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, 2026 | July 07, 2026 |
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, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,345 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 10,306 · Balance 66,345 F1: Stock received in lieu of cash compensation F2: Restricted stock subject to a vesting schedule |
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, 2026 Filed Jul 7, 2026 21:30 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 10,306 | $3.59 | $36,998.54 |
DisclosureSEC source: 0001981592-26-000001 · ownership.xml · nonDerivative · entry 1 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,345 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 20:42 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 9,544 | $4.17 | $39,798.48 |
DisclosureSEC source: 0000950170-25-114009 · ownership.xml · nonDerivative · entry 1 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,039 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:11 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionSeries B Preferred Stock · Derivative | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080684 · ownership.xml · derivative · entry 2 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires not disclosed 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: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F1 · derivative.exercise_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F2 · derivative.expiration_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:11 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-080684 · ownership.xml · nonDerivative · entry 1 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,495 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 · price: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 20:45 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseSeries B Preferred Stock · Derivative | 10 | $10,000.00 Strike: $2.50 | $100,000.00 |
DisclosureSEC source: 0000950170-24-042323 · ownership.xml · derivative · entry 1 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, becomes convertible into shares of common stock upon a Mandatory Conversion or Partial Conversion (as such terms are defined in the Articles of Amendment to the Company's Articles of Incorporation creating and authorizing the shares of Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B). F2 · derivative.expiration_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 17:21 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 4,495 | $8.85 | $39,780.75 |
DisclosureSEC source: 0001002105-23-000084 · form4.xml · nonDerivative · entry 1 Cozart Heather · CIK 0001981592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,495 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: 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.