Eric J. Sorenson Jr. - 31 Dec 2025 Form 5 Insider Report for BANK OF THE JAMES FINANCIAL GROUP INC (BOTJ)

Role
EVP
Signature
/s/ Eric J. Sorenson, Jr.
Issuer symbol
BOTJ
Transactions as of
31 Dec 2025
Net transactions value
+$11,584
Form type
5
Filing time
11 Feb 2026, 10:05:26 UTC
Previous filing
13 Feb 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SORENSON ERIC JOHN JR EVP 828 MAIN ST, LYNCHBURG /s/ Eric J. Sorenson, Jr. 11 Feb 2026 0001941364

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +63 +1.8% $12.99 3,630 16 Jan 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $1,229 +95 +2.6% $13.00 3,725 19 Feb 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $1,025 +68 +1.8% $15.13 3,793 24 Mar 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +56 +1.5% $14.74 3,848 16 Apr 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +56 +1.5% $14.65 3,904 16 May 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $1,043 +74 +1.9% $14.13 3,978 23 Jun 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +58 +1.5% $14.03 4,036 16 Jul 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +59 +1.5% $13.99 4,095 18 Aug 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $1,472 +94 +2.3% $15.70 4,189 29 Sep 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +52 +1.2% $15.80 4,240 16 Oct 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $819 +49 +1.2% $16.70 4,289 18 Nov 2025 Direct F1
transaction BOTJ Common Stock, Par Value 2.14 Purchase $1,081 +60 +1.4% $17.92 4,350 08 Dec 2025 Direct F1
holding BOTJ Common Stock, Par Value 2.14 633 31 Dec 2025 Owned by partnership of which Mr. Sorenson is a 50% owner.
holding BOTJ Common Stock, Par Value 2.14 921 31 Dec 2025 Owned bya limited liability company of which Mr. Sorenson is a manager
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 All transactions were effected pursuant to a Rule 10b5-1(c) trading plan adopted on November 15, 2022. The transactions represent purchases of Common Stock under the Bank of the James Financial Group, Inc. Employee Stock Purchase Plan through payroll deductions and dividend reinvestments at prices determined by the plan.