Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | Director | June 20, 2018 | June 21, 2018 |
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.
MVB FINANCIAL CORP
Report date June 20, 2018 · Filed June 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,854 |
Reported balance
After 2018-06-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-20 · Grant · Acquired 1,368 · Balance 41,854 F1: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F2: Includes 66 shares acquired through MVB's Dividend Reinvestment Plan for March & June 2018. |
| Common StockSEC Table I · non-derivative | IndirectOwned By Spouse | 1,422 |
Reported balance
Holding disclosure · report date 2018-06-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,422 F3: Includes 4 shares acquired through MVB's Dividend Reinvestment Plan for March & June 2018. F4: Owned by Kathy Brooks |
Filing footnotes · ownership attribution and instrument terms
F1: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date.
F2: Includes 66 shares acquired through MVB's Dividend Reinvestment Plan for March & June 2018.
F3: Includes 4 shares acquired through MVB's Dividend Reinvestment Plan for March & June 2018.
F4: Owned by Kathy Brooks
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 20, 2018 Filed Jun 21, 2018 16:03 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-18-000092 · wf-form4_152961139727295.xml · nonDerivative · entry 1 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,854 F1 · kind: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F2 · balance_after: Includes 66 shares acquired through MVB's Dividend Reinvestment Plan for March & June 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 15:35 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,000 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001277902-18-000021 · wf-form4_151941809410758.xml · derivative · entry 3 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-02-21 F4 · derivative.exercise_date: Stock Options granted - 1/5 of the shares become exercisable 02/21/19, 02/21/20, 02/21/21, 02/21/22 and 02/21/23, respectively Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 12:45 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,000 | $0.00 Strike: $12.85 | $0.00 |
DisclosureSEC source: 0001127602-17-012737 · form4.xml · derivative · entry 3 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-03-21 F3 · derivative.exercise_date: Stock Options granted - 1/5 of the shares become exercisable 03/21/18, 03/21/19, 03/21/20, 03/21/21 and 03/21/22, respectively Read SEC document |
| March 15, 2017 Filed Mar 23, 2017 12:45 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 1 | $13.53 | $13.53 |
DisclosureSEC source: 0001127602-17-012737 · form4.xml · nonDerivative · entry 2 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 1,411 F1 · kind: Shares acquired through the Dividend Reinvestment Plan F2 · ownership.nature: Owned by Kathy Brooks Read SEC document |
| March 15, 2017 Filed Mar 23, 2017 12:45 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 47 | $13.53 | $635.91 |
DisclosureSEC source: 0001127602-17-012737 · form4.xml · nonDerivative · entry 1 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,302 F1 · kind: Shares acquired through the Dividend Reinvestment Plan Read SEC document |
| December 15, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 3 | $12.96 | $38.88 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 6 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 1,409 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Kathy Brooks Read SEC document |
| December 15, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 39 | $12.96 | $505.44 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 3 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,255 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan Read SEC document |
| September 21, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 2 | $13.08 | $26.16 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 5 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 1,406 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Kathy Brooks Read SEC document |
| September 21, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 38 | $13.08 | $497.04 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 2 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,216 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan Read SEC document |
| June 15, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 2 | $12.89 | $25.78 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 4 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 1,404 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Kathy Brooks Read SEC document |
| June 15, 2016 Filed Feb 8, 2017 17:22 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 39 | $12.89 | $502.71 |
DisclosureSEC source: 0001127602-17-004651 · form5.xml · nonDerivative · entry 1 BROOKS STEPHEN R · CIK 0001283754 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,178 F1 · kind: shares issued pursuant to a Dividend Reinvestment Plan 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.