Every SEC Form 3/4/5 on record for this filer (CIK 1743650) — 1 issuer, 22 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 | 19 | $894,242 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCB | 2026-05-08 | Sell | 300 | $72.60 | $21,780 | — |
| CCB | 2023-03-14 | Buy | 4,280 | $37.38 | $159,986 | 54,280 |
| CCB | 2022-05-09 | Buy | 1,285 | $39.42 | $50,655 | 78,287 |
| CCB | 2022-05-02 | Buy | 300 | $42.17 | $12,651 | 300 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.