Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NATIONAL ATLANTIC HOLDINGS CORP | 1,853,106 | reported | 02 Jun 2006 | tx 42+588,149 |
| COASTAL FINANCIAL CORP | 1,717,293 | reported | 26 May 2026 | tx 23+38,172−18,500 |
| EPLUS INC | 1,236,570 | reported | 10 Aug 2006 | tx 5+28,983 |
| Great Wolf Resorts, Inc. | 149,708 | reported | 01 Apr 2009 | tx 2+29,397 |
| CARROLLTON BANCORP | 0 | reported | 13 Apr 2018 | tx 3+1,325−1,187,291 |
| Owens Realty Mortgage, Inc. | 0 | reported | 29 Mar 2019 | tx 1−6,515 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,333 | 0.00 USD | |
| 10 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,500 | 116.00 USD | |
| 10 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,500 | 118.50 USD | |
| 09 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,500 | 115.50 USD | |
| 05 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,000 | 112.50 USD | |
| 05 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,611 | 112.00 USD | |
| 08 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,500 | 114.50 USD | |
| 08 Dec 2025 | SALE | COASTAL FINANCIAL CORP | 1,500 | 113.50 USD | |
| 28 May 2025 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,090 | 0.00 USD | |
| 19 Sept 2024 | SALE | COASTAL FINANCIAL CORP | 2,050 | 53.51 USD | |
| 20 Sept 2024 | SALE | COASTAL FINANCIAL CORP | 339 | 53.89 USD | |
| 29 Aug 2024 | SALE | COASTAL FINANCIAL CORP | 944 | 53.50 USD | |
| 30 Aug 2024 | SALE | COASTAL FINANCIAL CORP | 1,556 | 53.50 USD | |
| 26 Aug 2024 | SALE | COASTAL FINANCIAL CORP | 2,003 | 53.26 USD | |
| 28 Aug 2024 | SALE | COASTAL FINANCIAL CORP | 1,497 | 53.00 USD | |
| 30 May 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,604 | 0.00 USD | |
| 30 May 2023 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,425 | 0.00 USD | |
| 14 Mar 2023 | PURCHASE | COASTAL FINANCIAL CORP | 30,000 | 37.71 USD | first after silence |
| 24 May 2022 | GRANT_AWARD | COASTAL FINANCIAL CORP | 939 | 0.00 USD | |
| 24 May 2021 | GRANT_AWARD | COASTAL FINANCIAL CORP | 490 | 0.00 USD | |
| 26 Oct 2020 | GRANT_AWARD | COASTAL FINANCIAL CORP | 674 | 0.00 USD | |
| 03 Feb 2020 | GRANT_AWARD | COASTAL FINANCIAL CORP | 281 | 0.00 USD | |
| 29 Mar 2019 | OTHER | Owens Realty Mortgage, Inc. | 6,515 | — | |
| 22 Jan 2019 | GRANT_AWARD | COASTAL FINANCIAL CORP | 336 | 0.00 USD | |
| 13 Apr 2018 | OTHER | CARROLLTON BANCORP | 1,325 | — |
1 purchase reported after at least 12 months of silence — most recent on 14 Mar 2023.