Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COASTAL FINANCIAL CORP | 31,649 | reported | 02 Mar 2023 | tx 71+29,853−26,904 |
| FRONTIER FINANCIAL CORP /WA/ | 0 | reported | 27 Apr 2010 | tx 68+752,365−104,809 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 650 | 14.91 USD | |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 7.10 USD | |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 6.50 USD | |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 6.25 USD | |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 7.20 USD | |
| 02 Mar 2023 | GIFT | COASTAL FINANCIAL CORP | 1,500 | 45.30 USD | |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 650 | 0.00 USD | deriv |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 02 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 22 Nov 2022 | SALE | COASTAL FINANCIAL CORP | 793 | 48.25 USD | |
| 22 Nov 2022 | SALE | COASTAL FINANCIAL CORP | 800 | 48.50 USD | |
| 15 Nov 2022 | SALE | COASTAL FINANCIAL CORP | 890 | 48.76 USD | |
| 09 Sept 2022 | SALE | COASTAL FINANCIAL CORP | 1,021 | 40.64 USD | |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 6.50 USD | |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 5.50 USD | |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 6.25 USD | |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 18 Mar 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 0.00 USD | deriv |
| 25 Jan 2022 | GRANT_AWARD | COASTAL FINANCIAL CORP | 2,177 | 0.00 USD | |
| 24 Jan 2022 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 7.10 USD | |
| 24 Jan 2022 | EXERCISE | COASTAL FINANCIAL CORP | 650 | 14.91 USD | |
| 24 Jan 2022 | EXERCISE | COASTAL FINANCIAL CORP | 650 | 0.00 USD | deriv |