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Insider Information:   Delorier Rilla S
Relationship:  
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   45,404    

Indirect Shares

  0      
Direct Value   $885,181    

Indirect Value

  $0      
Total Shares   45,404      
Total Value   $885,181      


Umpqua Holdings Corp
 $445,650 Coastal Financial Corp
 $195,761 Atlantic Union Bankshares Corp
 $123,952 Wisdomtree Investments, Inc
 $119,818 Umpqua Holdings Corp
 $445,650 Coastal Financial Corp
 $195,761 Atlantic Union Bankshares Corp
 $123,952 Wisdomtree Investments, Inc
 $119,818
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Umpqua Holdings Corp UMPQ Former EVP 2020-08-07 25,235 2017-04-19 0    Premium*  
            Coastal Financial Corp CCB Director 2024-05-30 4,416 2020-11-06 0    Premium*  
            Atlantic Union Bankshares Corp AUB 2024-04-01 3,925 2022-07-01 0    Premium*  
            Wisdomtree Investments, Inc WETF 2023-08-18 11,828 2023-08-18 0    Premium*  
* Premium Members only  

Records found :    27         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UMPQ Umpqua Holdings Corp Former EVP   •       •      –    2020-08-07 4 D $0.00 $0 D/D (81,365) 25,235 0 -
WETF Wisdomtree Investments, I...   –       •      –    2023-08-18 4 A $0.00 $0 D/D 11,828 11,828 0 -

  27  Records found
  1   2     
  Page 2 of 2  
 
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