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 | 67,341 | reported | 02 Jun 2026 | tx 23+105,417−33,548 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jun 2026 | SALE | COASTAL FINANCIAL CORP | 7,000 | 71.42 USD | 10b5-1 |
| 02 Jun 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 230 | 71.42 USD | 10b5-1 |
| 30 Mar 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 1,792 | 73.73 USD | |
| 11 Mar 2026 | GRANT_AWARD | COASTAL FINANCIAL CORP | 2,714 | 0.00 USD | |
| 03 Mar 2026 | SALE | COASTAL FINANCIAL CORP | 146 | 72.37 USD | |
| 06 Feb 2026 | SALE | COASTAL FINANCIAL CORP | 48 | 88.95 USD | |
| 04 Feb 2026 | SALE | COASTAL FINANCIAL CORP | 171 | 89.67 USD | |
| 31 Dec 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 229 | 114.59 USD | |
| 28 Nov 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 232 | 111.35 USD | |
| 01 Dec 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 6,232 | 113.81 USD | |
| 31 Oct 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 229 | 106.50 USD | |
| 30 Sept 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 228 | 108.17 USD | |
| 15 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 1,708 | 109.10 USD | |
| 29 Aug 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 228 | 114.50 USD | |
| 31 Jul 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 229 | 96.20 USD | |
| 30 Jun 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 228 | 96.87 USD | |
| 30 May 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 14,292 | 87.89 USD | |
| 27 May 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 326 | 88.70 USD | |
| 06 Feb 2025 | GRANT_AWARD | COASTAL FINANCIAL CORP | 669 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 60,000 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 15,000 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 25,000 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 2,034 | 0.00 USD |