Every SEC Form 3/4/5 on record for this filer (CIK 2005790) — 1 issuer, 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 | President of CCBX · Director | 2024-01-05 → 2026-06-02 | 22 | −$948,732 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCB | 2026-06-02 | Sell | 7,000 | $71.42 | $499,940 | 67,571 |
| CCB | 2026-05-01 | Sell | 3,079 | $75.44 | $232,280 | 74,571 |
| CCB | 2026-03-03 | Sell | 146 | $72.37 | $10,566 | 77,186 |
| CCB | 2026-02-06 | Sell | 48 | $88.95 | $4,270 | 77,332 |
| CCB | 2026-02-04 | Sell | 171 | $89.67 | $15,334 | 77,380 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.