Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MVB FINANCIAL CORPMVBF · Entity 5674 | Director | June 01, 2024 | June 04, 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.
MVB FINANCIAL CORP
Report date June 01, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,325 |
Reported balance
After 2024-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-01 · Exercise / conversion · Acquired 4,313 · Balance 10,325 F1: 100% of the restricted stock units, granted June 1, 2023, have vested and shares are being issued. F2: Includes 151 dividend equivalent shares accrued since the time of grant. F3: Includes 183 shares purchased through MVB's Dividend Reinvestment Plan from June 2023 to present. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-01 · Exercise / conversion · Disposed 4,162 · Balance 0 F4: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. |
| RSU - Time-Vested AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,004 |
Reported balance
After 2024-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-01 · Grant · Acquired 4,004 · Balance 4,004 F4: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the restricted stock units, granted June 1, 2023, have vested and shares are being issued.
F2: Includes 151 dividend equivalent shares accrued since the time of grant.
F3: Includes 183 shares purchased through MVB's Dividend Reinvestment Plan from June 2023 to present.
F4: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant 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 01, 2024 Filed Jun 4, 2024 08:17 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 4,004 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-24-000090 · wk-form4_1717503435.xml · derivative · entry 3 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,004 Underlying: Common Stock · 4,004 shares Expires not disclosed F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 08:17 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 4,162 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-24-000090 · wk-form4_1717503435.xml · derivative · entry 2 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,162 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. F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 08:17 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 4,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-24-000090 · wk-form4_1717503435.xml · nonDerivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,325 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 · kind: 100% of the restricted stock units, granted June 1, 2023, have vested and shares are being issued. F2 · shares: Includes 151 dividend equivalent shares accrued since the time of grant. F3 · balance_after: Includes 183 shares purchased through MVB's Dividend Reinvestment Plan from June 2023 to present. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 17:08 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 4,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-23-000138 · wk-form4_1685999286.xml · derivative · entry 3 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,162 Underlying: Common Stock · 4,162 shares Expires not disclosed F4 · derivative.exercise_price: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 17:08 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 2,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-23-000138 · wk-form4_1685999286.xml · derivative · entry 2 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,054 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. F4 · derivative.exercise_price: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. F4 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 17:08 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-23-000138 · wk-form4_1685999286.xml · nonDerivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,829 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 · shares: 100% of the restricted stock units, granted June 1, 2022, have vested and shares are being issued. F2 · shares: Includes 78 dividend equivalent shares accrued since the time of grant. F3 · balance_after: Includes 94 shares acquired through MVB's Dividend Reinvestment Plan from June 2022 to present. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 12:25 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 2,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-22-000056 · wf-form4_165427350080127.xml · derivative · entry 2 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,054 Underlying: Common Stock · 2,054 shares Expires not disclosed F2 · kind: Time-vested restricted stock units acquired, pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. F2 · derivative.expiration_date: Time-vested restricted stock units acquired, pursuant to the MVB Financial Corp. 2022 Stock Incentive Plan and will vest 100% on the first anniversary of the grant date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 17:45 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-21-000064 · wf-form4_162154711102959.xml · derivative · entry 2 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,498 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. F4 · derivative.exercise_price: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F4 · derivative.exercise_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F4 · derivative.expiration_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| May 18, 2021 Filed May 20, 2021 17:45 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 5,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-21-000064 · wf-form4_162154711102959.xml · nonDerivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,345 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 · kind: 100% of the restricted stock units, granted June 1, 2020, have vested upon retirement from the Board and shares are are being issued. F2 · shares: Includes 36 dividend equivalent shares accrued since the time of grant. F3 · balance_after: Includes 89 shares acquired through MVB's Dividend Reinvestment Plan from June 2020 to March 2021. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 15:24 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionRSU - Time-Vested Award · Derivative | 4,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000112 · wf-form4_159138507293847.xml · derivative · entry 2 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,740 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 · kind: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. F1 · derivative.expiration_date: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 15:24 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | Exercise / conversionCommon Stock | 4,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000112 · wf-form4_159138507293847.xml · nonDerivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,722 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 · kind: 100% of the restricted stock units, granted June 3, 2019, have vested and shares are are being issued. F2 · balance_after: Includes 102 dividend shares accrued since the time of grant. F3 · balance_after: Includes 12 shares acquired though MVB's Dividend Reinvestment Plan from 2019 to present. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 14:56 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-20-000107 · wf-form4_159121056478338.xml · derivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,498 Underlying: Common Stock · 5,498 shares Expires not disclosed F1 · derivative.exercise_price: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.exercise_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.expiration_date: Time-vested restricted stock units acquired, pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 16:39 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantRSU - Time-Vested Award · Derivative | 4,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001277902-19-000082 · wf-form4_155968077049546.xml · derivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,740 Underlying: Common Stock · 4,740 shares Expires not disclosed F1 · derivative.exercise_price: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.exercise_date: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. F1 · derivative.expiration_date: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 16:01 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock | 1,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001277902-18-000091 · wf-form4_152961130111413.xml · nonDerivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,868 F1 · kind: The time-vested restricted stock units were granted pursuant to the 2013 Stock Incentive Plan (Amended) and will vest 100% on the first anniversary of the grant date. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 15:37 UTC | MVB FINANCIAL CORP MVBF · Entity 5674 | GrantCommon Stock Options · Derivative | 1,000 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001277902-18-000023 · wf-form4_151941823890049.xml · derivative · entry 1 Holt Daniel W · CIK 0001726708 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-02-21 F1 · derivative.exercise_date: Stock Options granted. 1/5 of shares become exercisable 02/21/19, 02/21/20, 02/21/21, 02/21/22 and 02/21/23, respectively. 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.