| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| COASTAL FINANCIAL CORP | President - Community Bank Div | Common Stock | 73.5K | $6.46M | $87.89 | 30 May 2025 | Direct |
| First Northwest Bancorp | President / CEO, Director | Common Stock | 50K | $394K | $7.87 | 30 Sep 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FNWB | First Northwest Bancorp | 30 Sep 2025 | 1 | $394K | 4 | President / CEO, Director | 01 Oct 2025, 13:44 |
| FNWB | First Northwest Bancorp | 17 Sep 2025 | 0 | $0 | 3 | President / CEO, Director | 18 Sep 2025, 14:54 |
| CCB | COASTAL FINANCIAL CORP | 30 May 2025 | 1 | -$51.1K | 4 | President - Community Bank Div | 02 Jun 2025, 19:36 |
| CCB | COASTAL FINANCIAL CORP | 05 Feb 2025 | 2 | -$43.4K | 4 | President - Community Bank Div | 07 Feb 2025, 17:37 |
| CCB | COASTAL FINANCIAL CORP | 27 Jan 2025 | 1 | -$37K | 4 | President - Community Bank Div | 29 Jan 2025, 14:09 |
| CCB | COASTAL FINANCIAL CORP | 05 Feb 2024 | 1 | $0 | 4 | President | 07 Feb 2024, 16:08 |
| CCB | COASTAL FINANCIAL CORP | 25 Jan 2023 | 1 | $0 | 4 | President | 26 Jan 2023, 19:25 |
| CCB | COASTAL FINANCIAL CORP | 01 Jun 2022 | 2 | $0 | 4 | President | 02 Jun 2022, 19:09 |
| CCB | COASTAL FINANCIAL CORP | 01 Jun 2022 | 0 | $0 | 3 | President | 02 Jun 2022, 19:04 |