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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-May-24 2:23 PM View:  | Coastal Financial Corp (CCB) | 30-May-24 | Grant | 1,833 | -- | -- | 1% 135.48K to 137.32K | |
| 05-Jun-23 2:52 PM View: | Coastal Financial Corp (CCB) | 01-Jun-23 | Grant | 143 | -- | -- | < 1% 135.34K to 135.48K | |
| 31-May-23 3:23 PM View: | Coastal Financial Corp (CCB) | 30-May-23 | Grant | 1,425 | -- | -- | 1% 133.92K to 135.34K | |
| 14-Mar-23 3:49 PM View: | Coastal Financial Corp (CCB) | 14-Mar-23 | Private Purchase | 4,280 | $37.38 | $160,007.00 | 3% 129.64K to 133.92K | |
| 26-May-22 5:21 PM View: | Coastal Financial Corp (CCB) | 24-May-22 | Grant | 939 | -- | -- | < 1% 128.4K to 129.34K | |
| 10-May-22 3:00 PM View: | Coastal Financial Corp (CCB) | 09-May-22 | Private Purchase | 1,285 | $39.42 | $50,654.70 | 1% 127.11K to 128.4K | |
| 04-May-22 8:33 PM View: | Coastal Financial Corp (CCB) | 02-May-22 | Purchase | 300 | $42.17 | $12,651.00 | < 1% 127.0K to 127.3K | |
| 04-May-22 8:33 PM View: | Coastal Financial Corp (CCB) | 29-Apr-22 | Private Purchase | 1,192 | $41.81 | $49,840.60 | < 1% 125.81K to 127.0K | |
| 04-May-22 8:33 PM View: | Coastal Financial Corp (CCB) | 29-Apr-22 | Purchase | 110 | $41.81 | $4,599.10 | < 1% 127.0K to 127.11K | |
| 20-Dec-21 7:38 PM View: | Coastal Financial Corp (CCB) | 17-Dec-21 | Market Purchase | 7,407 | $40.50 | $299,984.00 | 6% 118.4K to 125.81K | 18% |
| 20-Dec-21 7:38 PM View: | Coastal Financial Corp (CCB) | 15-Dec-21 | Gift | 50,000 | $42.81 | $2,140,500.00 | 42% 118.4K to 168.4K | 12% |
| 20-Dec-21 7:38 PM View: | Coastal Financial Corp (CCB) | 15-Dec-21 | Gift | 50,000 | $42.81 | $2,140,500.00 | (30%) 168.4K to 118.4K | (12%) |
| 25-May-21 8:13 PM View: | Coastal Financial Corp (CCB) | 24-May-21 | Grant | 490 | -- | -- | < 1% 117.91K to 118.4K | |
| 28-Oct-20 2:42 PM View: | Coastal Financial Corp (CCB) | 26-Oct-20 | Grant | 674 | -- | -- | < 1% 117.24K to 117.91K | |
| 11-Aug-20 5:33 PM View: | Coastal Financial Corp (CCB) | 11-Aug-20 | Market Purchase | 17,000 | $13.93 | $236,810.00 | 17% 100.24K to 117.24K | 56% |
| 10-Mar-20 2:09 PM View: | Coastal Financial Corp (CCB) | 09-Mar-20 | Grant | 7,500 | $15.51 | $116,302.00 | 8% 92.74K to 100.24K | 40% |
| 14-Feb-20 6:09 PM View: | Coastal Financial Corp (CCB) | 03-Feb-20 | Grant | 281 | -- | -- | < 1% 92.46K to 92.74K | |
| 15-Feb-19 2:42 PM View: | Coastal Financial Corp (CCB) | 22-Jan-19 | Grant Duplicate | 336 | -- | -- | < 1% 92.12K to 92.46K | |
| 20-Jul-18 1:13 PM View: | Coastal Financial Corp (CCB) | 18-Jul-18 | Purchase | 7,000 | $14.50 | $101,500.00 | 8% 85.12K to 92.12K |