Filing Details

Accession Number:
0001489033-11-000012
Form Type:
4
Zero Holdings:
No
Publication Time:
2011-11-15 09:25:53
Reporting Period:
2011-11-14
Filing Date:
2011-11-15
Accepted Time:
2011-11-15 09:25:53
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
719731 Heritage Bankshares Inc HBKS State Commercial Banks (6022) 541234320
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1326622 L David Kaufman Envest Llc
2101 Parks Avenue
Virginia Beach VA 23451
Yes No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Acquisiton 2011-11-14 11,259 $12.00 62,500 No 4 P Indirect Owned by Trust U/W/O Fannie Broh
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect Owned by Trust U/W/O Fannie Broh
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 41,183 Direct
Common Stock 1,000 Indirect Owned by Reporting Person's Spouse
Common Stock 2,000 Indirect Owned by Reporting Person's Two Children (1,000 shares each)
Footnotes
  1. The number of shares held by the Trust U/W/O Fannie Broh has been adjusted from previous Form 4 filings, which inadvertently misreported certain shares held by the Trust as shares held directly by the Reporting Person (the aggregate number of shares held was at all times correctly reported.)
  2. The Reporting Person is a trustee of the trust, and a member of the Reporting Person's immediate family holds a remainder interest in the trust to which the Reporting Person will succeed in part. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
  3. The number of shares held by the Reporting Person has been adjusted from previous Form 4 filings, which inadvertently misreported certain shares held by the Trust U/W/O Fannie Broh as shares held directly by the Reporting Person (the aggregate number of shares held was at all times correctly reported.)