Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 January 24, 2019 · Filed January 28, 2019
Section 16 reporting ended · disclosed 2019-01-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,657 |
Reported balance
After 2019-01-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-01-24 · Purchase · Acquired 2,000 · Balance 40,657 F1: Includes restricted stock, which vests in five installments beginning May 31, 2019. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.50 · Expires 2019-01-27 | Direct | 0 |
Reported balance
After 2019-01-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-01-24 · Purchase · Disposed 2,000 · Balance 0 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.02 · Expires 2019-07-29 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,000 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.04 · Expires 2020-07-27 | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.20 · Expires 2021-03-21 | Direct | 8,500 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.92 · Expires 2022-12-05 | Direct | 12,500 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 12,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.14 · Expires 2023-06-21 | Direct | 16,500 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 16,500 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.47 · Expires 2024-07-22 | Direct | 21,500 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 21,500 F2: These options are exercisable as follows: 1,000 on 7/22/15, 1,000 on 7/22/16, 1,000 on 7/22/17, 1,000 on 7/22/18, 1,000 on 7/22/19 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.43 · Expires 2025-06-19 | Direct | 27,000 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 27,000 F3: These options are exercisable as follows: 1,100 on 6/19/16, 1,100 on 6/19/17, 1,100 on 6/19/18, 1,100 on 6/19/19, 1,100 on 6/19/20 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.99 · Expires 2026-06-16 | Direct | 33,000 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 33,000 F4: These options are exercisable as follows: 1,200 on 6/196/17, 1,200 on 6/16/18, 1,200 on 6/16/19, 1,200 on 6/16/20, 1,200 on 6/16/21 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 2,837 |
Reported balance
Holding disclosure · report date 2019-01-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,837 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock, which vests in five installments beginning May 31, 2019.
F2: These options are exercisable as follows: 1,000 on 7/22/15, 1,000 on 7/22/16, 1,000 on 7/22/17, 1,000 on 7/22/18, 1,000 on 7/22/19
F3: These options are exercisable as follows: 1,100 on 6/19/16, 1,100 on 6/19/17, 1,100 on 6/19/18, 1,100 on 6/19/19, 1,100 on 6/19/20
F4: These options are exercisable as follows: 1,200 on 6/196/17, 1,200 on 6/16/18, 1,200 on 6/16/19, 1,200 on 6/16/20, 1,200 on 6/16/21
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 |
|---|---|---|---|---|---|---|
| January 24, 2019 Filed Jan 28, 2019 15:15 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 2,000 | $5.50 Strike: $5.50 | $11,000.00 |
DisclosureSEC source: 0001144204-19-003097 · tv511739_4.xml · derivative · entry 3 LAGOS WILLIAM H · CIK 0001376608 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2019-01-27 Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 15:15 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,000 | $5.50 | $11,000.00 |
DisclosureSEC source: 0001144204-19-003097 · tv511739_4.xml · nonDerivative · entry 1 LAGOS WILLIAM H · CIK 0001376608 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,657 F1 · security: Includes restricted stock, which vests in five installments beginning May 31, 2019. Read SEC document |
| May 15, 2018 Filed May 16, 2018 16:02 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-029206 · tv494380_form4.xml · nonDerivative · entry 1 LAGOS WILLIAM H · CIK 0001376608 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,657 F1 · security: Award of restricted stock which vests in five annual installments beginning May 31, 2019. Read SEC document |
| May 07, 2018 Filed May 9, 2018 16:59 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-026705 · tv493673_form4.xml · nonDerivative · entry 1 LAGOS WILLIAM H · CIK 0001376608 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,657 Read SEC document |
| January 16, 2018 Filed Jan 16, 2018 15:26 UTC | Primis Financial Corp. Sona · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 3,500 | $9.20 Strike: $9.20 | $32,200.00 |
DisclosureSEC source: 0001325670-18-000002 · primary_doc.xml · derivative · entry 3 LAGOS WILLIAM H · CIK 0001376608 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2018-01-23 Read SEC document |
| January 16, 2018 Filed Jan 16, 2018 15:26 UTC | Primis Financial Corp. Sona · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 3,500 | $9.20 | $32,200.00 |
DisclosureSEC source: 0001325670-18-000002 · primary_doc.xml · nonDerivative · entry 1 LAGOS WILLIAM H · CIK 0001376608 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,657 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.