| |
| |
|
| Insider
Information: |
Rexroad Jerry L |
| Relationship: |
Executive Vice Preside... |
| City: |
|
| State: |
|
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
124,705 |
|
|
Indirect Shares
|
13,617 |
|
|
| Direct
Value |
$3,879,573 |
|
|
|
Indirect Value
|
$423,625 |
|
|
| Total
Shares |
138,322 |
|
|
| Total
Value |
$4,303,197 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
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 |
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-11-24 |
4 |
S |
$30.90 |
$468,250 |
D/D |
(15,000) |
164,392 |
0 |
% |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-07 |
4 |
OE |
$5.44 |
$84,402 |
D/D |
15,508 |
44,337 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-15 |
4 |
OE |
$3.12 |
$50,644 |
D/D |
16,232 |
48,475 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-20 |
4 |
S |
$16.64 |
$303,010 |
D/D |
(18,110) |
24,135 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-06-05 |
4 |
S |
$32.10 |
$784,722 |
D/D |
(24,447) |
234,392 |
0 |
% |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-21 |
4 |
OE |
$5.33 |
$140,752 |
D/D |
26,400 |
50,535 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-05-01 |
4 |
D |
$0.00 |
$0 |
I/I |
(27,296) |
0 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2021-02-19 |
4 |
S |
$36.24 |
$1,089,809 |
D/D |
(30,072) |
128,416 |
0 |
% |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-11-17 |
4 |
S |
$30.32 |
$1,216,690 |
D/D |
(40,000) |
184,392 |
0 |
% |
|
| CARO |
Carolina Financial Corp |
PRESIDENT & CHIEF EXECUTIVE OF |
• • – |
2018-06-06 |
4 |
S |
$42.25 |
$2,053,350 |
D/D |
(48,600) |
239,705 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-05-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(58,737) |
0 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(244,752) |
0 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Director |
• • – |
2020-05-04 |
4 |
A |
$0.00 |
$0 |
D/D |
270,977 |
270,977 |
0 |
- |
|
238 Records found
|
|
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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|
