| |
| |
|
| 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 |
$4,045,430 |
|
|
|
Indirect Value
|
$441,735 |
|
|
| Total
Shares |
138,322 |
|
|
| Total
Value |
$4,487,166 |
|
|
|
|
|
|
|
|
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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|
|
|
|
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|
|
|
Records found :
238 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 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 |
officerTitle |
• – – |
2005-11-10 |
4/A |
OE |
$3.62 |
$25,337 |
D/D |
7,000 |
17,034 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-01 |
4 |
S |
$13.64 |
$18,088 |
D/D |
(1,326) |
13,111 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-02 |
4 |
S |
$13.67 |
$16,047 |
D/D |
(1,174) |
11,937 |
|
- |
|
| 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 |
• – – |
2005-12-05 |
4 |
S |
$13.73 |
$15,103 |
D/D |
(1,100) |
10,837 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-08 |
4 |
S |
$13.55 |
$18,970 |
D/D |
(1,400) |
13,437 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2005-12-08 |
4 |
OE |
$4.28 |
$17,106 |
D/D |
4,000 |
17,437 |
|
- |
|
| 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 |
officerTitle |
• – – |
2005-12-16 |
4 |
OE |
$3.62 |
$10,982 |
D/D |
3,034 |
17,371 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2006-01-04 |
4 |
OE |
$4.28 |
$35,066 |
D/D |
7,000 |
23,371 |
|
- |
|
| CFCP |
Coastal Financial Corp |
officerTitle |
• – – |
2007-03-02 |
4 |
OE |
$4.67 |
$14,009 |
D/D |
3,000 |
49,803 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-01-20 |
4 |
D |
$28.36 |
$28,729 |
D/D |
(1,013) |
294,587 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-01-21 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,320 |
298,907 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-01-21 |
4 |
D |
$29.25 |
$99,509 |
D/D |
(3,402) |
295,505 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-02-15 |
4 |
A |
$0.00 |
$0 |
D/D |
3,501 |
299,006 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRES & CEO |
• • – |
2017-03-16 |
4 |
S |
$30.27 |
$13,379 |
D/D |
(442) |
298,564 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
PRESIDENT & CEO |
• • – |
2014-05-01 |
4 |
B |
$20.35 |
$30,525 |
I/I |
1,500 |
4,000 |
2.66 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2014-05-07 |
4 |
B |
$20.40 |
$6,120 |
I/I |
300 |
4,300 |
2.58 |
- |
|
| 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 & CEO |
• • – |
2016-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,957 |
306,156 |
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 |
• • – |
2016-04-25 |
4 |
D |
$17.94 |
$135,555 |
D/D |
(7,556) |
302,600 |
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 |
• • – |
2016-08-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
3,000 |
295,600 |
0 |
- |
|
238 Records found
|
|
Page 8 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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