Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | 10% owner | June 28, 2024 | July 08, 2024 |
| BayFirst Financial Corp.BAFN · Entity 6302 | Director · 10% owner | October 08, 2026 | October 13, 2026 |
| Village Bank & Trust Financial Corp.VBFC · Entity 81214 | 10% owner | December 07, 2020 | December 16, 2020 |
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.
BLUE RIDGE BANKSHARES, INC.
Report date June 28, 2024 · Filed July 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 19,998,257 |
Reported balance
After 2024-06-28 transaction · row 1
1 source rowRow 1 · 2024-06-28 · Conversion · Acquired 18,812,000 · Balance 19,998,257 F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. |
| Series B Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-28 · Conversion · Disposed 4,703 · Balance 0 F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis.
BayFirst Financial Corp.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,177,535 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Other · Acquired 749,535 · Balance 12,177,535 F1: Purchase of shares unsold in BayFirst Financial Corp.'s rights offering, as described in the related Form S-1 Registration Statement (File No. 333-295447). |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase of shares unsold in BayFirst Financial Corp.'s rights offering, as described in the related Form S-1 Registration Statement (File No. 333-295447).
Village Bank & Trust Financial Corp.
Report date December 07, 2020 · Filed December 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 768,379 |
Ending reported balance
After 2020-12-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-12-07 · Other · Acquired 307 · Balance 764,531 Row 2 · 2020-12-14 · Purchase · Acquired 1,798 · Balance 766,329 Row 3 · 2020-12-14 · Purchase · Acquired 2,050 · Balance 768,379 |
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Affinity Bancshares, Inc.
Report date August 01, 2026 · Filed August 06, 2026
Section 16 reporting ended · disclosed 2026-08-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Disposition to issuer · Disposed 772,006 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated March 30, 2026, by and among the Issuer, Affinity Bank, National Association, Fidelity BancShares (N.C.), Inc., The Fidelity Bank, and TFB Merger Subsidiary, Inc. (the "Merger Agreement"), each issued and outstanding share of Issuer common stock was converted into the right to receive $23.00 cash consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 0 |
Reported balance
After 2026-08-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-01 · Disposition to issuer · Disposed 45,316 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated March 30, 2026, by and among the Issuer, Affinity Bank, National Association, Fidelity BancShares (N.C.), Inc., The Fidelity Bank, and TFB Merger Subsidiary, Inc. (the "Merger Agreement"), each issued and outstanding share of Issuer common stock was converted into the right to receive $23.00 cash consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated March 30, 2026, by and among the Issuer, Affinity Bank, National Association, Fidelity BancShares (N.C.), Inc., The Fidelity Bank, and TFB Merger Subsidiary, Inc. (the "Merger Agreement"), each issued and outstanding share of Issuer common stock was converted into the right to receive $23.00 cash consideration.
FOUR OAKS FINCORP INC
Report date November 01, 2017 · Filed November 03, 2017
Section 16 reporting ended · disclosed 2017-11-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-01 transaction · row 1
1 source rowRow 1 · 2017-11-01 · Disposition to issuer · Disposed 3,200,000 · Balance 0 F1: On November 1, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of June 26, 2017 (the "Merger Agreement"), by and among United Community Banks, Inc. ("United") and Four Oaks Fincorp, Inc. ("Four Oaks"), Four Oaks merged with and into United, with United surviving the merger (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, $1.00 par value per share, of Four Oaks issued and outstanding immediately prior to the effective time of the Merger (other than shares held by Four Oaks, United, or any Four Oaks shareholders seeking statutory appraisal rights) was converted into the right to receive 0.6178 shares of United common stock, $1.00 par value per share (subject to the payment of cash in lieu of fractional shares) and $1.90 in cash As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of Four Oaks common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 1, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of June 26, 2017 (the "Merger Agreement"), by and among United Community Banks, Inc. ("United") and Four Oaks Fincorp, Inc. ("Four Oaks"), Four Oaks merged with and into United, with United surviving the merger (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, $1.00 par value per share, of Four Oaks issued and outstanding immediately prior to the effective time of the Merger (other than shares held by Four Oaks, United, or any Four Oaks shareholders seeking statutory appraisal rights) was converted into the right to receive 0.6178 shares of United common stock, $1.00 par value per share (subject to the payment of cash in lieu of fractional shares) and $1.90 in cash As a result of the Merger, the reporting person no longer beneficially owns directly or indirectly any shares of Four Oaks common stock.
LINKBANCORP, Inc.
Report date May 01, 2026 · Filed May 01, 2026
Section 16 reporting ended · disclosed 2026-05-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Disposition to issuer · Disposed 8,729,603 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
PARTNERS BANCORP
Report date November 30, 2023 · Filed December 01, 2023
Section 16 reporting ended · disclosed 2023-12-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-30 transaction · row 1
1 source rowRow 1 · 2023-11-30 · Disposition to issuer · Disposed 7,386,431 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of Partners common stock was converted into the right to receive 1.150 shares of common stock of LINK and cash in lieu of fractional shares. On November 30, 2023, the closing price of the issuer's common stock was $7.15 per share, and the closing price of LINK's common stock was $6.47 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of Partners common stock was converted into the right to receive 1.150 shares of common stock of LINK and cash in lieu of fractional shares. On November 30, 2023, the closing price of the issuer's common stock was $7.15 per share, and the closing price of LINK's common stock was $6.47 per share.
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 12:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 749,535 | $3.50 | $2,623,372.50 |
DisclosureSEC source: 0001649739-26-000131 · wk-form4_1791893129.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,177,535 F1 · kind: Purchase of shares unsold in BayFirst Financial Corp.'s rights offering, as described in the related Form S-1 Registration Statement (File No. 333-295447). Read SEC document |
| August 01, 2026 Filed Aug 6, 2026 16:48 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | Disposition to issuerCommon Stock | 45,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-026158 · rdgdoc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse's IRA Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 30, 2026, by and among the Issuer, Affinity Bank, National Association, Fidelity BancShares (N.C.), Inc., The Fidelity Bank, and TFB Merger Subsidiary, Inc. (the "Merger Agreement"), each issued and outstanding share of Issuer common stock was converted into the right to receive $23.00 cash consideration. Read SEC document |
| August 01, 2026 Filed Aug 6, 2026 16:48 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | Disposition to issuerCommon Stock | 772,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-026158 · rdgdoc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 30, 2026, by and among the Issuer, Affinity Bank, National Association, Fidelity BancShares (N.C.), Inc., The Fidelity Bank, and TFB Merger Subsidiary, Inc. (the "Merger Agreement"), each issued and outstanding share of Issuer common stock was converted into the right to receive $23.00 cash consideration. Read SEC document |
| May 01, 2026 Filed May 1, 2026 19:29 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | Disposition to issuerCommon Stock | 8,729,603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-014437 · rdgdoc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:24 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-020657 · rdgdoc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,729,588 F1 · shares: 3,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on June 13, 2026. F2 · balance_after: Includes 2,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on May 23, 2025. Read SEC document |
| June 28, 2024 Filed Jul 8, 2024 22:35 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionSeries B Preferred Stock · Derivative | 4,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-022325 · rdgdoc.xml · derivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,812,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F1 · derivative.exercise_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F1 · derivative.expiration_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. Read SEC document |
| June 28, 2024 Filed Jul 8, 2024 22:35 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionCOMMON STOCK | 18,812,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-022325 · rdgdoc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,998,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:36 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-018491 · rdgdoc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,726,588 F1 · shares: 2,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on May 23, 2025. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 18:02 UTC | PARTNERS BANCORP PTRS · Entity 107846 | Disposition to issuerCommon Stock | 7,386,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021741 · form4.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of Partners common stock was converted into the right to receive 1.150 shares of common stock of LINK and cash in lieu of fractional shares. On November 30, 2023, the closing price of the issuer's common stock was $7.15 per share, and the closing price of LINK's common stock was $6.47 per share. F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 22, 2023, by and between LINKBANCORP, Inc. ("LINK") and Partners Bancorp ("Partners"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of Partners common stock was converted into the right to receive 1.150 shares of common stock of LINK and cash in lieu of fractional shares. On November 30, 2023, the closing price of the issuer's common stock was $7.15 per share, and the closing price of LINK's common stock was $6.47 per share. Read SEC document |
| April 12, 2023 Filed Apr 13, 2023 20:33 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 332 | $14.49 | $4,810.68 |
DisclosureSEC source: 0001170549-23-000006 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 772,016 Read SEC document |
| April 11, 2023 Filed Apr 13, 2023 20:33 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 7,088 | $14.49 | $102,705.12 |
DisclosureSEC source: 0001170549-23-000006 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771,684 Read SEC document |
| April 10, 2023 Filed Apr 13, 2023 20:33 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | OtherCommon Stock | 104 | $14.51 | $1,509.04 |
DisclosureSEC source: 0001170549-23-000006 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,596 Read SEC document |
| April 06, 2023 Filed Apr 6, 2023 20:10 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,225 | $14.59 | $17,872.75 |
DisclosureSEC source: 0001170549-23-000005 · primary_doc.xml · nonDerivative · entry 4 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,492 Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:10 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,569 | $14.49 | $22,734.81 |
DisclosureSEC source: 0001170549-23-000005 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 763,267 Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:10 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 10,883 | $14.49 | $157,694.67 |
DisclosureSEC source: 0001170549-23-000005 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761,698 Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:10 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 27,500 | $14.50 | $398,750.00 |
DisclosureSEC source: 0001170549-23-000005 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,815 Read SEC document |
| March 22, 2023 Filed Mar 22, 2023 21:31 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 839 | $14.39 | $12,073.21 |
DisclosureSEC source: 0001170549-23-000004 · primary_doc.xml · nonDerivative · entry 4 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723,315 Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:31 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 6,085 | $14.05 | $85,494.25 |
DisclosureSEC source: 0001170549-23-000004 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722,476 Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 21:31 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,740 | $13.62 | $23,698.80 |
DisclosureSEC source: 0001170549-23-000004 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 716,391 Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 21:31 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 334 | $13.51 | $4,512.34 |
DisclosureSEC source: 0001170549-23-000004 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714,651 Read SEC document |
| December 02, 2021 Filed Dec 2, 2021 21:06 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,856 | $14.78 | $27,431.68 |
DisclosureSEC source: 0001170549-21-000010 · primary_doc.xml · nonDerivative · entry 4 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,317 Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:06 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 3,900 | $14.77 | $57,603.00 |
DisclosureSEC source: 0001170549-21-000010 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,461 Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:06 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 4,000 | $14.71 | $58,840.00 |
DisclosureSEC source: 0001170549-21-000010 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708,561 Read SEC document |
| November 24, 2021 Filed Dec 2, 2021 21:06 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,000 | $14.90 | $14,900.00 |
DisclosureSEC source: 0001170549-21-000010 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,561 Read SEC document |
| October 12, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 3,703 | $14.14 | $52,360.42 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 6 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,561 Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 1,417 | $14.10 | $19,979.70 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 5 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,858 Read SEC document |
| October 08, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 81 | $13.86 | $1,122.66 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 4 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,441 Read SEC document |
| October 07, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 1,522 | $13.86 | $21,094.92 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,360 Read SEC document |
| August 31, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | OtherCOMMON STOCK | 300 | $13.89 | $4,167.00 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,838 Read SEC document |
| August 30, 2021 Filed Oct 12, 2021 21:07 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | OtherCOMMON STOCK | 415 | $13.87 | $5,756.05 |
DisclosureSEC source: 0001170549-21-000007 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,538 Read SEC document |
| August 24, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 406 | $13.56 | $5,505.36 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 6 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,123 Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 3,007 | $13.64 | $41,015.48 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 5 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,717 Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 6,080 | $13.38 | $81,350.40 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 4 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,710 Read SEC document |
| August 18, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 448 | $13.49 | $6,043.52 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,630 Read SEC document |
| August 16, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 20 | $13.24 | $264.80 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,182 Read SEC document |
| August 06, 2021 Filed Aug 24, 2021 21:37 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCOMMON STOCK | 252 | $13.14 | $3,311.28 |
DisclosureSEC source: 0001170549-21-000003 · primary_doc.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,162 Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 00:38 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,217 | $13.14 | $15,991.38 |
DisclosureSEC source: 0001104659-21-099663 · tm2124059d1_4seq1.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,910 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:38 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,557 | $13.14 | $20,458.98 |
DisclosureSEC source: 0001104659-21-099663 · tm2124059d1_4seq1.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684,693 Read SEC document |
| July 30, 2021 Filed Aug 4, 2021 00:38 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 5,139 | $13.11 | $67,372.29 |
DisclosureSEC source: 0001104659-21-099663 · tm2124059d1_4seq1.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,136 Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 00:17 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 332 | $13.04 | $4,329.28 |
DisclosureSEC source: 0001104659-21-097126 · tm2123595d1_4.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,997 Read SEC document |
| July 26, 2021 Filed Jul 29, 2021 00:17 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 421 | $13.01 | $5,477.21 |
DisclosureSEC source: 0001104659-21-097126 · tm2123595d1_4.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,665 Read SEC document |
| July 22, 2021 Filed Jul 29, 2021 00:17 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | OtherCommon Stock | 557 | $13.01 | $7,246.57 |
DisclosureSEC source: 0001104659-21-097126 · tm2123595d1_4.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,244 Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 01:05 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 28 | $13.04 | $365.12 |
DisclosureSEC source: 0001104659-21-094119 · tm2122766-1_4seq1.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,687 Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 01:05 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 1,175 | $12.79 | $15,028.25 |
DisclosureSEC source: 0001104659-21-094119 · tm2122766-1_4seq1.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,659 Read SEC document |
| July 16, 2021 Filed Jul 21, 2021 01:05 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 8,006 | $13.01 | $104,158.06 |
DisclosureSEC source: 0001104659-21-094119 · tm2122766-1_4seq1.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,484 Read SEC document |
| July 08, 2021 Filed Jul 10, 2021 01:02 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 11,884 | $12.96 | $154,016.64 |
DisclosureSEC source: 0001104659-21-090791 · tm2121919-1_4seq1.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,478 Read SEC document |
| July 07, 2021 Filed Jul 10, 2021 01:02 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | PurchaseCommon Stock | 4,640 | $12.81 | $59,438.40 |
DisclosureSEC source: 0001104659-21-090791 · tm2121919-1_4seq1.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,594 Read SEC document |
| July 06, 2021 Filed Jul 10, 2021 01:02 UTC | Affinity Bancshares, Inc. AFBI · Entity 25716 | OtherCommon Stock | 169 | $12.91 | $2,181.79 |
DisclosureSEC source: 0001104659-21-090791 · tm2121919-1_4seq1.xml · nonDerivative · entry 1 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,954 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:52 UTC | Village Bank & Trust Financial Corp. VBFC · Entity 81214 | PurchaseCommon Stock | 2,050 | $34.00 | $69,700.00 |
DisclosureSEC source: 0001104659-20-136365 · tm2038723d1_form4.xml · nonDerivative · entry 3 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768,379 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:52 UTC | Village Bank & Trust Financial Corp. VBFC · Entity 81214 | PurchaseCommon Stock | 1,798 | $33.88 | $60,916.24 |
DisclosureSEC source: 0001104659-20-136365 · tm2038723d1_form4.xml · nonDerivative · entry 2 LEHMAN KENNETH R · CIK 0001170549 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766,329 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.