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Insider Information:   Delorier Rilla S
Relationship:  
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   45,490    

Indirect Shares

  509      
Direct Value   $898,619    

Indirect Value

  $35,111      
Total Shares   45,999      
Total Value   $933,730      


Suntrust Banks Inc
 $100,780 Umpqua Holdings Corp
 $445,650 Coastal Financial Corp
 $118,295 Atlantic Union Bankshares Corp
 $128,034 Wisdomtree Investments, Inc
 $105,861 Suntrust Banks Inc
 $100,780 Umpqua Holdings Corp
 $445,650 Coastal Financial Corp
 $118,295 Atlantic Union Bankshares Corp
 $128,034 Wisdomtree Investments, Inc
 $105,861
 


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  
            Suntrust Banks Inc STI Executive Vice Preside... 2014-11-06 1,461 2014-11-06 509    Premium*  
            Umpqua Holdings Corp UMPQ Former EVP 2020-08-07 25,235 2017-04-19 0    Premium*  
            Coastal Financial Corp CCB Director 2023-05-30 3,041 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 :    25         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
AUB Atlantic Union Bankshares...   –       •      –    2024-04-01 4 A $0.00 $0 D/D 460 3,925 0 -
AUB Atlantic Union Bankshares...   –       •      –    2024-01-02 4 A $0.00 $0 D/D 445 3,432 0 -
AUB Atlantic Union Bankshares...   –       •      –    2023-10-02 4 A $0.00 $0 D/D 521 2,902 0 -
WETF Wisdomtree Investments, I...   –       •      –    2023-08-18 4 A $0.00 $0 D/D 11,828 11,828 0 -
AUB Atlantic Union Bankshares...   –       •      –    2023-07-03 4 A $0.00 $0 D/D 578 2,381 0 -
CCB Coastal Financial Corp Director   –       •      –    2023-05-30 4 A $0.00 $0 D/D 1,283 3,041 0 -
AUB Atlantic Union Bankshares...   –       •      –    2023-01-03 4 A $0.00 $0 D/D 427 1,375 0 -
AUB Atlantic Union Bankshares...   –       •      –    2022-10-03 4 A $0.00 $0 D/D 494 936 0 -
AUB Atlantic Union Bankshares...   –       •      –    2022-07-01 4 A $0.00 $0 D/D 442 442 0 -
CCB Coastal Financial Corp Director   •       •      –    2022-05-24 4 A $0.00 $0 D/D 939 1,758 0 -
CCB Coastal Financial Corp Director   •       •      –    2021-05-24 4 A $0.00 $0 D/D 490 819 0 -
CCB Coastal Financial Corp Director   •       •      –    2020-11-06 4 A $0.00 $0 D/D 329 329 0 -
UMPQ Umpqua Holdings Corp Former EVP   •       •      –    2020-08-07 4 D $0.00 $0 D/D (81,365) 25,235 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-04-17 4 D $11.04 $13,138 D/D (1,190) 106,600 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-03-02 4 A $16.12 $599,986 D/D 37,220 107,790 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-02-25 4 D $16.90 $46,238 D/D (2,736) 70,570 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-02-25 4 A $16.90 $3,059 D/D 181 73,306 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-02-04 4 A $0.00 $0 D/D 480 73,125 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-02-04 4 D $16.90 $75,119 D/D (4,408) 72,645 0 -
UMPQ Umpqua Holdings Corp EVP/Chief Strategy Officer   •       •      –    2020-02-03 4 D $17.08 $17,712 D/D (1,037) 77,053 0 -
UMPQ Umpqua Holdings Corp EVP, Chief Strategy Officer   •       •      –    2019-04-18 4 D $17.10 $20,982 D/D (1,227) 78,090 0 -
UMPQ Umpqua Holdings Corp EVP, Chief Strategy Officer   •       •      –    2019-02-04 4 A $17.90 $599,954 D/D 33,517 79,317 0 -
UMPQ Umpqua Holdings Corp EVP, Chief Strategy Officer   •       •      –    2019-02-04 4 D $17.90 $19,046 D/D (1,064) 45,800 0 -
UMPQ Umpqua Holdings Corp EVP, Chief Strategy Officer   •       –      –    2018-04-19 4 D $23.07 $28,215 D/D (1,223) 46,864 0 -
UMPQ Umpqua Holdings Corp EVP, Chief Strategy Officer   •       –      –    2018-02-02 4 A $0.00 $0 D/D 20,587 48,087 0 -

  25  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