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 | 163,238 | reported | 11 Mar 2026 | tx 142+560,123−739,982 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2026 | GRANT_AWARD | COASTAL FINANCIAL CORP | 4,860 | 0.00 USD | |
| 05 Feb 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 1,730 | 84.97 USD | |
| 03 Feb 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 733 | 89.50 USD | |
| 26 Jan 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 4,764 | 109.70 USD | |
| 26 Jan 2026 | TAX_WITHHOLDING | COASTAL FINANCIAL CORP | 4,312 | 111.34 USD | |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 3,382 | 6.50 USD | |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 1,882 | 6.25 USD | |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 2,854 | 7.10 USD | |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 2,673 | 14.91 USD | |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 2,673 | 0.00 USD | deriv |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 2,854 | 0.00 USD | deriv |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 1,882 | 0.00 USD | deriv |
| 26 Jan 2026 | EXERCISE | COASTAL FINANCIAL CORP | 3,382 | 0.00 USD | deriv |
| 22 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 4,000 | 116.01 USD | |
| 21 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 8,402 | 114.27 USD | |
| 15 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 4,356 | 114.51 USD | |
| 16 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 3,000 | 114.15 USD | |
| 09 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 2,000 | 119.25 USD | |
| 09 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 2,000 | 118.50 USD | |
| 07 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 3,000 | 117.60 USD | |
| 06 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 8,000 | 116.35 USD | |
| 05 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 8,778 | 114.95 USD | |
| 02 Jan 2026 | SALE | COASTAL FINANCIAL CORP | 8,349 | 113.73 USD | |
| 18 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 10,683 | 114.65 USD | |
| 15 Sept 2025 | SALE | COASTAL FINANCIAL CORP | 10,500 | 108.82 USD |