Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | Director | March 15, 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 March 15, 2023 · Filed March 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,964 |
Reported balance
After 2023-03-15 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-03-15 · Purchase · Acquired 2,537 · Balance 9,964 |
| Common StockSEC Table I · non-derivative | Direct | 4,091 |
Reported balance
Holding disclosure · report date 2023-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,091 F1: These shares are held in a Trust for Mr. Jones' benefit. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in a Trust for Mr. Jones' benefit.
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 15, 2023 Filed Mar 15, 2023 16:03 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 2,537 | $9.90 | $25,106.15 |
DisclosureSEC source: 0001209191-23-018878 · doc4.xml · nonDerivative · entry 1 Jones Allen R Jr. · CIK 0001868983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,964 Read SEC document |
| March 15, 2023 Filed Mar 15, 2023 14:43 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 2,055 | $9.78 | $20,097.90 |
DisclosureSEC source: 0001209191-23-018843 · doc4.xml · nonDerivative · entry 1 Jones Allen R Jr. · CIK 0001868983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,427 Read SEC document |
| February 07, 2023 Filed Feb 7, 2023 14:09 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 2,019 | $12.34 | $24,914.46 |
DisclosureSEC source: 0001209191-23-007472 · doc4.xml · nonDerivative · entry 1 Jones Allen R Jr. · CIK 0001868983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,372 Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 15:50 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,600 | $12.40 | $19,840.00 |
DisclosureSEC source: 0001209191-22-061640 · doc4.xml · nonDerivative · entry 1 Jones Allen R Jr. · CIK 0001868983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,353 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.