Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank7 Corp.BSVN · Entity 5480 | Director · Sr. EVP; COO; and Secretary | July 29, 2026 | July 30, 2026 |
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 July 29, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 12,449 |
Reported balance
After 2026-07-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-29 · Grant · Acquired 5,843 · Balance 12,449 F1: Includes 5,843 restricted stock units that vest in three equal installments on July 29, 2027, 2028, and 2029. F2: includes 1,612 restricted stock units that vest in three equal installments on July 29, 2026, 2027, and 2028. F4: Includes 2,922 restricted stock units. The original grant of 4,383 restricted stock units vests in three equal installments on February 15, 2026, 2027, and 2028. F5: Includes 1,812 restricted stock units. The original grant of 5,435 restricted stock units vests in three equal installments on February 15, 2025, 2026, and 2027. |
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 12,293 |
Reported balance
After 2026-07-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-29 · Tax withholding · Disposed 156 · Balance 12,293 F1: Includes 5,843 restricted stock units that vest in three equal installments on July 29, 2027, 2028, and 2029. F3: Includes 1,075 restricted stock units. The original grant of 1,612 restricted stock units vests in three equal installments on July 29, 2026, 2027, and 2028. F4: Includes 2,922 restricted stock units. The original grant of 4,383 restricted stock units vests in three equal installments on February 15, 2026, 2027, and 2028. F5: Includes 1,812 restricted stock units. The original grant of 5,435 restricted stock units vests in three equal installments on February 15, 2025, 2026, and 2027. |
| Common stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Trust | 233,500 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 233,500 F6: Mr. Phillips is the sole trustee of the John T. Phillips Revocable Trust (the "Trust") and has voting and dispositive power over the shares held by the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 5,843 restricted stock units that vest in three equal installments on July 29, 2027, 2028, and 2029.
F2: includes 1,612 restricted stock units that vest in three equal installments on July 29, 2026, 2027, and 2028.
F3: Includes 1,075 restricted stock units. The original grant of 1,612 restricted stock units vests in three equal installments on July 29, 2026, 2027, and 2028.
F4: Includes 2,922 restricted stock units. The original grant of 4,383 restricted stock units vests in three equal installments on February 15, 2026, 2027, and 2028.
F5: Includes 1,812 restricted stock units. The original grant of 5,435 restricted stock units vests in three equal installments on February 15, 2025, 2026, and 2027.
F6: Mr. Phillips is the sole trustee of the John T. Phillips Revocable Trust (the "Trust") and has voting and dispositive power over the shares held by the Trust.
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 24, 2018 Filed Sep 26, 2018 20:30 UTC | Bank7 Corp. BSVN · Entity 5480 | GrantEmployee Stock Options · Derivative | 20,000 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001746129-18-000015 · primary_doc.xml · derivative · entry 4 Phillips John T · CIK 0001752264 · Director · Sr EVP, COO, Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock, par value $0.01 per share · 20,000 shares Expires 2028-09-19 F6 · derivative.exercise_date: Represents grant of Employee Stock Options, which will vest in four equal installments on September 19, 2019, 2020, 2021 and 2022. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 20:30 UTC | Bank7 Corp. BSVN · Entity 5480 | PurchaseCommon Stock, par value $0.01 per share | 5,000 | $19.00 | $95,000.00 |
DisclosureSEC source: 0001746129-18-000015 · primary_doc.xml · nonDerivative · entry 3 Phillips John T · CIK 0001752264 · Director · Sr EVP, COO, Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,381,300 F4 · shares: Represents shares of Common Stock purchased through a directed share program in connection with the IPO. The shares of Common Stock were purchased at the initial public offering price of $19.00 per share. The shares are subject to a lock up provision for a period of 180 days, as required under a lock-up agreement with the underwriters of the IPO. F5 · ownership.nature: As trustee. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 20:30 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 124,350 | $17.77 | $2,209,699.50 |
DisclosureSEC source: 0001746129-18-000015 · primary_doc.xml · nonDerivative · entry 2 Phillips John T · CIK 0001752264 · Director · Sr EVP, COO, Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,376,300 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. F3 · ownership.nature: John T. Phillips is the co-trustee of the Julee S. Lawrence Financial Services Trust and has voting and dispositive power over the shares held by the Julee S. Lawrence Financial Services Trust. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 20:30 UTC | Bank7 Corp. BSVN · Entity 5480 | SaleCommon Stock, par value $0.01 per share | 124,350 | $17.77 | $2,209,699.50 |
DisclosureSEC source: 0001746129-18-000015 · primary_doc.xml · nonDerivative · entry 1 Phillips John T · CIK 0001752264 · Director · Sr EVP, COO, Secretary · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,500,650 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. F2 · ownership.nature: John T. Phillips is the co-trustee of the Lisa K. Haines Financial Services Trust and has voting and dispositive power over the shares held by the Lisa K. Haines Financial Services Trust. 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.