Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | Director | December 31, 2016 | February 08, 2017 |
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 December 31, 2016 · Filed February 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,710 |
Ending reported balance
After 2016-12-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2016-03-18 · Other · Acquired 120 · Balance 125,322 F1: Shares acquired through a Dividend Reinvestment Plan Row 2 · 2016-06-15 · Other · Acquired 130 · Balance 125,452 F1: Shares acquired through a Dividend Reinvestment Plan Row 3 · 2016-09-21 · Other · Acquired 129 · Balance 125,581 F1: Shares acquired through a Dividend Reinvestment Plan Row 4 · 2016-12-15 · Other · Acquired 129 · Balance 125,710 F1: Shares acquired through a Dividend Reinvestment Plan |
| Common StockSEC Table I · non-derivative | IndirectOwned By Spouse | 27,206 |
Last balance in matching sequence
After 2016-12-15 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 5 · 2016-03-18 · Other · Acquired 39 · Balance 27,080 F1: Shares acquired through a Dividend Reinvestment Plan F2: Owned by Daksha Patel Row 6 · 2016-06-15 · Other · Acquired 42 · Balance 27,122 F1: Shares acquired through a Dividend Reinvestment Plan F2: Owned by Daksha Patel Row 7 · 2016-09-21 · Other · Acquired 42 · Balance 27,164 F1: Shares acquired through a Dividend Reinvestment Plan F2: Owned by Daksha Patel Row 8 · 2016-12-15 · Other · Acquired 42 · Balance 27,206 F1: Shares acquired through a Dividend Reinvestment Plan F2: Owned by Daksha Patel |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through a Dividend Reinvestment Plan
F2: Owned by Daksha Patel
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 |
|---|---|---|---|---|---|---|
| December 15, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 42 | $12.96 | $544.32 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 8 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 27,206 F1 · kind: Shares acquired through a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Daksha Patel Read SEC document |
| December 15, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 129 | $12.96 | $1,671.84 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 4 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,710 F1 · kind: Shares acquired through a Dividend Reinvestment Plan Read SEC document |
| September 21, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 42 | $13.08 | $549.36 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 7 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 27,164 F1 · kind: Shares acquired through a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Daksha Patel Read SEC document |
| September 21, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 129 | $13.08 | $1,687.32 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 3 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,581 F1 · kind: Shares acquired through a Dividend Reinvestment Plan Read SEC document |
| June 15, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 42 | $12.89 | $541.38 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 6 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 27,122 F1 · kind: Shares acquired through a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Daksha Patel Read SEC document |
| June 15, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 130 | $12.89 | $1,675.70 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 2 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,452 F1 · kind: Shares acquired through a Dividend Reinvestment Plan Read SEC document |
| March 18, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 39 | $13.79 | $537.81 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 5 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned By Spouse Disclosed balance after: 27,080 F1 · kind: Shares acquired through a Dividend Reinvestment Plan F2 · ownership.nature: Owned by Daksha Patel Read SEC document |
| March 18, 2016 Filed Feb 8, 2017 17:00 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | OtherCommon Stock | 120 | $13.79 | $1,654.80 |
DisclosureSEC source: 0001127602-17-004625 · form5.xml · nonDerivative · entry 1 PATEL NITESH · CIK 0001283762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,322 F1 · kind: Shares acquired through 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.