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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-May-24 2:21 PM View:  | Coastal Financial Corp (CCB) | 30-May-24 | Grant | 1,375 | -- | -- | 10% 14.23K to 15.61K | |
| 31-May-23 3:22 PM View: | Coastal Financial Corp (CCB) | 30-May-23 | Grant | 1,283 | -- | -- | 10% 12.95K to 14.23K | |
| 26-May-22 5:05 PM View: | Coastal Financial Corp (CCB) | 24-May-22 | Grant | 939 | -- | -- | 8% 12.01K to 12.95K | |
| 25-May-21 8:20 PM View: | Coastal Financial Corp (CCB) | 24-May-21 | Grant | 490 | -- | -- | 4% 11.52K to 12.01K | |
| 09-Mar-21 1:32 PM View: | Coastal Financial Corp (CCB) | 05-Mar-21 | Grant | 324 | $31.54 | $10,219.00 | 3% 11.2K to 11.52K | (5%) |
| 28-Oct-20 2:34 PM View: | Coastal Financial Corp (CCB) | 26-Oct-20 | Grant | 674 | -- | -- | 6% 10.52K to 11.2K | |
| 14-Feb-20 6:06 PM View: | Coastal Financial Corp (CCB) | 03-Feb-20 | Grant | 281 | -- | -- | 3% 9.31K to 9.59K | |
| 15-Feb-19 2:41 PM View: | Coastal Financial Corp (CCB) | 22-Jan-19 | Grant | 336 | -- | -- | 3% 9.9K to 10.24K | |
| 20-Jul-18 1:13 PM View: | Coastal Financial Corp (CCB) | 18-Jul-18 | Purchase | 1,400 | $14.50 | $20,300.00 | 16% 8.5K to 9.9K |