organization · Reporting owner
Julee S. Lawrence Financial Services Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank7 Corp.BSVN · Entity 5480 | 10% owner | September 05, 2019 | September 09, 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.
Bank7 Corp.
Report date September 05, 2019 · Filed September 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,430,864 |
Reported balance
After 2019-09-05 transaction · row 1
1 source rowRow 1 · 2019-09-05 · Other · Disposed 164,686 · Balance 1,430,864 F1: (1) The Julee S. Lawrence Financial Services Trust transferred shares to Bank7 Corp. as a capital contribution. |
Filing footnotes · ownership attribution and instrument terms
F1: (1) The Julee S. Lawrence Financial Services Trust transferred shares to Bank7 Corp. as a capital contribution.
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 |
|---|---|---|---|---|---|---|
| September 05, 2019 Filed Sep 9, 2019 11:52 UTC | Bank7 Corp. BSVN · Entity 5480 | OtherCommon Stock, par value $0.01 per share | 164,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001746129-19-000035 · form4.xml · nonDerivative · entry 1 Julee S. Lawrence Financial Services Trust · CIK 0001753720 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,430,864 F1 · kind: (1) The Julee S. Lawrence Financial Services Trust transferred shares to Bank7 Corp. as a capital contribution. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 17:16 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 92,600 | $17.77 | $1,645,502.00 |
DisclosureSEC source: 0001746129-18-000026 · primary_doc.xml · nonDerivative · entry 1 Julee S. Lawrence Financial Services Trust · CIK 0001753720 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,595,550 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). Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 16:45 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 124,350 | $17.77 | $2,209,699.50 |
DisclosureSEC source: 0001746129-18-000017 · primary_doc.xml · nonDerivative · entry 1 Julee S. Lawrence Financial Services Trust · CIK 0001753720 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688,150 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. 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.