| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| COASTAL FINANCIAL CORP | EVP, Chief Risk Officer | Common Stock | 12,219 | $1,086,269 | $88.90 | 06 Feb 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FINW | Finwise Bancorp | 01 Dec 2025 | 0 | $0 | 3 | Officer | 03 Dec 2025, 16:47 |
| CCB | COASTAL FINANCIAL CORP | 06 Feb 2025 | 1 | $0 | 4 | EVP, Chief Risk Officer | 07 Feb 2025, 17:43 |
| CCB | COASTAL FINANCIAL CORP | 06 May 2024 | 1 | -$7,423 | 4 | EVP, Chief Risk Officer | 07 May 2024, 18:30 |
| CCB | COASTAL FINANCIAL CORP | 05 Feb 2024 | 2 | -$30,020 | 4 | EVP, Chief Risk Officer | 07 Feb 2024, 16:04 |
| CCB | COASTAL FINANCIAL CORP | 01 Jan 2024 | 0 | $0 | 3 | EVP, Chief Risk Officer | 05 Jan 2024, 15:54 |