Company Analysis

Bank of the James Financial Group, Inc. (BOTJ)

Nasdaq: BOTJ · State Commercial Banks · Lynchburg, VA · filing with the SEC since 2004
Grade4.4
◀ Past 3.6● Present 4.4▶ Future 5.5

Who owns Bank of the James Financial Group, Inc.

As filed with the SEC
Holders of 5% or more
1
Fourthstone LLC holds 7.36% of Common Stock, $2.14 per share par value, as its SCHEDULE 13G/A filed Aug 14, 2026 says.
Directors and officers
9
report now, of 16 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Fourthstone LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, $2.14 per share par value · 8.48% in May 15, 2026
7.36%
Pettyjohn, Wood & White, Inc
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · reported falling below 5%, from 5.7% in Nov 12, 2024
under 5%
What BOTJ reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Pettyjohn Wood White Inc
A company bought · acquisition · owns, named in the 10-K filed Mar 27, 2026

4 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 27, 2026.

Insider tradesForm 4
0sales
18purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 16 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Bryant William C IIIdirector0$006$100,000
Addison Lewis Cdirector0$005$0
Jamerson Phillip Cdirector0$004$100,000
Syrek Michael APresident - Bank of the James0$001$0
Chapman Robert RPresident0$001$0
Foster Watt R Jrdirector0$001$0
SI Assistanton BOTJ · research, not advice