Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Chief Admin Officer | 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 | 15,441 |
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 3,469 · Balance 15,441 F1: 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-05 · Exercise / conversion · Disposed 1,500 · Balance 0 F2: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F3: 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 | 8,531 |
Reported balance
After 2026-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-05 · Exercise / conversion · Disposed 1,969 · Balance 8,531 F2: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F4: One-third of the 2025 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 18,531 F5: PSUs are eligible to vest in 2028. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,531 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 25,531 F6: PSUs are eligible to vest in 2027. |
| Common StockSEC Table I · non-derivative | IndirectCustodian for Son | 48 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 48 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,000 shares of Restricted Stock.
F2: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis.
F3: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics.
F4: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics.
F5: PSUs are eligible to vest in 2028.
F6: 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 22:13 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096906 · ownership.xml · derivative · entry 4 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin 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. F2 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F4 · derivative.exercise_date: One-third of the 2025 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F4 · 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 22:13 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096906 · ownership.xml · derivative · entry 3 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin 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. F2 · derivative.exercise_price: Performance-based restricted stock units (PSUs) convert to shares of issuer common stock on a 1-to-1 basis. F3 · derivative.exercise_date: 2020 PSUs vested on March 5, 2026, based on the level of achievement of applicable performance metrics. F3 · 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 22:13 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 3,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096906 · ownership.xml · nonDerivative · entry 1 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,441 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 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: 0001193125-25-328905 · ownership.xml · derivative · entry 3 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 10,500 shares Expires 2028-03-15 F3 · 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: 0001193125-25-328905 · ownership.xml · nonDerivative · entry 1 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,972 F1 · shares: Issued restricted stock which vest in three annual installments. F2 · balance_after: Includes shares of restricted stock. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 23:08 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055874 · doc4.xml · derivative · entry 3 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-15 F2 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 00:08 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061534 · doc4.xml · derivative · entry 3 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2027-03-15 F2 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 19:13 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,695 | $13.79 | $23,374.05 |
DisclosureSEC source: 0001209191-22-017817 · doc4.xml · nonDerivative · entry 1 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,472 F1 · balance_after: Includes shares of restricted stock Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 23:03 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054567 · doc4.xml · derivative · entry 3 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2026-03-15 F3 · derivative.exercise_price: Market value at date of vesting Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 23:03 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054567 · doc4.xml · nonDerivative · entry 1 Wood Cheryl · CIK 0001835405 · EVP, Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,777 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.