Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank7 Corp.BSVN · Entity 5480 | Director · Chairman · 10% owner | December 27, 2021 | December 28, 2021 |
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.
Bank7 Corp.
Report date December 27, 2021 · Filed December 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Trust | 1,778,701 |
Reported balance
After 2021-12-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-27 · Sale · Disposed 117,811 · Balance 1,778,701 F1: William B. Haines is the sole trustee of the William Bradford Haines Financial Services Trust (the "Trust") and has voting and dipositive power over the shares held by the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: William B. Haines is the sole trustee of the William Bradford Haines Financial Services Trust (the "Trust") and has voting and dipositive power over the shares held by the 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 |
|---|---|---|---|---|---|---|
| December 27, 2021 Filed Dec 28, 2021 21:43 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon stock, par value $0.01 per share | 117,811 | $20.90 | $2,462,249.90 |
DisclosureSEC source: 0001746129-21-000095 · form4.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,778,701 F1 · ownership.nature: William B. Haines is the sole trustee of the William Bradford Haines Financial Services Trust (the "Trust") and has voting and dipositive power over the shares held by the Trust. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 17:28 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon stock, par value $0.01 per share | 1,000,000 | $22.00 | $22,000,000.00 |
DisclosureSEC source: 0001140361-21-041999 · form4.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,896,512 F1 · ownership.nature: William B. Haines is the sole trustee of the William Bradford Haines Financial Services Trust and has voting and dispositive power over the shares held by the Trust. Read SEC document |
| December 14, 2021 Filed Dec 28, 2021 21:35 UTC Amendment | Bank7 Corp. BSVN · Entity 5480 | SaleCommon stock, par value $0.01 per share | 1,000,000 | $20.90 | $20,900,000.00 |
DisclosureSEC source: 0001746129-21-000089 · form4.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,896,512 F1 · ownership.nature: William B. Haines is the sole trustee of the William Bradford Haines Financial Services Trust (the "Trust") and has voting and dispositive power over the shares held by the Trust. Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 15:42 UTC | Bank7 Corp. BSVN · Entity 5480 | OtherCommon Stock, par value $0.01 per share | 327,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-19-000027 · form4.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,896,512 F1 · kind: (1) The William Bradford Haines Financial Services Trust transferred shares to Bank7 Corp. as a capital contribution. F2 · ownership.nature: (2) Mr. Haines is the sole trustee of the William Bradford Haines Financial Services Trust (the "Trust") and has voting and dispositive power over the shares held by the Trust. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 21:01 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 187,135 | $17.77 | $3,325,388.95 |
DisclosureSEC source: 0001746129-18-000023 · primary_doc.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,224,065 F1 · shares: Represents shares of Common Stock sold to the underwriters in the initial public offering (the "IPO") of the Issuer pursuant to the underwriters' option to purchase additional shares to cover over-allotments. The over-allotment closed on October 17, 2018. The price per share received by the reporting person is equal to the public offering price of $19.00 less the underwriting discount (rounded to the nearest cent). F2 · ownership.nature: William B. Haines is the co-trustee of the William Bradford Haines Financial Services Trust and has voting and dispositive power over the shares held by the William Bradford Haines Financial Services Trust. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 19:58 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 251,300 | $17.77 | $4,465,601.00 |
DisclosureSEC source: 0001746129-18-000010 · primary_doc.xml · nonDerivative · entry 1 Haines William B. · CIK 0001753275 · Director · Chairman of the Board · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,411,200 F1 · shares: Represents shares of Common Stock sold to the underwriters in the initial public offering (the "IPO") of the Issuer, which closed on September 24, 2018. The price per share received by the reporting person is equal to the public offering price of $19.00 less the underwriting discount. F2 · ownership.nature: William B. Haines is the trustee of the William Bradford Haines Financial Services Trust and has voting and dispositive power over the shares held by the William Bradford Haines Financial Services 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.