Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | Executive Credit Officer | December 31, 2021 | 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 December 31, 2021 · Filed February 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,400 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,400 F1: Restricted Stock |
| Common StockSEC Table I · non-derivative | Direct | 1,492 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,492 F2: Reflects shares held in an IRA for Mr. Steven's benefit. |
| Common StockSEC Table I · non-derivative | Direct | 11,671 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,671 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K Plan | 8,262 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,262 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.92 · Expires 2022-12-05 | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.14 · Expires 2023-06-21 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,000 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.47 · Expires 2024-07-22 | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,000 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.43 · Expires 2025-06-19 | Direct | 12,000 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 12,000 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.99 · Expires 2026-06-17 | Direct | 16,500 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 16,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock
F2: Reflects shares held in an IRA for Mr. Steven's 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 |
|---|---|---|---|---|---|---|
| July 09, 2020 Filed Aug 24, 2020 18:20 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $7.04 Strike: $7.04 | $10,560.00 |
DisclosureSEC source: 0001209191-20-048048 · doc4.xml · derivative · entry 2 STEVENS WILLIAM H · CIK 0001261183 · EVP, Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2020-07-27 Read SEC document |
| July 09, 2020 Filed Aug 24, 2020 18:20 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,500 | $7.04 | $10,560.00 |
DisclosureSEC source: 0001209191-20-048048 · doc4.xml · nonDerivative · entry 1 STEVENS WILLIAM H · CIK 0001261183 · EVP, Chief Credit Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,065 F1 · balance_after: Includes 1,492 shares held in an IRA, 6,502 shares held in 401K Plan, and 3,000 restricted shares that are subject to a vesting schedule. Read SEC document |
| February 14, 2020 Filed Mar 10, 2020 17:53 UTC Amendment | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001325670-20-000033 · primary_doc.xml · nonDerivative · entry 1 STEVENS WILLIAM H · CIK 0001261183 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,571 F1 · balance_after: Includes restricted stock which vests in five installments beginning February 14, 2021. Read SEC document |
| January 27, 2019 Filed Jan 28, 2019 20:18 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $5.50 Strike: $5.50 | $8,250.00 |
DisclosureSEC source: 0001144204-19-003099 · tv511741_4.xml · derivative · entry 4 STEVENS WILLIAM H · CIK 0001261183 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2019-01-27 Read SEC document |
| January 27, 2019 Filed Jan 28, 2019 20:18 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,500 | $5.50 | $8,250.00 |
DisclosureSEC source: 0001144204-19-003099 · tv511741_4.xml · nonDerivative · entry 1 STEVENS WILLIAM H · CIK 0001261183 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 Read SEC document |
| January 18, 2018 Filed Jan 24, 2018 14:31 UTC | Primis Financial Corp. Sona · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $9.20 Strike: $9.20 | $13,800.00 |
DisclosureSEC source: 0001325670-18-000003 · primary_doc.xml · derivative · entry 4 STEVENS WILLIAM H · CIK 0001261183 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-01-23 Read SEC document |
| January 18, 2018 Filed Jan 24, 2018 14:31 UTC | Primis Financial Corp. Sona · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 1,500 | $9.20 | $13,800.00 |
DisclosureSEC source: 0001325670-18-000003 · primary_doc.xml · nonDerivative · entry 1 STEVENS WILLIAM H · CIK 0001261183 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 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.