Bank of the James Financial Group Inc

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Bank of the James Financial Group Inc
TickerBOTJ
CIK #0001275101
CUSIP470299108
SectorFinance - State Commercial Banks
AddressPO Box 1200, Lynchburg, VA 24505
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Bank of the James Financial Group Inc 2020-05-08 Exemption: 506(b) · Minimum: $100,000 · Remaining: $12,000,000 · Duration: One year or less · Revenue: $25,000,001 - $100,000,000
CIK Filing 2011 - 2026
[0001275101] 10-K
[0001275101] 10-Q
[0001275101] 3
[0001275101] 4
[0001275101] 5
[0001275101] 8-K
[0001275101] D
[0001275101] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Fourthstone LLC Bank of the James Financial Group Inc [2026-02-13] 0.0
Pettyjohn Wood & White Inc Bank of the James Financial Group Inc [2024-11-12] 0.0
Eidelman Virant Capital Bank of the James Financial Group Inc [2022-02-02] 5.2
Eidelman Virant Capital Bank of the James Financial Group Inc [2019-02-12] 5.8
Basswood Capital Management LLC Bank of the James Financial Group Inc [2018-02-09] 0.1
Banc Funds Co LLC Bank of the James Financial Group Inc [2016-02-12] 0.0
Form 3/4/5 Filer 2011 - 2026
Jamerson Phillip C
Bank of the James Financial Group Inc
Bryant William C III
Addison Lewis C
Chapman Robert R
Sorenson Eric John Jr
Scruggs J Todd
Umberger Harry P Jr
Syrek Michael A
Alford John R Jr
Doyle Julie P
Foster Watt R Jr
Dalton Aubrey Douglas III
Pettyjohn Thomas W Jr
Petticolas Augustus A Jr
Langley Lydia K
Daly James F
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Chapman Robert R
Common Stock, Par Value 2.14
2026-02-20 Buy 1,200 $20.89 25,068
Bryant William C III
Common Stock, Par Value 2.14
2026-02-19 Buy 600 $20.82 12,492
Bryant William C III
Common Stock, Par Value 2.14
2026-02-12 Buy 396 $20.00 7,920
Addison Lewis C
Common Stock, Par Value 2.14
2026-02-10 Buy 93 $20.50 1,906
Sorenson Eric John Jr
Common Stock, Par Value 2.14
2025-12-08 Buy 60.35 $17.92 1,081
Jamerson Phillip C
Common Stock, Par Value 2.14
2025-11-25 Buy 100 $17.59 1,759
Jamerson Phillip C
Common Stock, Par Value 2.14
2025-11-24 Buy 1,014 $16.65 16,883
Chapman Robert R
Common Stock, Par Value 2.14
2025-11-20 Buy 33 $18.04 595
Jamerson Phillip C
Common Stock, Par Value 2.14
2025-11-18 Buy 589 $16.75 9,866
Sorenson Eric John Jr
Common Stock, Par Value 2.14
2025-11-18 Buy 49.03 $16.70 819
Addison Lewis C
Common Stock, Par Value 2.14
2025-11-17 Buy 113 $16.75 1,893
Bryant William C III
Common Stock, Par Value 2.14
2025-11-17 Buy 59 $16.75 988
Sorenson Eric John Jr
Common Stock, Par Value 2.14
2025-10-16 Buy 51.85 $15.80 819
Sorenson Eric John Jr
Common Stock, Par Value 2.14
2025-09-29 Buy 93.75 $15.70 1,472
Common Stock, Par Value $2.14
2025-08-25 Buy 2,525 $15.43 38,961
Sorenson Eric John Jr
Common Stock, Par Value 2.14
2025-08-18 Buy 58.57 $13.99 819
Scruggs J Todd
Common Stock, Par Value 2.14
2025-08-14 Buy 356 $14.30 5,091
Addison Lewis C
Common Stock, Par Value 2.14
2025-08-13 Buy 134 $14.00 1,876
Umberger Harry P Jr
Common Stock, Par Value 2.14
2025-08-12 Buy 138 $13.88 1,915
Syrek Michael A
Common Stock, Par Value 2.14
2025-08-11 Buy 243 $13.97 3,395
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 27 1,352,603
2025-12-31 27 1,294,975
2025-09-30 24 1,142,005
2025-06-30 25 1,040,971
2025-03-31 27 1,023,286
2024-12-31 25 1,047,786
2024-09-30 24 991,233
2024-06-30 21 924,987
2024-03-31 21 990,985
2023-12-31 20 846,961
2023-09-30 19 818,757
2023-06-30 23 836,776
Form 13F Holdings
Firm Period DFND Voting Shares
Plancorp LLC [2026-06-30] SOLE 0 8,250
Farther Finance Advisors LLC [2026-06-30] SOLE 0 476
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