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William Bradford Haines Financial Services Trust

Disclosed activity across 1 company

Tapewire entity
132000
SEC CIK
0001753721

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Bank7 Corp.BSVN · Entity 548010% ownerDecember 27, 2021December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common stock, par value $0.01 per shareSEC Table I · non-derivativeDirect1,778,701 Reported balance After 2021-12-27 transaction · row 1
1 source row

Row 1 · 2021-12-27 · Sale · Disposed 117,811 · Balance 1,778,701

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 27, 2021 Filed Dec 28, 2021 16:40 UTC Bank7 Corp. BSVN · Entity 5480 SaleCommon stock, par value $0.01 per share 117,811 $20.90 $2,462,249.90
Disclosure

SEC source: 0001746129-21-000093 · form4.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,778,701

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December 14, 2021 Filed Dec 16, 2021 12:33 UTC Bank7 Corp. BSVN · Entity 5480 SaleCommon stock, par value $0.01 per share 1,000,000 $22.00 $22,000,000.00
Disclosure

SEC source: 0001140361-21-042002 · form4.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,896,512

Read SEC document
December 14, 2021 Filed Dec 28, 2021 16:36 UTC Amendment Bank7 Corp. BSVN · Entity 5480 SaleCommon stock, par value $0.01 per share 1,000,000 $20.90 $20,900,000.00
Disclosure

SEC source: 0001746129-21-000091 · form4.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,896,512

Read SEC document
September 05, 2019 Filed Sep 9, 2019 11:45 UTC Bank7 Corp. BSVN · Entity 5480 OtherCommon Stock, par value $0.01 per share 327,553 $0.00 $0.00
Disclosure

SEC source: 0001746129-19-000029 · form4.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

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.

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October 17, 2018 Filed Oct 19, 2018 17:25 UTC Bank7 Corp. BSVN · Entity 5480 SaleCommon Stock, par value $0.01 per share 187,135 $17.77 $3,325,388.95
Disclosure

SEC source: 0001746129-18-000028 · primary_doc.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

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).

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September 24, 2018 Filed Sep 26, 2018 16:41 UTC Bank7 Corp. BSVN · Entity 5480 SaleCommon Stock, par value $0.01 per share 251,300 $17.77 $4,465,601.00
Disclosure

SEC source: 0001746129-18-000016 · primary_doc.xml · nonDerivative · entry 1

William Bradford Haines Financial Services Trust · CIK 0001753721 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.