Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, CFO | March 05, 2026 | March 06, 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 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,445 |
Reported balance
After 2026-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-05 · Exercise / conversion · Acquired 5,219 · Balance 101,445 F1: Includes 40,000 shares held jointly with spouse. F2: Includes 10,000 shares held in an irrevocable trust. F3: Includes 22,500 shares held in an IRA for Mr. Switzer's benefit. F4: Includes 25,945 shares held individually. F5: Includes 3,000 shares of Restricted Stock. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-05 · Exercise / conversion · Disposed 3,250 · Balance 0 F6: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F7: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,531 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 18,531 F9: PSUs are eligible to vest in 2028. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 27,531 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 27,531 F10: PSUs are eligible to vest in 2027. |
| Performance-Based Restricted Stok UnitsSEC Table II · derivative / convertible security | Direct | 8,531 |
Reported balance
After 2026-03-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-05 · Exercise / conversion · Disposed 1,969 · Balance 8,531 F6: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F8: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 40,000 shares held jointly with spouse.
F2: Includes 10,000 shares held in an irrevocable trust.
F3: Includes 22,500 shares held in an IRA for Mr. Switzer's benefit.
F4: Includes 25,945 shares held individually.
F5: Includes 3,000 shares of Restricted Stock.
F6: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis.
F7: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics.
F8: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics.
F9: PSUs are eligible to vest in 2028.
F10: 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 05, 2026 Filed Mar 6, 2026 22:04 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stok Units · Derivative | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096857 · ownership.xml · derivative · entry 3 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 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. F6 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F8 · derivative.exercise_date: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F8 · 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 22:04 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096857 · ownership.xml · derivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,250 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. F6 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F7 · derivative.exercise_date: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F7 · 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 22:04 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 5,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096857 · ownership.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,445 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 40,000 shares held jointly with spouse. F2 · balance_after: Includes 10,000 shares held in an irrevocable trust. F3 · balance_after: Includes 22,500 shares held in an IRA for Mr. Switzer's benefit. F4 · balance_after: Includes 25,945 shares held individually. F5 · balance_after: Includes 3,000 shares of Restricted Stock. Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 15:04 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 2,500 | $14.06 | $35,150.00 |
DisclosureSEC source: 0001193125-26-036888 · ownership.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,226 F1 · shares: Shares held in an IRA for Mr. Switzer's benefit. F2 · balance_after: Includes 40,000 shares held jointly with spouse. F3 · balance_after: Includes 10,000 shares held in an irrevocable trust. F4 · balance_after: Includes 22,500 shares held in an IRA for Mr. Switzer's benefit. F5 · balance_after: Includes 16,976 shares held individually. F6 · balance_after: Includes 6,750 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: 0001193125-25-328904 · ownership.xml · derivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 10,500 shares Expires 2028-03-15 F7 · 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: 0001193125-25-328904 · ownership.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,726 F1 · shares: Issued restricted stock which vest in three annual installments. F2 · balance_after: Includes 40,000 shares held jointly with spouse. F3 · balance_after: Includes 10,000 shares held in an irrevocable trust. F4 · balance_after: Includes 20,000 shares held in an IRA for Mr. Switzer's benefit. F5 · balance_after: Includes 16,976 shares held individually. F6 · balance_after: Includes 6,750 shares of restricted stock. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 23:07 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055872 · doc4.xml · derivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-15 F6 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| March 15, 2023 Filed Mar 15, 2023 22:59 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 10,000 | $10.02 | $100,160.00 |
DisclosureSEC source: 0001209191-23-019035 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,226 F1 · balance_after: Includes 40,000 shares held jointly with spouse F2 · balance_after: Includes 6,750 shares of restricted stock F3 · balance_after: Includes 10,000 shares held in an irrevocable trust F4 · balance_after: Includes 20,000 shares held in an IRA for Mr. Switzer's benefit F5 · balance_after: Includes 12,476 shares held individually Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 23:42 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061518 · doc4.xml · derivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2027-03-15 F6 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 19:03 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 7,976 | $13.79 | $109,989.04 |
DisclosureSEC source: 0001209191-22-017809 · doc4a.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,226 F1 · balance_after: Includes 40,000 shares held jointly with spouse F2 · balance_after: Includes 9,650 shares of restricted stock F3 · balance_after: Includes 10,000 shares held in an irrevocable trust F4 · balance_after: Includes 10,000 shares held in an IRA for Mr. Switzer's benefit F5 · balance_after: Includes 9,576 shares held individually Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 15:06 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 7,976 | $13.79 | $109,989.04 |
DisclosureSEC source: 0001209191-22-017772 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,226 F1 · balance_after: Includes 9,650 shares of restricted stock F2 · balance_after: Includes 10,000 shares held in an irrevocable trust F3 · balance_after: Includes 10,000 shares held in an IRA for Mr. Switzer's benefit F4 · balance_after: Includes 9,576 shares held individually F5 · balance_after: Includes 40,000 shares held jointly with spouse Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 18:58 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 10,000 | $14.71 | $147,108.00 |
DisclosureSEC source: 0001209191-22-006285 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,250 F1 · shares: These shares are held in an IRA for Mr. Switzer's benefit. F2 · balance_after: Includes 9,650 shares of restricted stock F3 · balance_after: Includes 10,000 shares held in an irrevocable trust F4 · balance_after: Includes 1,600 shares held individually Read SEC document |
| February 01, 2022 Filed Mar 10, 2022 17:37 UTC Amendment | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 10,000 | $14.71 | $147,108.00 |
DisclosureSEC source: 0001209191-22-017791 · doc4a.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,250 F1 · shares: Includes 10,000 shares held in an IRA for Mr. Switzer's benefit. F2 · balance_after: Includes 9,650 shares of restricted stock F3 · balance_after: Includes 10,000 shares held in an irrevocable trust F4 · balance_after: Includes 1,600 shares held individually F5 · balance_after: Includes 40,000 shares held jointly with spouse Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 22:42 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054559 · doc4.xml · derivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 Underlying: Common Stock · 3,250 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 22:42 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054559 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,250 F1 · shares: Issued restricted stock which vest in five annual installments beginning March 1, 2022 F2 · balance_after: Includes shares of restricted stock F3 · balance_after: Includes 10,000 shares held in an irrevocable trust Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:53 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 30,000 | $12.90 | $387,000.00 |
DisclosureSEC source: 0001209191-21-011413 · doc4.xml · nonDerivative · entry 3 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,000 F1 · shares: These shares are held jointly with spouse F5 · price: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $12.87 to $12.93 per share. F2 · balance_after: Includes 8,000 shares of restricted stock which is subject to a vesting schedule. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 22:53 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 10,000 | $12.77 | $127,700.00 |
DisclosureSEC source: 0001209191-21-011413 · doc4.xml · nonDerivative · entry 2 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 F3 · shares: These shares are held in a trust. F4 · price: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $12.76 to $12.78 per share. F2 · balance_after: Includes 8,000 shares of restricted stock which is subject to a vesting schedule. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 22:53 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 10,000 | $12.93 | $129,300.00 |
DisclosureSEC source: 0001209191-21-011413 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 F1 · shares: These shares are held jointly with spouse F2 · balance_after: Includes 8,000 shares of restricted stock which is subject to a vesting schedule. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 17:50 UTC | Primis Financial Corp. SONA · Entity 1375 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003200 · doc4.xml · nonDerivative · entry 1 Switzer Matthew Alan · CIK 0001839949 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · shares: Issued restricted stock which vests in five installments beginning January 11, 2022. 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.