John Marshall Bancorp, Inc.·4

Jun 26, 4:02 PM ET

BERGSTROM CHRISTOPHER W 4

4 · John Marshall Bancorp, Inc. · Filed Jun 26, 2026

Research Summary

AI-generated summary of this filing

Updated

John Marshall Bancorp (JMSB) CEO Christopher Bergstrom Gifts 32,720 Shares

What Happened
Christopher W. Bergstrom, CEO of John Marshall Bancorp (JMSB), reported gift transactions on June 17, 2026. The Form 4 shows a gift disposition of 32,720 shares at $0.00 (total $0) and a corresponding gift acquisition of 32,720 shares at $0.00 (total $0). The entries indicate shares were transferred into a trust for estate-planning purposes; the filing does not report a cash sale or purchase.

Key Details

  • Transaction date: 2026-06-17; Report filed: 2026-06-26 (filed late; see below).
  • Transaction type/code: G (Gift). Price per share: $0.00; total reported value: $0.
  • Reported amounts: 32,720 shares disposed and 32,720 shares acquired (same amount). The filing does not state the total shares owned by the reporting person after the transactions.
  • Footnotes: F1 — gift to a trust for estate planning; F2 — includes 9,427 shares related to unvested restricted stock awards issuable upon vesting; F3 — shares are owned by a trust for which the reporting person is trustee and the reporting person’s spouse is the beneficiary.
  • Timeliness: Filing was submitted on 2026-06-26 for a 2026-06-17 transaction (late filing, indicated as “L”); Form 4s are normally required within two business days of the transaction, and late filings can raise compliance questions.

Context
Gifts are generally estate-planning moves and do not necessarily signal the insider’s view of the company’s stock; they differ from open-market buys or sales. The dual entries (disposition and acquisition of the same shares) are consistent with transferring shares into a trust where Bergstrom is trustee and his spouse is the beneficiary; the filing notes some shares are unvested restricted awards. No cash proceeds or option exercises are reported.

Insider Transaction Report

Form 4
Period: 2026-06-17
BERGSTROM CHRISTOPHER W
DirectorCHIEF EXECUTIVE OFFICER
Transactions
  • Gift

    Common Stock

    [F1][F2]
    2026-06-1732,72042,147 total
  • Gift

    Common Stock

    [F1][F3]
    2026-06-17+32,72032,720 total(indirect: By Trust)
Footnotes (3)
  • [F1]This transaction involved the gift of shares to a trust for estate planning purposes.
  • [F2]Includes 9,427 shares relating to unvested restricted stock awards issuable upon vesting.
  • [F3]Shares owned by trust for which the reporting person is trustee and the reporting person's spouse is the beneficiary.
Signature
/s/ Jacob A. Gruninger, Attorney-in-Fact|2026-06-26

Documents

1 file
  • 4
    form4-06262026_080622.xmlPrimary