Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | Director | February 03, 2022 | February 04, 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 February 03, 2022 · Filed February 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,650 |
Reported balance
After 2022-02-03 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2022-02-03 · Purchase · Acquired 1,671 · Balance 10,650 |
| Common StockSEC Table I · non-derivative | Direct | 18,533 |
Reported balance
Holding disclosure · report date 2022-02-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,533 F1: These shares are held in the WBJ Irrevocable Trust |
| Common StockSEC Table I · non-derivative | Direct | 11,000 |
Reported balance
Holding disclosure · report date 2022-02-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,000 F2: These shares are held in the W Bruce Jennings Revocable Living Trust |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 5,500 |
Reported balance
Holding disclosure · report date 2022-02-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.24 · Expires 2022-02-09 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2022-02-03 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,000 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.32 · Expires 2023-01-29 | Direct | 5,500 |
Reported balance
Holding disclosure · report date 2022-02-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,500 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in the WBJ Irrevocable Trust
F2: These shares are held in the W Bruce Jennings Revocable Living Trust
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 |
|---|---|---|---|---|---|---|
| February 03, 2022 Filed Feb 4, 2022 16:07 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,671 | $14.89 | $24,884.70 |
DisclosureSEC source: 0001209191-22-007130 · doc4.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,650 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 01:29 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,337 | $14.89 | $19,907.26 |
DisclosureSEC source: 0001209191-22-007076 · doc4.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,979 Read SEC document |
| May 04, 2020 Filed May 4, 2020 17:16 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,032 | $9.80 | $19,912.58 |
DisclosureSEC source: 0001325670-20-000042 · primary_doc.xml · nonDerivative · entry 2 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,642 Read SEC document |
| May 01, 2020 Filed May 4, 2020 17:16 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,025 | $9.84 | $19,933.09 |
DisclosureSEC source: 0001325670-20-000042 · primary_doc.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,610 Read SEC document |
| October 31, 2019 Filed Oct 31, 2019 17:22 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,260 | $15.81 | $19,917.95 |
DisclosureSEC source: 0001325670-19-000004 · primary_doc.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 14:18 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 885 | $15.75 | $13,938.75 |
DisclosureSEC source: 0001325670-19-000005 · primary_doc.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,585 Read SEC document |
| May 31, 2018 Filed May 31, 2018 17:18 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 568 | $17.53 | $9,957.04 |
DisclosureSEC source: 0001144204-18-031925 · tv495573_form4.xml · nonDerivative · entry 2 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,440 Read SEC document |
| May 29, 2018 Filed May 31, 2018 17:18 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 872 | $17.14 | $14,946.08 |
DisclosureSEC source: 0001144204-18-031925 · tv495573_form4.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 Read SEC document |
| February 02, 2017 Filed Feb 2, 2017 16:58 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 1,243 | $16.06 | $19,961.34 |
DisclosureSEC source: 0001325670-17-000004 · primary_doc.xml · nonDerivative · entry 2 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,533 F1 · balance_after: These shares are held in the WBJ Irrevocable Trust. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 16:58 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 1,855 | $16.14 | $29,930.98 |
DisclosureSEC source: 0001325670-17-000004 · primary_doc.xml · nonDerivative · entry 1 Jennings W. Bruce · CIK 0001536263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,290 F1 · balance_after: These shares are held in the WBJ Irrevocable Trust. 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.