Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Director | July 01, 2023 | July 06, 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 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,355 |
Reported balance
After 2023-07-01 transaction · row 1
1 source rowRow 1 · 2023-07-01 · Grant · Acquired 4,370 · Balance 18,355 F1: Stock received in lieu of cash compensation. F2: Restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBY Wife | 225,000 |
Reported balance
Holding disclosure · report date 2023-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 225,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock received in lieu of cash compensation.
F2: Restricted stock subject to 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 6, 2023 17:31 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 4,370 | $8.85 | $38,674.50 |
DisclosureSEC source: 0001002105-23-000090 · form4.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,355 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:52 UTC Amendment | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $8.35 | $8,350.00 |
DisclosureSEC source: 0001002105-23-000016 · form4.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,985 Read SEC document |
| May 10, 2023 Filed May 12, 2023 15:33 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $8.35 | $8,350.00 |
DisclosureSEC source: 0001002105-23-000010 · form4.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,985 Read SEC document |
| July 01, 2022 Filed Jul 19, 2022 19:06 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 2,324 | $15.30 | $35,557.20 |
DisclosureSEC source: 0001567619-22-014168 · doc1.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,985 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| July 01, 2021 Filed Aug 19, 2021 01:55 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 1,705 | $17.93 | $30,570.65 |
DisclosureSEC source: 0001567619-21-016086 · doc1.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,661 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. F3 · balance_after: On March 17, 2021, Blue Ridge Bankshares, Inc., (the "Company") declared a three-for-two stock split effected in the form of a 50% stock dividend on its common stock outstanding to shareholders of record as of April 20, 2021. As a result, the reporting person received 2,985 shares of the Company's common stock as of April 20, 2021. At the same time, 75,000 shares were allocated to the reporting person's wife. Read SEC document |
| January 01, 2020 Filed Apr 10, 2020 19:02 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007824 · doc1.xml · nonDerivative · entry 1 Dees Larry · CIK 0001796469 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,971 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.