Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Head of Commercial | December 15, 2022 | December 15, 2022 |
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 December 15, 2022 · Filed December 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-15 | Direct | 3,000 |
Reported balance
After 2022-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-15 · Grant · Acquired 3,000 · Balance 3,000 F2: Market value at date of vesting |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2022-12-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,500 F2: Market value at date of vesting |
| Common StockSEC Table I · non-derivative | Direct | 10,757 |
Reported balance
Holding disclosure · report date 2022-12-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,757 F1: Includes shares of restricted stock |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock
F2: Market value at date of vesting
Past disclosures · reporting ended (1)
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 | 0 |
Ending reported balance
After 2017-06-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-23 · Tax withholding · Disposed 2,755 · Balance 15,245 F1: Reflects shares withheld upon vesting of restricted stock immediately prior to the Merger (as defined below) to satisfy tax withholding obligations. Row 2 · 2017-06-23 · Disposition to issuer · Disposed 15,245 · Balance 0 F2: 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: 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.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 15, 2022 21:46 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061458 · doc4.xml · derivative · entry 2 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2027-03-15 F2 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| March 31, 2022 Filed Mar 31, 2022 21:04 UTC | Primis Financial Corp. FRST · Entity 1375 | SaleCommon Stock | 147 | $13.98 | $2,055.06 |
DisclosureSEC source: 0001209191-22-021788 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,757 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 |
| March 01, 2022 Filed Mar 3, 2022 18:27 UTC | Primis Financial Corp. FRST · Entity 1375 | SaleCommon Stock | 107 | $14.01 | $1,499.07 |
DisclosureSEC source: 0001209191-22-015245 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,904 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 |
| February 14, 2022 Filed Feb 16, 2022 20:00 UTC | Primis Financial Corp. FRST · Entity 1375 | SaleCommon Stock | 284 | $14.44 | $4,100.96 |
DisclosureSEC source: 0001209191-22-010140 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,011 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 |
| September 01, 2021 Filed Sep 2, 2021 19:34 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054407 · doc4.xml · derivative · entry 2 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 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 19:34 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054407 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,295 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 31, 2021 Filed Mar 31, 2021 22:54 UTC | Primis Financial Corp. FRST · Entity 1375 | Tax withholdingCommon Stock | 178 | $14.54 | $2,588.12 |
DisclosureSEC source: 0001209191-21-023855 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,795 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| February 16, 2021 Filed Feb 16, 2021 22:41 UTC | Primis Financial Corp. SONA · Entity 1375 | Tax withholdingCommon Stock | 283 | $12.91 | $3,653.53 |
DisclosureSEC source: 0001209191-21-010871 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,973 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 25, 2021 Filed Jan 25, 2021 23:44 UTC | Primis Financial Corp. SONA · Entity 1375 | Tax withholdingCommon Stock | 284 | $12.58 | $3,572.72 |
DisclosureSEC source: 0001209191-21-005214 · doc4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP, Head of Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,256 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 14:38 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | Disposition to issuerCommon Stock | 15,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-034000 · v469680_4.xml · nonDerivative · entry 2 Brockwell Bruce Todd · CIK 0001280983 · EVP / Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · 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 14:38 UTC | EASTERN VIRGINIA BANKSHARES INC EVBS · Entity 174903 | Tax withholdingCommon Stock | 2,755 | $11.01 | $30,332.55 |
DisclosureSEC source: 0001144204-17-034000 · v469680_4.xml · nonDerivative · entry 1 Brockwell Bruce Todd · CIK 0001280983 · EVP / Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,245 F1 · shares: Reflects shares withheld upon vesting of restricted stock immediately prior to the Merger (as defined below) to satisfy tax withholding obligations. 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.