| |
| |
|
| Insider
Information: |
Rexroad Jerry L |
| Relationship: |
Executive Vice Preside... |
| City: |
|
| State: |
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| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
124,705 |
|
|
Indirect Shares
|
13,617 |
|
|
| Direct
Value |
$4,045,430 |
|
|
|
Indirect Value
|
$441,735 |
|
|
| Total
Shares |
138,322 |
|
|
| Total
Value |
$4,487,166 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
7
|
|
Stock
price went up :
|
0
|
6
|
| Stock
price went down : |
0
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
6.0
|
| Percentage
Gain/Loss : |
0.0%
|
 74.7%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Coastal Financial Corp |
CFCP |
EVP/CFO |
2007-05-01 |
0 |
2007-05-01 |
0 |
Premium* |
|
|
Carolina Financial Corp |
CARO |
President and CEO, Dir... |
2020-05-01 |
0 |
2020-05-01 |
0 |
Premium* |
|
|
United Bankshares Inc |
UBSI |
Executive Vice Preside... |
2023-02-23 |
124,705 |
2023-02-23 |
13,617 |
Premium* |
|
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Records found :
238 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 10 of 10
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2017-04-25 |
4 |
D |
$29.77 |
$280,791 |
D/D |
(9,432) |
289,132 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2018-01-21 |
4 |
D |
$39.07 |
$51,807 |
D/D |
(1,326) |
289,160 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2018-02-15 |
4 |
D |
$39.66 |
$16,856 |
D/D |
(425) |
288,735 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2018-03-16 |
4 |
D |
$41.58 |
$18,295 |
D/D |
(440) |
288,295 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-03-16 |
4 |
D |
$25.53 |
$11,846 |
D/D |
(464) |
244,579 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(4,276) |
244,752 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(244,752) |
0 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
I/I |
(11,040) |
0 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
OE |
$16.56 |
$73,675 |
D/D |
4,449 |
249,028 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRESIDENT AND CEOOfficer |
• • – |
2014-04-28 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,500 |
|
- |
|
| CARO |
Carolina Financial Corp |
PRESIDENT AND CEOOfficer |
• • – |
2014-04-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
117,765 |
|
- |
|
| CARO |
Carolina Financial Corp |
President and Chief Executive |
• • – |
2016-10-14 |
4 |
A |
$22.21 |
$30 |
I/I |
1 |
1,001 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and Chief Executive |
• • – |
2016-11-10 |
4 |
S |
$25.40 |
$25,434 |
I/I |
(1,001) |
0 |
0 |
- |
|
238 Records found
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Page 10 of 10 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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