Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Director | December 02, 2024 | December 31, 2024 |
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 December 02, 2024 · Filed December 31, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,869 |
Reported balance
After 2024-12-02 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-12-02 · Grant · Acquired 5,718 · Balance 118,869 F1: Stock received in lieu of cash compensation F2: Restricted stock subject to a vesting schedule F3: In the prior Form 4 filing, the number of securities beneficially owned in Colum 5 was inadvertently reported incorrectly due to an administrative error that incorrectly calculated the actual amount of securities beneficially owned following the reported transaction. The current amount of securities the Reporting Person directly beneficially owns is 118,869 as reported in this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock received in lieu of cash compensation
F2: Restricted stock subject to a vesting schedule
F3: In the prior Form 4 filing, the number of securities beneficially owned in Colum 5 was inadvertently reported incorrectly due to an administrative error that incorrectly calculated the actual amount of securities beneficially owned following the reported transaction. The current amount of securities the Reporting Person directly beneficially owns is 118,869 as reported in this Form 4.
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 02, 2024 Filed Dec 5, 2024 01:24 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 5,718 | $3.55 | $20,298.90 |
DisclosureSEC source: 0000950170-24-133460 · ownership.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,902 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule Read SEC document |
| December 02, 2024 Filed Dec 31, 2024 19:38 UTC Amendment | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 5,718 | $3.55 | $20,298.90 |
DisclosureSEC source: 0000950170-24-141516 · ownership.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,869 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule F3 · balance_after: In the prior Form 4 filing, the number of securities beneficially owned in Colum 5 was inadvertently reported incorrectly due to an administrative error that incorrectly calculated the actual amount of securities beneficially owned following the reported transaction. The current amount of securities the Reporting Person directly beneficially owns is 118,869 as reported in this Form 4. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:17 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionSeries B Preferred Stock · Derivative | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080729 · ownership.xml · derivative · entry 2 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 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 21:17 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionCommon Stock | 80,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-080729 · ownership.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,151 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 20:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseSeries B Preferred Stock · Derivative | 20 | $10,000.00 Strike: $2.50 | $200,000.00 |
DisclosureSEC source: 0000950170-24-042327 · ownership.xml · derivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20 Underlying: Common Stock · 80,000 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 18:28 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 8,938 | $8.85 | $79,101.30 |
DisclosureSEC source: 0001002105-23-000106 · form4.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,151 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:16 UTC Amendment | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,500 | $7.73 | $11,595.00 |
DisclosureSEC source: 0001002105-23-000022 · form4.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,213 Read SEC document |
| May 10, 2023 Filed May 12, 2023 15:50 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,500 | $7.73 | $11,595.00 |
DisclosureSEC source: 0001002105-23-000014 · form4.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,213 Read SEC document |
| July 01, 2022 Filed Jul 19, 2022 18:59 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 4,674 | $15.30 | $71,512.20 |
DisclosureSEC source: 0001567619-22-014163 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,713 F1 · kind: Stock received in lieu of cash compensation. F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| February 09, 2022 Filed Feb 9, 2022 21:34 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $17.45 | $17,450.00 |
DisclosureSEC source: 0001567619-22-003051 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,039 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $17.36 to $17.50. Read SEC document |
| July 01, 2021 Filed Aug 18, 2021 23:58 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 2,650 | $17.93 | $47,514.50 |
DisclosureSEC source: 0001567619-21-016078 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,040 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. F3 · balance_after: On March 17, 2021, Blue Ridge Bankshares, Inc., (the "Company") declared a three-for-two stock split effected in the form of a 50% stock dividend on its common stock outstanding to shareholders of record as of April 20, 2021. As a result, the reporting person received 4,797 shares of the Company's common stock as of April 20, 2021. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 21:49 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $14.16 | $14,160.00 |
DisclosureSEC source: 0001567619-20-018860 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,593 Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 18:34 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $14.16 | $14,160.00 |
DisclosureSEC source: 0001567619-20-018727 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,593 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:54 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011622 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,593 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 01, 2020 Filed Apr 10, 2020 19:13 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007831 · doc1.xml · nonDerivative · entry 1 Stokes William W. · CIK 0001796973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,943 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.