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Insider Information:   Lee Daniel J
Relationship:   EVP & Chief Credit & R...
City:   Bend
State:   OR
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   6,808    

Indirect Shares

   30,642      
Direct Value   $301,799    

Indirect Value

   $1,358,360      
Total Shares   37,450      
Total Value   $1,660,159      


Coastal Financial Corp $301,799 Coastal Financial Corp $301,799
 


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  
            Cascade Bancorp CACB EVP/CCO 2017-05-30 0 2017-05-30 0    Premium*  
            Coastal Financial Corp CCB EVP & Chief Credit & R... 2020-02-03 6,808 2019-11-05 30,642    Premium*  
* Premium Members only  

Records found :    23         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2020-02-03 4 A $0.00 $0 D/D 2,808 6,808 0 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2019-11-05 4 B $15.56 $24,896 I/I 1,600 1,600 1.99 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2019-08-20 4 B $14.76 $36,983 I/I 2,500 25,000 1.99 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2019-08-15 4 B $14.72 $14,725 I/I 1,000 22,500 1.99 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2019-05-23 4 B $15.75 $15,800 I/I 1,000 1,500 1.99 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       •      –    2019-03-12 4 B $17.00 $8,500 I/I 500 500 1.99 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       –      –    2019-02-25 3/A IO $0.00 $0 I/I 0 4,000 -
CCB Coastal Financial Corp EVP & Chief Credit & Risk Off.   •       –      –    2019-02-25 3 IO $0.00 $0 D/D 0 20,000 -
CACB Cascade Bancorp EVP/CCO   •       –      –    2017-05-30 4 D $0.00 $0 I/I (7,000) 0 0 -
CACB Cascade Bancorp EVP/CCO   •       –      –    2017-05-30 4 D $0.00 $0 D/D (173,918) 0 0 -
CACB Cascade Bancorp EVP/CCO   •       –      –    2016-05-26 4 A $0.00 $0 D/D 33,453 128,692 0 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-08-29 4/A B $5.11 $23,116 D/D 4,500 66,689 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-08-21 4 B $5.36 $53,941 D/D 10,000 62,192 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-08-20 4 B $5.31 $63,559 D/D 11,954 52,192 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-08-19 4 B $5.20 $15,947 D/D 3,046 40,238 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-06-11 4 B $4.85 $33,950 I/I 7,000 7,000 1.99 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-06-11 4 A $0.00 $0 D/D 33,046 85,978 0 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-05-29 4 B $5.11 $23,116 D/D 4,500 66,689 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-05-29 4 B $4.33 $45,465 D/D 10,500 37,329 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-05-29 4/A B $4.31 $32,460 D/D 7,500 32,693 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2014-05-22 4/A B $4.17 $99,462 D/D 22,852 52,545 2.74 -
CACB Cascade Bancorp EVP-Chief Credit Officer   •       –      –    2013-06-27 4 A $5.78 $100,000 D/D 17,301 22,193 0 -
CACB Cascade Bancorp Chief Credit Officer   •       –      –    2012-05-14 4 A $5.11 $24,998 D/D 4,892 4,892 0 -
  23  Records found
  1     
  Page 1 of 1  
 
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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