| |
| |
|
| 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* |
|
|
|
|
|
|
|
|
|
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|
Records found :
238 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 10
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-11-07 |
4 |
S |
$16.75 |
$8,375 |
I/I |
(500) |
18,778 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-08-21 |
4 |
S |
$15.85 |
$7,957 |
D/D |
(502) |
162 |
|
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2015-07-22 |
4 |
A |
$0.00 |
$0 |
D/D |
510 |
299,199 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2019-01-24 |
4 |
D |
$33.87 |
$17,274 |
D/D |
(510) |
244,155 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-05-13 |
4 |
S |
$15.02 |
$7,860 |
D/D |
(523) |
10,135 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-06-08 |
4 |
S |
$14.88 |
$7,872 |
D/D |
(529) |
8,544 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-12-02 |
4 |
S |
$17.64 |
$10,584 |
D/D |
(600) |
2,400 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-08-05 |
4 |
S |
$14.21 |
$9,947 |
D/D |
(700) |
2,390 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-12-05 |
4 |
D |
$17.40 |
$12,180 |
D/D |
(700) |
1,700 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-12-08 |
4 |
S |
$17.40 |
$12,180 |
D/D |
(700) |
1,000 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-06-21 |
4 |
S |
$14.90 |
$10,430 |
D/D |
(700) |
10,407 |
|
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2020-01-24 |
4 |
D |
$41.56 |
$29,882 |
D/D |
(719) |
237,574 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2019-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
747 |
247,653 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-01-06 |
4/A |
A |
$0.00 |
$0 |
D/D |
761 |
10,344 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-06-21 |
4/A |
S |
$14.90 |
$11,518 |
D/D |
(773) |
10,334 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-03-01 |
4 |
S |
$17.02 |
$13,616 |
D/D |
(800) |
6,000 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-03-10 |
4/A |
S |
$15.85 |
$12,680 |
D/D |
(800) |
3,450 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-03-10 |
4 |
S |
$15.01 |
$12,008 |
D/D |
(800) |
3,450 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-11 |
4 |
S |
$13.79 |
$11,032 |
D/D |
(800) |
2,889 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-25 |
4 |
S |
$14.45 |
$11,560 |
D/D |
(800) |
3,049 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-27 |
4 |
S |
$14.37 |
$11,496 |
D/D |
(800) |
5,617 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-06-17 |
4 |
S |
$14.93 |
$11,945 |
D/D |
(800) |
11,907 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-06-20 |
4 |
S |
$15.07 |
$12,056 |
D/D |
(800) |
11,107 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-11-07 |
4 |
S |
$15.30 |
$12,237 |
D/D |
(800) |
10,034 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-05-10 |
4 |
S |
$15.02 |
$12,121 |
D/D |
(807) |
10,334 |
|
- |
|
238 Records found
|
|
Page 2 of 10 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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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