{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-24-042414","form_type":"8-K","ticker":"CBNK","cik":"0001419536","company_name":"Capital Bancorp Inc","filed_at":"2024-10-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:08.402345+00:00","generated_at":"2026-05-30T23:13:51.720913+00:00","sec_items":["2.01","5.02","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Capital Bancorp completes acquisition of Integrated Financial Holdings; pro forma assets ~$3B","bullets":["Merger consideration: 1.115 CBNK shares + $5.36 cash per IFHI share.","Pro forma assets ~$3B, ~70% net income from commercial banking, ~38% loan portfolio C&I/owner-occupied CRE.","Windsor Advantage services ~$2.5B in SBA/USDA loans; Mike Breckheimer remains as head.","Marc McConnell appointed to board; Riddick Skinner and Melissa Marsal join as heads of govt lending and ops.","~20% of pro forma revenue from fees; transaction expected to create nationwide govt guaranteed lending leader."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-24-042414","json":"https://secwatch.observer/filing/0001140361-24-042414.json","markdown":"https://secwatch.observer/filing/0001140361-24-042414.md","text":"https://secwatch.observer/filing/0001140361-24-042414.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1419536/000114036124042414/0001140361-24-042414-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1419536/000114036124042414/ef20036433_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T23:13:51.720913+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"45177bbcf2","claim":"Michael Breckheimer was appointed as Senior Vice President, Head of Windsor Advantage, LLC at Capital Bancorp Inc.","evidence_excerpt":"At the Effective Time, Mr. Michael Breckheimer, age 37, was appointed to the position of Senior Vice President, Head of Windsor Advantage, LLC (“Windsor”), a wholly owned subsidiary of Capital Bank as of the Effective Time.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1419536/000114036124042414/0001140361-24-042414-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Senior Vice President, Head of Windsor Advantage, LLC"}],"fact_type":"executive_change"},{"claim_id":"7d353cfba3","claim":"Marc McConnell was appointed as Director at Capital Bancorp Inc.","evidence_excerpt":"At the Effective Time, pursuant to the terms of the Merger Agreement, the size of the board of directors (the “Board”) of Capital was increased to twelve (12) directors and Mr. Marc McConnell was appointed to the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1419536/000114036124042414/0001140361-24-042414-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}