John Marshall Bancorp, Inc.
JMSBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How John Marshall Bancorp, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BlackRock, Inc. | 2026-03-31 | 875,363 | $17.8M | SEC filing |
| T. Rowe Price Investment Management, Inc. | 2026-03-31 | 1,965,531 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 11,042 | $224K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 28,488 | $578K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 1,047 | $21.2K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 6 | $122 | SEC filing |
| FMR LLC | 2026-03-31 | 80 | $1.62K | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 1 | $20 | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 16,632 | $337K | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 10,986 | $223K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 31,402 | $637K | SEC filing |
| FJ Capital Management LLC | 2026-03-31 | 412,273 | $8.36M | SEC filing |
| Versant Capital Management, Inc | 2026-03-31 | 475 | $9.63K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,748 | $35.4K | SEC filing |
| BROWN ADVISORY INC | 2026-03-31 | 108,342 | $2.2M | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 4,667 | $94.6K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 1,260 | $25.6K | SEC filing |
| Meridian Financial Partners LLC | 2026-03-31 | 57,619 | $1.18M | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 22,713 | Not shown | SEC filing |
- Each value is checked against John Marshall Bancorp, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at John Marshall Bancorp, Inc.'s share price.
- 1 row left out: the value per share it reports is far from John Marshall Bancorp, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- NEW YORK STATE COMMON RETIREMENT FUND: 4,667 shares reported 2025-12-31; 4,667 shares reported 2026-03-31.
- BROWN ADVISORY INC: 108,342 shares reported 2025-12-31; 108,342 shares reported 2026-03-31.
- Versant Capital Management, Inc: 432 shares reported 2025-12-31; 475 shares reported 2026-03-31.
- JANE STREET GROUP, LLC: 12,890 shares reported 2025-12-31; 10,986 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 16,843 shares reported 2025-12-31; 16,632 shares reported 2026-03-31.
- FMR LLC: 66 shares reported 2025-12-31; 80 shares reported 2026-03-31.
- UBS Group AG: 10,215 shares reported 2025-12-31; 11,042 shares reported 2026-03-31.
- T. Rowe Price Investment Management, Inc.: 1,962,672 shares reported 2025-12-31; 1,965,531 shares reported 2026-03-31.
36 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among John Marshall Bancorp, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-05-05 · Mahan Oscar Leland: Larger than 129 of the 132 other insider sales of Common Stock on file. SEC filing
- 2025-05-05 · Mahan Oscar Leland: Larger than 126 of the 132 other insider sales of Common Stock on file. SEC filing
- 2025-05-05 · Mahan Oscar Leland: Larger than 122 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-12-11 · Nguonly Lim: Larger than 127 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-12-10 · Nguonly Lim: Larger than 131 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-25 · Nguonly Lim: Larger than all 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 123 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 120 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 121 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 130 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 128 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-20 · Mahan Oscar Leland: Larger than 124 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-19 · Mahan Oscar Leland: Larger than 125 of the 132 other insider sales of Common Stock on file. SEC filing
- 2024-11-18 · Mahan Oscar Leland: Larger than 119 of the 132 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-06-03–2026-06-03: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-07-28–2025-07-31: 14 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-04-25–2025-04-28: 12 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-03 | Mahan Oscar Leland · Director | Common Stock | P — Open market or private purchase | +179 | 21.03 | SEC filing |
| 2026-06-03 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +1,092 | 21.03 | SEC filing |
| 2026-06-03 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +1,208 | 21.03 | SEC filing |
| 2025-12-05 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +500 | 19.63 | SEC filing |
| 2025-12-02 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +900 | 19.30 | SEC filing |
| 2025-12-02 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +445 | 19.40 | SEC filing |
| 2025-11-06 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +500 | 18.90 | SEC filing |
| 2025-11-05 | Kinney Jonathan Craig · Director | Common Stock | P — Open market or private purchase | +300 | 18.70 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | BERGSTROM CHRISTOPHER W · CHIEF EXECUTIVE OFFICER | Common Stock | G — Bona fide gift | +32,720 | SEC filing |
| 2026-06-17 | BERGSTROM CHRISTOPHER W · CHIEF EXECUTIVE OFFICER | Common Stock | G — Bona fide gift | −32,720 | SEC filing |
| 2025-12-19 | Bell Kelly Jo · CHIEF OPERATING OFFICER | Common Stock | F — Payment of exercise price or tax by delivering securities | −37 | SEC filing |
| 2025-12-17 | Peden Andrew · CHIEF BANKING OFFICER | Common Stock | F — Payment of exercise price or tax by delivering securities | −194 | SEC filing |
| 2025-12-17 | Bell Kelly Jo · CHIEF OPERATING OFFICER | Common Stock | F — Payment of exercise price or tax by delivering securities | −28 | SEC filing |
| 2025-12-16 | Peden Andrew · CHIEF BANKING OFFICER | Common Stock | A — Grant, award, or other acquisition | +2,376 | SEC filing |
| 2025-12-16 | Kinney Jonathan Craig · Director | Common Stock | A — Grant, award, or other acquisition | +2,138 | SEC filing |
| 2025-12-16 | Allin Philip W · Director | Common Stock | A — Grant, award, or other acquisition | +1,901 | SEC filing |
Showing 8 of 32 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.