FRST on Nasdaq
Primis Financial Corp.
Primis Financial Corp. is the bank holding company for Primis Bank, a Virginia state-chartered bank which commenced operations on April 14, 2005.4 From its latest annual report
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Last updated Oct 19, 2026.
Overview
- TickerFRST on Nasdaq2
- IndustryState Commercial Banks2
- HeadquartersFalls Church, United States2
- Incorporated inVA3
- Business address1676 International Drive Suite 900, Mclean, Va 221023
- Filer categoryAccelerated filer3
- Legal formStock Corporation2
- LEI549300JNX3M2EENG1F112
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O Cheryl Wood, 23060 Richmond, United States2
- Registered withState Corporation Commission, 062265832
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Primis Financial Corp. is the bank holding company for Primis Bank, a Virginia state-chartered bank which commenced operations on April 14, 2005. Primis Bank provides a range of financial services to individuals and small and medium-sized businesses.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Interest and fees on loans | $188.9M | $199.9M | $172.8M |
| Interest and dividends on taxable securities | $7.2M | $6.8M | $6.0M |
| Interest and dividends on tax exempt securities | $360.0K | $392.0K | $407.0K |
| Interest and dividends on other earning assets | $4.0M | $3.8M | $13.5M |
| Total interest and dividend income | $200.4M | $211.0M | $192.6M |
| Interest on deposits | $79.4M | $95.7M | $83.7M |
| Interest on other borrowings | $9.6M | $11.1M | $10.2M |
| Total interest expense | $89.0M | $106.7M | $93.9M |
| Net interest income | $111.4M | $104.2M | $98.7M |
| Provision for credit losses | $12.3M | $50.6M | $32.5M |
| Net interest income after provision for credit losses | $99.1M | $53.6M | $66.2M |
| Account maintenance and deposit service fees | $5.7M | $5.8M | $5.7M |
| Income from bank-owned life insurance | $1.8M | $2.4M | $2.0M |
| Gains on Panacea Financial Holdings investment | $32.3M | ||
| Mortgage banking income | $32.4M | $23.9M | $17.6M |
| Gains on sale of loans | $1.9M | $303.0K | $583.0K |
| Gain on sale-leaseback | $50.6M | ||
| Loss on sales of investment securities | -$14.8M | ||
| Gains on other investments | $159.0K | $408.0K | $184.0K |
| Gain on sale of Life Premium Finance portfolio, net of broker fees | $4.7M | ||
| Consumer Program derivative income | $1.3M | $4.3M | $18.1M |
| Other noninterest income | $948.0K | $1.3M | $1.5M |
| Total noninterest income | $112.3M | $43.1M | $45.2M |
| Salaries and benefits | $79.1M | $66.6M | $58.8M |
| Occupancy expenses | $6.9M | $5.4M | $6.2M |
| Furniture and equipment expenses | $7.5M | $7.3M | $6.4M |
| Amortization of intangible assets | $602.0K | $1.3M | $1.3M |
| Virginia franchise tax expense | $2.3M | $2.5M | $3.4M |
| FDIC insurance assessment | $3.7M | $2.5M | $2.9M |
| Data processing expense | $10.7M | $10.6M | $9.5M |
| Marketing expense | $2.2M | $1.9M | $1.8M |
| Telephone and communication expense | $1.3M | $1.3M | $1.5M |
| Loss (gain) on bank premises and equipment and assets held for sale | -$191.0K | $463.0K | -$476.0K |
| Professional fees | $10.9M | $10.4M | $4.6M |
| Goodwill impairment | $11.2M | ||
| Fraud losses | $232.0K | $2.0M | $3.3M |
| Miscellaneous lending expenses | $2.6M | $3.3M | $3.0M |
| Other operating expenses | $10.9M | $10.9M | $8.2M |
| Total noninterest expenses | $138.9M | $125.6M | $122.6M |
| Income (loss) before income taxes | $72.6M | -$28.9M | -$11.2M |
| Income tax expense (benefit) | $14.7M | -$4.2M | -$1.1M |
| Net income (loss) | $57.8M | -$24.7M | -$10.1M |
| Net loss attributable to noncontrolling interests | $3.6M | $8.5M | $2.3M |
| Net income (loss) attributable to Primis' common stockholders | $61.4M | -$16.2M | -$7.8M |
| Unrealized gain on available-for-sale securities | $9.2M | $742.0K | $5.2M |
| Less: reclassification adjustment for losses on available-for-sale securities included in net income | $14.7M | ||
| Other comprehensive income, before tax | $23.9M | $742.0K | $5.2M |
| Income tax expense related to other comprehensive income | $5.3M | $197.0K | $1.2M |
| Other comprehensive income, net of tax | $18.6M | $545.0K | $4.1M |
| Comprehensive income (loss) | $80.0M | -$15.7M | -$3.8M |
| Earnings (loss) per share, basic (in dollars per share) | $2.49 | -$0.66 | -$0.32 |
| Earnings (loss) per share, diluted (in dollars per share) | $2.49 | -$0.66 | -$0.32 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from financial institutions | $9.7M | $8.1M | ||
| Interest-bearing deposits in other financial institutions | $133.9M | $56.4M | ||
| Total cash and cash equivalents | $143.6M | $64.5M | ||
| Securities available-for-sale, at fair value (amortized cost of $174,226 and $262,632, respectively) | $171.4M | $235.9M | ||
| Securities held-to-maturity, at amortized cost (fair value of $6,560 and $8,602, respectively) | $7.0M | $9.4M | ||
| Loans held for sale, at fair value | $166.1M | $83.3M | ||
| Loans held for sale, at lower of cost or market | $163.8M | |||
| Total loans held for sale | $166.1M | $247.1M | ||
| Loans held for investment, collateralizing secured borrowings | $14.8M | $17.3M | ||
| Loans held for investment | $3.3B | $2.9B | ||
| Less: allowance for credit losses | -$45.9M | -$53.7M | -$52.2M | |
| Net loans | $3.2B | $2.8B | ||
| Stock in Federal Reserve Bank and Federal Home Loan Bank | $14.2M | $13.0M | ||
| Bank premises and equipment, net | $6.1M | $19.4M | ||
| Assets held for sale | $776.0K | $5.5M | ||
| Operating lease right-of-use assets | $65.6M | $10.3M | ||
| Cloud computing arrangement assets, net | $5.2M | $8.1M | ||
| Goodwill | $93.5M | $93.5M | ||
| Intangible assets, net | $36.0K | $665.0K | ||
| Bank-owned life insurance | $69.0M | $67.2M | ||
| Deferred tax assets, net | $14.7M | $26.5M | ||
| Consumer Program derivative asset | $159.0K | $4.5M | ||
| Investment in Panacea Financial Holdings, Inc. common stock | $6.9M | |||
| Other assets | $45.5M | $50.8M | ||
| Total assets | $4.0B | $3.7B | $3.9B | |
| Noninterest-bearing demand deposits | $554.4M | $438.9M | ||
| NOW accounts | $862.7M | $817.7M | ||
| Money market accounts | $740.9M | $798.5M | ||
| Savings accounts | $922.3M | $775.7M | ||
| Time deposits | $315.2M | $340.2M | ||
| Total interest-bearing deposits | $2.8B | $2.7B | ||
| Total deposits | $3.4B | $3.2B | ||
| Securities sold under agreements to repurchase | $3.6M | $3.9M | ||
| Secured borrowings | $14.8M | $17.2M | ||
| FHLB advances | $25.0M | |||
| Junior subordinated debt | $9.9M | $9.9M | ||
| Senior subordinated notes | $86.2M | $86.0M | ||
| Operating lease liabilities | $61.3M | $11.6M | ||
| Other liabilities | $28.1M | $25.5M | ||
| Total liabilities | $3.6B | $3.3B | ||
| Common stock, $0.01 par value. Authorized 45,000,000 shares; 24,774,934 shares issued and 24,695,385 shares outstanding at December 31, 2025, and 24,722,734 shares issued and outstanding at December 31, 2024 | $247.0K | $247.0K | ||
| Additional paid in capital | $316.5M | $314.7M | ||
| Retained earnings | $109.6M | $58.0M | ||
| Treasury stock, at cost. 79,549 shares at December 31, 2025 and zero shares at December 31, 2024 | -$807.0K | |||
| Accumulated other comprehensive loss | -$2.7M | -$21.2M | ||
| Total stockholders' equity | $422.9M | $351.8M | ||
| Noncontrolling interests | $13.2M | |||
| Total Primis stockholders' equity | $422.9M | $365.0M | $397.6M | $389.0M |
| Total liabilities and stockholders' equity | $4.0B | $3.7B | ||
| Securities available-for-sale, amortized cost (in dollars) | $174.2M | $262.6M | ||
| Securities held-to-maturity, fair value (in dollars) | $6.6M | $8.6M | ||
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock, shares authorized | 5.0M shares | 5.0M shares | ||
| Preferred stock, shares issued | 0 shares | 0 shares | ||
| Preferred stock, shares outstanding | 0 shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized | 45.0M shares | 45.0M shares | ||
| Common stock, shares issued | 24.8M shares | 24.7M shares | ||
| Common stock, shares outstanding | 24.7M shares | 24.7M shares | ||
| Treasury stock, shares | 79.5K shares | 0 shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from financial institutions | $9.7M | $8.1M | ||
| Interest-bearing deposits in other financial institutions | $133.9M | $56.4M | ||
| Total cash and cash equivalents | $143.6M | $64.5M | ||
| Securities available-for-sale, at fair value (amortized cost of $174,226 and $262,632, respectively) | $171.4M | $235.9M | ||
| Securities held-to-maturity, at amortized cost (fair value of $6,560 and $8,602, respectively) | $7.0M | $9.4M | ||
| Loans held for sale, at fair value | $166.1M | $83.3M | ||
| Loans held for sale, at lower of cost or market | $163.8M | |||
| Total loans held for sale | $166.1M | $247.1M | ||
| Loans held for investment, collateralizing secured borrowings | $14.8M | $17.3M | ||
| Loans held for investment | $3.3B | $2.9B | ||
| Less: allowance for credit losses | -$45.9M | -$53.7M | -$52.2M | |
| Net loans | $3.2B | $2.8B | ||
| Stock in Federal Reserve Bank and Federal Home Loan Bank | $14.2M | $13.0M | ||
| Bank premises and equipment, net | $6.1M | $19.4M | ||
| Assets held for sale | $776.0K | $5.5M | ||
| Operating lease right-of-use assets | $65.6M | $10.3M | ||
| Cloud computing arrangement assets, net | $5.2M | $8.1M | ||
| Goodwill | $93.5M | $93.5M | ||
| Intangible assets, net | $36.0K | $665.0K | ||
| Bank-owned life insurance | $69.0M | $67.2M | ||
| Deferred tax assets, net | $14.7M | $26.5M | ||
| Consumer Program derivative asset | $159.0K | $4.5M | ||
| Investment in Panacea Financial Holdings, Inc. common stock | $6.9M | |||
| Other assets | $45.5M | $50.8M | ||
| Total assets | $4.0B | $3.7B | $3.9B | |
| Noninterest-bearing demand deposits | $554.4M | $438.9M | ||
| NOW accounts | $862.7M | $817.7M | ||
| Money market accounts | $740.9M | $798.5M | ||
| Savings accounts | $922.3M | $775.7M | ||
| Time deposits | $315.2M | $340.2M | ||
| Total interest-bearing deposits | $2.8B | $2.7B | ||
| Total deposits | $3.4B | $3.2B | ||
| Securities sold under agreements to repurchase | $3.6M | $3.9M | ||
| Secured borrowings | $14.8M | $17.2M | ||
| FHLB advances | $25.0M | |||
| Junior subordinated debt | $9.9M | $9.9M | ||
| Senior subordinated notes | $86.2M | $86.0M | ||
| Operating lease liabilities | $61.3M | $11.6M | ||
| Other liabilities | $28.1M | $25.5M | ||
| Total liabilities | $3.6B | $3.3B | ||
| Common stock, $0.01 par value. Authorized 45,000,000 shares; 24,774,934 shares issued and 24,695,385 shares outstanding at December 31, 2025, and 24,722,734 shares issued and outstanding at December 31, 2024 | $247.0K | $247.0K | ||
| Additional paid in capital | $316.5M | $314.7M | ||
| Retained earnings | $109.6M | $58.0M | ||
| Treasury stock, at cost. 79,549 shares at December 31, 2025 and zero shares at December 31, 2024 | -$807.0K | |||
| Accumulated other comprehensive loss | -$2.7M | -$21.2M | ||
| Total stockholders' equity | $422.9M | $351.8M | ||
| Noncontrolling interests | $13.2M | |||
| Total Primis stockholders' equity | $422.9M | $365.0M | $397.6M | $389.0M |
| Total liabilities and stockholders' equity | $4.0B | $3.7B | ||
| Securities available-for-sale, amortized cost (in dollars) | $174.2M | $262.6M | ||
| Securities held-to-maturity, fair value (in dollars) | $6.6M | $8.6M | ||
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Preferred stock, shares authorized | 5.0M shares | 5.0M shares | ||
| Preferred stock, shares issued | 0 shares | 0 shares | ||
| Preferred stock, shares outstanding | 0 shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized | 45.0M shares | 45.0M shares | ||
| Common stock, shares issued | 24.8M shares | 24.7M shares | ||
| Common stock, shares outstanding | 24.7M shares | 24.7M shares | ||
| Treasury stock, shares | 79.5K shares | 0 shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $57.8M | -$24.7M | -$10.1M |
| Depreciation and amortization | $9.4M | $8.9M | $9.1M |
| Net amortization of premiums and (accretion of discounts) | $297.0K | $41.0K | -$583.0K |
| Provision for credit losses | $12.3M | $50.6M | $32.5M |
| Proceeds from sales of loans originated to sell | $52.7M | ||
| Purchases of cloud computing arrangement assets | -$278.0K | -$364.0K | -$2.9M |
| Net change in mortgage loans held for sale | $11.9M | $18.3M | -$28.3M |
| Net gains on mortgage banking | -$32.4M | -$23.9M | -$17.6M |
| Net gains on sale of loans | -$1.9M | -$303.0K | -$583.0K |
| Loss (gain) on bank premises and equipment and assets held for sale | $191.0K | -$463.0K | $476.0K |
| Earnings on bank-owned life insurance | -$1.8M | -$1.7M | -$1.6M |
| Gain on bank-owned life insurance death benefit | -$703.0K | -$419.0K | |
| Stock-based compensation expense | $2.9M | $940.0K | $712.0K |
| Gain on sale-leaseback of bank premises | -$50.6M | ||
| Loss on sales of investment securities | $14.8M | ||
| Gains on Panacea Financial Holdings investment | -$32.3M | ||
| Gains on other investments | -$159.0K | -$408.0K | -$184.0K |
| Gain on sale of Life Premium Finance portfolio, net of broker fees | -$4.7M | ||
| Goodwill impairment | $11.2M | ||
| Deferred income tax expense (benefit) | $6.5M | -$4.3M | -$3.7M |
| Net change in fair value of Consumer Program derivative | $4.4M | $6.3M | -$11.3M |
| Net decrease (increase) in other assets | $5.2M | -$218.0K | -$12.3M |
| Net increase (decrease) in other liabilities | $4.7M | -$3.9M | $11.8M |
| Net cash and cash equivalents provided by operating activities | $10.8M | $19.5M | $28.8M |
| Proceeds from sales of investment securities | $129.0M | ||
| Purchases of securities available-for-sale | -$92.1M | -$43.1M | -$15.2M |
| Proceeds from paydowns, maturities and calls of securities available-for-sale | $37.4M | $35.6M | $27.6M |
| Proceeds from paydowns, maturities and calls of securities held-to-maturity | $1.2M | $2.2M | $1.8M |
| Net (increase) decrease in FRB and FHLB stock | -$1.1M | $1.2M | $11.6M |
| Net change in loans held for investment | -$426.3M | -$311.5M | -$338.4M |
| Proceeds from sales of loans initially originated to be held for investment | $113.7M | $417.5M | |
| Proceeds from bank-owned life insurance death benefit | $3.3M | $2.5M | |
| Proceeds from sales of bank premise and equipment and assets held for sale | $2.3M | $3.9M | |
| Proceeds from sale-leaseback of bank premises | $56.9M | ||
| Purchases of bank premises and equipment, net | -$1.7M | -$1.2M | -$1.9M |
| Proceeds from sale of Panacea Financial Holdings investment | $22.1M | ||
| Proceeds from sale of other investment | $432.0K | ||
| Net decrease (increase) in other investments | $30.0K | $387.0K | -$666.0K |
| Net cash and cash equivalents (used in) provided by investing activities | -$158.2M | $108.3M | -$312.8M |
| Net increase (decrease) in deposits | $215.0M | -$99.1M | $547.7M |
| (Decrease) increase in securities sold under agreements to repurchase | -$366.0K | $874.0K | -$3.4M |
| (Repayments of) increases in secured borrowings, net | -$2.4M | -$3.2M | $20.4M |
| Repayment of short-term FHLB advances | -$30.0M | -$295.0M | |
| Cash dividends paid on common stock | -$9.9M | -$9.9M | -$9.9M |
| Repurchase of common stock | -$807.0K | ||
| Proceeds from exercised stock options | $15.0K | $210.0K | $146.0K |
| Repurchase of restricted stock | -$4.0K | -$31.0K | |
| Increase in short-term FHLB advances | $25.0M | ||
| Other net changes in noncontrolling interest | $254.0K | ||
| Issuance of Panacea Financial Holdings stock, net of costs | $23.7M | ||
| Net cash and cash equivalents provided by (used in) financing activities | $226.6M | -$140.9M | $283.6M |
| Net change in cash and cash equivalents | $79.1M | -$13.0M | -$306.0K |
| Interest | $89.6M | $107.2M | $91.8M |
| Income taxes | -$483.0K | $2.3M | $5.8M |
| Initial recognition of operating lease right-of-use assets | $56.8M | $1.4M | $5.3M |
| Loans held for sale transferred to held for investment | $101.6M | ||
| Loans held for investment transferred to loans held for sale, at lower of cost or market | $163.8M | ||
| Assets held for sale transferred to other assets | $2.2M | $4.0M | |
| Deconsolidation of Panacea Financial Holdings, Inc. | $9.6M |
No quarter-by-quarter statement was filed.
Leadership
Who has led Primis Financial Corp., and when. Pick a name to see everywhere that person has worked.
President
Chief financial officer
Chief operating officer
2010201520202025
- Chief executive officerDennis J. Zember Jr. Feb 20, 2020 to now13
- Chief executive officerJoe A. Shearin Jun 26, 2017 to Mar 10, 202014
- Chief executive officerGeorgia S. Derrico Nov 6, 2006 to Mar 16, 200715
- ChairR. Roderick Porter Aug 23, 2017 to Feb 27, 202016
- ChairGeorgia S. Derrico Nov 6, 2006 to Apr 28, 202015
- PresidentDennis J. Zember Jr. Feb 20, 2020 to now13
- PresidentJeffrey Culver May 15, 2018 to Jun 25, 201917
- PresidentJoe A. Shearin Jun 26, 2017 to Apr 3, 201814
- PresidentR. Roderick Porter Oct 31, 2006 to Feb 14, 201718
- Chief financial officerMatthew Alan Switzer Jan 11, 2021 to now19
- Chief financial officerJoseph Darrell Pennington May 2, 2018 to Oct 5, 201820
- Chief financial officerJeffrey L. Karafa Nov 7, 2018 to Oct 27, 202021
- Chief financial officerJames Adam Sothen Jun 26, 2017 to Apr 2, 201822
- Chief operating officerGeorge Cody Sheflett Jr. Mar 15, 2019 to Nov 17, 202323
- Chief operating officerJeffrey Culver May 15, 2018 to Nov 9, 201817
Board members and other officers (45)
- EVP, Chief Information OfficerAnurag Sharma May 4, 2026 to now24
- Chief Information OfficerRyan Lysaght Gorney Jan 29, 2025 to Jan 29, 202525
- EVP, Chief Risk OfficerDonald Charles Savino Dec 2, 2025 to now26
- EVP, Chief Risk OfficerJulia E. Fredricks Jan 11, 2023 to Feb 8, 202427
- EVP, PresidentRickey Allen Fulk Oct 4, 2023 to now28
- EVP, Director of Reg RelationsSusan B. Williamson Aug 11, 2022 to Feb 7, 202529
- Chief Accounting OfficerJeffrey L. Karafa Feb 10, 2021 to Oct 25, 202230
- EVP, Chief Marketing OfficerAnn-Stanton C. Gore Sep 30, 2021 to now31
- ConsultantJoe A. Shearin Feb 24, 2020 to Mar 10, 202032
- EVP, Chief Strategy OfficerStephen B. Weber May 11, 2020 to Dec 15, 202233
- EVP, Chief Credit OfficerKeith Avant May 28, 2020 to Jul 16, 202134
- EVP, Head of Retail/MarketingBarry P. Almond Aug 20, 2020 to Mar 15, 202335
- EVP, Head of CommercialBruce Todd Brockwell Aug 20, 2020 to Dec 15, 202236
- Pres Panacea FinancialClinton Tyler Stafford Aug 20, 2020 to Jun 8, 202337
- EVP, Director of RetailMary Robin Jett Aug 20, 2020 to Feb 9, 202138
- EVP, Chief Risk OfficerJohn Colantoni Jr. Aug 24, 2020 to Mar 10, 202239
- EVP, Chief Admin OfficerCheryl Wood Dec 9, 2020 to now40
- Vice chairR. Roderick Porter Feb 1, 2018 to Apr 28, 202041
- Chief Credit OfficerMarie Taylor Leibson Nov 1, 2018 to now42
- Executive Vice PresidentJames Stanley Thomas Jun 26, 2017 to Nov 20, 201743
- Chief Credit OfficerThomas Preston Baker Feb 11, 2011 to Oct 24, 201844
- Chief Credit OfficerCarl Joseph Wallace Mar 2, 2010 to Mar 2, 201045
- OfficerGeorgia S. Derrico Oct 31, 2006 to Mar 9, 201546
- OfficerWilliam H. Lagos Oct 31, 2006 to Jan 28, 201947
- OfficerWilliam H. Stevens Oct 31, 2006 to Feb 3, 202248
- Board memberScott R. Gamble May 29, 2026 to now49
- Board memberJason Brock Saunders Jun 1, 2026 to now50
- Board memberMargaret M. Weichert Jun 30, 2026 to now51
- Board memberJohn M. Eggemeyer Iii. Jun 23, 2021 to Aug 6, 202152
- Board memberDennis J. Zember Jr. Feb 20, 2020 to now13
- Board memberDeborah Diaz Oct 13, 2020 to now53
- Board memberDaniel H. Burch Dec 18, 2018 to Dec 18, 201854
- Board memberF. L. Garrett Iii. Jun 26, 2017 to now55
- Board memberJoe A. Shearin Jun 26, 2017 to May 16, 201814
- Board memberJohn Fitzgerald Biagas Jun 26, 2017 to now56
- Board memberRobert Yates Clagett Feb 11, 2015 to now57
- Board memberW. Bruce Jennings Dec 8, 2011 to Feb 4, 202258
- Board memberFrederick L. Bollerer Jul 2, 2007 to Sep 25, 201759
- Board memberCharles A. Kabbash Oct 31, 2006 to Dec 16, 202460
- Board memberGeorgia S. Derrico Oct 31, 2006 to Mar 10, 200946
- Board memberJohn J. Forch Oct 31, 2006 to Sep 25, 201761
- Board memberMichael A. Gaffney Oct 31, 2006 to Jan 24, 200862
- Board memberNeil J. Call Oct 31, 2006 to Oct 25, 201863
- Board memberR. Roderick Porter Oct 31, 2006 to Mar 10, 202018
- Board memberRobin R. Shield Oct 31, 2006 to Mar 13, 201264
Former names
- Southern National Bancorp of Virginia IncApr 28, 2005 to Mar 16, 20213
Timeline
Filings
298 filings to the SEC since October 2021: 6 annual reports, 18 quarterly reports, 61 major events, 171 insider forms, 13 large holders, 29 other. The latest 20:
- Sep 10, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Aug 31, 20268-K EDGAR
- Aug 24, 20264 EDGAR
- Aug 10, 20264 EDGAR
- Aug 7, 202610-Q EDGAR
- Jul 23, 20268-K EDGAR
- Jul 20, 2026EFFECT EDGAR
- Jul 16, 2026S-3/A EDGAR
- Jun 30, 20263 EDGAR
- Jun 30, 20268-K EDGAR
- Jun 26, 202611-K EDGAR
- Jun 25, 2026S-3 EDGAR
- Jun 12, 20264 EDGAR
- Jun 11, 20264 EDGAR
- Jun 9, 20264 EDGAR
- Jun 8, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 3, 20264 EDGAR
The 298 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
126 open-market trades by officers, directors and large owners since October 2021: 120 buys and 6 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Johnson Eric AlanDirector | Buy | 1,565 | $15.95 | $25.0K | Form 4 |
| Sep 1, 2026 | Johnson Eric AlanDirector | Buy | 1,280 | $15.60 | $20.0K | Form 4 |
| Sep 1, 2026 | Weichert Margaret MDirector | Buy | 100 | $15.75 | $1.6K | Form 4 |
| Aug 20, 2026 | Weichert Margaret MDirector | Buy | 110 | $16.00 | $1.8K | Form 4 |
| Aug 6, 2026 | Weichert Margaret MDirector | Buy | 200 | $16.32 | $3.3K | Form 4 |
| Jun 11, 2026 | Saunders Jason BrockDirector | Buy | 500 | $15.20 | $7.6K | Form 4 |
| Jun 9, 2026 | GARRETT F L IIIDirector | Buy | 155 | $15.24 | $2.4K | Form 4 |
| Jun 8, 2026 | GARRETT F L IIIDirector | Buy | 250 | $15.03 | $3.8K | Form 4 |
| Jun 5, 2026 | GARRETT F L IIIDirector | Buy | 125 | $15.00 | $1.9K | Form 4 |
| Jun 4, 2026 | GARRETT F L IIIDirector | Buy | 125 | $14.75 | $1.8K | Form 4 |
| Jun 3, 2026 | Sharma AnuragEVP, Chief Information Officer | Buy | 694 | $14.40 | $10.0K | Form 4 |
| Jun 3, 2026 | GARRETT F L IIIDirector | Buy | 450 | $14.50 | $6.5K | Form 4 |
| Jun 3, 2026 | Gamble Scott RDirector | Buy | 1,711 | $14.59 | $25.0K | Form 4 |
| Jun 2, 2026 | GARRETT F L IIIDirector | Buy | 250 | $14.75 | $3.7K | Form 4 |
| Jun 1, 2026 | Gamble Scott RDirector | Buy | 1,389 | $14.39 | $20.0K | Form 4 |
| Jun 1, 2026 | GARRETT F L IIIDirector | Buy | 350 | $14.30 | $5.0K | Form 4 |
| May 29, 2026 | GARRETT F L IIIDirector | Buy | 250 | $14.40 | $3.6K | Form 4 |
| May 28, 2026 | GARRETT F L IIIDirector | Buy | 250 | $14.50 | $3.6K | Form 4 |
| May 27, 2026 | GARRETT F L IIIDirector | Buy | 250 | $14.51 | $3.6K | Form 4 |
| May 26, 2026 | GARRETT F L IIIDirector | Buy | 354 | $14.49 | $5.1K | Form 4 |
All 126 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Castle Creek Capital Partners VII, LPSCHEDULE 13D/A, 2 filings Apr 13, 2026 to Apr 21, 202665
- BANC FUNDS CO LLCSCHEDULE 13G/A, 3 filings Feb 9, 2022 to Feb 17, 202666
- PATRIOT FINANCIAL PARTNERS III, L.P.SCHEDULE 13D/A, 2 filings Aug 19, 2025 to Sep 25, 202567
- Wellington Management CompanySC 13G/A, 3 filings Feb 4, 2022 to Feb 9, 202468
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 2,461,114 | $40.3M | 0.0% | +422,550 |
| North Reef Capital Management LP | 1,226,283 | $20.1M | 0.8% | +91,002 |
| Patriot Financial Partners GP II, L.P. | 1,217,531 | $19.9M | 5.1% | No change |
| Dimensional Fund Advisors LP | 1,064,320 | $17.4M | 0.0% | −121,473 |
| Vanguard Capital Management LLC | 985,372 | $16.1M | 0.0% | −2,415 |
| Alliancebernstein L.P. | 1,196,270 | $15.9M | 0.0% | +3,420 |
| Mendon Capital Advisors Corp | 929,735 | $15.2M | 5.4% | −294,808 |
| Two Sigma Investments, LP | 923,711 | $15.1M | 0.0% | +505,335 |
| Maltese Capital Management LLC | 897,100 | $14.7M | 2.7% | −47,900 |
| Banc Funds Co LLC | 872,961 | $14.3M | 2.4% | No change |
| Curi Capital, LLC | 801,797 | $13.1M | 0.2% | −202,491 |
| Geode Capital Management, LLC | 536,724 | $8.8M | 0.0% | +38,397 |
| Arrowstreet Capital, Limited Partnership | 527,939 | $8.6M | 0.0% | +356,630 |
| Salzhauer Michael | 471,795 | $7.7M | 2.8% | −218,126 |
| State Street Corp | 430,454 | $7.0M | 0.0% | +10,276 |
| Prudential Financial Inc | 346,145 | $5.7M | 0.0% | +180,500 |
| Qube Research & Technologies Ltd | 312,943 | $5.1M | 0.0% | +120,535 |
| Connor, Clark & Lunn Investment Management Ltd. | 283,551 | $4.6M | 0.0% | +123,115 |
| Corbyn Investment Management Inc/md | 270,282 | $4.4M | 1.8% | No change |
| PL Capital Advisors, LLC | 237,241 | $3.9M | 1.1% | No change |
| Nuveen, LLC | 235,374 | $3.9M | 0.0% | +80,149 |
| Petiole USA ltd | 230,222 | $3.8M | 2.7% | No change |
| EJF Capital LP | 228,204 | $3.7M | 2.5% | +38,700 |
| Renaissance Technologies LLC | 223,070 | $3.7M | 0.0% | −47,100 |
| Aqr Capital Management LLC | 217,841 | $3.6M | 0.0% | +109,703 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 16SEC EDGARR. Roderick Porter, Chair
- 17SEC EDGARJeffrey Culver, President
- 18SEC EDGARR. Roderick Porter, President
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- 28SEC EDGARRickey Allen Fulk, EVP, President
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- 32SEC EDGARJoe A. Shearin, Consultant
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- 41SEC EDGARR. Roderick Porter, Vice chair
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- 46SEC EDGARGeorgia S. Derrico, Officer
- 47SEC EDGARWilliam H. Lagos, Officer
- 48SEC EDGARWilliam H. Stevens, Officer
- 49SEC EDGARScott R. Gamble, Board member
- 50SEC EDGARJason Brock Saunders, Board member
- 51SEC EDGARMargaret M. Weichert, Board member
- 52SEC EDGARJohn M. Eggemeyer Iii., Board member
- 53SEC EDGARDeborah Diaz, Board member
- 54SEC EDGARDaniel H. Burch, Board member
- 55SEC EDGARF. L. Garrett Iii., Board member
- 56SEC EDGARJohn Fitzgerald Biagas, Board member
- 57SEC EDGARRobert Yates Clagett, Board member
- 58SEC EDGARW. Bruce Jennings, Board member
- 59SEC EDGARFrederick L. Bollerer, Board member
- 60SEC EDGARCharles A. Kabbash, Board member
- 61SEC EDGARJohn J. Forch, Board member
- 62SEC EDGARMichael A. Gaffney, Board member
- 63SEC EDGARNeil J. Call, Board member
- 64SEC EDGARRobin R. Shield, Board member
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