Data spanning the past 90 days through December 31, 2025 reveals that Bank Of The James Financial Group's three principal insider shareholders consist of President Robert R Chapman (122.89K shares), Director William C Iii Bryant (75.68K shares), Director Lewis C Addison (19.55K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Watt R Jr Foster | 125,913 | 07 Feb, 2024 | |
| Robert R Chapman | President | 122,885 | 07 May, 2025 |
| William C Iii Bryant | 75,677 | 19 Nov, 2025 | |
| J Todd Scruggs | Secretary Treasurer | 33,349 | 15 Aug, 2025 |
| John R Jr Alford | 25,000 | 20 Feb, 2024 | |
| Lewis C Addison | 19,546 | 19 Nov, 2025 | |
| Thomas W Jr Pettyjohn | 17,225 | 12 May, 2023 | |
| Phillip C Jamerson | 17,190 | 01 Dec, 2025 | |
| Julie P Doyle | 15,053 | 09 Feb, 2024 | |
| Michael A Syrek | President Bank Of The James | 13,600 | 12 Aug, 2025 |
| Aubrey Douglas Iii Dalton | 11,353 | 15 May, 2023 | |
| Augustus A Jr Petticolas | 2,560 | 12 May, 2023 | |
| Harry P Jr Umberger | Evp Chief Credit Officer | 2,025 | 12 Aug, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | - | - | 33,349 | D | |||
| 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 |
| 12 Aug, 2025 | Harry P Jr Umberger | - | - | 2,025 | D | |||
| 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 | - | - | 13,357 | D | |||
| 11 Aug, 2025 | Michael A Syrek | Common Stock, Par Value 2.14 | A | 7 | $14.00 | 13,357 | D | P |
| 11 Aug, 2025 | Michael A Syrek | Common Stock, Par Value 2.14 | A | 243 | $13.97 | 13,600 | D | P |
| 11 Aug, 2025 | Michael A Syrek | - | - | 13,600 | D | |||
| 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 |
| 20 May, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 394 | $14.25 | 66,268 | D | P |