| |
| |
|
| 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 |
$3,936,937 |
|
|
|
Indirect Value
|
$429,889 |
|
|
| Total
Shares |
138,322 |
|
|
| Total
Value |
$4,366,826 |
|
|
|
|
|
|
|
|
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 4 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 |
• – – |
2004-05-07 |
4 |
S |
$14.90 |
$26,820 |
D/D |
(1,800) |
10,658 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-08-30 |
4 |
S |
$15.00 |
$30,002 |
D/D |
(2,000) |
10,834 |
|
- |
|
| 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 |
• – – |
2005-06-20 |
4 |
S |
$15.07 |
$12,056 |
D/D |
(800) |
11,107 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-05-04 |
4 |
S |
$14.94 |
$29,880 |
D/D |
(2,000) |
11,141 |
|
- |
|
| 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 |
• – – |
2005-02-10 |
4 |
OE |
$3.98 |
$11,945 |
D/D |
3,000 |
11,374 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-06-17 |
4 |
S |
$14.93 |
$11,945 |
D/D |
(800) |
11,907 |
|
- |
|
| 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 |
• – – |
2005-05-13 |
4 |
OE |
$3.98 |
$7,963 |
D/D |
2,000 |
12,334 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-05-05 |
4 |
S |
$15.10 |
$3,020 |
D/D |
(200) |
12,458 |
|
- |
|
| UBSI |
United Bankshares Inc |
Director |
• • – |
2020-05-04 |
4 |
A |
$0.00 |
$0 |
I/I |
12,475 |
12,475 |
0 |
- |
|
| 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 |
• – – |
2005-05-26 |
4 |
S |
$15.02 |
$15,020 |
D/D |
(1,000) |
12,707 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-07-29 |
4 |
OE |
$3.98 |
$9,954 |
D/D |
2,500 |
12,834 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-01 |
4 |
S |
$13.64 |
$18,088 |
D/D |
(1,326) |
13,111 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-04-22 |
4 |
S |
$15.06 |
$33,121 |
D/D |
(2,193) |
13,141 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-03-04 |
4 |
S |
$15.30 |
$612 |
D/D |
(40) |
13,334 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-03-01 |
4 |
OE |
$3.98 |
$7,963 |
D/D |
2,000 |
13,374 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-11-22 |
4 |
S |
$13.98 |
$20,991 |
D/D |
(1,500) |
13,434 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-08 |
4 |
S |
$13.55 |
$18,970 |
D/D |
(1,400) |
13,437 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-05-24 |
4 |
OE |
$3.98 |
$9,448 |
D/D |
2,373 |
13,707 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-04-20 |
4 |
OE |
$2.67 |
$13,374 |
D/D |
5,000 |
13,858 |
|
- |
|
| 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 |
• – – |
2005-12-05 |
4 |
OE |
$3.62 |
$14,478 |
D/D |
4,000 |
14,837 |
|
- |
|
238 Records found
|
|
Page 4 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 |
| |
|
|
|
|
|
