secwatch.observer — SEC 8-K summary ====================================== Issuer: BANK OF THE JAMES FINANCIAL GROUP INC (BOTJ) CIK: 0001275101 Form: 8-K Filed at: 2022-01-04T23:59:59+00:00 Accession: 0001562762-22-000004 Event type: m_and_a Sentiment: positive Materiality: 0.65 Item codes: 8.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Bank of the James completes acquisition of Pettyjohn, Wood & White with $650M AUM -------------------------------------------------------------------------------- - Acquisition of Pettyjohn, Wood & White, Inc. closed on December 31, 2021; PWW now wholly-owned subsidiary. - PWW is a Lynchburg, VA-based SEC-registered investment advisor with over $650 million in assets under management. - The deal was previously announced via Form 8-K on December 15, 2021; additional information will appear in the 2021 Form 10-K. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1275101/000156276222000004/0001562762-22-000004-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1275101/000156276222000004/botj-20211231x8k.htm HTML page: https://secwatch.observer/filing/0001562762-22-000004 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer