Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | CIO and COO | May 01, 2026 | May 06, 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.
MVB FINANCIAL CORP
Report date May 01, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,973 |
Ending reported balance
After 2026-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 1,267 · Balance 9,561 F1: 1/3 of the time-based restricted stock units, granted May 1, 2024, have vested and shares are being issued. F2: Includes 78 dividend equivalent shares accrued since the time of grant. Row 2 · 2026-05-01 · Exercise / conversion · Acquired 1,359 · Balance 10,920 F3: 1/3 of the time-based restricted stock units, granted May 1, 2025, have vested and shares are being issued. F4: Includes 34 dividend equivalent shares accrued since the time of grant. Row 3 · 2026-05-01 · Tax withholding · Disposed 947 · Balance 9,973 |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,190 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Exercise / conversion · Disposed 1,189 · Balance 1,190 F5: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,652 |
Reported balance
After 2026-05-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-01 · Exercise / conversion · Disposed 1,325 · Balance 2,652 F5: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,064 |
Reported balance
After 2026-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-01 · Grant · Acquired 4,064 · Balance 4,064 F5: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,656 |
Reported balance
After 2026-05-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-01 · Grant · Acquired 10,328 · Balance 20,656 F6: RSUs awarded on May1, 2026 that vest over a three-year period May 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/3 of the time-based restricted stock units, granted May 1, 2024, have vested and shares are being issued.
F2: Includes 78 dividend equivalent shares accrued since the time of grant.
F3: 1/3 of the time-based restricted stock units, granted May 1, 2025, have vested and shares are being issued.
F4: Includes 34 dividend equivalent shares accrued since the time of grant.
F5: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company.
F6: RSUs awarded on May1, 2026 that vest over a three-year period May 1, 2027.
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 |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 10,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · derivative · entry 7 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,656 Underlying: Common Stock · 10,328 shares Expires not disclosed F6 · derivative.expiration_date: RSUs awarded on May1, 2026 that vest over a three-year period May 1, 2027. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 4,064 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · derivative · entry 6 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,064 Underlying: Common Stock · 4,064 shares Expires not disclosed F5 · derivative.expiration_date: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 1,325 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · derivative · entry 5 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,652 Underlying: Common Stock · 1,325 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. F5 · derivative.expiration_date: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 1,189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · derivative · entry 4 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,190 Underlying: Common Stock · 1,189 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. F5 · derivative.expiration_date: The restricted stock units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Tax withholdingCommon Stock | 947 | $25.68 | $24,318.96 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · nonDerivative · entry 3 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,973 Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · nonDerivative · entry 2 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,920 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. F3 · kind: 1/3 of the time-based restricted stock units, granted May 1, 2025, have vested and shares are being issued. F4 · shares: Includes 34 dividend equivalent shares accrued since the time of grant. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:51 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001990243-26-000003 · wk-form4_1778028695.xml · nonDerivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · CIO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,561 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 · kind: 1/3 of the time-based restricted stock units, granted May 1, 2024, have vested and shares are being issued. F2 · shares: Includes 78 dividend equivalent shares accrued since the time of grant. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:53 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 3,977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-25-000080 · wk-form4_1746482027.xml · derivative · entry 4 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires not disclosed F3 · derivative.expiration_date: The restricted units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:53 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 1,189 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-25-000080 · wk-form4_1746482027.xml · derivative · entry 3 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,379 Underlying: Common Stock · 1,189 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. F3 · derivative.expiration_date: The restricted units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:53 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Tax withholdingCommon Stock | 446 | $17.49 | $7,800.54 |
DisclosureSEC source: 0001277902-25-000080 · wk-form4_1746482027.xml · nonDerivative · entry 2 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,294 Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:53 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 1,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-25-000080 · wk-form4_1746482027.xml · nonDerivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,740 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 · kind: 1/3 of the time-based restricted stock units, granted May 1, 2024, have vested and shares are being issued. F2 · shares: Includes 47 dividend equivalent shares accrued since the time of grant. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:40 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | PurchaseCommon Stock | 5,700 | $17.60 | $100,320.00 |
DisclosureSEC source: 0001277902-25-000047 · wk-form4_1741898423.xml · nonDerivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,504 Read SEC document |
| May 01, 2024 Filed May 3, 2024 15:29 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 3,568 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-24-000040 · wk-form4_1714750187.xml · derivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568 Underlying: Common Stock · 3,568 shares Expires not disclosed F1 · derivative.expiration_date: The restricted units were granted pursuant to the 2022 Stock Incentive Plan and have a three-year graded vesting schedule assuming continued employment with the Company. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 12:28 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,804 | $0.00 Strike: $22.86 | $0.00 |
DisclosureSEC source: 0001277902-23-000208 · wk-form4_1702988930.xml · derivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,804 Underlying: Common Stock · 1,804 shares Expires 2034-12-15 F1 · derivative.exercise_date: Stock Options granted - 1/3 of the shares become exercisable 12/15/24, 12/15/25, and 12/15/26, respectively. Read SEC document |
| August 02, 2023 Filed Aug 22, 2023 20:23 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | PurchaseCommon Stock | 1,804 | $25.96 | $46,836.53 |
DisclosureSEC source: 0001277902-23-000172 · wk-form4_1692735775.xml · nonDerivative · entry 1 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,804 Read SEC document |
| July 31, 2023 Filed Aug 22, 2023 20:23 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 5,000 | $0.00 Strike: $25.59 | $0.00 |
DisclosureSEC source: 0001277902-23-000172 · wk-form4_1692735775.xml · derivative · entry 2 Giorgio Michael Louis · CIK 0001990243 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2033-07-31 F1 · derivative.exercise_date: Stock Options granted - 1/3 of the shares become exercisable 07/31/2024, 07/31/2025, and 07/31/26, respectively. 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.