| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
11,950,000 |
| Market
Cap: |
529.86(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$35.21 - $47.36 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
Company Profile Coastal Financial is a bank holding company. Co.'s segments are: The community bank and CCBX. The primary focus of the community bank is on providing a range of banking products and services to consumers and small to medium sized businesses. The CCBX segment provides banking as a service that allows Co.'s broker-dealer and digital financial service partners to provide their customers banking services. Co. focuses primarily on commercial lending, with an emphasis on commercial real estate in the community bank. Co. provides a variety of loans to business owners, including commercial and industrial loans and commercial real estate loans secured by owner-occupied commercial properties.
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|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
38,030 |
| Total Buy Value |
$0 |
$0 |
$0 |
$1,427,138 |
| Total People Bought |
0 |
0 |
0 |
4 |
| Total Buy Transactions |
0 |
0 |
0 |
5 |
| Total Shares Sold |
12,593 |
13,629 |
33,629 |
143,364 |
| Total Sell Value |
$547,390 |
$586,759 |
$1,490,759 |
$6,796,874 |
| Total People Sold |
2 |
3 |
4 |
7 |
| Total Sell Transactions |
3 |
6 |
7 |
35 |
| End Date |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Tisdel Gregory A |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
9,593 |
|
- |
|
| Skotdal Andrew P |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
9,253 |
|
- |
|
| Klee Stephan |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
617 |
|
- |
|
| Adams Christopher D |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
19,092 |
|
- |
|
| Keithley Russ A |
Chief Lending Officer |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
3,470 |
3,470 |
|
- |
|
| Lane Thomas D |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
92,739 |
|
- |
|
| Sprink Eric M |
President & CEO |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
18,636 |
32,762 |
|
- |
|
| Haugen John M Jr |
Director |
• • – |
2020-02-03 |
4 |
A |
$0.00 |
$0 |
D/D |
281 |
89,103 |
|
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• • – |
2019-11-05 |
4 |
B |
$15.56 |
$24,896 |
I/I |
1,600 |
1,600 |
1.99 |
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• • – |
2019-08-20 |
4 |
B |
$14.76 |
$36,983 |
I/I |
2,500 |
25,000 |
1.99 |
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• • – |
2019-08-15 |
4 |
B |
$14.72 |
$14,725 |
I/I |
1,000 |
22,500 |
1.99 |
- |
|
| Dale Andrew R |
Director |
• • – |
2019-06-10 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,496,506) |
0 |
|
- |
|
| Dale Andrew R |
Director |
• • – |
2019-06-10 |
4 |
A |
$0.00 |
$0 |
I/I |
74,210 |
74,156 |
|
- |
|
| Dale Andrew R |
Director |
• • – |
2019-06-10 |
4 |
A |
$0.00 |
$0 |
D/D |
59,860 |
59,860 |
|
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• • – |
2019-05-23 |
4 |
B |
$15.75 |
$15,800 |
I/I |
1,000 |
1,500 |
1.99 |
- |
|
| Dickson John J |
Chief Operations Officer |
• • – |
2019-03-25 |
4 |
OE |
$5.50 |
$17,060 |
D/D |
2,600 |
24,400 |
|
- |
|
| Edwards Joel G |
Chief Financial Officer |
• • – |
2019-03-14 |
4 |
OE |
$4.25 |
$10,700 |
D/D |
2,400 |
15,160 |
|
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• • – |
2019-03-12 |
4 |
B |
$17.00 |
$8,500 |
I/I |
500 |
500 |
1.99 |
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• – – |
2019-02-25 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
4,000 |
|
- |
|
| Lee Daniel J |
EVP & Chief Credit & Risk Off. |
• – – |
2019-02-25 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
20,000 |
|
- |
|
| Haugen John M Jr |
Director |
• • – |
2019-01-22 |
4 |
A |
$0.00 |
$0 |
I/I |
336 |
2,179 |
|
- |
|
| Adams Christopher D |
Director |
• • – |
2019-01-22 |
4 |
A |
$0.00 |
$0 |
I/I |
336 |
1,811 |
|
- |
|
| Tisdel Gregory A |
Director |
• • – |
2019-01-22 |
4 |
A |
$0.00 |
$0 |
I/I |
336 |
2,179 |
|
- |
|
| Hovde Steven D |
Director |
• • – |
2019-01-22 |
4 |
A |
$0.00 |
$0 |
I/I |
336 |
2,179 |
|
- |
|
| Lane Thomas D |
Director |
• • – |
2019-01-22 |
4 |
A |
$0.00 |
$0 |
I/I |
336 |
336 |
|
- |
|
211 Records found
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Page 8 of 9 |
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