Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Chief Credit Officer of Subsid | July 01, 2023 | July 25, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BLUE RIDGE BANKSHARES, INC.
Report date July 01, 2023 · Filed July 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,963 |
Ending reported balance
After 2023-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-01 · Grant · Acquired 4,068 · Balance 16,863 F1: Award of time-based restricted stock subject to a vesting schedule. Row 2 · 2023-07-01 · Grant · Acquired 6,100 · Balance 22,963 F2: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 494 |
Reported balance
Holding disclosure · report date 2023-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 494 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of time-based restricted stock subject to a vesting schedule.
F2: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2023 Filed Jul 25, 2023 17:15 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001002105-23-000116 · form4.xml · nonDerivative · entry 2 DeLoach LaNell · CIK 0001925858 · Chief Credit Officer of Subsid 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,963 F2 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| July 01, 2023 Filed Jul 25, 2023 17:15 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 4,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001002105-23-000116 · form4.xml · nonDerivative · entry 1 DeLoach LaNell · CIK 0001925858 · Chief Credit Officer of Subsid 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,863 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 15:31 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 3,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-014331 · doc1.xml · nonDerivative · entry 2 DeLoach LaNell · CIK 0001925858 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,795 F2 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 15:31 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 2,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-014331 · doc1.xml · nonDerivative · entry 1 DeLoach LaNell · CIK 0001925858 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,618 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.