| |
| |
|
| 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 5 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 |
• – – |
2004-03-05 |
4 |
S |
$17.50 |
$30,945 |
D/D |
(1,750) |
4,250 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-03-05 |
4/A |
S |
$17.50 |
$31,218 |
D/D |
(1,765) |
4,235 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-08-19 |
4 |
S |
$14.99 |
$27,216 |
D/D |
(1,800) |
1,964 |
|
- |
|
| 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 |
• – – |
2004-08-10 |
4 |
S |
$14.95 |
$27,000 |
D/D |
(1,800) |
3,689 |
|
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2019-03-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,800 |
243,811 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-11-10 |
4 |
A |
$0.00 |
$0 |
I/I |
1,803 |
19,843 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-01-06 |
4 |
A |
$0.00 |
$0 |
I/I |
1,821 |
20,040 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-03-10 |
4 |
A |
$0.00 |
$0 |
I/I |
1,877 |
20,655 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-06-10 |
4 |
S |
$14.90 |
$27,979 |
D/D |
(1,877) |
5,589 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-20 |
4 |
S |
$15.69 |
$29,891 |
D/D |
(1,900) |
52,565 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-01-31 |
4 |
S |
$16.35 |
$32,316 |
D/D |
(1,970) |
8,374 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-01-18 |
4 |
OE |
$4.13 |
$8,149 |
D/D |
1,972 |
9,583 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2006-09-08 |
4 |
A |
$0.00 |
$0 |
I/I |
1,984 |
21,827 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-09-09 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,000 |
2,159 |
|
- |
|
| 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 |
• – – |
2005-03-25 |
4 |
OE |
$3.98 |
$7,963 |
D/D |
2,000 |
15,334 |
|
- |
|
| 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 |
• – – |
2005-05-13 |
4 |
OE |
$3.98 |
$7,963 |
D/D |
2,000 |
12,334 |
|
- |
|
| 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 |
EVP/CFO |
• – – |
2005-11-16 |
4 |
OE |
$3.62 |
$7,239 |
D/D |
2,000 |
17,434 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-16 |
4 |
S |
$16.68 |
$33,360 |
D/D |
(2,000) |
42,245 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-22 |
4 |
S |
$16.75 |
$33,500 |
D/D |
(2,000) |
48,535 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-15 |
4 |
S |
$15.49 |
$31,040 |
D/D |
(2,000) |
50,703 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2019-02-15 |
4 |
D |
$36.15 |
$73,818 |
D/D |
(2,042) |
245,611 |
0 |
- |
|
238 Records found
|
|
Page 5 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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