Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC. | 38,575 | reported | 08 Sept 2025 | tx 14+38,868−377 |
| BAY BANKS OF VIRGINIA INC | 0 | reported | 31 Jan 2021 | tx 8+5,239−16,739 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Sept 2025 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 5,863 | 4.17 USD | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 8,000 | — | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 2 | 0.00 USD | deriv |
| 03 Apr 2024 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 2 | 10000.00 USD | deriv |
| 01 Jul 2023 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 4,552 | 8.85 USD | |
| 10 May 2023 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 3,850 | 7.73 USD | first after silence |
| 01 Jul 2022 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 2,324 | 15.30 USD | |
| 28 Feb 2022 | PURCHASE | BLUE RIDGE BANKSHARES, INC. | 850 | 16.06 USD | |
| 01 Jul 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 1,333 | 17.93 USD | |
| 03 Jun 2021 | EXERCISE | BLUE RIDGE BANKSHARES, INC. | 375 | 13.80 USD | |
| 31 Jan 2021 | EXERCISE | BLUE RIDGE BANKSHARES, INC. | 375 | 13.80 USD | deriv |
| 31 Jan 2021 | OTHER | BAY BANKS OF VIRGINIA INC | 15,239 | — | |
| 31 Jan 2021 | OTHER | BAY BANKS OF VIRGINIA INC | 500 | — | deriv |
| 31 Jan 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 7,619 | — | |
| 31 Jan 2021 | GRANT_AWARD | BLUE RIDGE BANKSHARES, INC. | 250 | — | deriv |
| 25 Jan 2021 | CONVERSION | BAY BANKS OF VIRGINIA INC | 1,000 | 8.08 USD | |
| 25 Jan 2021 | CONVERSION | BAY BANKS OF VIRGINIA INC | 1,000 | 8.08 USD | deriv |
| 15 Jun 2020 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 882 | 5.90 USD | |
| 05 Feb 2020 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 810 | 9.00 USD | |
| 20 May 2019 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 1,547 | 8.08 USD | |
| 20 May 2019 | GRANT_AWARD | BAY BANKS OF VIRGINIA INC | 1,000 | 8.08 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 10 May 2023.