Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Chief Credit Officer | March 09, 2026 | March 09, 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.
Primis Financial Corp.
Report date March 09, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,847.88 |
Reported balance
After 2026-03-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-09 · Exercise / conversion · Acquired 5,500 · Balance 68,847.88 F1: Includes 10,061.40 shares held in an IRA for Ms. Leibson's benefit. F2: Includes 3,000 shares of Restricted Stock. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.99 · Expires 2026-06-17 | Direct | 0 |
Reported balance
After 2026-03-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-09 · Exercise / conversion · Disposed 5,500 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K Plan | 9,761.9171 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,761.9171 |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,531 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,531 F3: PSUs are eligible to vest in 2027 and 2028 based on the level of achievement of applicable performance metrics. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,531 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 13,531 F4: PSUs are eligible to vest in 2028. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,531 |
Reported balance
Holding disclosure · report date 2026-03-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 20,531 F5: PSUs are eligible to vest in 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,061.40 shares held in an IRA for Ms. Leibson's benefit.
F2: Includes 3,000 shares of Restricted Stock.
F3: PSUs are eligible to vest in 2027 and 2028 based on the level of achievement of applicable performance metrics.
F4: PSUs are eligible to vest in 2028.
F5: PSUs are eligible to vest in 2027.
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 09, 2026 Filed Mar 9, 2026 21:42 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,500 | $0.00 Strike: $11.99 | $0.00 |
DisclosureSEC source: 0001193125-26-098880 · ownership.xml · derivative · entry 3 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2026-06-17 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. Read SEC document |
| March 09, 2026 Filed Mar 9, 2026 21:42 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 5,500 | $11.99 | $65,945.00 |
DisclosureSEC source: 0001193125-26-098880 · ownership.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,847.88 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 · balance_after: Includes 10,061.40 shares held in an IRA for Ms. Leibson's benefit. F2 · balance_after: Includes 3,000 shares of Restricted Stock. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 22:11 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096893 · ownership.xml · derivative · entry 4 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,531 Underlying: Common Stock · 1,969 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. F4 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F6 · derivative.exercise_date: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F6 · derivative.expiration_date: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 22:11 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restrictd Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096893 · ownership.xml · derivative · entry 3 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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. F4 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F5 · derivative.exercise_date: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F5 · derivative.expiration_date: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 22:11 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 3,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096893 · ownership.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,347.88 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 · balance_after: Includes 10,061.40 shares held in an IRA for Ms. Leibson's benefit. F2 · balance_after: Includes 3,000 shares of Restricted Stock. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:00 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-Based Restricted Stock Units · Derivative | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328912 · ownership.xml · derivative · entry 3 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 10,500 shares Expires 2028-03-15 F6 · derivative.exercise_price: Market value at date of vesting. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 22:00 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328912 · ownership.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,878.88 F1 · shares: Issued restricted stock which vest in three annual installments. F2 · balance_after: Includes 10,061.40 shares held in an IRA for Ms. Leibson's benefit. F3 · balance_after: Includes 4,800 shares of restricted stock. Read SEC document |
| July 22, 2024 Filed Jul 22, 2024 21:54 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $10.47 | $0.00 |
DisclosureSEC source: 0000950170-24-085360 · ownership.xml · derivative · entry 4 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2024-07-22 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. Read SEC document |
| July 22, 2024 Filed Jul 22, 2024 21:54 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 4,000 | $10.47 | $41,880.00 |
DisclosureSEC source: 0000950170-24-085360 · ownership.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,378.88 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 · balance_after: Includes 1,400 shares of restricted stock. F2 · balance_after: Includes 10,061.40 shares held in an IRA for Mrs. Leibson's benefit. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 23:05 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055870 · doc4.xml · derivative · entry 5 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-03-15 F3 · derivative.exercise_price: Market value at date of vesting. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 22:04 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061474 · doc4.xml · derivative · entry 4 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2027-03-15 F1 · derivative.exercise_price: Market Value at Date of Vesting Read SEC document |
| November 28, 2022 Filed Nov 28, 2022 19:43 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $9.14 Strike: $9.14 | $36,560.00 |
DisclosureSEC source: 0001209191-22-058838 · doc4.xml · derivative · entry 4 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-06-21 Read SEC document |
| November 28, 2022 Filed Nov 28, 2022 19:43 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 4,000 | $9.14 | $36,560.00 |
DisclosureSEC source: 0001209191-22-058838 · doc4.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,378.88 Read SEC document |
| November 28, 2022 Filed Feb 2, 2023 22:45 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $9.14 | $0.00 |
DisclosureSEC source: 0001209191-23-006311 · doc4a.xml · derivative · entry 2 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-06-21 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 · kind: The original Form 4 filed by the reporting person on November 28, 2022 to reflect the reporting person's exercise of stock options on such date inadvertently included the wrong filing code. This Form 4/A is being filed to reflect the correct reporting code. Read SEC document |
| November 28, 2022 Filed Feb 2, 2023 22:45 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 4,000 | $9.14 | $36,560.00 |
DisclosureSEC source: 0001209191-23-006311 · doc4a.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,378.88 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 · kind: The original Form 4 filed by the reporting person on November 28, 2022 to reflect the reporting person's exercise of stock options on such date inadvertently included the wrong filing code. This Form 4/A is being filed to reflect the correct reporting code. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:28 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054441 · doc4.xml · derivative · entry 5 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2026-03-15 F4 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 20:28 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054441 · doc4.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,317 F1 · shares: Issued restricted stock which vest in five annual installments beginning March 1, 2022 F2 · balance_after: Includes shares of restricted stock Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 15:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $7.92 Strike: $7.92 | $31,680.00 |
DisclosureSEC source: 0001209191-21-020696 · doc4.xml · derivative · entry 7 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief SBA Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2022-12-05 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 15:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $7.20 Strike: $7.20 | $28,800.00 |
DisclosureSEC source: 0001209191-21-020696 · doc4.xml · derivative · entry 6 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief SBA Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2021-03-21 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 15:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 4,000 | $7.92 | $31,680.00 |
DisclosureSEC source: 0001209191-21-020696 · doc4.xml · nonDerivative · entry 2 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief SBA Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,817 F1 · balance_after: Includes shares of restricted stock which are subject to a vesting schedule. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 15:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 4,000 | $7.20 | $28,800.00 |
DisclosureSEC source: 0001209191-21-020696 · doc4.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · EVP, Chief SBA Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,817 F1 · balance_after: Includes shares of restricted stock which are subject to a vesting schedule. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 20:13 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-003094 · tv511737_4.xml · nonDerivative · entry 1 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · security: Award of restricted stock which vests in five installments beginning January 24, 2020 F2 · balance_after: Includes restricted stock which vests in five installments beginning March 15, 2019 Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option · Derivative | 2,500 | $7.04 Strike: $7.04 | $17,600.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · derivative · entry 10 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2020-07-22 Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option · Derivative | 2,000 | $8.02 Strike: $8.02 | $16,040.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · derivative · entry 9 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2019-07-29 Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option · Derivative | 2,000 | $5.50 Strike: $5.50 | $11,000.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · derivative · entry 8 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 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 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,500 | $7.04 | $17,600.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · nonDerivative · entry 4 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,817.48 Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,000 | $8.02 | $16,040.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · nonDerivative · entry 3 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,317.48 Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 15:47 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,000 | $5.50 | $11,000.00 |
DisclosureSEC source: 0001144204-19-000578 · tv510394_4.xml · nonDerivative · entry 2 Leibson Marie Taylor · CIK 0001757094 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,317.48 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.