Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | December 19, 2023 | March 05, 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.
AMERICAN NATIONAL BANKSHARES INC.
Report date December 19, 2023 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| American National Bankshares Inc.SEC Table I · non-derivative | Direct | 30,451.31 |
Ending reported balance
After 2024-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-19 · Other · Acquired 118.77 · Balance 30,322.95 F1: Received from DRP Row 2 · 2024-02-28 · Other · Acquired 128.36 · Balance 30,451.31 F1: Received from DRP |
Filing footnotes · ownership attribution and instrument terms
F1: Received from DRP
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HG Holdings, Inc.
Report date December 11, 2017 · Filed December 13, 2017
Section 16 reporting ended · disclosed 2017-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,240 |
Reported balance
After 2017-12-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-11 · Grant · Acquired 0 · Balance 119,240 F1: INCLUDES 25,674 SHARES OF RESTRICTED STOCK PREVIOUSLY REPORTED AS AWARDED THAT VESTED ON DECEMBER 11, 2017 IN CONNECTION WITH THE REPORTING PERSON'S RESIGNATION AS DIRECTOR OF STANLEY FURNITURE COMPANY, INC. |
Filing footnotes · ownership attribution and instrument terms
F1: INCLUDES 25,674 SHARES OF RESTRICTED STOCK PREVIOUSLY REPORTED AS AWARDED THAT VESTED ON DECEMBER 11, 2017 IN CONNECTION WITH THE REPORTING PERSON'S RESIGNATION AS DIRECTOR OF STANLEY FURNITURE COMPANY, INC.
LEGACY LIFEPOINT HEALTH, INC.
Report date November 16, 2018 · Filed November 20, 2018
Section 16 reporting ended · disclosed 2018-11-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 1
1 source rowRow 1 · 2018-11-16 · Disposition to issuer · Disposed 32,566 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger between the Issuer, RegionalCare Hospital Partners Holdings, Inc. d/b/a RCCH HealthCare Partners, and Legend Merger Sub, Inc. (the "Merger Agreement"), each share of Common Stock issued and outstanding immediately prior to the effective time of the merger was canceled and converted into the right to receive $65.00 in cash, without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-06-06 | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-16 · Disposition to issuer · Disposed 3,379 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, each outstanding restricted stock unit, whether vested or unvested, became fully vested as of the effective time of the merger, and was canceled and converted into the right to receive an amount in cash, without interest and less any applicable withholding taxes, equal to the merger consideration of $65.00 per share multiplied by the number of shares of common stock subject to such restricted stock unit award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-06-08 | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-16 · Disposition to issuer · Disposed 3,008 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, each outstanding restricted stock unit, whether vested or unvested, became fully vested as of the effective time of the merger, and was canceled and converted into the right to receive an amount in cash, without interest and less any applicable withholding taxes, equal to the merger consideration of $65.00 per share multiplied by the number of shares of common stock subject to such restricted stock unit award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-06-08 | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-16 · Disposition to issuer · Disposed 2,684 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, each outstanding restricted stock unit, whether vested or unvested, became fully vested as of the effective time of the merger, and was canceled and converted into the right to receive an amount in cash, without interest and less any applicable withholding taxes, equal to the merger consideration of $65.00 per share multiplied by the number of shares of common stock subject to such restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger between the Issuer, RegionalCare Hospital Partners Holdings, Inc. d/b/a RCCH HealthCare Partners, and Legend Merger Sub, Inc. (the "Merger Agreement"), each share of Common Stock issued and outstanding immediately prior to the effective time of the merger was canceled and converted into the right to receive $65.00 in cash, without interest.
F2: Pursuant to the terms of the Merger Agreement, each outstanding restricted stock unit, whether vested or unvested, became fully vested as of the effective time of the merger, and was canceled and converted into the right to receive an amount in cash, without interest and less any applicable withholding taxes, equal to the merger consideration of $65.00 per share multiplied by the number of shares of common stock subject to such restricted stock unit award.
PLY GEM HOLDINGS INC
Report date April 12, 2018 · Filed April 12, 2018
Section 16 reporting ended · disclosed 2018-04-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-12 · Disposition to issuer · Disposed 124,041 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 31, 2018 (the "Merger Agreement") by and among the Company, Pisces Midco, Inc., a Delaware corporation ("Parent") and Pisces Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), on April 12, 2018, Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted automatically into the right to receive $21.64 per share in cash without interest and less any applicable tax withholdings. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-04-12 · Disposition to issuer · Disposed 4,110 · Balance 0 F2: Such Shares represent unvested restricted Shares of the Company (each a "Restricted Share"). F3: Pursuant to the Merger Agreement, each Restricted Share outstanding immediately prior to the consummation of the Merger will, automatically and without any required action on the part of the holder, vest and be canceled and converted into the right to receive, without interest and less any applicable tax withholdings, $21.64 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 31, 2018 (the "Merger Agreement") by and among the Company, Pisces Midco, Inc., a Delaware corporation ("Parent") and Pisces Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), on April 12, 2018, Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted automatically into the right to receive $21.64 per share in cash without interest and less any applicable tax withholdings.
F2: Such Shares represent unvested restricted Shares of the Company (each a "Restricted Share").
F3: Pursuant to the Merger Agreement, each Restricted Share outstanding immediately prior to the consummation of the Merger will, automatically and without any required action on the part of the holder, vest and be canceled and converted into the right to receive, without interest and less any applicable tax withholdings, $21.64 in cash.
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 |
|---|---|---|---|---|---|---|
| December 05, 2016 Filed Dec 7, 2016 09:24 UTC | PLY GEM HOLDINGS INC PGEM · Entity 167585 | GrantCommon stock | 4,855 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-16-004890 · es1601199_4-haley.xml · nonDerivative · entry 1 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,014 Read SEC document |
| December 01, 2016 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 406.5512 | $31.15 | $12,664.07 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 18 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,434.6086 F1 · kind: Deferred stock issuance Read SEC document |
| September 16, 2016 Filed Mar 28, 2017 14:37 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 29.1896 | $27.42 | $800.42 |
DisclosureSEC source: 0001208396-17-000002 · primary_doc.xml · nonDerivative · entry 3 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,425.0403 F1 · kind: received through DRP Read SEC document |
| September 02, 2016 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 570.4875 | $26.71 | $15,237.72 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 17 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,028.0574 F1 · kind: Deferred stock issuance Read SEC document |
| June 17, 2016 Filed Mar 28, 2017 14:37 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 29.6323 | $26.77 | $793.31 |
DisclosureSEC source: 0001208396-17-000002 · primary_doc.xml · nonDerivative · entry 2 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,395.8507 F1 · kind: received through DRP Read SEC document |
| June 02, 2016 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican Natinal Bankshares Inc. | 557.7413 | $27.13 | $15,131.52 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 16 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,457.5699 F1 · kind: Deferred stock issuance Read SEC document |
| March 23, 2016 Filed Mar 28, 2017 14:37 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 30.9817 | $24.61 | $762.46 |
DisclosureSEC source: 0001208396-17-000002 · primary_doc.xml · nonDerivative · entry 1 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,366.2184 F1 · kind: received through DRP Read SEC document |
| March 04, 2016 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 497.9051 | $25.88 | $12,885.78 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 15 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,899.8286 F1 · kind: Deferred stock issuance Read SEC document |
| December 02, 2015 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 383.084 | $25.80 | $9,883.57 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 14 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,401.9235 F1 · kind: Deferred stock issuance Read SEC document |
| September 03, 2015 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 396.3224 | $22.52 | $8,925.18 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 13 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,018.8395 F1 · kind: Deferred stock issuance Read SEC document |
| June 04, 2015 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 482.8381 | $23.03 | $11,119.76 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 12 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622.5171 F1 · kind: Deferred stock issuance Read SEC document |
| March 05, 2015 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 429.7715 | $22.16 | $9,523.74 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 11 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,139.679 F1 · kind: Deferred stock issuance Read SEC document |
| December 04, 2014 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 501.6011 | $23.25 | $11,662.23 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 10 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709.9075 F1 · kind: Deferred stock issuance Read SEC document |
| September 03, 2014 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 558.7593 | $21.99 | $12,287.12 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 9 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,208.3064 F1 · kind: Deferred stock issuance Read SEC document |
| June 02, 2014 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 544.5556 | $22.38 | $12,187.15 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 8 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,649.5471 F1 · kind: Deferred stock issuance Read SEC document |
| March 06, 2014 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 388.4283 | $23.28 | $9,042.61 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 7 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,104.4992 F1 · kind: Deferred stock issuance Read SEC document |
| December 04, 2013 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 358.8968 | $24.95 | $8,954.48 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 6 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,716.5632 F1 · kind: Deferred stock issuance Read SEC document |
| September 03, 2013 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 337.7929 | $21.86 | $7,384.15 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 5 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,357.6664 F1 · kind: Deferred stock issuance Read SEC document |
| June 03, 2013 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 404.9001 | $21.69 | $8,782.28 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 4 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,019.8735 F1 · kind: Deferred stock issuance Read SEC document |
| March 07, 2013 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 420.0258 | $20.72 | $8,702.93 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 3 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,614.9734 F1 · kind: Deferred stock issuance Read SEC document |
| November 29, 2012 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 397.1869 | $19.78 | $7,856.36 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 2 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,194.9476 F1 · kind: Deferred stock issuance Read SEC document |
| September 06, 2012 Filed Mar 28, 2017 15:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 349.24 | $22.24 | $7,767.10 |
DisclosureSEC source: 0001208396-17-000004 · primary_doc.xml · nonDerivative · entry 1 HALEY MICHAEL P · CIK 0001208396 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,797.7607 F1 · kind: Deferred stock issuance 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.