JMSB at a glance
John Marshall Bancorp, Inc. (JMSB, SEC CIK 1710482) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), John Marshall Bancorp, Inc. (JMSB) reported revenue of $113.3 million (up 2.8% from FY2024) and net income of $21.2 million. Diluted EPS was $1.49.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding John Marshall Bancorp, Inc. (JMSB) shares worth $54.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Kinney Jonathan Craig on August 26, 2026 of 1,238 shares at $22.92 per share.
- In the last 90 days, JMSB insiders reported 3 open-market purchases ($57K) and 0 open-market sales ($0) on Form 4, a net purchase of $57K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $113.3M
- +2.8% vs prior year
- Insiders · 90 days
- 3 buys · 0 sells
- Net +$57K
- 13F holders
- 20 funds
- $54.8M · +3 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 1.01 · Item 5.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly net income $7.019M vs $5.103M YoY, up 37.6%; revenue not disclosed
- Net interest margin 2.99% vs 2.69% YoY; efficiency ratio 50.5% vs 53.9%
- Loans $2.015B vs $1.917B YoY; construction and development and residential mortgage drove growth
- Deposits $1.993B vs $1.897B YoY; shareholders’ equity $273.8M vs $253.7M
- SBA 7(a) loan-sale gains declined $91K to $6K; three commercial SBA 7(a) charge-offs affected credit provisions
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K filed March 13, 2026
- Regulatory and compliance risks remain governed by the 2025 Annual Report’s carried-forward disclosures
- Operational and market risks remain unchanged from the 2025 Form 10-K
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, remain unchanged from the 2025 Form 10-K
AI summary of the JMSB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- JMSB agreed to acquire EFSI through an all-stock merger exchanging 2.00 JMSB shares for each EFSI share
- Bank of Clarke will merge into John Marshall Bank, consolidating the companies’ banking operations under JMSB
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Post-merger leadership transition: Christopher Bergstrom becomes Executive Chairman; Brandon Lorey becomes CEO
- Kent Carstater promoted to President and COO; Nicholas Smith becomes CFO; Joseph Zmitrovich becomes President and CRO
Item EX-99.1: Item EX-99.1
- All-stock merger values EFSI at approximately $253 million, or $46.72 per share, an 11.5% premium
- Combined company targets $4.4 billion in assets with 23 banking offices across Virginia, Maryland, and the Washington, D.C. region
Item 7.01: Regulation FD Disclosure
- JMSB and EFSI advancing proposed transaction toward Form S-4 registration and shareholder approvals
- Transaction likely involves JMSB stock issuance, creating potential dilution for existing JMSB shareholders
Item EX-99.1: Item EX-99.1
- Stock repurchase authorization extended through August 31, 2027
- Program permits purchases of up to 700,000 common shares
Item 8.01: Other Events
- Repurchase authorization extended through August 31, 2027, supporting potential capital returns and signaling management’s view of share valuation
- Up to 700,000 shares eligible for repurchase, approximately 5% of outstanding shares
Item 7.01: Regulation FD Disclosure
- Management participation at KBW 2026 Summer Bank Conference on July 28, 2026
- Investor presentation available through company website and Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 2026 net income $7.0M, up 15.0% sequentially and highest since Q4 2022, signaling accelerating earnings momentum
- Net interest margin expanded to 2.99% from 2.87% sequentially and 2.69% year over year, supporting stronger core profitability
AI summaries of JMSB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JMSB
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- Fund moves. Which tracked funds opened, added or cut JMSB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kinney Jonathan Craig | Buy | Aug 26, 2026 | 1,238 | $22.92 |
| Kinney Jonathan Craig | Buy | Aug 26, 2026 | 1,119 | $22.92 |
| Chase Philip | Buy | Aug 26, 2026 | 133 | $22.96 |
| BERGSTROM CHRISTOPHER W | G | Jun 17, 2026 | 32,720 | - |
| BERGSTROM CHRISTOPHER W | G | Jun 17, 2026 | 32,720 | - |
| Kinney Jonathan Craig | Buy | Jun 3, 2026 | 1,092 | $21.03 |
| Mahan Oscar Leland | Buy | Jun 3, 2026 | 179 | $21.03 |
| Kinney Jonathan Craig | Buy | Jun 3, 2026 | 1,208 | $21.03 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $100.8M | $110.1M | $113.3M |
| Net Income | $5.2M | $17.1M | $21.2M |
| Net Margin | 5.1% | 15.5% | 18.7% |
| Balance Sheet | |||
| Total Assets | - | $2.2B | $2.3B |
| Equity | $229.9M | $246.6M | $265.6M |
| ROE | 2.2% | 6.9% | 8.0% |
| Per Share | |||
| EPS | $0.36 | $1.20 | $1.49 |
| Cash Flow | |||
| Operating CF | $18.0M | $17.3M | $22.6M |
| CapEx | $612K | $483K | $554K |
Source: XBRL data in John Marshall Bancorp, Inc. (JMSB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JMSB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $54.8M |
| Q1 2026 | 17 | $44.3M |
| Q4 2025 | 17 | $46.2M |
| Q3 2025 | 15 | $44.2M |
| Q2 2025 | 15 | $41.2M |
| Q1 2025 | 11 | $22.3M |
| Q4 2024 | 7 | $20.6M |
| Q3 2024 | 6 | $7.3M |
- BlackRock+109.0K (+12%)
- Renaissance Technologies LLC+72.1K (+228%)
- Citadel Advisors LLC+26.0K (+128%)
- Goldman Sachs Group+24.1K (+77%)
- AQR Capital Management+20.5K (+94%)
- Bank of America Corp−28.6K (-14%)
- Vanguard Capital Management LLC−2.8K (-1%)
- Millennium Management+27.6K
- Dimensional Fund Advisors+24.2K
- Raymond James Financial+14.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 108 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JMSB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 10-K | Mar 13, 2026 | Dec 31, 2025 | - | |
| 8-K | Jan 28, 2026 | - | - | |
| 8-K | Jan 28, 2026 | - | - | |
| 4 | Dec 22, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - |
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JMSB SEC filings: frequently asked questions
Are JMSB insiders buying or selling?
In the last 90 days, John Marshall Bancorp, Inc. (JMSB) officers, directors and 10% owners reported 3 open-market purchases worth $57,076 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JMSB stock?
As of June 30, 2026, the largest John Marshall Bancorp, Inc. (JMSB) holders among the 13F filers tracked by SignalX were BlackRock ($21.5 million), Vanguard Capital Management LLC ($11.7 million), State Street Corp ($4.8 million), Bank of America Corp ($3.9 million), Renaissance Technologies LLC ($2.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JMSB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), John Marshall Bancorp, Inc. (JMSB) reported revenue of $113.3 million (up 2.8% from FY2024) and net income of $21.2 million. Diluted EPS was $1.49. The figures come from the XBRL data in the 10-K.
What did JMSB report in its latest 8-K?
John Marshall Bancorp, Inc. (JMSB) filed an 8-K on September 8, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). JMSB agreed to acquire EFSI through an all-stock merger exchanging 2.00 JMSB shares for each EFSI share.
What are the latest JMSB SEC filings?
John Marshall Bancorp, Inc. (JMSB) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 28, 2026.
What is JMSB's SEC CIK number?
John Marshall Bancorp, Inc. (JMSB)'s SEC Central Index Key (CIK) is 1710482. EDGAR lists every JMSB filing under that number.
Ask anything about JMSB
The research agent reads JMSB's filings, financials, insider trades and 13F holders, then answers with sources.