Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Virginia National Bankshares CorpVABK · Entity 6120 | Director | January 30, 2026 | February 03, 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.
Virginia National Bankshares Corp
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,577.85 |
Reported balance
After 2026-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 1,100 · Balance 14,577.85 F1: This restricted stock grant vests in four equal annual installments beginning January 30, 2027. F2: Includes 291.28 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock grant vests in four equal annual installments beginning January 30, 2027.
F2: Includes 291.28 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FAUQUIER BANKSHARES, INC.
Report date April 01, 2021 · Filed April 01, 2021
Section 16 reporting ended · disclosed 2021-04-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Disposition to issuer · Disposed 6,275.729 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization between Virginia National Bankshares Corporation ("Virginia National") and the issuer, dated September 30, 2020 (the "Merger Agreement"), pursuant to which the issuer was merged with and into Virginia National effective April 1, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of common stock of the issuer was converted into 0.675 shares of Virginia National common stock, with cash paid in lieu of fractional shares. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization between Virginia National Bankshares Corporation ("Virginia National") and the issuer, dated September 30, 2020 (the "Merger Agreement"), pursuant to which the issuer was merged with and into Virginia National effective April 1, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of common stock of the issuer was converted into 0.675 shares of Virginia National common stock, with cash paid in lieu of fractional shares. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of common stock of the issuer.
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 |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 3, 2026 10:38 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-034693 · ownership.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,577.85 F1 · shares: This restricted stock grant vests in four equal annual installments beginning January 30, 2027. F2 · balance_after: Includes 291.28 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 14:15 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029839 · ownership.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,186.57 F1 · shares: This restricted stock grant vests in four equal annual installments beginning February 26, 2026. F2 · balance_after: Includes 177.94 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 13:09 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | PurchaseCommon Stock | 400 | $24.75 | $9,900.00 |
DisclosureSEC source: 0000950170-24-049634 · ownership.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,760.63 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $24.70 to $24.75, inclusive. The reporting person undertakes to provide to Virginia National Bankshares Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| March 27, 2024 Filed Apr 1, 2024 17:21 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-039525 · ownership.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,360.63 F1 · shares: This restricted stock grant vests in four equal annual installments beginning March 27, 2025. F2 · balance_after: Includes 195.89 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan Read SEC document |
| May 10, 2023 Filed May 11, 2023 15:19 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | PurchaseCommon Stock | 210 | $29.80 | $6,258.00 |
DisclosureSEC source: 0001209191-23-028690 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,668.74 Read SEC document |
| April 28, 2023 Filed May 2, 2023 11:12 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026404 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,458.74 F1 · shares: This restricted stock grant vests in four equal annual installments beginning April 28, 2024. F2 · balance_after: Includes 108.11 shares acquired since the most recent Section 16 filing by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:22 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | PurchaseCommon Stock | 1,080 | $32.20 | $34,776.00 |
DisclosureSEC source: 0001209191-22-034393 · doc4.xml · nonDerivative · entry 2 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,518.63 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:22 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | PurchaseCommon Stock | 145 | $32.40 | $4,698.00 |
DisclosureSEC source: 0001209191-22-034393 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,438.63 F1 · balance_after: Includes 15.63 shares acquired by reinvestment of dividends under the Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 17:37 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021145 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,278 F1 · shares: This restricted stock grant vests in four equal annual installments beginning March 23, 2023. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 11:52 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | PurchaseCommon Stock | 1,550 | $33.00 | $51,150.00 |
DisclosureSEC source: 0001209191-21-040151 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,160 Read SEC document |
| May 10, 2021 Filed May 10, 2021 12:27 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | SaleCommon Stock | 873 | $32.00 | $27,936.00 |
DisclosureSEC source: 0001209191-21-031158 · doc4.xml · nonDerivative · entry 3 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610 Read SEC document |
| May 07, 2021 Filed May 10, 2021 12:27 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | SaleCommon Stock | 1 | $32.50 | $32.50 |
DisclosureSEC source: 0001209191-21-031158 · doc4.xml · nonDerivative · entry 2 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,483 Read SEC document |
| May 06, 2021 Filed May 10, 2021 12:27 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | SaleCommon Stock | 676 | $32.50 | $21,970.00 |
DisclosureSEC source: 0001209191-21-031158 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,484 Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 14:55 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | Disposition to issuerCommon Stock | 6,275.729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-024022 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization between Virginia National Bankshares Corporation ("Virginia National") and the issuer, dated September 30, 2020 (the "Merger Agreement"), pursuant to which the issuer was merged with and into Virginia National effective April 1, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of common stock of the issuer was converted into 0.675 shares of Virginia National common stock, with cash paid in lieu of fractional shares. As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of common stock of the issuer. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:39 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025302 · doc4.xml · nonDerivative · entry 2 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,160 F2 · shares: This restricted stock grant vests in four equal annual installments beginning April 1, 2022. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:39 UTC | Virginia National Bankshares Corp VABK · Entity 6120 | GrantCommon Stock | 4,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-025302 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,234 F1 · price: Received in exchange for 6,275.729 shares of Fauquier Bankshares, Inc. ("Fauquier") common stock in connection with the merger of Fauquier with and into Virginia National Bankshares Corporation ("Virginia National") effective April 1, 2021 (the "Merger"). At the effect time of the Merger at 12:01 a.m. on April 1, 2021 (the "Effective Time"), each outstanding share of common stock of Fauquier converted into the right to receive 0.675 shares of Virginia National common stock. On March 31, 2021, the last trading day before the Effective Time, the closing price of the common stock of Fauquier was $21.28 per share and the closing price of the common stock of Virginia National was $30.35 per share. All fractional share holdings were paid in cash. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 13:46 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007121 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275.729 F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. F2 · balance_after: This includes an additional 20.729 shares that were acquired during 2019 and inadvertently omitted from reporting person's prior Form 4s. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 09:01 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011861 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,716 F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. Read SEC document |
| May 29, 2019 Filed May 29, 2019 16:55 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 1,600 | $21.61 | $34,576.00 |
DisclosureSEC source: 0001209191-19-033223 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,239 F1 · price: Weighted Average Purchase Price. Stock price range was $21.60-$21.68. Upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price will be provided. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 15:06 UTC Amendment | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012914 · doc4a.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,639 F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. F2 · price: The original Form 4, filed on February 25, 2019, is being amended by this Form 4 amendment solely to correct an administrative error in reporting the transaction price. As reported by this Form 4 amendment, the correct price per share for the transaction was $0 per share rather than the $21.69 that was shown in the original Form 4. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 11:10 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 461 | $21.69 | $9,999.09 |
DisclosureSEC source: 0001209191-19-012864 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,639 F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. Read SEC document |
| May 04, 2018 Filed May 7, 2018 13:15 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 235 | $21.23 | $4,989.05 |
DisclosureSEC source: 0001209191-18-028252 · doc4.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 14:58 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-008996 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,943 F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. Read SEC document |
| November 03, 2017 Filed Nov 3, 2017 09:52 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 475 | $20.88 | $9,918.00 |
DisclosureSEC source: 0001140361-17-040865 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,477 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 13:15 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 505 | $19.64 | $9,918.20 |
DisclosureSEC source: 0001140361-17-030000 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,002 Read SEC document |
| February 16, 2017 Filed Feb 16, 2017 11:57 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 570 | $17.89 | $10,197.30 |
DisclosureSEC source: 0001140361-17-007874 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 12:57 UTC | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | PurchaseCommon Stock | 570 | $17.89 | $10,197.30 |
DisclosureSEC source: 0001140361-17-008263 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926 Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 10:37 UTC Amendment | FAUQUIER BANKSHARES, INC. FBSS · Entity 140713 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008454 · doc1.xml · nonDerivative · entry 1 CARTER KEVIN T · CIK 0001690605 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 F2 · security: Row updated to reflect correct transaction information. F2 · kind: Row updated to reflect correct transaction information. F1 · shares: Restricted stock award; shares vest immediately but carry a three year period of restriction. F2 · shares: Row updated to reflect correct transaction information. F2 · price: Row updated to reflect correct transaction information. F2 · balance_after: Row updated to reflect correct transaction information. 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.