Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDSOUTH BANCORP INCMSL · Entity 154800 | Chief Credit Officer | February 27, 2019 | March 01, 2019 |
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.
MIDSOUTH BANCORP INC
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,994 |
Reported balance
After 2019-02-27 transaction · row 1
1 source rowRow 1 · 2019-02-27 · Grant · Acquired 3,025 · Balance 11,994 F1: Grant of Restricted Stock which will become 33% vested on first anniversary of the Grant Date, 33% vested on the second anniversary of the Grant Date and 34% vested on the third anniversary of the Grant Date. F2: Share price based on 30 day average trading price through February 26, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock which will become 33% vested on first anniversary of the Grant Date, 33% vested on the second anniversary of the Grant Date and 34% vested on the third anniversary of the Grant Date.
F2: Share price based on 30 day average trading price through February 26, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Primis Financial Corp.
Report date July 16, 2021 · Filed July 16, 2021
Section 16 reporting ended · disclosed 2021-07-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 702 |
Reported balance
After 2021-07-16 transaction · row 1
1 source rowRow 1 · 2021-07-16 · Disposition to issuer · Disposed 4,000 · Balance 702 F1: Forfeited Restricted Stock |
| Common StockSEC Table I · non-derivative | IndirectBy 401K Plan | 614 |
Reported balance
Holding disclosure · report date 2021-07-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 614 |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeited Restricted 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 |
|---|---|---|---|---|---|---|
| July 16, 2021 Filed Jul 16, 2021 13:17 UTC | Primis Financial Corp. FRST · Entity 1375 | Disposition to issuerCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-046854 · doc4.xml · nonDerivative · entry 1 Avant Keith · CIK 0001767065 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702 F1 · shares: Forfeited Restricted Stock Read SEC document |
| May 18, 2021 Filed May 19, 2021 16:38 UTC | Primis Financial Corp. FRST · Entity 1375 | Tax withholdingCommon Stock | 298 | $15.00 | $4,470.00 |
DisclosureSEC source: 0001209191-21-033928 · doc4.xml · nonDerivative · entry 1 Avant Keith · CIK 0001767065 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,702 F1 · shares: Reflects shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Includes shares of restricted stock which is subject to a vesting schedule. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 12:46 UTC | MIDSOUTH BANCORP INC MSL · Entity 154800 | GrantCommon Stock | 3,025 | $11.41 | $34,515.25 |
DisclosureSEC source: 0000745981-19-000029 · wf-form4_155146240127091.xml · nonDerivative · entry 1 Avant Keith · CIK 0001767065 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,994 F1 · shares: Grant of Restricted Stock which will become 33% vested on first anniversary of the Grant Date, 33% vested on the second anniversary of the Grant Date and 34% vested on the third anniversary of the Grant Date. F2 · price: Share price based on 30 day average trading price through February 26, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:18 UTC | MIDSOUTH BANCORP INC MSL · Entity 154800 | GrantCommon Stock | 4,453 | $11.23 | $50,007.19 |
DisclosureSEC source: 0000745981-19-000019 · wf-form4_155026548881358.xml · nonDerivative · entry 1 Avant Keith · CIK 0001767065 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,969 F1 · shares: Grant of Restricted Stock which will become 33% vested on first anniversary of the Grant Date, 33% vested on the second anniversary of the Grant Date and 34% vested on the third anniversary of the Grant Date. F2 · price: Share price based on last 30 day average trading price through 2/12/19. 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.