Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Director | June 03, 2020 | June 05, 2020 |
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 June 03, 2020 · Filed June 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,110 |
Reported balance
After 2020-06-03 transaction · row 1
1 source rowRow 1 · 2020-06-03 · Purchase · Acquired 1,500 · Balance 38,110 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $14.85 and $14.8825, inclusive. |
| Common StockSEC Table I · non-derivative | IndirectBy Dodd Sisk Whitlock, Corp. | 24,661 |
Reported balance
After 2020-06-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-06-03 · Purchase · Acquired 1,000 · Balance 24,661 |
| Common StockSEC Table I · non-derivative | IndirectBy M&M Leasing LLC | 16,555 |
Reported balance
Holding disclosure · report date 2020-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,555 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $14.85 and $14.8825, inclusive.
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 |
|---|---|---|---|---|---|---|
| June 03, 2020 Filed Jun 5, 2020 15:27 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $14.96 | $14,963.90 |
DisclosureSEC source: 0001567619-20-011763 · doc1.xml · nonDerivative · entry 3 Sisk Mark W. Sr. · CIK 0001795692 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Dodd Sisk Whitlock, Corp. Disclosed balance after: 24,661 Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 15:27 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,500 | $14.87 | $22,299.45 |
DisclosureSEC source: 0001567619-20-011763 · doc1.xml · nonDerivative · entry 1 Sisk Mark W. Sr. · CIK 0001795692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,110 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $14.85 and $14.8825, inclusive. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:53 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011621 · doc1.xml · nonDerivative · entry 1 Sisk Mark W. Sr. · CIK 0001795692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,610 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 01, 2020 Filed Apr 10, 2020 19:12 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007830 · doc1.xml · nonDerivative · entry 1 Sisk Mark W. Sr. · CIK 0001795692 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,010 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.