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 | 129,352 |
Reported balance
After 2023-07-01 transaction · row 1
1 source rowRow 1 · 2023-07-01 · Grant · Acquired 9,555 · Balance 129,352 F1: Stock received in lieu of cash compensation. F2: Restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy Parent IRA as Manager- Sharon Marie Holzwarth | 10,000 |
Reported balance
Holding disclosure · report date 2023-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
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 17:37 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 9,555 | $8.85 | $84,561.75 |
DisclosureSEC source: 0001002105-23-000094 · form4.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,352 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| May 15, 2023 Filed May 16, 2023 19:58 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,200 | $7.90 | $9,480.00 |
DisclosureSEC source: 0001002105-23-000033 · form4.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,797 Read SEC document |
| May 12, 2023 Filed May 15, 2023 20:35 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,838 | $7.79 | $14,315.63 |
DisclosureSEC source: 0001002105-23-000029 · form4.xml · nonDerivative · entry 2 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,597 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging $7.86 to $7.90. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:35 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 3,597 | $7.79 | $28,013.80 |
DisclosureSEC source: 0001002105-23-000029 · form4.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,759 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging $7.84 to $7.90. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:41 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 6,025 | $7.79 | $46,928.12 |
DisclosureSEC source: 0001002105-23-000027 · form4.xml · nonDerivative · entry 2 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,162 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.67 to $7.89. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:41 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 3,866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001002105-23-000027 · form4.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,137 F1 · kind: This transaction involved a total of 3,866 shares gifted by the Reporting Person. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 18, 2022 Filed Nov 23, 2022 15:17 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 781 | $13.28 | $10,371.68 |
DisclosureSEC source: 0001567619-22-020801 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,003 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| July 01, 2022 Filed Jul 19, 2022 19:16 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 3,486 | $15.30 | $53,335.80 |
DisclosureSEC source: 0001567619-22-014170 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,222 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 19:28 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 90 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006696 · doc1.xml · nonDerivative · entry 3 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,736 F3 · kind: This transaction involved a gift of 90 shares by the Reporting Person. F3 · shares: This transaction involved a gift of 90 shares by the Reporting Person. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 19:28 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 90 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006696 · doc1.xml · nonDerivative · entry 2 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By UTMA Account - Andrew Ward Holzwarth Disclosed balance after: 10,016 F1 · kind: This transaction involved a gift of 90 shares to a UTMA Account for the benefit of the Reporting Person's son. F1 · shares: This transaction involved a gift of 90 shares to a UTMA Account for the benefit of the Reporting Person's son. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 19:28 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 90 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006696 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,826 F1 · kind: This transaction involved a gift of 90 shares to a UTMA Account for the benefit of the Reporting Person's son. F1 · shares: This transaction involved a gift of 90 shares to a UTMA Account for the benefit of the Reporting Person's son. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:53 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 5,000 | $15.43 | $77,170.00 |
DisclosureSEC source: 0001567619-22-006662 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,636 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.43408 to $15.4341. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:45 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 10,000 | $16.33 | $163,294.00 |
DisclosureSEC source: 0001567619-22-006207 · doc1.xml · nonDerivative · entry 3 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Parent IRA as Manager - Sharon Marie Holzwarth Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices $16.3399 and $16.3188, inclusive. Read SEC document |
| March 01, 2022 Filed Mar 10, 2022 19:27 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006693 · doc1.xml · nonDerivative · entry 3 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,916 F3 · kind: This transaction involved a gift of 860 shares by the Reporting Person. F3 · shares: This transaction involved a gift of 860 shares by the Reporting Person. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| March 01, 2022 Filed Mar 10, 2022 19:27 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006693 · doc1.xml · nonDerivative · entry 2 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By UTMA Account - Andrew Ward Holzwarth Disclosed balance after: 9,926 F1 · kind: This transaction involved a gift of 860 shares to a UTMA Account for the benefit of the Reporting Person's son. F1 · shares: This transaction involved a gift of 860 shares to a UTMA Account for the benefit of the Reporting Person's son. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| March 01, 2022 Filed Mar 10, 2022 19:27 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GiftCommon Stock | 860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-006693 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,776 F1 · kind: This transaction involved a gift of 860 shares to a UTMA Account for the benefit of the Reporting Person's son. F1 · shares: This transaction involved a gift of 860 shares to a UTMA Account for the benefit of the Reporting Person's son. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| July 01, 2021 Filed Aug 19, 2021 13:31 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 1,333 | $17.93 | $23,900.69 |
DisclosureSEC source: 0001567619-21-016090 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,003 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 34,890 shares of the Company's common stock as of April 20, 2021. At the same time, 2,627 shares were allocated to the UTMA Account for Andrew Ward Holzwarth. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:51 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011619 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,780 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 01, 2020 Filed Apr 10, 2020 19:09 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007828 · doc1.xml · nonDerivative · entry 1 Holzwarth Andrew C. · CIK 0001796438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,180 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.