Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primoris Services CorpPRIM · Entity 1018 | CHIEF LEGAL AND ADMIN OFFICER | May 28, 2026 | May 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.
Primoris Services Corp
Report date May 28, 2026 · Filed May 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-05-28 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-05-28 · Sale · Disposed 2,133 · Balance 27,574 F1: Sale made by the reporting person as part of an annual asset diversification strategy. F2: These shares were sold in multiple transactions at prices ranging from $125.06 to $126.02 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-05-28 · Sale · Disposed 9,450 · Balance 18,124 F1: Sale made by the reporting person as part of an annual asset diversification strategy. F3: These shares were sold in multiple transactions at prices ranging from $126.14 to $127.06 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-05-28 · Sale · Disposed 6,017 · Balance 12,107 F1: Sale made by the reporting person as part of an annual asset diversification strategy. F4: These shares were sold in multiple transactions at prices ranging from $127.15 to $128.08 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-05-28 · Sale · Disposed 6,147 · Balance 5,960 F1: Sale made by the reporting person as part of an annual asset diversification strategy. F5: These shares were sold in multiple transactions at prices ranging from $128.17 to $129.10 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2026-05-28 · Sale · Disposed 5,855 · Balance 105 F1: Sale made by the reporting person as part of an annual asset diversification strategy. F6: These shares were sold in multiple transactions at prices ranging from $129.24 to $130.24 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 6 · 2026-05-28 · Sale · Disposed 105 · Balance 0 F1: Sale made by the reporting person as part of an annual asset diversification strategy. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 133,607 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 133,607 F7: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale made by the reporting person as part of an annual asset diversification strategy.
F2: These shares were sold in multiple transactions at prices ranging from $125.06 to $126.02 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: These shares were sold in multiple transactions at prices ranging from $126.14 to $127.06 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: These shares were sold in multiple transactions at prices ranging from $127.15 to $128.08 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: These shares were sold in multiple transactions at prices ranging from $128.17 to $129.10 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: These shares were sold in multiple transactions at prices ranging from $129.24 to $130.24 per share, inclusive. The holder undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of 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 |
|---|---|---|---|---|---|---|
| February 28, 2022 Filed Mar 2, 2022 21:04 UTC | Primoris Services Corp PRIM · Entity 1018 | Exercise / conversionCommon Stock | 2,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-001893 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 154,751 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: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. On Feb. 28, 2022, the restricted stock units vested and were settled for an equal number of shares of PRIM common stock. F6 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Chief Legal Officer of Primoris. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:59 UTC | Primoris Services Corp PRIM · Entity 1018 | Exercise / conversionRestricted Stock Units · Derivative | 14,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008241 · edgar.xml · derivative · entry 3 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,908 Underlying: Common Stock · 14,431 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: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. On August 13, 2021, the restricted stock units vested and were settled for an equal number of shares of PRIM common stock. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. On August 13, 2021, the restricted stock units vested and were settled for an equal number of shares of PRIM common stock. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. On August 13, 2021, the restricted stock units vested and were settled for an equal number of shares of PRIM common stock. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:59 UTC | Primoris Services Corp PRIM · Entity 1018 | Tax withholdingCommon Stock | 4,957 | $26.45 | $131,112.65 |
DisclosureSEC source: 0001179110-21-008241 · edgar.xml · nonDerivative · entry 2 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 152,254 F2 · kind: Withholding of common stock to satisfy reporting person's tax obligation upon the settlement of vested restricted stock units. F3 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Chief Legal Officer of Primoris. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 21:59 UTC | Primoris Services Corp PRIM · Entity 1018 | Exercise / conversionCommon Stock | 14,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008241 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 157,211 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: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. On August 13, 2021, the restricted stock units vested and were settled for an equal number of shares of PRIM common stock. F3 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Chief Legal Officer of Primoris. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:24 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantRestricted Stock Units · Derivative | 11,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007251 · edgar.xml · derivative · entry 2 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,339 Underlying: Common Stock · 11,873 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F2 · derivative.exercise_date: The restricted stock units vest 25 percent on June 29, 2023, and 75 percent on June 29, 2024. F2 · derivative.expiration_date: The restricted stock units vest 25 percent on June 29, 2023, and 75 percent on June 29, 2024. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 22:07 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantRestricted Stock Units · Derivative | 11,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002539 · edgar.xml · derivative · entry 4 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,466 Underlying: Common Stock · 11,044 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F4 · derivative.exercise_date: The restricted stock units vest ratable over three years from the date of grant. F4 · derivative.expiration_date: The restricted stock units vest ratable over three years from the date of grant. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 22:07 UTC | Primoris Services Corp PRIM · Entity 1018 | Exercise / conversionRestricted Stock Units · Derivative | 2,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002539 · edgar.xml · derivative · entry 3 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,422 Underlying: Common Stock · 2,495 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: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on each of the first through third anniversaries of the grant date, subject to accelerated vesting upon the reporting person's termination without cause, death, disability, or a change in control of the Company. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments on each of the first through third anniversaries of the grant date, subject to accelerated vesting upon the reporting person's termination without cause, death, disability, or a change in control of the Company. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 22:07 UTC | Primoris Services Corp PRIM · Entity 1018 | Tax withholdingCommon Stock | 873 | $33.47 | $29,219.31 |
DisclosureSEC source: 0001179110-21-002539 · edgar.xml · nonDerivative · entry 2 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 142,780 F3 · kind: Withholding of common stock to satisfy reporting person's tax obligation upon the settlement of vested restricted stock units. F5 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Chief Legal Officer of Primoris. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 22:07 UTC | Primoris Services Corp PRIM · Entity 1018 | Exercise / conversionCommon Stock | 2,495 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-002539 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 143,653 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: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F5 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Chief Legal Officer of Primoris. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 01:40 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantRestricted Stock Units · Derivative | 7,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-002973 · edgar.xml · derivative · entry 2 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,917 Underlying: Common Stock · 7,486 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F3 · derivative.exercise_date: The restricted stock units vest ratably over three years from the date of grant. F3 · derivative.expiration_date: The restricted stock units vest ratably over three years from the date of grant. Read SEC document |
| March 08, 2019 Filed Apr 3, 2019 21:28 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 4,217 | $15.81 | $66,670.77 |
DisclosureSEC source: 0001179110-19-004700 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 141,158 F1 · price: Purchased PRIM Common Stock shares as part of Primoris Services Corporation's (the "Company's") Long-Term Retention Plan. The Plan provides certain management employees the opportunity to purchase Company stock with a defined portion of their annual incentive compensation at a discount to the market price. Purchases were made at a 25% reduction to the average closing price during December 2018. Shares cannot be sold for 6 months. F4 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Executive Vice President, General Counsel of Primoris. Read SEC document |
| August 13, 2018 Filed Apr 3, 2019 21:28 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantRestricted Stock Units · Derivative | 14,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004700 · edgar.xml · derivative · entry 2 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,431 Underlying: Common Stock · 14,431 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PRIM common stock or the cash value thereof on the date of settlement, in the Company's discretion. F3 · derivative.exercise_date: The restricted stock units vest on August 13, 2021, subject to accelerated vesting upon the reporting person's termination without cause, death, disability, or a change in control of the Company. Vested restricted stock units will be settled in stock or cash on the earlier of (i) six months following the reporting person's termination of employment; (ii) the date of the reporting person's death or the date the reporting person becomes disabled; (iii) the date of a change in control of the Company; or (iv) August 13, 2021. F3 · derivative.expiration_date: The restricted stock units vest on August 13, 2021, subject to accelerated vesting upon the reporting person's termination without cause, death, disability, or a change in control of the Company. Vested restricted stock units will be settled in stock or cash on the earlier of (i) six months following the reporting person's termination of employment; (ii) the date of the reporting person's death or the date the reporting person becomes disabled; (iii) the date of a change in control of the Company; or (iv) August 13, 2021. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:25 UTC | Primoris Services Corp PRIM · Entity 1018 | SaleCommon Stock | 9,055 | $25.14 | $227,642.70 |
DisclosureSEC source: 0001179110-18-007121 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 136,941 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.04 to $25.21 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Executive Vice President, General Counsel of Primoris. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:19 UTC | Primoris Services Corp PRIM · Entity 1018 | PurchaseCommon Stock | 3,195 | $20.87 | $66,679.65 |
DisclosureSEC source: 0001179110-18-002980 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 145,996 F2 · price: Purchased Common Stock shares as part of the Company's Long-Term Retention Plan. The Plan provides certain management employees the opportunity to purchase Company stock with a defined portion of their annual incentive compensation at a discount to the market price. Purchases were made at a 25% reduction to the average closing price during December 2017. Shares cannot be sold for 6 months. F1 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Executive Vice President, General Counsel of Primoris. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:30 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 3,326 | $17.54 | $58,338.04 |
DisclosureSEC source: 0001179110-17-004303 · edgar.xml · nonDerivative · entry 1 Perisich John M. · CIK 0001441444 · Executive VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 142,801 F2 · shares: Purchased Common Stock shares as part of the Company's Long-Term Retention Plan. The Plan provides certain management employees the opportunity to purchase Company stock with a defined portion of their annual incentive compensation at a discount to the market price. Purchase made through payroll deductions in March 2017, share certificates received on March 7, 2017. Purchases were made at a 25% reduction to the average closing price during January 2017. Shares cannot be sold for 6 months. F1 · ownership.nature: These shares are owned directly by the Perisich Family Trust dated July 11, 2007 and indirectly by John M. Perisich, as trustee of the trust. Mr. Perisich is Executive Vice President, General Counsel of Primoris. 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.