Every SEC Form 3/4/5 on record for this filer (CIK 1019966) — 3 issuers, 26 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CCB | COASTAL FINANCIAL CORP | Director | 2018-07-17 → 2026-05-28 | 17 | −$476,367 |
| ORM | Owens Realty Mortgage, Inc. | Director · lapsed | 2018-07-27 → 2019-03-29 | 2 | — |
| BYBK | BAY BANCORP, INC. | Director · lapsed | 2016-06-30 → 2018-04-16 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCB | 2025-12-10 | Sell | 1,500 | $118.50 | $177,750 | 11,500 |
| CCB | 2025-12-10 | Sell | 1,500 | $116.00 | $174,000 | 13,000 |
| CCB | 2025-12-09 | Sell | 1,500 | $115.50 | $173,250 | 14,500 |
| CCB | 2025-12-08 | Sell | 1,500 | $113.50 | $170,250 | 17,500 |
| CCB | 2025-12-08 | Sell | 1,500 | $114.50 | $171,750 | 16,000 |
| CCB | 2025-12-05 | Sell | 1,611 | $112.00 | $180,432 | 20,000 |
| CCB | 2025-12-05 | Sell | 1,000 | $112.50 | $112,500 | 19,000 |
| CCB | 2024-09-20 | Sell | 339 | $53.89 | $18,269 | 21,611 |
1 of 3 issuers are covered and open a security page; the rest are on file here only.
