Bank Of The James Financial's top three insider shareholders as of April 11, 2026 are Watt R Jr Foster (Director, 125.91K shares), Watt R Jr Foster (Director, 125.08K shares), Robert R Chapman (President, 124.12K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Watt R Jr Foster | - | 125,913 | 0 | 07 Feb, 2024 |
| Watt R Jr Foster | - | 125,078 | 0 | 26 Oct, 2023 |
| Robert R Chapman | President | 124,118 | 0 | 20 Feb, 2026 |
| Robert R Chapman | President | 120,057 | 0 | 15 May, 2023 |
| William C Iii Bryant | - | 76,673 | 0 | 20 Feb, 2026 |
| William C Iii Bryant | - | 75,618 | 0 | 26 Aug, 2025 |
| William C Iii Bryant | - | 61,469 | 0 | 15 Nov, 2023 |
| J Todd Scruggs | Secretary Treasurer | 33,349 | 0 | 15 Aug, 2025 |
| J Todd Scruggs | Secretary Treasurer | 32,993 | 0 | 26 Oct, 2023 |
| John R Jr Alford | - | 21,690 | 0 | 20 Feb, 2024 |
| John R Jr Alford | - | 21,190 | 0 | 30 Oct, 2023 |
| Lewis C Addison | - | 19,639 | 0 | 11 Feb, 2026 |
| Lewis C Addison | - | 18,527 | 0 | 26 Oct, 2023 |
| Thomas W Jr Pettyjohn | - | 17,225 | 0 | 12 May, 2023 |
| Phillip C Jamerson | - | 17,190 | 0 | 01 Dec, 2025 |
| Michael A Syrek | President Bank Of The James | 13,600 | 0 | 12 Aug, 2025 |
| Phillip C Jamerson | - | 13,487 | 0 | 20 Nov, 2023 |
| Michael A Syrek | President Bank Of The James | 13,000 | 0 | 05 May, 2023 |
| Aubrey Douglas Iii Dalton | - | 11,353 | 0 | 15 May, 2023 |
| Julie P Doyle | - | 9,853 | 0 | 09 Feb, 2024 |
| Julie P Doyle | - | 8,853 | 0 | 09 May, 2023 |
| Julie P Doyle | - | 0 | 5,200 | 25 Oct, 2022 |
| John R Jr Alford | - | 0 | 3,310 | 01 Nov, 2022 |
| Augustus A Jr Petticolas | - | 2,560 | 0 | 12 May, 2023 |
| Harry P Jr Umberger | Evp Chief Credit Officer | 2,025 | 0 | 12 Aug, 2025 |
| Harry P Jr Umberger | Evp Chief Credit Officer | 1,887 | 0 | 26 Oct, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 20 Feb, 2026 | Robert R Chapman | Common Stock, Par Value 2.14 | A | 1,200 | $20.89 | 124,118 | D | P |
| 12 Feb, 2026 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 396 | $20.00 | 76,073 | D | P |
| 19 Feb, 2026 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 600 | $20.82 | 76,673 | D | P |
| 10 Feb, 2026 | Lewis C Addison | Common Stock, Par Value 2.14 | A | 93 | $20.50 | 19,639 | D | P |
| 24 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 1,014 | $16.65 | 17,090 | D | P |
| 25 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 100 | $17.59 | 17,190 | D | P |
| 17 Nov, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 59 | $16.75 | 75,677 | D | P |
| 17 Nov, 2025 | Lewis C Addison | Common Stock, Par Value 2.14 | A | 113 | $16.75 | 19,546 | D | P |
| 18 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 589 | $16.75 | 16,076 | D | P |
| 25 Aug, 2025 | William C Iii Bryant | Common Stock, Par Value $2.14 | A | 2,525 | $15.43 | 75,618 | D | P |
| 14 Aug, 2025 | J Todd Scruggs | Common Stock, Par Value 2.14 | A | 356 | $14.30 | 33,349 | D | P |
| 13 Aug, 2025 | Lewis C Addison | Common Stock, Par Value 2.14 | A | 134 | $14.00 | 19,433 | D | P |
| 11 Aug, 2025 | Michael A Syrek | Common Stock, Par Value 2.14 | A | 7 | $14.00 | 13,357 | D | P |
| 12 Aug, 2025 | Harry P Jr Umberger | Common Stock, Par Value 2.14 | A | 138 | $13.88 | 2,025 | D | P |
| 11 Aug, 2025 | Michael A Syrek | Common Stock, Par Value 2.14 | A | 243 | $13.97 | 13,600 | D | P |
| 22 May, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 207 | $14.25 | 66,698 | D | P |
| 22 May, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 6,395 | $14.50 | 73,093 | D | P |
| 21 May, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 223 | $14.25 | 66,491 | D | P |
| 20 May, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 394 | $14.25 | 66,268 | D | P |
| 12 May, 2025 | Lewis C Addison | Common Stock, Par Value 2.14 | A | 303 | $14.25 | 19,299 | D | P |