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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-May-24 2:22 PM View:  | Coastal Financial Corp (CCB) | 30-May-24 | Grant | 1,718 | -- | -- | 43% 4.03K to 5.74K | |
| 31-May-23 3:15 PM View: | Coastal Financial Corp (CCB) | 30-May-23 | Grant | 1,567 | -- | -- | 64% 2.46K to 4.03K | |
| 14-Mar-23 3:17 PM View: | Coastal Financial Corp (CCB) | 14-Mar-23 | Private Purchase | 750 | $38.59 | $28,942.50 | 44% 1.71K to 2.46K | |
| 26-May-22 5:14 PM View: | Coastal Financial Corp (CCB) | 24-May-22 | Grant | 1,208 | -- | -- | 242% 0.5K to 1.71K | |
| 20-Dec-21 7:35 PM View: | Coastal Financial Corp (CCB) | 17-Dec-21 | Market Purchase | 500 | $40.50 | $20,250.00 | 100% 0 to 0.5K | 18% |