CBNANYSENational Commercial BanksFiscal year ends December 31
CHAIN BRIDGE BANCORP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$48.72−0.54 (-1.10%)
Close on Oct 19, 2026
- Market cap
- $319.69M
- P/E (TTM)
- 12.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
33.5%
2M of 7M shares
Institutional holders
71
9 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
6 buys · 1 sales
Net bought $22.57K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Martin S. Friedman | 338,236 | 10.84% | 13G (passive) amendment | Mar 31, 2025 |
| Hingham Institution for Savings | 334,137 | 9.90% | 13G (passive) | Jun 30, 2026 |
| Financial Opportunity Fund LLC | 311,440 | 10.21% | 13G (passive) amendment | Feb 20, 2025 |
| FJ Capital Management LLC | 293,788 | 9.42% | 13G (passive) amendment | Jun 30, 2025 |
| Royce & Associates LP | 278,136 | 8.92% | 13G (passive) amendment | Dec 31, 2025 |
| Philip F. Herrick, JR. and Carole L. Herrick Trust | 214,030 | 7.90% | 13G (passive) | Oct 7, 2024 |
| Gator Capital Management, LLC | 205,745 | 6.43% | 13G (passive) amendment | Dec 31, 2025 |
| Fitzgerald Peter G | 1,027,820 | 23.80% | 13D (active) amendment | Jan 28, 2026 |
| Peter G. Fitzgerald | 1,027,820 | 25.20% | 13D (active) amendment | Jan 28, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CBNA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Hingham Institution for Savings | 334,137 | 5.09% | $14.05M | +25,525 | 10.46% |
| Royce & Associates LP | 317,935 | 4.85% | $13.37M | +39,034 | 0.11% |
| FJ Capital Management LLC | 293,788 | 4.48% | $12.35M | – | 1.60% |
| Gator Capital Management, LLC | 219,365 | 3.34% | $9.22M | +10,092 | 1.94% |
| BlackRock, Inc. | 133,222 | 2.03% | $5.60M | +13,596 | 0.00% |
| Vanguard Capital Management LLC | 124,786 | 1.90% | $5.25M | +1,604 | 0.00% |
| Endeavour Capital Advisors Inc | 83,256 | 1.27% | $3.50M | – | 0.72% |
| Beartown Capital Management, LLC | 75,794 | 1.16% | $3.19M | – | 1.40% |
| Alliancebernstein L.P. | 74,189 | 1.13% | $2.59M | +8,290 | 0.00% |
| Geode Capital Management, LLC | 66,718 | 1.02% | $2.81M | +12,620 | 0.00% |
| RMR Wealth Builders | 38,710 | 0.59% | $1.63M | – | 0.10% |
| Northern Trust Corp | 34,701 | 0.53% | $1.46M | +3,190 | 0.00% |
| Magnolia Private Wealth, LLC | 32,640 | 0.50% | $1.37M | – | 0.75% |
| Acadian Asset Management LLC | 31,040 | 0.47% | $1.30K | – | 0.00% |
| State Street Corp | 25,687 | 0.39% | $1.08M | +6,846 | 0.00% |
| Mariner, LLC | 24,204 | 0.37% | $1.02M | New | 0.00% |
| Vanguard Fiduciary Trust Co | 18,626 | 0.28% | $783.22K | +365 | 0.00% |
| Mount Yale Investment Advisors, LLC | 18,545 | 0.28% | $779.82K | – | 0.01% |
| Chevy Chase Trust Holdings, LLC | 18,419 | 0.28% | $774.52K | – | 0.00% |
| Militia Capital Management LLC | 18,396 | 0.28% | $773.55K | −32,604 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | 2M | 33.5% | 9 / 29 | 11 / 5 | 0M | 0M |
| Q1 2026 | 68 | 2M | 32.8% | 16 / 20 | 14 / 2 | 0M | 0M |
| Q4 2025 | 56 | 2M | 31.1% | 11 / 18 | 19 / 3 | 1M | 0M |
| Q3 2025 | 49 | 2M | 25.2% | 13 / 14 | 16 / 4 | 0M | 0M |
| Q2 2025 | 40 | 2M | 22.9% | 18 / 12 | 5 / 5 | 0M | 0M |
| Q1 2025 | 27 | 1M | 21.6% | 11 / 7 | 7 / 3 | 0M | 0M |
| Q4 2024 | 20 | 1M | 20.3% | 20 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CBNA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 88,229 | 1.34% | $3.71M | 0.00% | Jun 30, 2026 |
| Royce Micro-Cap Fund | 58,670 | 0.89% | $2.47M | 0.58% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 53,457 | 0.81% | $2.25M | 0.00% | Jun 30, 2026 |
| Royce Small-Cap Fund | 49,988 | 0.76% | $2.10M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 32,441 | 0.49% | $1.36M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 27,732 | 0.42% | $1.26M | 0.00% | Jul 31, 2026 |
| Gator Capital Long/Short Fund | 24,782 | 0.38% | $1.13M | 1.42% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 21,456 | 0.33% | $902.22K | 0.01% | Jun 30, 2026 |
| Royce Capital Fund - Micro-Cap Portfolio | 19,166 | 0.29% | $805.93K | 0.57% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 12,148 | 0.19% | $440.37K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 11,134 | 0.17% | $403.61K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 8,991 | 0.14% | $378.07K | 0.02% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 5,386 | 0.08% | $245.28K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 4,968 | 0.08% | $180.09K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 4,424 | 0.07% | $160.37K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David M. Evinger | President, Chief Risk Officer, Director | 375 | 0.01% | Aug 28, 2026 |
| James R. Pollock | Corporate Development Officer | 3,845 | 0.06% | Mar 6, 2026 |
| Hilary Eva Albrecht | Corporate Secretary & Counsel | – | – | Jun 20, 2025 |
| Mark Martinelli | Director | 3,000 | 0.05% | Jul 31, 2026 |
| Leigh-Alexandra Basha | Director | 1,370 | 0.02% | Mar 10, 2026 |
| Benita Thompson-Byas | Director | 16,208 | 0.25% | Mar 4, 2026 |
| Joseph MICHAEL Fitzgerald | Director | 29,132 | 0.44% | Feb 5, 2026 |
| William C. Leavitt | Director | 1,400 | 0.02% | Jan 12, 2026 |
| Michael J. Conover | Director | 3,250 | 0.05% | Feb 5, 2025 |
| Paul W. Leavitt | Director | 1,196 | 0.02% | Nov 22, 2024 |
| Martin S. Friedman | 10% owner | 306,078 | 4.66% | May 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark Martinelli Director | Jul 29, 2026 | Buy | +400 | $44.00 | $17.60K | 3,000 |
| Leigh-Alexandra Basha Director | Mar 6, 2026 | Buy | +400 | $35.04 | $14.02K | 1,200 |
| James R. Pollock Corporate Development Officer | Mar 5, 2026 | Buy | +714 | $35.25 | $25.17K | 3,845 |
| Benita Thompson-Byas Director | Mar 3, 2026 | Sale | −2,000 | $35.44 | $70.88K | 16,208 |
| Benita Thompson-Byas Director | Dec 15, 2025 | Conversion | +18,020 | $36.46 | $657.01K | 18,208 |
| Benita Thompson-Byas Director | Dec 15, 2025 | Conversion | +18,020 | $36.46 | $657.01K | 18,020 |
| Leigh-Alexandra Basha Director | Nov 18, 2025 | Buy | +400 | $30.48 | $12.19K | 800 |
| Leigh-Alexandra Basha Director | Nov 18, 2025 | Buy | +400 | $30.48 | $12.19K | 1,200 |
| Joseph MICHAEL Fitzgerald Director | Nov 17, 2025 | Conversion | +27,880 | $30.19 | $841.70K | 29,132 |
| Joseph MICHAEL Fitzgerald Director | Nov 17, 2025 | Conversion | +27,880 | $30.19 | $841.70K | 27,880 |
| Mark Martinelli Director | Nov 11, 2025 | Award | +430 | $28.55 | $12.28K | 2,600 |
| Mark Martinelli Director | Nov 11, 2025 | Buy | +430 | $28.55 | $12.28K | 2,500 |
| Mark Martinelli Director | Nov 11, 2025 | Award | +430 | $28.55 | $12.28K | 2,500 |
| Mark Martinelli Director | Nov 7, 2025 | Conversion | +170 | $29.93 | $5.09K | 2,170 |
| Leigh-Alexandra Basha Director | Aug 29, 2025 | Buy | +400 | $29.81 | $11.92K | 570 |
| Leigh-Alexandra Basha Director | Aug 29, 2025 | Buy | +400 | $29.81 | $11.92K | 400 |
| David M. Evinger President, Chief Risk Officer, Director | Aug 18, 2025 | Other | −125 | – | – | 125 |
| David M. Evinger President, Chief Risk Officer, Director | Aug 18, 2025 | Other | −125 | – | – | 125 |
| Leigh-Alexandra Basha Director | Jun 29, 2025 | Buy | +400 | $29.97 | $11.99K | 400 |
| Martin S. Friedman 10% owner | May 28, 2025 | Sale | −32,158 | $27.01 | $868.59K | 306,078 |
| Martin S. Friedman 10% owner | Feb 25, 2025 | Buy | +8,514 | $24.13 | $205.44K | 338,236 |
| Martin S. Friedman 10% owner | Feb 24, 2025 | Buy | +16,194 | $24.46 | $396.11K | 328,722 |
| Martin S. Friedman 10% owner | Feb 21, 2025 | Buy | +1,088 | $24.49 | $26.65K | 312,528 |
| Michael J. Conover Director | Feb 4, 2025 | Buy | +300 | $24.61 | $7.38K | 3,250 |
| Michael J. Conover Director | Feb 3, 2025 | Buy | +700 | $24.75 | $17.33K | 2,950 |
| Paul W. Leavitt Director | Nov 22, 2024 | Gift | −700 | – | – | 1,196 |
| Paul W. Leavitt Director | Nov 21, 2024 | Gift | −700 | – | – | 1,896 |
| Paul W. Leavitt Director | Nov 21, 2024 | Gift | −700 | – | – | 2,596 |
| Paul W. Leavitt Director | Nov 21, 2024 | Gift | −700 | – | – | 3,996 |
| Paul W. Leavitt Director | Nov 21, 2024 | Gift | −700 | – | – | 3,296 |
| Michael J. Conover Director | Oct 3, 2024 | Buy | +2,250 | $22.00 | $49.50K | 2,250 |
| Yonesy F. Nunez Director | Oct 3, 2024 | Buy | +1,807 | $22.00 | $39.75K | 1,807 |
| James R. Pollock Corporate Development Officer | Oct 3, 2024 | Buy | +3,131 | $22.00 | $68.88K | 3,131 |
| Paul W. Leavitt Director | Oct 3, 2024 | Buy | +4,696 | $22.00 | $103.31K | 4,696 |
| Rachel G. Miller Counsel & Corporate Secretary | Oct 3, 2024 | Buy | +407 | $22.00 | $8.95K | 407 |
| Joanna R. Williamson Chief Financial Officer | Oct 3, 2024 | Buy | +753 | $22.00 | $16.57K | 753 |
| Joseph MICHAEL Fitzgerald Director | Oct 3, 2024 | Buy | +1,252 | $22.00 | $27.54K | 1,252 |
| Thomas G. Fitzgerald Jr. Director, 10% owner | Oct 3, 2024 | Buy | +2,504 | $22.00 | $55.09K | 2,504 |
| David M. Evinger President, Chief Risk Officer, Director | Oct 3, 2024 | Buy | +125 | $22.00 | $2.75K | 125 |
| Benita Thompson-Byas Director | Oct 3, 2024 | Buy | +188 | $22.00 | $4.14K | 188 |
| Michelle L. Korsmo Director | Oct 3, 2024 | Buy | +626 | $22.00 | $13.77K | 626 |
| Andrew J. Fitzgerald Director, 10% owner | Oct 3, 2024 | Buy | +2,504 | $22.00 | $55.09K | 2,504 |
| John J. Brough Chief Executive Officer, Director | Oct 3, 2024 | Buy | +1,252 | $22.00 | $27.54K | 1,252 |
| Mark Martinelli Director | Oct 3, 2024 | Buy | +2,000 | $22.00 | $44.00K | 2,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Benita Thompson-Byas Director | Mar 3, 2026 | 2,000 | $70.36K | Mar 3, 2026 | Conversion Class B to Class A |