| |
| |
|
| 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 |
$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 3 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 & Chief Executive Of |
• • – |
2020-01-23 |
4 |
D |
$41.58 |
$35,509 |
D/D |
(854) |
238,293 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2018-01-23 |
4 |
D |
$39.07 |
$38,640 |
D/D |
(989) |
284,143 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-23 |
4 |
S |
$14.30 |
$14,301 |
D/D |
(1,000) |
3,849 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-11-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000 |
19,219 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-12-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000 |
18,219 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-01-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000 |
19,040 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,000 |
18,040 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-05-23 |
4 |
S |
$15.14 |
$15,143 |
D/D |
(1,000) |
11,334 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-05-26 |
4 |
S |
$15.02 |
$15,020 |
D/D |
(1,000) |
12,707 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-14 |
4 |
S |
$13.64 |
$13,643 |
D/D |
(1,000) |
14,337 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,000 |
16,371 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-02 |
4 |
S |
$16.20 |
$16,200 |
D/D |
(1,000) |
25,265 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-21 |
4 |
S |
$15.72 |
$15,720 |
D/D |
(1,000) |
51,565 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and Chief Executive |
• • – |
2016-11-10 |
4 |
S |
$25.40 |
$25,434 |
I/I |
(1,001) |
0 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-11-10 |
4 |
A |
$0.00 |
$0 |
D/D |
1,003 |
18,037 |
|
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-01-20 |
4 |
D |
$28.36 |
$28,729 |
D/D |
(1,013) |
294,587 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2022-02-22 |
4 |
D |
$36.72 |
$38,299 |
D/D |
(1,043) |
127,042 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-06-07 |
4 |
S |
$14.75 |
$15,757 |
D/D |
(1,062) |
9,073 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-06-09 |
4 |
S |
$14.95 |
$16,116 |
D/D |
(1,078) |
7,466 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-05 |
4 |
S |
$13.73 |
$15,103 |
D/D |
(1,100) |
10,837 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-09-13 |
4 |
S |
$14.35 |
$16,067 |
D/D |
(1,119) |
5,061 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-02 |
4 |
S |
$13.67 |
$16,047 |
D/D |
(1,174) |
11,937 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-04-30 |
4 |
S |
$15.00 |
$18,016 |
D/D |
(1,200) |
12,658 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-16 |
4 |
S |
$14.10 |
$16,980 |
D/D |
(1,200) |
6,449 |
|
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2019-05-01 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,200 |
242,147 |
0 |
- |
|
238 Records found
|
|
Page 3 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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