| 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 | May 30, 2025 | Direct |
| First Northwest Bancorp | President / CEO, Director | Common Stock | 50K | $394K | $7.87 | Sep 30, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FNWB | First Northwest Bancorp | Sep 30, 2025 | 1 | $394K | 4 | Oct 1, 2025 | President / CEO, Director |
| FNWB | First Northwest Bancorp | Sep 17, 2025 | 0 | $0 | 3 | Sep 18, 2025 | President / CEO, Director |
| CCB | COASTAL FINANCIAL CORP | May 30, 2025 | 1 | -$51.1K | 4 | Jun 2, 2025 | President - Community Bank Div |
| CCB | COASTAL FINANCIAL CORP | Feb 5, 2025 | 2 | -$43.4K | 4 | Feb 7, 2025 | President - Community Bank Div |
| CCB | COASTAL FINANCIAL CORP | Jan 27, 2025 | 1 | -$37K | 4 | Jan 29, 2025 | President - Community Bank Div |
| CCB | COASTAL FINANCIAL CORP | Feb 5, 2024 | 1 | $0 | 4 | Feb 7, 2024 | President |
| CCB | COASTAL FINANCIAL CORP | Jan 25, 2023 | 1 | $0 | 4 | Jan 26, 2023 | President |
| CCB | COASTAL FINANCIAL CORP | Jun 1, 2022 | 2 | $0 | 4 | Jun 2, 2022 | President |
| CCB | COASTAL FINANCIAL CORP | Jun 1, 2022 | 0 | $0 | 3 | Jun 2, 2022 | President |