Primis Financial Corp. has 5 Schedule 13D or 13G filings on record since 2025-08-19. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Patriot Financial Partners III, L.P. | 4.94% | 1,217,531 | SCHEDULE 13D/A, 2025-09-25 | 2025-09-23 |
| Castle Creek Capital Partners VII, LP | 4.4% | 1,076,499 | SCHEDULE 13D/A, 2026-04-21 | 2026-04-17 |
| Banc Fund X L.P. | 3.2% | 788,761 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
Purpose of Transaction (Item 4)
Patriot Financial Partners III, L.P.
Patriot Fund III acquired shares of the Company (the "Acquired Shares") for investment purposes. Except as otherwise described herein or in Item 6 below, no member of the Patriot Financial Group has any plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Subject to the limitations imposed by applicable federal and state securities laws, Patriot Financial Group may dispose of the Acquired Shares from time to time, subject to market conditions and other investment considerations, and may cause the Acquired Shares to be distributed in kind to investors. To the extent permitted by applicable bank regulatory limitations, each member of the Patriot Financial Group may directly or indirectly acquire additional shares of Common Stock or associated rights or securities exercisable for or convertible into Common Stock, depending upon an ongoing evaluation of its investment in the Common Stock, applicable legal restrictions, prevailing market conditions, liquidity requirements of such member of the Patriot Financial Group and/or investment considerations.Item 4 of the SCHEDULE 13D/A filed 2025-09-25
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-19 | Patriot Financial Partners III, L.P. | 5.35% | SCHEDULE 13D |
| 2025-09-25 | Patriot Financial Partners III, L.P. | 4.94% | SCHEDULE 13D/A |
| 2026-02-17 | Banc Fund X L.P. | 3.2% | SCHEDULE 13G/A |
| 2026-04-13 | Castle Creek Capital Partners VII, LP | 5.4% | SCHEDULE 13D/A |
| 2026-04-21 | Castle Creek Capital Partners VII, LP | 4.4% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.