Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Chief Accounting Officer | July 01, 2025 | July 25, 2025 |
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, 2025 · Filed July 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,616 |
Ending reported balance
After 2025-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-07-01 · Tax withholding · Disposed 88 · Balance 7,741 Row 2 · 2025-07-01 · Disposition to issuer · Disposed 1,125 · Balance 6,616 F1: Represents forfeiture of unvested performance-based restricted shares, originally awarded July 20, 2022, for failure to satisfy performance conditions. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 25 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 20 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.15 · Expires 2028-06-07 | Direct | 1,875 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,875 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents forfeiture of unvested performance-based restricted shares, originally awarded July 20, 2022, for failure to satisfy performance conditions.
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, 2025 Filed Jul 25, 2025 20:49 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Disposition to issuerCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-098843 · ownership.xml · nonDerivative · entry 2 Raynor Brett · CIK 0001922871 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,616 F1 · acquired: Represents forfeiture of unvested performance-based restricted shares, originally awarded July 20, 2022, for failure to satisfy performance conditions. Read SEC document |
| July 01, 2025 Filed Jul 25, 2025 20:49 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Tax withholdingCommon Stock | 88 | $3.58 | $315.04 |
DisclosureSEC source: 0000950170-25-098843 · ownership.xml · nonDerivative · entry 1 Raynor Brett · CIK 0001922871 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,741 Read SEC document |
| June 10, 2025 Filed Jun 10, 2025 15:44 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | SaleCommon Stock | 2,000 | $3.34 | $6,680.00 |
DisclosureSEC source: 0000950170-25-084169 · ownership.xml · nonDerivative · entry 1 Raynor Brett · CIK 0001922871 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,829 Read SEC document |
| July 01, 2023 Filed Jul 25, 2023 17:20 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Tax withholdingCommon Stock | 265 | $8.85 | $2,345.25 |
DisclosureSEC source: 0001002105-23-000124 · form4.xml · nonDerivative · entry 1 Raynor Brett · CIK 0001922871 · Cheif Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,829 Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 15:29 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-014329 · doc1.xml · nonDerivative · entry 2 Raynor Brett · CIK 0001922871 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,789 F2 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 15:29 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-014329 · doc1.xml · nonDerivative · entry 1 Raynor Brett · CIK 0001922871 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,664 F1 · shares: Award of time-based 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.