Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RAINIER PACIFIC FINANCIAL GROUP INC | 13,922 | reported | 18 Dec 2008 | tx 16+122,500−62,500 |
| COASTAL FINANCIAL CORP | 11,462 | reported | 26 Jan 2026 | tx 55+57,867−73,365 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 1,300 | 111.34 USD | |
| 18 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 9,425 | 114.67 USD | |
| 15 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 5,000 | 108.91 USD | |
| 17 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 5,000 | 110.05 USD | |
| 16 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 4,000 | 107.90 USD | |
| 12 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 2,000 | 110.59 USD | |
| 10 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 2,000 | 110.96 USD | |
| 11 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 3,000 | 111.71 USD | |
| 18 Jun 2025 | EXERCISE | COASTAL FINANCIAL CORP | 1,800 | 7.20 USD | |
| 18 Jun 2025 | EXERCISE | COASTAL FINANCIAL CORP | 1,800 | 0.00 USD | deriv |
| 16 May 2025 | SALE | COASTAL FINANCIAL CORP | 3,128 | 88.44 USD | |
| 05 Feb 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 419 | 88.90 USD | |
| 05 Feb 2025 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,424 | 0.00 USD | |
| 03 Feb 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 176 | 88.40 USD | |
| 27 Jan 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 1,303 | 84.38 USD | |
| 24 May 2024 | SALE | COASTAL FINANCIAL CORP | 11,380 | 43.41 USD | |
| 23 May 2024 | SALE | COASTAL FINANCIAL CORP | 1,034 | 44.45 USD | |
| 12 Mar 2024 | EXERCISE | COASTAL FINANCIAL CORP | 800 | 5.50 USD | |
| 12 Mar 2024 | EXERCISE | COASTAL FINANCIAL CORP | 800 | 0.00 USD | deriv |
| 05 Feb 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 4,270 | 0.00 USD | |
| 14 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 1,200 | 6.25 USD | |
| 14 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 5.50 USD | |
| 14 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 1,200 | 7.20 USD | |
| 14 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 400 | 5.50 USD | deriv |
| 14 Mar 2023 | EXERCISE | COASTAL FINANCIAL CORP | 1,200 | 6.25 USD | deriv |