Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Chief Marketing 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 | 13,840 |
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 1,969 · Balance 13,840 F1: Includes 1,255 shares held jointly with spouse. F2: Includes 4,000 shares of Restricted Stock. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,531 |
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 1,969 · Balance 8,531 F3: 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 25,531 F6: PSUs are eligible to vest in 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,255 shares held jointly with spouse.
F2: Includes 4,000 shares of Restricted Stock.
F3: 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.
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 17:07 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096865 · ownership.xml · derivative · entry 2 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing 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. F3 · 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 17:07 UTC | Primis Financial Corp. FRST · Entity 1375 | Exercise / conversionCommon Stock | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096865 · ownership.xml · nonDerivative · entry 1 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,840 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 1,255 shares held jointly with spouse. F2 · balance_after: Includes 4,000 shares of Restricted Stock. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 17:00 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-Based Restricted Stock Units · Derivative | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328907 · ownership.xml · derivative · entry 2 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,500 Underlying: Common Stock · 10,500 shares Expires 2028-03-15 F4 · derivative.exercise_price: Market value at date of vesting. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 17:00 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-328907 · ownership.xml · nonDerivative · entry 1 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,871 F1 · shares: Issued restricted stock which vest in three annual installments. F2 · balance_after: Includes restricted stock. F3 · balance_after: Includes 1,255 shares held jointly with spouse. Read SEC document |
| November 16, 2023 Filed Nov 17, 2023 18:04 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055868 · doc4.xml · derivative · entry 3 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-15 F3 · derivative.exercise_price: Market Value at date of vesting Read SEC document |
| March 08, 2023 Filed Mar 8, 2023 15:37 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,255 | $11.44 | $14,357.20 |
DisclosureSEC source: 0001209191-23-017117 · doc4.xml · nonDerivative · entry 1 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 F1 · balance_after: These shares are held jointly with spouse. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 17:11 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061477 · doc4.xml · derivative · entry 2 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing 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 14:59 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 1,116 | $13.79 | $15,389.64 |
DisclosureSEC source: 0001209191-22-017826 · doc4.xml · nonDerivative · entry 1 Gore Ann-Stanton C · CIK 0001884777 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,116 F1 · 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.