Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCESS NATIONAL CORPANCX · Entity 160530 | Executive VP, COO | April 01, 2017 | April 04, 2017 |
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.
ACCESS NATIONAL CORP
Report date April 01, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 47,941 |
Reported balance
After 2017-04-01 transaction · row 1
1 source rowRow 1 · 2017-04-01 · Grant · Acquired 47,941 · Balance 47,941 F1: Received in exchange for 36,008 shares of Middleburg Financial Corporation ("Middleburg") common stock in connection with the merger of Middleburg with and into Access National Corporation ("Access") effective April 1, 2017 (the "Merger"), and includes 22,675 shares of Access common stock received in exchange for 17,031 shares of Middleburg restricted stock that vested in connection with the Merger. At the effective time of the Merger at 12:01 a.m. on April 1, 2017, each outstanding share of Middleburg converted into the right to receive 1.3314 shares of Access common stock. On March 31, 2017, the last trading day before the effective date of the Merger, the closing price of Middleburg's common stock was $40.04 per share and the closing price of Access's common stock was $30.02 per share. All fractional share holdings were paid in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Received in exchange for 36,008 shares of Middleburg Financial Corporation ("Middleburg") common stock in connection with the merger of Middleburg with and into Access National Corporation ("Access") effective April 1, 2017 (the "Merger"), and includes 22,675 shares of Access common stock received in exchange for 17,031 shares of Middleburg restricted stock that vested in connection with the Merger. At the effective time of the Merger at 12:01 a.m. on April 1, 2017, each outstanding share of Middleburg converted into the right to receive 1.3314 shares of Access common stock. On March 31, 2017, the last trading day before the effective date of the Merger, the closing price of Middleburg's common stock was $40.04 per share and the closing price of Access's common stock was $30.02 per share. All fractional share holdings were paid in cash.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MIDDLEBURG FINANCIAL CORP
Report date April 01, 2017 · Filed April 04, 2017
Section 16 reporting ended · disclosed 2017-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,008 |
Reported balance
After 2017-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-01 · Tax withholding · Disposed 8,427 · Balance 36,008 F1: Corrected to reflect shares that were inadvertently omitted from previous Forms 4 filed by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-04-01 · Disposition to issuer · Disposed 36,008 · Balance 0 F2: Effective April 1, 2017, pursuant to an Agreement and Plan of Reorganization, dated as of October 21, 2016 (the "Merger Agreement"), by and among Middleburg Financial Corporation ("Middleburg") and Access National Corporation ("Access"), Middleburg merged with and into Access, with Access as the surviving company (the "Merger"). In the Merger, each share of Middleburg's common stock converted into 1.3314 shares of Access's common stock. |
| Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2019-03-16 | Direct | 0 |
Reported balance
After 2017-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-04-01 · Disposition to issuer · Disposed 5,073 · Balance 0 F3: This option, which vested 25% on March 16, 2010, 25% on March 16, 2011 and the remaining 50% on March 16, 2012, was cancelled in the merger in exchange for a cash payment of $132,100, representing the difference between the closing price of Middleburg common stock on March 31, 2017 of $40.04 and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Corrected to reflect shares that were inadvertently omitted from previous Forms 4 filed by the reporting person.
F2: Effective April 1, 2017, pursuant to an Agreement and Plan of Reorganization, dated as of October 21, 2016 (the "Merger Agreement"), by and among Middleburg Financial Corporation ("Middleburg") and Access National Corporation ("Access"), Middleburg merged with and into Access, with Access as the surviving company (the "Merger"). In the Merger, each share of Middleburg's common stock converted into 1.3314 shares of Access's common stock.
F3: This option, which vested 25% on March 16, 2010, 25% on March 16, 2011 and the remaining 50% on March 16, 2012, was cancelled in the merger in exchange for a cash payment of $132,100, representing the difference between the closing price of Middleburg common stock on March 31, 2017 of $40.04 and the exercise price of the option.
Primis Financial Corp.
Report date June 25, 2019 · Filed June 25, 2019
Section 16 reporting ended · disclosed 2019-06-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2019-06-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,000 |
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2019-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 |
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 |
|---|---|---|---|---|---|---|
| November 09, 2018 Filed Nov 9, 2018 15:58 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,000 | $15.45 | $15,450.00 |
DisclosureSEC source: 0001144204-18-058718 · tv506909_4.xml · nonDerivative · entry 2 CULVER JEFFREY · CIK 0001401320 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 13:24 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 500 | $15.50 | $7,750.00 |
DisclosureSEC source: 0001144204-18-057562 · tv506499_form4.xml · nonDerivative · entry 3 CULVER JEFFREY · CIK 0001401320 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| November 01, 2018 Filed Nov 6, 2018 13:24 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 500 | $15.25 | $7,625.00 |
DisclosureSEC source: 0001144204-18-057562 · tv506499_form4.xml · nonDerivative · entry 2 CULVER JEFFREY · CIK 0001401320 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 09:40 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 1,000 | $17.52 | $17,520.00 |
DisclosureSEC source: 0001144204-18-048227 · tv502432_4.xml · nonDerivative · entry 2 CULVER JEFFREY · CIK 0001401320 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| September 05, 2018 Filed Nov 7, 2018 15:20 UTC Amendment | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,000 | $17.52 | $17,520.00 |
DisclosureSEC source: 0001144204-18-057931 · tv506646_4-a.xml · nonDerivative · entry 1 CULVER JEFFREY · CIK 0001401320 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 15, 2018 Filed May 16, 2018 16:01 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-029205 · tv494379_form4.xml · nonDerivative · entry 1 CULVER JEFFREY · CIK 0001401320 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · security: Award of restricted stock which vests in five annual installments beginning May 31, 2019. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 13:19 UTC | MIDDLEBURG FINANCIAL CORP MBRG · Entity 177280 | Disposition to issuerEmployee Stock Option · Derivative | 5,073 | $26.04 Strike: $14.00 | $132,100.92 |
DisclosureSEC source: 0001140361-17-014535 · doc1.xml · derivative · entry 3 CULVER JEFFREY · CIK 0001401320 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,073 shares Expires 2019-03-16 F3 · derivative.exercise_date: This option, which vested 25% on March 16, 2010, 25% on March 16, 2011 and the remaining 50% on March 16, 2012, was cancelled in the merger in exchange for a cash payment of $132,100, representing the difference between the closing price of Middleburg common stock on March 31, 2017 of $40.04 and the exercise price of the option. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 13:19 UTC | MIDDLEBURG FINANCIAL CORP MBRG · Entity 177280 | Disposition to issuerCommon Stock | 36,008 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-014535 · doc1.xml · nonDerivative · entry 2 CULVER JEFFREY · CIK 0001401320 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Effective April 1, 2017, pursuant to an Agreement and Plan of Reorganization, dated as of October 21, 2016 (the "Merger Agreement"), by and among Middleburg Financial Corporation ("Middleburg") and Access National Corporation ("Access"), Middleburg merged with and into Access, with Access as the surviving company (the "Merger"). In the Merger, each share of Middleburg's common stock converted into 1.3314 shares of Access's common stock. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 13:19 UTC | MIDDLEBURG FINANCIAL CORP MBRG · Entity 177280 | Tax withholdingCommon Stock | 8,427 | $40.04 | $337,417.08 |
DisclosureSEC source: 0001140361-17-014535 · doc1.xml · nonDerivative · entry 1 CULVER JEFFREY · CIK 0001401320 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,008 F1 · balance_after: Corrected to reflect shares that were inadvertently omitted from previous Forms 4 filed by the reporting person. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 16:59 UTC | ACCESS NATIONAL CORP ANCX · Entity 160530 | Grantcommon stock | 47,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-024992 · doc4.xml · nonDerivative · entry 1 CULVER JEFFREY · CIK 0001401320 · Executive VP, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,941 F1 · price: Received in exchange for 36,008 shares of Middleburg Financial Corporation ("Middleburg") common stock in connection with the merger of Middleburg with and into Access National Corporation ("Access") effective April 1, 2017 (the "Merger"), and includes 22,675 shares of Access common stock received in exchange for 17,031 shares of Middleburg restricted stock that vested in connection with the Merger. At the effective time of the Merger at 12:01 a.m. on April 1, 2017, each outstanding share of Middleburg converted into the right to receive 1.3314 shares of Access common stock. On March 31, 2017, the last trading day before the effective date of the Merger, the closing price of Middleburg's common stock was $40.04 per share and the closing price of Access's common stock was $30.02 per share. All fractional share holdings were paid in cash. 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.