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 | 85,306 | reported | 26 May 2026 | tx 22+104,874−50,300 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,474 | 0.00 USD | |
| 08 May 2026 | SALE | COASTAL FINANCIAL CORP | 300 | 72.60 USD | |
| 28 May 2025 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,205 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,833 | 0.00 USD | |
| 01 Jun 2023 | GRANT_AWARD | COASTAL FINANCIAL CORP | 143 | 0.00 USD | |
| 30 May 2023 | GRANT_AWARD | COASTAL FINANCIAL CORP | 1,425 | 0.00 USD | |
| 14 Mar 2023 | PURCHASE | COASTAL FINANCIAL CORP | 4,280 | 37.38 USD | |
| 24 May 2022 | GRANT_AWARD | COASTAL FINANCIAL CORP | 939 | 0.00 USD | |
| 09 May 2022 | PURCHASE | COASTAL FINANCIAL CORP | 1,285 | 39.42 USD | |
| 29 Apr 2022 | PURCHASE | COASTAL FINANCIAL CORP | 1,192 | 41.81 USD | |
| 29 Apr 2022 | PURCHASE | COASTAL FINANCIAL CORP | 110 | 41.81 USD | |
| 02 May 2022 | PURCHASE | COASTAL FINANCIAL CORP | 300 | 42.17 USD | |
| 15 Dec 2021 | GIFT | COASTAL FINANCIAL CORP | 50,000 | 42.81 USD | |
| 15 Dec 2021 | GIFT | COASTAL FINANCIAL CORP | 50,000 | 42.81 USD | |
| 17 Dec 2021 | PURCHASE | COASTAL FINANCIAL CORP | 7,407 | 40.50 USD | first after silence |
| 24 May 2021 | GRANT_AWARD | COASTAL FINANCIAL CORP | 490 | 0.00 USD | |
| 26 Oct 2020 | GRANT_AWARD | COASTAL FINANCIAL CORP | 674 | 0.00 USD | |
| 11 Aug 2020 | PURCHASE | COASTAL FINANCIAL CORP | 17,000 | 13.93 USD | first after silence |
| 09 Mar 2020 | GRANT_AWARD | COASTAL FINANCIAL CORP | 7,500 | 15.51 USD | |
| 03 Feb 2020 | GRANT_AWARD | COASTAL FINANCIAL CORP | 281 | 0.00 USD | |
| 22 Jan 2019 | GRANT_AWARD | COASTAL FINANCIAL CORP | 336 | 0.00 USD | |
| 18 Jul 2018 | PURCHASE | COASTAL FINANCIAL CORP | 7,000 | 14.50 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Dec 2021.