person · Reporting owner
Sheflett George Cody Jr
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, CIO/COO | November 16, 2023 | November 17, 2023 |
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.
Primis Financial Corp.
Report date November 16, 2023 · Filed November 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-03-15 | Direct | 10,000 |
Reported balance
After 2023-11-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-11-16 · Grant · Acquired 10,000 · Balance 10,000 F2: Market value at date of vesting |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-15 | Direct | 18,000 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 18,000 F2: Market value at date of vesting |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 21,250 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 21,250 F2: Market value at date of vesting |
| Common StockSEC Table I · non-derivative | Direct | 21,440 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 21,440 F1: Includes shares of restricted stock |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.99 · Expires 2026-06-17 | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.43 · Expires 2025-06-19 | Direct | 8,500 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.47 · Expires 2024-07-22 | Direct | 11,000 |
Reported balance
Holding disclosure · report date 2023-11-16 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock
F2: Market value at date of vesting
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 16, 2023 Filed Nov 17, 2023 23:06 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055871 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-15 F2 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 22:39 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061495 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2027-03-15 F2 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 00:21 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 2,500 | $7.92 Strike: $7.92 | $19,800.00 |
DisclosureSEC source: 0001209191-22-060120 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2022-12-05 Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 00:21 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 2,500 | $7.92 | $19,800.00 |
DisclosureSEC source: 0001209191-22-060120 · doc4.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,440 F1 · balance_after: Includes shares of restricted stock Read SEC document |
| December 05, 2022 Filed Feb 2, 2023 19:38 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $7.92 | $0.00 |
DisclosureSEC source: 0001209191-23-006148 · doc4a.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2022-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The original Form 4 filed by the reporting person on December 6, 2022 to reflect the reporting person's exercise of stock options on such date inadvertently included the wrong filing code and the incorrect exercise date. This Form 4/A is being filed to reflect the correct reporting code and exercise date. Read SEC document |
| December 05, 2022 Filed Feb 2, 2023 19:38 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 2,500 | $7.92 | $19,800.00 |
DisclosureSEC source: 0001209191-23-006148 · doc4a.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,440 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The original Form 4 filed by the reporting person on December 6, 2022 to reflect the reporting person's exercise of stock options on such date inadvertently included the wrong filing code and the incorrect exercise date. This Form 4/A is being filed to reflect the correct reporting code and exercise date. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 19:51 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 3,190 | $13.79 | $43,990.10 |
DisclosureSEC source: 0001209191-22-017824 · doc4.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,940 F1 · balance_after: Includes shares of restricted stock Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 23:52 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054584 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 Underlying: Common Stock · 3,250 shares Expires 2026-03-15 F3 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 23:52 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054584 · doc4.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 F1 · shares: Issued restricted stock which vest in five annual installments beginning March 1, 2022 F2 · balance_after: Includes shares of restricted stock Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 14:55 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $7.20 Strike: $7.20 | $7,200.00 |
DisclosureSEC source: 0001209191-21-015577 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2021-03-21 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 14:55 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,000 | $7.20 | $7,200.00 |
DisclosureSEC source: 0001209191-21-015577 · doc4.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · balance_after: Includes shares of restricted stock which are subject to a vesting schedule. Read SEC document |
| July 21, 2020 Filed Aug 24, 2020 19:24 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $7.04 Strike: $7.04 | $7,040.00 |
DisclosureSEC source: 0001209191-20-048058 · doc4.xml · derivative · entry 2 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2020-07-27 Read SEC document |
| July 21, 2020 Filed Aug 24, 2020 19:24 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,000 | $7.04 | $7,040.00 |
DisclosureSEC source: 0001209191-20-048058 · doc4.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · EVP, CIO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 F1 · balance_after: Includes shares of restricted stock which are subject to a vesting schedule. Read SEC document |
| February 14, 2020 Filed Mar 10, 2020 18:18 UTC Amendment | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001325670-20-000035 · primary_doc.xml · nonDerivative · entry 1 Sheflett George Cody Jr · CIK 0001770812 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 F1 · shares: Issued Restricted Stock which vests in five annual installments beginning February 14, 2021. F2 · balance_after: Restricted Stock: 2500 shares issued on 4/2/18 which vests in five annual installments beginning 4/2/19, 4000 shares issued on 1/24/19 which vests in five annual installments beginning 1/24/20. 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.