| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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 9 of 10
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2023-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
6,343 |
124,705 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-01-30 |
4 |
S |
$16.00 |
$108,808 |
D/D |
(6,800) |
33,360 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2022-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
6,892 |
128,085 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2016-01-20 |
4 |
A |
$0.00 |
$0 |
D/D |
6,957 |
306,156 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2004-01-26 |
4 |
OE |
$2.94 |
$20,595 |
D/D |
7,000 |
8,000 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2005-11-10 |
4 |
OE |
$3.62 |
$25,337 |
D/D |
7,000 |
18,037 |
|
- |
|
| 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 |
• – – |
2006-01-04 |
4 |
OE |
$4.28 |
$35,066 |
D/D |
7,000 |
23,371 |
|
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-12 |
4 |
S |
$16.28 |
$122,565 |
D/D |
(7,500) |
45,987 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President & CEO |
• • – |
2016-04-25 |
4 |
D |
$17.94 |
$135,555 |
D/D |
(7,556) |
302,600 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-30 |
4 |
OE |
$5.33 |
$42,652 |
D/D |
8,000 |
59,565 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-13 |
4 |
S |
$16.39 |
$141,310 |
D/D |
(8,584) |
37,403 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2017-04-25 |
4 |
D |
$29.77 |
$280,791 |
D/D |
(9,432) |
289,132 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-04-27 |
4 |
S |
$16.08 |
$152,247 |
D/D |
(9,438) |
70,851 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-03-19 |
4 |
OE |
$3.89 |
$41,994 |
D/D |
9,449 |
54,465 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2021-03-11 |
4 |
S |
$39.84 |
$398,343 |
D/D |
(9,998) |
121,193 |
0 |
% |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-02-05 |
4 |
OE |
$5.44 |
$54,425 |
D/D |
10,000 |
35,265 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-06-08 |
4 |
S |
$32.20 |
$322,000 |
D/D |
(10,000) |
224,392 |
0 |
% |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-01-24 |
4 |
OE |
$3.73 |
$39,477 |
D/D |
10,357 |
40,260 |
0 |
- |
|
| CARO |
Carolina Financial Corp |
President and CEO |
• • – |
2020-05-01 |
4 |
D |
$0.00 |
$0 |
I/I |
(11,040) |
0 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-04-27 |
4 |
OE |
$4.67 |
$57,636 |
D/D |
11,724 |
80,289 |
0 |
- |
|
| CFCP |
Coastal Financial Corp |
EVP/CFO |
• – – |
2007-04-30 |
4 |
S |
$16.06 |
$195,471 |
D/D |
(12,114) |
58,737 |
0 |
- |
|
| UBSI |
United Bankshares Inc |
Executive Vice President |
• • – |
2020-06-03 |
4 |
GD |
$28.56 |
$346,661 |
D/D |
12,138 |
258,839 |
0 |
- |
|
| 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 |
• – – |
2007-02-12 |
4 |
OE |
$3.12 |
$46,800 |
D/D |
15,000 |
53,487 |
0 |
- |
|
238 Records found
|
|
Page 9 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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