Bank of the James Financial Group, Inc.

NasdaqCM:BOTJ Stock Report

Market Cap: US$69.7m

Bank of the James Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BOTJ Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Feb 24BuyUS$5,805John AlfordIndividual500US$11.61
16 Feb 24BuyUS$11,259William BryantIndividual955US$11.79
07 Feb 24BuyUS$11,930Julie DoyleIndividual1,000US$11.93
07 Feb 24BuyUS$23,808Phillip JamersonIndividual2,000US$12.00
06 Feb 24BuyUS$41,400William BryantIndividual3,450US$12.00
06 Feb 24BuyUS$1,430Lewis AddisonIndividual120US$11.92
06 Feb 24BuyUS$10,003Watt FosterIndividual835US$11.98

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BOTJ?
Owner TypeNumber of SharesOwnership Percentage
Private Companies82,5001.82%
Individual Insiders618,57113.6%
Institutions994,80821.9%
General Public2,847,45962.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 36.08% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.63%
Pettyjohn, Wood & White, Inc.
255,569US$3.9m2.47%0.72%
4.24%
The Vanguard Group, Inc.
192,585US$3.0m0%no data
3.21%
CapFinancial Partners, LLC, Asset Management Arm
145,633US$2.2m-0.1%0.01%
2.77%
Watt Foster
125,913US$1.9m0%no data
2.64%
Robert Chapman
120,057US$1.8m0%no data
2.2%
Lydia Langley
100,077US$1.5m0%no data
2.05%
Fourthstone LLC
93,119US$1.4m27.7%0.2%
1.82%
The Daly Group LLC
82,500US$1.3m0%no data
1.63%
Inspire Investing, LLC
74,058US$1.1m0%0.09%
1.45%
William Bryant
65,874US$1.0m0%no data
1.15%
Bridgeway Capital Management, LLC
52,284US$802.0k3.72%0.01%
1.01%
James Daly
45,734US$701.6k0%no data
0.85%
Geode Capital Management, LLC
38,400US$589.1k-6.88%no data
0.73%
J. Scruggs
33,151US$508.5k0%no data
0.61%
Dimensional Fund Advisors LP
27,555US$422.7k2.62%no data
0.55%
John Alford
25,000US$383.5k0%no data
0.51%
1st & Main Growth Partners
23,029US$353.3k-62.5%0.04%
0.49%
First Manhattan Co. LLC
22,311US$342.3k0%no data
0.42%
Benjamin Partners
18,990US$291.3k0%0.17%
0.4%
Lewis Addison
18,244US$279.9k0%no data
0.4%
Julie Doyle
18,203US$279.2k0%no data
0.4%
Thomas Pettyjohn
17,995US$276.0k0%no data
0.34%
Phillip Jamerson
15,487US$237.6k0%no data
0.32%
Michael Syrek
14,650US$224.7k0%no data
0.28%
Commonwealth Equity Services, LLC
12,828US$196.8k25.4%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 00:28
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Bank of the James Financial Group, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution