As of May 23, 2026, Bank Of The James Financial's top three insider holders 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 |
|---|---|---|---|---|
| Thomas W Jr Pettyjohn | - | 17,225 | 0 | 12 May, 2023 |
| Robert R Chapman | President | 124,118 | 0 | 20 Feb, 2026 |
| J Todd Scruggs | Secretary Treasurer | 33,349 | 0 | 15 Aug, 2025 |
| Augustus A Jr Petticolas | - | 2,560 | 0 | 12 May, 2023 |
| Watt R Jr Foster | - | 125,913 | 0 | 07 Feb, 2024 |
| William C Iii Bryant | - | 76,673 | 0 | 20 Feb, 2026 |
| Lewis C Addison | - | 19,639 | 0 | 11 Feb, 2026 |
| John R Jr Alford | - | 21,690 | 0 | 20 Feb, 2024 |
| Julie P Doyle | - | 9,853 | 0 | 09 Feb, 2024 |
| Michael A Syrek | President Bank Of The James | 13,600 | 0 | 12 Aug, 2025 |
| Harry P Jr Umberger | Evp Chief Credit Officer | 2,025 | 0 | 12 Aug, 2025 |
| Aubrey Douglas Iii Dalton | - | 11,353 | 0 | 15 May, 2023 |
| Phillip C Jamerson | - | 17,190 | 0 | 01 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 17 Nov, 2025 | William C Iii Bryant | Common Stock, Par Value 2.14 | A | 59 | $16.75 | 75,677 | D | P |
| 18 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 589 | $16.75 | 16,076 | 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 |
| 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 |
| 14 Aug, 2025 | J Todd Scruggs | Common Stock, Par Value 2.14 | A | 356 | $14.30 | 33,349 | D | P |