| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Randolph Bancorp, Inc. | Other*, 10%+ Owner | Common Stock | 423K | $11.4M | $26.96 | 29 Mar 2022 | Indirect |
| Citizens Community Bancorp Inc. | 10%+ Owner | Common Stock | 877K | $11.3M | $12.85 | 19 Aug 2024 | Indirect |
| OLD POINT FINANCIAL CORP | 10%+ Owner | Common Stock | 497K | $8.43M | $16.95 | 23 Jun 2022 | Indirect |
| CHAIN BRIDGE BANCORP INC | 10%+ Owner | Class A Common Stock | 306K | $8.27M | $27.01 | 28 May 2025 | Indirect |
| Citizens Community Bancorp Inc. | 10%+ Owner | Common Stock | 106K | $1.36M | $12.85 | 19 Aug 2024 | Direct |
| Westbury Bancorp, Inc. | 10%+ Owner | Common Stock | 11.1K | $316K | $28.55 | 17 Aug 2021 | Indirect |
| RIVERVIEW BANCORP INC | 10%+ Owner | Common Stock | 0 | $0 | $5.18 | 12 Mar 2025 | Indirect |
| Aldel Financial Inc. | Director | Class A Common stock, par value $0.0001 | 25K | 09 Apr 2021 | Direct | ||
| Aldel Financial Inc. | Director | Warrant | 12.5K | 09 Apr 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CBNA | CHAIN BRIDGE BANCORP INC | 28 May 2025 | 1 | -$868K | 4 | 10%+ Owner | 30 May 2025, 13:09 |
| RVSB | RIVERVIEW BANCORP INC | 12 Mar 2025 | 1 | -$964K | 4 | 10%+ Owner | 14 Mar 2025, 12:00 |
| CBNA | CHAIN BRIDGE BANCORP INC | 21 Feb 2025 | 3 | $628K | 4 | 10%+ Owner | 03 Mar 2025, 19:29 |
| CBNA | CHAIN BRIDGE BANCORP INC | 20 Feb 2025 | 0 | $0 | 3 | 10%+ Owner | 03 Mar 2025, 19:27 |
| RVSB | RIVERVIEW BANCORP INC | 11 Feb 2025 | 1 | -$277K | 4 | 10%+ Owner | 13 Feb 2025, 12:13 |
| CZWI | Citizens Community Bancorp Inc. | 19 Aug 2024 | 1 | -$964K | 4 | 10%+ Owner | 20 Aug 2024, 18:05 |
| RVSB | RIVERVIEW BANCORP INC | 27 Oct 2022 | 0 | $0 | 3 | 10%+ Owner | 01 Nov 2022, 10:39 |
| OPOF | OLD POINT FINANCIAL CORP | 23 Jun 2022 | 1 | -$372K | 4 | 10%+ Owner | 27 Jun 2022, 14:21 |
| OPOF | OLD POINT FINANCIAL CORP | 29 Apr 2022 | 0 | $0 | 3 | Other*, 10%+ Owner | 05 May 2022, 16:04 |
| RNDB | Randolph Bancorp, Inc. | 29 Mar 2022 | 4 | -$3.16M | 4/A | Other*, 10%+ Owner | 04 Apr 2022, 14:28 |
| RNDB | Randolph Bancorp, Inc. | 25 Jan 2022 | 0 | $0 | 4/A | 10%+ Owner | 04 Feb 2022, 13:55 |
| CZWI | Citizens Community Bancorp Inc. | 09 Nov 2021 | 0 | $0 | 3/A | 10%+ Owner | 15 Nov 2021, 14:47 |
| RNDB | Randolph Bancorp, Inc. | 26 Oct 2021 | 0 | $0 | 4 | 10%+ Owner | 27 Oct 2021, 16:46 |
| WBBW | Westbury Bancorp, Inc. | 17 Aug 2021 | 2 | -$1.43M | 4 | 10%+ Owner | 19 Aug 2021, 12:23 |
| WBBW | Westbury Bancorp, Inc. | 17 Aug 2021 | 0 | $0 | 3 | 10%+ Owner | 19 Aug 2021, 12:20 |
| RNDB | Randolph Bancorp, Inc. | 28 Jul 2021 | 0 | $0 | 4 | 10%+ Owner | 29 Jul 2021, 17:22 |
| HGTY | Aldel Financial Inc. | 09 Apr 2021 | 2 | $0 | 4 | Director | 25 Aug 2021, 13:24 |