Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primis Financial Corp.FRST · Entity 1375 | EVP, Chief Risk Officer | February 24, 2023 | February 08, 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 February 24, 2023 · Filed February 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 889.773 |
Reported balance
After 2023-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-24 · Purchase · Acquired 424.773 · Balance 889.773 F1: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $11.77 to $11.78 per share. F2: Includes 401K shares. |
| Common StockSEC Table I · non-derivative | Direct | 2,448.2932 |
Reported balance
After 2023-03-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-14 · Purchase · Acquired 498.072 · Balance 2,448.2932 F3: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $10.04 to $10.06 per share. F4: Includes a total of 1,292.4482 401K shares. |
| Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-03-15 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,000 F5: Market value at date of vesting |
Filing footnotes · ownership attribution and instrument terms
F1: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $11.77 to $11.78 per share.
F2: Includes 401K shares.
F3: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $10.04 to $10.06 per share.
F4: Includes a total of 1,292.4482 401K shares.
F5: Market value at date of vesting
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 |
|---|---|---|---|---|---|---|
| November 16, 2023 Filed Nov 17, 2023 23:02 UTC | Primis Financial Corp. FRST · Entity 1375 | GrantPerformance-based Restricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055866 · doc4.xml · derivative · entry 2 Fredricks Julia E · CIK 0001961861 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2028-03-15 F2 · derivative.exercise_price: Market value at date of vesting. Read SEC document |
| March 14, 2023 Filed Feb 8, 2024 22:26 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 498.072 | $10.05 | $5,005.62 |
DisclosureSEC source: 0000950170-24-012897 · ownership.xml · nonDerivative · entry 2 Fredricks Julia E · CIK 0001961861 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,448.2932 F3 · price: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $10.04 to $10.06 per share. F4 · balance_after: Includes a total of 1,292.4482 401K shares. Read SEC document |
| February 24, 2023 Filed Feb 8, 2024 22:26 UTC | Primis Financial Corp. FRST · Entity 1375 | PurchaseCommon Stock | 424.773 | $11.78 | $5,001.70 |
DisclosureSEC source: 0000950170-24-012897 · ownership.xml · nonDerivative · entry 1 Fredricks Julia E · CIK 0001961861 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889.773 F1 · price: Price indicated is the weighted average sales price as a result of a series of transactions ranging in price from $11.77 to $11.78 per share. F2 · balance_after: Includes 401K shares. 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.