Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EASTERN VIRGINIA BANKSHARES INC
Report date June 23, 2017 · Filed June 26, 2017
Section 16 reporting ended · disclosed 2017-06-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,566.598 |
Reported balance
After 2017-06-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-23 · Tax withholding · Disposed 4,857 · Balance 19,566.598 F1: Reflects shares withheld upon vesting of restricted stock immediately prior to the Merger (as defined below) to satisfy tax withholding obligations. F2: Includes 27.392 shares acquired on 5/19/17 through dividend reinvestment purchase on the open market. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-06-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-06-23 · Disposition to issuer · Disposed 19,566.598 · Balance 0 F3: Effective June 23, 2017, pursuant to an Agreement and Plan of Merger, dated as of December 13, 2016 between Southern National Bancorp of Virginia, Inc. ("SONA") and Eastern Virginia Bankshares, Inc. ("EVBS"), as amended, EVBS merged with and into SONA, with SONA as the surviving company (the "Merger"). In the Merger, each share of EVBS common stock converted into 0.6313 shares of SONA common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld upon vesting of restricted stock immediately prior to the Merger (as defined below) to satisfy tax withholding obligations.
F2: Includes 27.392 shares acquired on 5/19/17 through dividend reinvestment purchase on the open market.
F3: Effective June 23, 2017, pursuant to an Agreement and Plan of Merger, dated as of December 13, 2016 between Southern National Bancorp of Virginia, Inc. ("SONA") and Eastern Virginia Bankshares, Inc. ("EVBS"), as amended, EVBS merged with and into SONA, with SONA as the surviving company (the "Merger"). In the Merger, each share of EVBS common stock converted into 0.6313 shares of SONA common stock.
PARTNERS BANCORP
Report date November 30, 2023 · Filed December 01, 2023
Section 16 reporting ended · disclosed 2023-12-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.72 · Expires 2028-04-16 | Direct | 0 |
Reported balance
After 2023-11-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 25,768 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"), at the Effective Time (as defined in the Merger Agreement), this option ceased to represent an option to purchase shares of Partners common stock and converted into an option to purchase 29,633 shares of LINK common stock at an exercise price of $6.72 per share, pursuant to the terms of the Merger Agreement and the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"), at the Effective Time (as defined in the Merger Agreement), this option ceased to represent an option to purchase shares of Partners common stock and converted into an option to purchase 29,633 shares of LINK common stock at an exercise price of $6.72 per share, pursuant to the terms of the Merger Agreement and the applicable award agreement.
Primis Financial Corp.
Report date April 02, 2018 · Filed April 02, 2018
Section 16 reporting ended · disclosed 2018-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,352 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,352 F1: Mr. Sothen resigned from the Company effective 4/2/18 and is no longer subject to Section 16 requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Sothen resigned from the Company effective 4/2/18 and is no longer subject to Section 16 requirements.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 30, 2023 Filed Dec 1, 2023 16:41 UTC | PARTNERS BANCORP PTRS · Entity 107846 | Disposition to issuerStock Option (right to buy) · Derivative | 25,768 | Not disclosed Strike: $7.72 | Not disclosed |
DisclosureSEC source: 0001062993-23-021686 · form4.xml · derivative · entry 1 Sothen James Adam · CIK 0001529607 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,768 shares Expires 2028-04-16 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"), at the Effective Time (as defined in the Merger Agreement), this option ceased to represent an option to purchase shares of Partners common stock and converted into an option to purchase 29,633 shares of LINK common stock at an exercise price of $6.72 per share, pursuant to the terms of the Merger Agreement and the applicable award agreement. F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"), at the Effective Time (as defined in the Merger Agreement), this option ceased to represent an option to purchase shares of Partners common stock and converted into an option to purchase 29,633 shares of LINK common stock at an exercise price of $6.72 per share, pursuant to the terms of the Merger Agreement and the applicable award agreement. Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 14:43 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | Disposition to issuerCommon Stock | 19,566.598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-034011 · v469683_form4.xml · nonDerivative · entry 2 Sothen James Adam · CIK 0001529607 · Executive VP / CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Effective June 23, 2017, pursuant to an Agreement and Plan of Merger, dated as of December 13, 2016 between Southern National Bancorp of Virginia, Inc. ("SONA") and Eastern Virginia Bankshares, Inc. ("EVBS"), as amended, EVBS merged with and into SONA, with SONA as the surviving company (the "Merger"). In the Merger, each share of EVBS common stock converted into 0.6313 shares of SONA common stock. Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 14:43 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | Tax withholdingCommon Stock | 4,857 | $11.01 | $53,475.57 |
DisclosureSEC source: 0001144204-17-034011 · v469683_form4.xml · nonDerivative · entry 1 Sothen James Adam · CIK 0001529607 · Executive VP / CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,566.598 F1 · shares: Reflects shares withheld upon vesting of restricted stock immediately prior to the Merger (as defined below) to satisfy tax withholding obligations. F2 · balance_after: Includes 27.392 shares acquired on 5/19/17 through dividend reinvestment purchase on the open market. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 00:52 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 12,352 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-034196 · v469723_form4.xml · nonDerivative · entry 1 Sothen James Adam · CIK 0001529607 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,352 F1 · kind: Received in exchange for 19,566.598 shares of Eastern Virginia Bankshares, Inc. ("EVBS") common stock in connection with the merger of EVBS with and into the issuer (the "Merger"). In the Merger, each share of EVBS common stock was converted into the right to receive 0.6313 shares of issuer common stock. On the effective date of the Merger, the closing price of EVBS' common stock was $11.01 per share, and the closing price of the issuer's common stock was $17.21 per share. F1 · price: Received in exchange for 19,566.598 shares of Eastern Virginia Bankshares, Inc. ("EVBS") common stock in connection with the merger of EVBS with and into the issuer (the "Merger"). In the Merger, each share of EVBS common stock was converted into the right to receive 0.6313 shares of issuer common stock. On the effective date of the Merger, the closing price of EVBS' common stock was $11.01 per share, and the closing price of the issuer's common stock was $17.21 per share. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:29 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | Tax withholdingCommon Stock | 576 | $10.48 | $6,036.48 |
DisclosureSEC source: 0001144204-17-018648 · v463391_4.xml · nonDerivative · entry 1 Sothen James Adam · CIK 0001529607 · Executive VP / CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,396.206 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Includes 23.657 shares acquired on 3/3/17 through dividend reinvestment purchase on the open market. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 19:49 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | PurchaseCommon Stock | 25.757 | $8.88 | $228.68 |
DisclosureSEC source: 0001144204-16-136061 · v453746_form4.xml · nonDerivative · entry 1 Sothen James Adam · CIK 0001529607 · Executive VP / CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,948.5492 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.