| |
| |
|
| 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 7 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 and CEO |
• • – |
2014-07-10 |
4 |
A |
$0.00 |
$0 |
D/D |
2,908 |
120,673 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-02-17 |
4 |
S |
$16.10 |
$47,649 |
D/D |
(2,950) |
5,050 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-01-31 |
4 |
S |
$16.00 |
$48,001 |
D/D |
(2,995) |
30,365 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-11-25 |
4 |
OE |
$2.94 |
$8,832 |
D/D |
3,000 |
3,000 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-08-26 |
4 |
OE |
$2.43 |
$7,295 |
D/D |
3,000 |
6,049 |
|
- |
|
| 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 |
• – – |
2007-02-28 |
4 |
OE |
$4.67 |
$14,009 |
D/D |
3,000 |
46,803 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2007-03-02 |
4 |
OE |
$4.67 |
$14,009 |
D/D |
3,000 |
49,803 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-12 |
4 |
OE |
$4.67 |
$14,009 |
D/D |
3,000 |
49,803 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-13 |
4 |
OE |
$4.67 |
$14,009 |
D/D |
3,000 |
52,703 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2016-08-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
295,600 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2019-12-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
239,947 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-16 |
4 |
OE |
$3.62 |
$10,982 |
D/D |
3,034 |
17,371 |
|
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2021-03-11 |
4 |
GD |
$39.78 |
$135,252 |
D/D |
3,400 |
131,191 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-01-21 |
4 |
D |
$29.25 |
$99,509 |
D/D |
(3,402) |
295,505 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-09 |
4 |
S |
$16.20 |
$55,724 |
D/D |
(3,424) |
38,487 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-12-23 |
4 |
OE |
$4.55 |
$15,911 |
D/D |
3,500 |
7,611 |
|
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,501 |
299,006 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-05 |
4 |
OE |
$3.62 |
$14,478 |
D/D |
4,000 |
14,837 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-08 |
4 |
OE |
$4.28 |
$17,106 |
D/D |
4,000 |
17,437 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-04-11 |
4 |
OE |
$5.33 |
$21,326 |
D/D |
4,000 |
63,565 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2016-03-16 |
4 |
A |
$0.00 |
$0 |
D/D |
4,000 |
310,156 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2016-08-12 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,000 |
298,600 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRESIDENT & CEO |
• • – |
2017-09-05 |
4 |
GD |
$34.01 |
$136,040 |
D/D |
4,000 |
285,132 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-11-29 |
4 |
OE |
$4.55 |
$18,456 |
D/D |
4,060 |
5,611 |
|
- |
|
238 Records found
|
|
Page 7 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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