John Marshall Bancorp (JMSB) CEO makes 65,440-share stock gift
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
John Marshall Bancorp Chief Executive Officer Christopher W. Bergstrom reported bona fide gifts totaling 65,440 shares of the company’s common stock. The transactions, coded as gifts, involved 32,720 shares from a trust and 32,720 shares from his direct holdings, with no sale proceeds or price involved.
According to the filing, one gift transferred shares to a trust for estate planning purposes, where Bergstrom serves as trustee and his spouse is the beneficiary. After these transfers, he directly holds 42,147 shares, including 9,427 shares related to unvested restricted stock awards that will be issued upon vesting.
Positive
- None.
Negative
- None.
Insider Trade Summary
65,440 shares gifted
Mixed
2 txns
Insider
BERGSTROM CHRISTOPHER W
Role
CHIEF EXECUTIVE OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 32,720 | $0.00 | -- |
| Gift | Common Stock | 32,720 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 42,147 shares (Direct, null);
Common Stock — 32,720 shares (Indirect, By trust)
Footnotes (1)
- This transaction involved the gift of shares to a trust for estate planning purposes. Includes 9,427 shares relating to unvested restricted stock awards issuable upon vesting. Shares owned by trust for which the reporting person is trustee and the reporting person's spouse is the beneficiary.
Key Figures
Gifted shares via trust: 32,720 shares
Gifted shares from direct holdings: 32,720 shares
Total shares gifted: 65,440 shares
+3 more
6 metrics
Gifted shares via trust
32,720 shares
Common Stock gifted on June 17, 2026, indirect trust holding
Gifted shares from direct holdings
32,720 shares
Common Stock gifted on June 17, 2026, direct ownership
Total shares gifted
65,440 shares
Sum of bona fide gift transactions in this Form 4
Direct shares after transaction
42,147 shares
Direct Common Stock holdings following gifts, including unvested awards
Unvested restricted stock awards
9,427 shares
Included within direct holdings, issuable upon vesting
Gift transaction price
$0.00 per share
Both gift transactions recorded with no consideration
Key Terms
bona fide gift, restricted stock awards, trust, estate planning, +1 more
5 terms
bona fide gift financial
"transaction code description is “Bona fide gift” for both entries"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
restricted stock awards financial
"Includes 9,427 shares relating to unvested restricted stock awards issuable upon vesting."
Restricted stock awards are company shares given to employees or executives that cannot be sold or transferred until certain conditions — like staying with the company for a set time or meeting performance targets — are met, like a gift that is locked in a safe until rules are satisfied. Investors care because these awards tie management’s pay to company performance, can increase the number of shares outstanding when they become tradable (dilution), and may signal expected future selling pressure or commitment to long-term growth.
trust financial
"This transaction involved the gift of shares to a trust for estate planning purposes."
A trust is a legal setup in which one party (the trustee) holds and manages assets—like cash, stocks or property—on behalf of other people (beneficiaries) according to instructions from the person who created it (the grantor). Think of it as a locked box with a keyholder who must follow written rules; for investors it matters because trusts influence who controls and benefits from assets, affect taxes and succession, and can change how quickly or transparently shares are bought, sold or voted.
estate planning financial
"This transaction involved the gift of shares to a trust for estate planning purposes."
A set of instructions and legal steps that decide who gets your money, property and other assets, and who will manage them if you become unable to do so. For investors it matters because thoughtful planning can reduce taxes and delays, protect heirs, and keep investments from being tied up in court—think of it as a clear map and emergency kit that preserves value and directs where assets go when you can’t.
beneficiary financial
"Shares owned by trust for which the reporting person is trustee and the reporting person's spouse is the beneficiary."
FAQ
What insider transaction did JMSB CEO Christopher Bergstrom report?
Christopher Bergstrom reported bona fide gifts of John Marshall Bancorp common stock totaling 65,440 shares. The Form 4 shows two gift transfers on June 17, 2026, rather than any open-market purchases or sales.
Were the JMSB CEO’s transactions open-market sales or purchases?
No, the transactions were not open-market trades. Both entries are coded as “G” for bona fide gifts, meaning shares were transferred without consideration, including a transfer to a trust for estate planning purposes.