Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | Director | December 13, 2024 | December 16, 2024 |
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 December 13, 2024 · Filed December 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,000 |
Reported balance
After 2024-12-13 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-12-13 · Sale · Disposed 11,183 · Balance 65,000 F1: These shares are held directly by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 71,035 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 71,035 F2: These shares are held in the Charles A. Kabbash Revocable Trust. |
| Common StockSEC Table I · non-derivative | Direct | 19,657 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 19,657 F3: These shares are held in the reporting person's IRA. |
| Common StockSEC Table I · non-derivative | IndirectTrust for Granddaughter | 372 |
Reported balance
Holding disclosure · report date 2024-12-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 372 F4: Held in trust for the benefit of the reporting person's Granddaughter. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held directly by the reporting person.
F2: These shares are held in the Charles A. Kabbash Revocable Trust.
F3: These shares are held in the reporting person's IRA.
F4: Held in trust for the benefit of the reporting person's Granddaughter.
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 10, 2020 Filed Mar 13, 2020 13:02 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 175 | $12.36 | $2,162.63 |
DisclosureSEC source: 0001325670-20-000039 · primary_doc.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,418 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 19:19 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,400 | $14.80 | $20,720.00 |
DisclosureSEC source: 0001325670-20-000030 · primary_doc.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,243 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 12:42 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,600 | $14.74 | $23,577.92 |
DisclosureSEC source: 0001325670-20-000029 · primary_doc.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,843 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 14:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 200 | $15.71 | $3,141.06 |
DisclosureSEC source: 0001325670-20-000028 · primary_doc.xml · nonDerivative · entry 4 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse IRA Disclosed balance after: 7,487 F4 · balance_after: These shares are held in an IRA for spouse. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 14:31 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 200 | $15.72 | $3,144.08 |
DisclosureSEC source: 0001325670-20-000028 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,850 F2 · balance_after: These shares are held in the Charles A. Kabbash Revocable Trust. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 16:59 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 850 | $15.62 | $13,278.79 |
DisclosureSEC source: 0001325670-19-000003 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,650 F2 · balance_after: These shares are held in the Charles A. Kabbash Revocable Trust. Read SEC document |
| September 27, 2019 Filed Sep 27, 2019 13:34 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 700 | $9.32 Strike: $9.32 | $6,524.00 |
DisclosureSEC source: 0001144204-19-046152 · tv530197_4.xml · derivative · entry 6 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 700 shares Expires 2023-01-29 Read SEC document |
| September 27, 2019 Filed Sep 27, 2019 13:34 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 700 | $9.32 | $6,524.00 |
DisclosureSEC source: 0001144204-19-046152 · tv530197_4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,243 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 16:08 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 950 | $15.30 | $14,537.85 |
DisclosureSEC source: 0001144204-19-004577 · tv512367_4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,543 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 19:55 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,350 | $15.28 | $20,631.51 |
DisclosureSEC source: 0001144204-19-004022 · tv512168_4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,593 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 14:21 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 120 | $15.94 | $1,913.35 |
DisclosureSEC source: 0001144204-18-060963 · tv507678_4.xml · nonDerivative · entry 3 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,940 F3 · balance_after: These shares are held in an IRA for Charles Kabbash Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 14:21 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 350 | $15.75 | $5,512.33 |
DisclosureSEC source: 0001144204-18-060963 · tv507678_4.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,400 F2 · balance_after: These shares are held in the Charles A Kabbash Revocable Trust Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 14:21 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 550 | $15.70 | $8,633.02 |
DisclosureSEC source: 0001144204-18-060963 · tv507678_4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,243 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| May 02, 2018 Filed May 3, 2018 22:27 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 590 | $16.75 | $9,882.44 |
DisclosureSEC source: 0001144204-18-025158 · tv493030_form4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,693 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| March 19, 2018 Filed Apr 10, 2018 20:33 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 425 | $16.27 | $6,914.71 |
DisclosureSEC source: 0001144204-18-019969 · tv490801_4.xml · nonDerivative · entry 3 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse IRA Disclosed balance after: 7,287 F3 · balance_after: These shares are held in an IRA for spouse Read SEC document |
| March 19, 2018 Filed Apr 10, 2018 20:33 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 300 | $16.27 | $4,880.97 |
DisclosureSEC source: 0001144204-18-019969 · tv490801_4.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,820 F2 · balance_after: These shares are held in an IRA for Charles Kabbash Read SEC document |
| March 19, 2018 Filed Apr 10, 2018 20:33 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 1,050 | $16.27 | $17,082.87 |
DisclosureSEC source: 0001144204-18-019969 · tv490801_4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,050 F1 · balance_after: These shares are held in The Charles A Kabbash Revocable Trust Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:21 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Options (Right to Purchase) · Derivative | 2,800 | $9.32 Strike: $9.32 | $26,096.00 |
DisclosureSEC source: 0001144204-18-014422 · tv488431_form4.xml · derivative · entry 6 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: CommonStock · 3,500 shares Expires 2023-01-29 Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 21:21 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseCommon Stock | 2,800 | $9.32 | $26,096.00 |
DisclosureSEC source: 0001144204-18-014422 · tv488431_form4.xml · nonDerivative · entry 1 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,103 F1 · balance_after: These shares are owned jointly with spouse Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 15:51 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 2,000 | $6.24 Strike: $6.24 | $12,480.00 |
DisclosureSEC source: 0001325670-17-000022 · primary_doc.xml · derivative · entry 6 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2022-02-09 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 15:51 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 2,000 | $6.24 | $12,480.00 |
DisclosureSEC source: 0001325670-17-000022 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,303 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| February 17, 2017 Filed Feb 17, 2017 18:34 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 600 | $16.60 | $9,960.00 |
DisclosureSEC source: 0001325670-17-000020 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,303 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 19:40 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $9.20 Strike: $9.20 | $9,200.00 |
DisclosureSEC source: 0001325670-17-000019 · primary_doc.xml · derivative · entry 7 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2018-01-23 Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 19:40 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 1,000 | $9.20 | $9,200.00 |
DisclosureSEC source: 0001325670-17-000019 · primary_doc.xml · nonDerivative · entry 3 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,073 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 19:40 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 900 | $16.50 | $14,850.00 |
DisclosureSEC source: 0001325670-17-000019 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,073 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| January 25, 2017 Filed Jan 31, 2017 14:34 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseEmployee Stock Option (Right to Buy) · Derivative | 1,100 | $14.73 Strike: $14.73 | $16,203.00 |
DisclosureSEC source: 0001325670-17-000002 · primary_doc.xml · derivative · entry 6 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,100 shares Expires 2017-01-24 Read SEC document |
| January 25, 2017 Filed Jan 31, 2017 14:34 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 1,100 | $14.73 | $16,203.00 |
DisclosureSEC source: 0001325670-17-000002 · primary_doc.xml · nonDerivative · entry 2 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,173 F1 · balance_after: These shares are owned jointly with spouse. Read SEC document |
| January 04, 2017 Filed Jan 4, 2017 19:02 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseWarrant's (Right to Buy) · Derivative | 11,000 | $9.09 Strike: $9.09 | $99,990.00 |
DisclosureSEC source: 0001325670-17-000001 · primary_doc.xml · derivative · entry 6 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 shares Expires 2017-04-14 Read SEC document |
| January 04, 2017 Filed Jan 4, 2017 19:02 UTC | Primis Financial Corp. SONA · Entity 1375 | PurchaseSouthern National Bancorp of Virginia Common Stock | 11,000 | $9.09 | $99,990.00 |
DisclosureSEC source: 0001325670-17-000001 · primary_doc.xml · nonDerivative · entry 3 KABBASH CHARLES A · CIK 0001376606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 F2 · balance_after: These shares are held in The Charles A. Kabbash Revocable Trust 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.