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 | 73,476 | reported | 30 May 2025 | tx 8+74,983−1,507 |
| First Northwest Bancorp | 54,770 | reported | 06 Feb 2026 | tx 2+54,770 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Feb 2026 | PURCHASE | First Northwest Bancorp | 4,770 | 10.41 USD | |
| 30 Sept 2025 | GRANT_AWARD | First Northwest Bancorp | 50,000 | 7.87 USD | |
| 30 May 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 581 | 87.89 USD | |
| 05 Feb 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 488 | 88.90 USD | |
| 05 Feb 2025 | GRANT_AWARD | COASTAL FINANCIAL CORP | 2,476 | 0.00 USD | |
| 27 Jan 2025 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 438 | 84.38 USD | |
| 05 Feb 2024 | GRANT_AWARD | COASTAL FINANCIAL CORP | 7,068 | 0.00 USD | |
| 25 Jan 2023 | GRANT_AWARD | COASTAL FINANCIAL CORP | 5,439 | 0.00 USD | |
| 01 Jun 2022 | GRANT_AWARD | COASTAL FINANCIAL CORP | 7,000 | 0.00 USD | |
| 01 Jun 2022 | GRANT_AWARD | COASTAL FINANCIAL CORP | 53,000 | 0.00 USD |