Through the 90-day period concluding January 21, 2026, Bank Of The James Financial's top three insider stakeholders include Director Watt R Jr Foster (125.91K shares), President Robert R Chapman (122.89K shares), Director William C Iii Bryant (75.68K 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 100 | $17.59 | 17,190 | D | P |
| 24 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 1,014 | $16.65 | 17,090 | D | P |
| 18 Nov, 2025 | Phillip C Jamerson | Common Stock, Par Value 2.14 | A | 589 | $16.75 | 16,076 | 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 |
| 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 | Common Stock, Par Value 2.14 | A | 138 | $13.88 | 2,025 | D | P |
| 12 Aug, 2025 | Harry P Jr Umberger | - | - | 2,025 | D | |||
| 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 |