Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Virginia National Bankshares CorpVABK · Entity 6120 | GC, EVP & Secretary | November 01, 2022 | November 02, 2022 |
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.
Virginia National Bankshares Corp
Report date November 01, 2022 · Filed November 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,796 |
Reported balance
After 2022-11-01 transaction · row 1
1 source rowRow 1 · 2022-11-01 · Grant · Acquired 2,500 · Balance 10,796 F1: This restricted stock grant vests in five equal annual installments beginning November 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock grant vests in five equal annual installments beginning November 1, 2023.
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 |
|---|---|---|---|---|---|---|
| November 01, 2022 Filed Nov 2, 2022 19:49 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055248 · doc4.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · GC, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,796 F1 · shares: This restricted stock grant vests in five equal annual installments beginning November 1, 2023. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 14:58 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantStock Option 2021-01-ISO (right to buy) · Derivative | 4,400 | $0.00 Strike: $36.14 | $0.00 |
DisclosureSEC source: 0001209191-21-058743 · doc4.xml · derivative · entry 1 Shewmake Donna G · CIK 0001593149 · GC, EVP & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 Underlying: Common Stock · 4,400 shares Expires 2031-09-29 F1 · derivative.exercise_date: This option vests in four equal annual installments beginning September 30, 2022. Read SEC document |
| September 23, 2020 Filed Sep 25, 2020 21:24 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantEmployee Stock Option 2020-02-ISO (right to buy) · Derivative | 10,000 | $0.00 Strike: $23.75 | $0.00 |
DisclosureSEC source: 0001593149-20-000004 · primary_doc.xml · derivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-09-22 F1 · derivative.exercise_date: The option vests in five equal annual installments beginning September 23, 2021. Read SEC document |
| May 08, 2020 Filed May 12, 2020 18:46 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001593149-20-000003 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,296 F1 · shares: This restricted stock grant vests in four equal annual installments beginning on May 8, 2021. Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 21:09 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593149-19-000002 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,796 F1 · shares: Restricted stock grant vests in four equal annual installments beginning on September 6, 2020. F2 · balance_after: Includes 227 shares received by the reporting person in connection with the 5% stock dividend issued by the Company to all shareholders of record as of June 26, 2019. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 20:20 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593149-19-000001 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 Read SEC document |
| May 17, 2018 Filed May 21, 2018 21:49 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantEmployee Stock Option 2018-03-ISO (right to buy) · Derivative | 5,250 | $0.00 Strike: $44.75 | $0.00 |
DisclosureSEC source: 0001593149-18-000003 · primary_doc.xml · derivative · entry 3 Shewmake Donna G · CIK 0001593149 · EVP, General Counsel & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 5,250 shares Expires 2028-05-16 F4 · derivative.exercise_date: This option vests in five equal annual installments beginning May 17, 2019. Read SEC document |
| May 17, 2018 Filed May 21, 2018 21:49 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | Exercise / conversionEmployee Stock Option 2008-06-ISO (right to buy) · Derivative | 2,257 | $0.00 Strike: $22.15 | $0.00 |
DisclosureSEC source: 0001593149-18-000003 · primary_doc.xml · derivative · entry 2 Shewmake Donna G · CIK 0001593149 · EVP, General Counsel & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,257 shares Expires 2018-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Number of shares and price per share of options exercised was adjusted for 5% stock dividend issued on April 13, 2018 and prior stock dividend(s). F1 · shares: Number of shares and price per share of options exercised was adjusted for 5% stock dividend issued on April 13, 2018 and prior stock dividend(s). F3 · derivative.exercise_date: This option vested in four equal annual installments beginning June 3, 2009 F1 · derivative.underlying_shares: Number of shares and price per share of options exercised was adjusted for 5% stock dividend issued on April 13, 2018 and prior stock dividend(s). Read SEC document |
| May 17, 2018 Filed May 21, 2018 21:49 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | Exercise / conversionCommon Stock | 2,257 | $22.15 | $49,999.77 |
DisclosureSEC source: 0001593149-18-000003 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · EVP, General Counsel & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,569 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Number of shares and price per share of options exercised was adjusted for 5% stock dividend issued on April 13, 2018 and prior stock dividend(s). F1 · price: Number of shares and price per share of options exercised was adjusted for 5% stock dividend issued on April 13, 2018 and prior stock dividend(s). F2 · balance_after: Prior shares owned have been adjusted for 5% stock dividend issued on April 13, 2018. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 21:19 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | Exercise / conversionIncentive Stock Option 2008-06 · Derivative | 1,200 | $0.00 Strike: $23.26 | $0.00 |
DisclosureSEC source: 0001593149-18-000002 · primary_doc.xml · derivative · entry 3 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,150 Underlying: Common Stock · 3,350 shares Expires 2018-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option vested in four equal annual installments starting June 3, 2009. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 21:19 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | SaleCommon Stock | 1,200 | $40.25 | $48,300.00 |
DisclosureSEC source: 0001593149-18-000002 · primary_doc.xml · nonDerivative · entry 2 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 21:19 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | Exercise / conversionCommon Stock | 1,200 | $23.26 | $27,913.08 |
DisclosureSEC source: 0001593149-18-000002 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:32 UTC | Virginia National Bankshares Corp vabk · Entity 6120 | Exercise / conversionIncentive Stock Option 2008-06 · Derivative | 1,250 | $0.00 Strike: $23.26 | $0.00 |
DisclosureSEC source: 0001593149-18-000001 · primary_doc.xml · derivative · entry 2 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,350 Underlying: Common Stock · 4,600 shares Expires 2018-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option vested in four equal annual installments starting June 3, 2009. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:32 UTC | Virginia National Bankshares Corp vabk · Entity 6120 | Exercise / conversionCommon Stock | 1,250 | $23.26 | $29,076.13 |
DisclosureSEC source: 0001593149-18-000001 · primary_doc.xml · nonDerivative · entry 1 Shewmake Donna G · CIK 0001593149 · General Counsel, EVP & Secreta 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.