bancorp, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-01.
Capital Bancorp, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).