Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Director | June 28, 2024 | July 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectMensel D. Dean, Jr. Revocable Trust | 199,848 |
Reported balance
After 2024-06-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-06-28 · Conversion · Acquired 100,000 · Balance 199,848 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 security | IndirectMensel D. Dean, Jr. Revocable Trust | 0 |
Reported balance
After 2024-06-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-06-28 · Conversion · Disposed 25 · 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-derivative | IndirectLinda T. Dean Revocable Trust | 2,500 |
Reported balance
Holding disclosure · report date 2024-06-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,500 |
| Common StockSEC Table I · non-derivative | Direct | 13,510 |
Reported balance
Holding disclosure · report date 2024-06-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,510 |
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
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 |
|---|---|---|---|---|---|---|
| June 28, 2024 Filed Jul 2, 2024 21:20 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionSeries B Preferred Stock · Derivative | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080753 · ownership.xml · derivative · entry 4 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mensel D. Dean, Jr. Revocable Trust Disclosed balance after: 0 Underlying: Common Stock · 100,000 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 21:20 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-080753 · ownership.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mensel D. Dean, Jr. Revocable Trust Disclosed balance after: 199,848 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 20:38 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseSeries B Preferred Stock · Derivative | 25 | $10,000.00 Strike: $2.50 | $250,000.00 |
DisclosureSEC source: 0000950170-24-042300 · ownership.xml · derivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mensel D. Dean, Jr. Revocable Trust Disclosed balance after: 25 Underlying: Common Stock · 100,000 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 17:29 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 13,510 | $8.85 | $119,563.50 |
DisclosureSEC source: 0001002105-23-000088 · form4.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,773 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 20:45 UTC Amendment | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 2,500 | $7.98 | $19,950.00 |
DisclosureSEC source: 0001002105-23-000015 · form4.xml · nonDerivative · entry 3 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Wirfe Disclosed balance after: 2,500 Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:45 UTC Amendment | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 3,500 | $7.84 | $27,447.00 |
DisclosureSEC source: 0001002105-23-000015 · form4.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 92,585 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $7.97 and $7.714, inclusive Read SEC document |
| May 10, 2023 Filed May 12, 2023 15:25 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 2,500 | $7.98 | $19,950.00 |
DisclosureSEC source: 0001002105-23-000008 · form4.xml · nonDerivative · entry 3 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife Disclosed balance after: 2,500 Read SEC document |
| May 10, 2023 Filed May 12, 2023 15:25 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 3,500 | $7.84 | $27,447.00 |
DisclosureSEC source: 0001002105-23-000008 · form4.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Menzel D. Dean Revocable Trust Disclosed balance after: 92,585 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $7.97 and $7.714, inclusive. Read SEC document |
| July 01, 2022 Filed Jul 19, 2022 19:04 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 7,263 | $15.30 | $111,123.90 |
DisclosureSEC source: 0001567619-22-014167 · doc1.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,773 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| May 17, 2022 Filed May 17, 2022 17:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 7,200 | $14.24 | $102,528.00 |
DisclosureSEC source: 0001567619-22-011062 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 86,575 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.23 to $14.25. Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 18:44 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 6,000 | $16.00 | $96,000.00 |
DisclosureSEC source: 0001567619-22-005829 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 79,375 Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 21:03 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,000 | $16.39 | $16,385.00 |
DisclosureSEC source: 0001567619-22-005762 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 73,375 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices $16.40 and $16.37, inclusive. Read SEC document |
| July 01, 2021 Filed Aug 18, 2021 21:49 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 2,510 | $17.93 | $45,004.30 |
DisclosureSEC source: 0001567619-21-016065 · doc1.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510 F1 · kind: Stock received in lieu of cash compensation F2 · shares: Restricted stock subject to a vesting schedule. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:24 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 5,000 | $13.98 | $69,900.00 |
DisclosureSEC source: 0001567619-20-018679 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 47,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in twelve transactions at prices $14.0344, $14.00, $13.9994, $13.99, $13.98, $13.94, $13.89 and $14.054, inclusive. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 17:10 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 1,775 | $15.82 | $28,080.50 |
DisclosureSEC source: 0001567619-20-011942 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 42,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in two transactions at prices $15.75 and $15.89, inclusive. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 17:19 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 225 | $15.50 | $3,487.50 |
DisclosureSEC source: 0001567619-20-011883 · doc1.xml · nonDerivative · entry 2 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mensel D. Dean Revocable Trust Disclosed balance after: 40,225 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:48 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011616 · doc1.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,250 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 01, 2020 Filed Apr 10, 2020 19:01 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007823 · doc1.xml · nonDerivative · entry 1 Dean Mensel D · CIK 0001372927 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,600 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.