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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-May-24 2:24 PM View:  | Coastal Financial Corp (CCB) | 30-May-24 | Grant | 1,661 | -- | -- | 38% 4.35K to 6.01K | |
| 31-May-23 3:18 PM View: | Coastal Financial Corp (CCB) | 30-May-23 | Grant | 1,496 | -- | -- | 52% 2.85K to 4.35K | |
| 26-May-22 5:13 PM View: | Coastal Financial Corp (CCB) | 24-May-22 | Grant | 1,073 | -- | -- | 60% 1.78K to 2.85K | |
| 25-May-21 7:59 PM View: | Coastal Financial Corp (CCB) | 24-May-21 | Grant | 490 | -- | -- | 38% 1.29K to 1.78K | |
| 28-Oct-20 2:45 PM View: | Coastal Financial Corp (CCB) | 26-Oct-20 | Grant | 674 | -- | -- | 109% 0.62K to 1.29K | |
| 14-Feb-20 6:11 PM View: | Coastal Financial Corp (CCB) | 03-Feb-20 | Grant | 281 | -- | -- | 84% 0.34K to 0.62K | |
| 15-Feb-19 2:46 PM View: | Coastal Financial Corp (CCB) | 22-Jan-19 | Grant Duplicate | 336 | -- | -- | 100% 0 to 0.34K |