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Janney Robert S.

Disclosed activity across 1 company

Tapewire entity
89324
SEC CIK
0001796476

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786DirectorJune 28, 2024July 02, 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 June 28, 2024 · Filed July 02, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect83,550 Reported balance After 2024-06-28 transaction · row 1
1 source row

Row 1 · 2024-06-28 · Conversion · Acquired 40,000 · Balance 83,550

F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis.

Series B Preferred StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-06-28 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2024-06-28 · Conversion · Disposed 10 · Balance 0

F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis.

F2: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date.

Common StockSEC Table I · non-derivativeIndirectJanney Investments LLC77,302 Reported balance Holding disclosure · report date 2024-06-28 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 77,302

Filing footnotes · ownership attribution and instrument terms

F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis.

F2: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 28, 2024 Filed Jul 2, 2024 21:15 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 ConversionSeries B Preferred Stock · Derivative 10 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-080705 · ownership.xml · derivative · entry 3

Janney Robert S. · CIK 0001796476 · 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 21:15 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 ConversionCommon Stock 40,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-080705 · ownership.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,550

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 20:40 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 PurchaseSeries B Preferred Stock · Derivative 10 $10,000.00 Strike: $2.50 $100,000.00
Disclosure

SEC source: 0000950170-24-042304 · ownership.xml · derivative · entry 1

Janney Robert S. · CIK 0001796476 · 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 18:20 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 GrantCommon Stock 6,223 $8.85 $55,073.55
Disclosure

SEC source: 0001002105-23-000096 · form4.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,550

F1 · kind: Stock received in lieu of cash compensation.

F2 · shares: Restricted stock subject to a vesting schedule.

Read SEC document
September 12, 2022 Filed Sep 12, 2022 19:22 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 PurchaseCommon Stock 659 $14.62 $9,632.60
Disclosure

SEC source: 0001567619-22-017261 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,202

Read SEC document
July 01, 2022 Filed Jul 19, 2022 18:53 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 GrantCommon Stock 3,895 $15.30 $59,593.50
Disclosure

SEC source: 0001567619-22-014158 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,543

F1 · kind: Stock received in lieu of cash compensation

F2 · shares: Restricted stock subject to a vesting schedule.

Read SEC document
July 01, 2021 Filed Aug 19, 2021 13:38 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 GrantCommon Stock 1,395 $17.93 $25,012.35
Disclosure

SEC source: 0001567619-21-016091 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,773

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 10,459 shares of the Company's common stock as of April 20, 2021. At the same time, 25,767 shares were allocated to Janney Investments, LLC.

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November 03, 2020 Filed Nov 4, 2020 20:08 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 PurchaseCommon Stock 376 $14.10 $5,301.60
Disclosure

SEC source: 0001567619-20-018682 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,919

Read SEC document
June 03, 2020 Filed Jun 5, 2020 15:28 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 PurchaseCommon Stock 1,208 $15.19 $18,355.44
Disclosure

SEC source: 0001567619-20-011764 · doc1.xml · nonDerivative · entry 2

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Janney Investments LLC

Disclosed balance after: 51,535

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in three transactions at prices of $14.98, $15.298, and $15.3068, inclusive.

Read SEC document
June 03, 2020 Filed Jun 5, 2020 15:28 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 PurchaseCommon Stock 525 $14.97 $7,860.77
Disclosure

SEC source: 0001567619-20-011764 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,543

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $14.9793 and $14.9665, inclusive.

Read SEC document
June 01, 2020 Filed Jun 3, 2020 20:52 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 GrantCommon Stock 650 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-011620 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,018

F1 · shares: Award of time-based restricted stock subject to a vesting schedule.

Read SEC document
January 01, 2020 Filed Apr 10, 2020 19:10 UTC BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 GrantCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-007829 · doc1.xml · nonDerivative · entry 1

Janney Robert S. · CIK 0001796476 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,368

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.