As of September 09, 2026, CoastalSouth Bancshares's top three insider holders are Stephen R. Stone (President And Ceo, 132.36K shares), Stephen R. Stone (President And Ceo, 132.36K shares), James N. Jr. Richardson (Director, 128.89K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Stephen R. Stone | President And Ceo | 132,363 | 0 | 132,363 | 20.3% | 29 Apr, 2026 |
| 2 | James N. Jr. Richardson | Director | 128,891 | 0 | 128,891 | 19.8% | 07 Jul, 2025 |
| 3 | Joseph V. Jr. Topper | Director | 107,900 | 0 | 107,900 | 16.6% | 07 Jul, 2025 |
| 4 | Anthony P. Valduga | Cfo And Coo | 84,115 | 0 | 84,115 | 12.9% | 06 May, 2026 |
| 5 | Patrick M Frawley | Director | 83,549 | 0 | 83,549 | 12.8% | 07 Jul, 2025 |
| 6 | Ernst W. Bruderer | Director | 41,131 | 0 | 41,131 | 6.3% | 31 Aug, 2026 |
| 7 | Boris Gutin | Director | 18,284 | 0 | 18,284 | 2.8% | 07 Jul, 2025 |
| 8 | John G Jr Aldridge | Director | 18,129 | 0 | 18,129 | 2.8% | 07 Jul, 2025 |
| 9 | L. Scott Askins | Director | 13,990 | 0 | 13,990 | 2.1% | 07 Jul, 2025 |
| 10 | Lauren M. Hemby | Chief Accounting Officer | 13,069 | 0 | 13,069 | 2.0% | 29 Apr, 2026 |
| 11 | Cameron Bradley Turner | Chief Credit Officer | 8,831 | 0 | 8,831 | 1.4% | 29 Apr, 2026 |
| 12 | Michael B High | Director | 0 | 1,500 | 1,500 | 0.2% | 12 Feb, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 31 Aug, 2026 | Ernst W. Bruderer | Director | Disposed S | 2,000 | $27.43 | $54.86K | 41,131 | Direct |
| 26 Aug, 2026 | Ernst W. Bruderer | Director | Disposed S | 2,000 | $27.50 | $55.00K | 43,131 | Direct |
| 18 Aug, 2026 | Ernst W. Bruderer | Director | Disposed S | 1,000 | $27.89 | $27.89K | 45,131 | Direct |
| 12 Aug, 2026 | Ernst W. Bruderer | Director | Disposed S | 1,000 | $27.56 | $27.56K | 46,131 | Direct |
| 06 May, 2026 | Anthony P. Valduga | Cfo And Coo | Disposed S | 4,558 | $25.84 | $117.78K | 86,115 | Direct |
| 06 May, 2026 | Anthony P. Valduga | Cfo And Coo | Disposed G | 2,000 | $0.00 | $0 | 84,115 | Direct |
| 27 Apr, 2026 | Cameron Bradley Turner | Chief Credit Officer | Acquired M | 4,000 | $0.00 | $0 | 10,000 | Direct |
| 27 Apr, 2026 | Stephen R. Stone | President And Ceo | Acquired M | 17,000 | $0.00 | $0 | 137,385 | Direct |
| 27 Apr, 2026 | Anthony P. Valduga | Cfo And Coo | Acquired M | 13,000 | $0.00 | $0 | 94,514 | Direct |
| 27 Apr, 2026 | Stephen R. Stone | President And Ceo | Acquired M | 17,000 | $0.00 | $0 | 137,385 | Direct |
| 27 Apr, 2026 | Cameron Bradley Turner | Chief Credit Officer | Acquired M | 4,000 | $0.00 | $0 | 10,000 | Direct |
| 27 Apr, 2026 | Lauren M. Hemby | Chief Accounting Officer | Acquired M | 4,000 | $0.00 | $0 | 14,250 | Direct |
| 27 Apr, 2026 | Lauren M. Hemby | Chief Accounting Officer | Acquired M | 4,000 | $0.00 | $0 | 14,250 | Direct |
| 27 Apr, 2026 | Cameron Bradley Turner | Chief Credit Officer | Disposed F | 1,169 | $25.59 | $29.91K | 8,831 | Direct |
| 27 Apr, 2026 | Lauren M. Hemby | Chief Accounting Officer | Disposed F | 1,181 | $25.59 | $30.22K | 13,069 | Direct |
| 27 Apr, 2026 | Lauren M. Hemby | Chief Accounting Officer | Disposed F | 1,181 | $25.59 | $30.22K | 13,069 | Direct |
| 27 Apr, 2026 | Anthony P. Valduga | Cfo And Coo | Disposed F | 3,841 | $25.59 | $98.29K | 90,673 | Direct |
| 27 Apr, 2026 | Stephen R. Stone | President And Ceo | Disposed F | 5,022 | $25.59 | $128.51K | 132,363 | Direct |
| 27 Apr, 2026 | Stephen R. Stone | President And Ceo | Disposed F | 5,022 | $25.59 | $128.51K | 132,363 | Direct |
| 27 Apr, 2026 | Cameron Bradley Turner | Chief Credit Officer | Disposed F | 1,169 | $25.59 | $29.91K | 8,831 | Direct |