| |
| |
|
| 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 |
|
|
|
|
|
|
|
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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%
|
| |
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|
|
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 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 |
EVP/CFO |
• – – |
2007-02-01 |
4 |
S |
$16.18 |
$66,392 |
D/D |
(4,100) |
26,265 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-15 |
4 |
S |
$16.62 |
$70,461 |
D/D |
(4,230) |
44,245 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
D/D |
(4,276) |
244,752 |
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 |
President and CEO |
• • – |
2020-05-01 |
4 |
OE |
$16.56 |
$73,675 |
D/D |
4,449 |
249,028 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-09-02 |
4 |
OE |
$2.43 |
$10,874 |
D/D |
4,472 |
10,089 |
|
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2020-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
4,526 |
245,468 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-23 |
4 |
S |
$16.62 |
$79,051 |
D/D |
(4,732) |
43,803 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2018-01-24 |
4 |
A |
$0.00 |
$0 |
D/D |
4,816 |
290,486 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-06 |
4 |
S |
$16.25 |
$79,008 |
D/D |
(4,862) |
30,403 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2019-01-23 |
4 |
A |
$0.00 |
$0 |
D/D |
4,960 |
244,665 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2003-08-11 |
4 |
OE |
$3.24 |
$16,182 |
D/D |
5,000 |
5,090 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-02-26 |
4 |
OE |
$2.94 |
$14,711 |
D/D |
5,000 |
6,800 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-04-13 |
4 |
OE |
$2.67 |
$13,374 |
D/D |
5,000 |
8,858 |
|
- |
|
| 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 |
EVP/CFO |
• – – |
2004-08-13 |
4 |
OE |
$2.43 |
$12,158 |
D/D |
5,000 |
7,649 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-04-26 |
4 |
OE |
$4.67 |
$23,349 |
D/D |
5,000 |
68,565 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-11-18 |
4 |
S |
$30.90 |
$154,500 |
D/D |
(5,000) |
179,392 |
0 |
% |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-14 |
4 |
S |
$16.58 |
$85,757 |
D/D |
(5,160) |
32,243 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-19 |
4 |
S |
$15.52 |
$88,691 |
D/D |
(5,687) |
51,082 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-12-09 |
4 |
GD |
$31.21 |
$184,264 |
D/D |
5,904 |
158,488 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2006-12-22 |
4 |
OE |
$3.89 |
$23,326 |
D/D |
6,000 |
29,903 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2021-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
6,175 |
134,591 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Executive Of |
• • – |
2020-01-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,267 |
243,841 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & Chief Exec Officer |
• • – |
2015-01-21 |
4 |
A |
$0.00 |
$0 |
D/D |
6,295 |
247,641 |
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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