Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Chief Retail Officer | February 14, 2023 | March 15, 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 February 14, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,303 |
Reported balance
After 2023-02-14 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-02-14 · Sale · Disposed 71 · Balance 4,303 F1: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2: Includes shares of restricted stock. |
| Common StockSEC Table I · non-derivative | Direct | 4,196 |
Reported balance
After 2023-03-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2023-03-01 · Sale · Disposed 107 · Balance 4,196 F1: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. |
| Common StockSEC Table I · non-derivative | Direct | 420 |
Reported balance
Holding disclosure · report date 2023-02-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 420 F3: Reflects shares held in an IRA for Mr. Almond's benefit. |
| Common StockSEC Table I · non-derivative | Direct | 89 |
Reported balance
Holding disclosure · report date 2023-02-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 89 F4: Reflects shares held jointly with spouse. |
| Common StockSEC Table I · non-derivative | IndirectBy 401K Plan | 1,686 |
Reported balance
Holding disclosure · report date 2023-02-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,686 F5: Reflects total shares held in 401K plan. |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2023-02-14 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,500 F6: Market value at date of vesting |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-15 | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2023-02-14 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,500 F6: Market value at date of vesting |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.
F2: Includes shares of restricted stock.
F3: Reflects shares held in an IRA for Mr. Almond's benefit.
F4: Reflects shares held jointly with spouse.
F5: Reflects total shares held in 401K plan.
F6: 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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 15, 2023 15:44 UTC | Primis Financial Corp. FRST · Entity 1375 | SaleCommon Stock | 107 | $11.64 | $1,245.48 |
DisclosureSEC source: 0001209191-23-018866 · doc4.xml · nonDerivative · entry 2 Almond Barry P · CIK 0001812369 · EVP, Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,196 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| February 14, 2023 Filed Mar 15, 2023 15:44 UTC | Primis Financial Corp. FRST · Entity 1375 | SaleCommon Stock | 71 | $12.14 | $861.94 |
DisclosureSEC source: 0001209191-23-018866 · doc4.xml · nonDerivative · entry 1 Almond Barry P · CIK 0001812369 · EVP, Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,303 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Includes shares of restricted stock. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 16:20 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061436 · doc4.xml · derivative · entry 5 Almond Barry P · CIK 0001812369 · EVP, Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2027-03-15 F5 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 17:35 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,874 | $13.79 | $25,842.46 |
DisclosureSEC source: 0001209191-22-018009 · doc4.xml · nonDerivative · entry 1 Almond Barry P · CIK 0001812369 · EVP, Chief Retail Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 F1 · balance_after: Includes shares of restricted stock Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 19:25 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054578 · doc4.xml · derivative · entry 5 Almond Barry P · CIK 0001812369 · EVP, Head of Retail/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2026-03-15 F6 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 19:25 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054578 · doc4.xml · nonDerivative · entry 1 Almond Barry P · CIK 0001812369 · EVP, Head of Retail/Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.