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 July 23, 2017 · Filed September 25, 2017
Section 16 reporting ended · disclosed 2017-09-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern National Bancorp of Virginia Common StockSEC Table I · non-derivative | Direct | 13,589 |
Reported balance
Holding disclosure · report date 2017-07-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,589 |
| Southern National Bancorp of Virginia Common StockSEC Table I · non-derivative | IndirectBy IRA | 14,157 |
Reported balance
Holding disclosure · report date 2017-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,157 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.32 · Expires 2023-01-29 | Direct | 700 |
Reported balance
Holding disclosure · report date 2017-07-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 700 F1: These options are owned as follows: 700 on 1/29/2018 |
Filing footnotes · ownership attribution and instrument terms
F1: These options are owned as follows: 700 on 1/29/2018
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 |
|---|---|---|---|---|---|---|
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 2,800 | $9.32 Strike: $9.32 | $26,096.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · derivative · entry 7 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 3,500 shares Expires 2023-01-29 F1 · balance_after: These options are exercisable as follows: 700 on 1/29/2018. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 800 | $6.24 Strike: $6.24 | $4,992.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · derivative · entry 6 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 800 shares Expires 2022-02-09 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 200 | $7.20 Strike: $7.20 | $1,440.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · derivative · entry 5 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200 shares Expires 2021-03-21 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 2,800 | $9.32 | $26,096.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · nonDerivative · entry 3 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,589 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 800 | $6.24 | $4,992.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · nonDerivative · entry 2 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,789 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 11:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 200 | $7.20 | $1,440.00 |
DisclosureSEC source: 0001325670-17-000024 · primary_doc.xml · nonDerivative · entry 1 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,989 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 10:44 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 621 | $16.08 | $9,985.68 |
DisclosureSEC source: 0001325670-17-000005 · primary_doc.xml · nonDerivative · entry 2 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,789 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 10:44 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 935 | $16.19 | $15,137.65 |
DisclosureSEC source: 0001325670-17-000005 · primary_doc.xml · nonDerivative · entry 1 Bollerer Frederick L · CIK 0001405183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,168 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.