Through the 90-day period concluding December 31, 2025, CoastalSouth Bancshares's top three insider stakeholders include Director James N. Jr. Richardson (128.89K shares), President And Ceo Stephen R. Stone (120.19K shares), Director Joseph V. Jr. Topper (107.90K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| James N. Jr. Richardson | 128,891 | 07 Jul, 2025 | |
| Stephen R. Stone | President And Ceo | 120,185 | 07 Jul, 2025 |
| Joseph V. Jr. Topper | 107,900 | 07 Jul, 2025 | |
| Patrick M Frawley | 83,549 | 07 Jul, 2025 | |
| Anthony P. Valduga | Cfo And Coo | 81,514 | 07 Jul, 2025 |
| Ernst W. Bruderer | 47,131 | 07 Jul, 2025 | |
| Boris Gutin | 18,284 | 07 Jul, 2025 | |
| John G Jr Aldridge | 18,129 | 07 Jul, 2025 | |
| L. Scott Askins | 13,990 | 07 Jul, 2025 | |
| Lauren M. Hemby | Chief Accounting Officer | 10,250 | 07 Jul, 2025 |
| James S Macleod | 10,000 | 07 Jul, 2025 | |
| Cameron Bradley Turner | Chief Credit Officer | 6,000 | 07 Jul, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 02 Jul, 2025 | John G Jr Aldridge | Common Stock | A | 5,000 | $21.50 | 18,129 | D | P |
| 02 Jul, 2025 | L. Scott Askins | Common Stock | A | 2,325 | $21.50 | 13,990 | D | P |
| 02 Jul, 2025 | James N. Jr. Richardson | Common Stock | A | 20,000 | $21.50 | 128,891 | D | P |
| 02 Jul, 2025 | Cameron Bradley Turner | Common Stock | A | 1,000 | $21.50 | 6,000 | D | P |
| 02 Jul, 2025 | Joseph V. Jr. Topper | Common Stock | A | 100,000 | $21.50 | 107,900 | D | P |
| 02 Jul, 2025 | Patrick M Frawley | Common Stock | A | 4,650 | $21.50 | 83,549 | D | P |
| 02 Jul, 2025 | Boris Gutin | Common Stock | A | 11,000 | $21.50 | 18,284 | D | P |
| 02 Jul, 2025 | Ernst W. Bruderer | Common Stock | A | 2,000 | $21.50 | 47,131 | D | P |
| 02 Jul, 2025 | Anthony P. Valduga | Common Stock | A | 1,500 | $21.50 | 81,514 | D | P |
| 02 Jul, 2025 | Stephen R. Stone | Common Stock | A | 2,200 | $21.50 | 120,185 | D | P |
| 02 Jul, 2025 | Lauren M. Hemby | Common Stock | A | 4,500 | $21.50 | 10,250 | D | P |
| 02 Jul, 2025 | James S Macleod | Common Stock | A | 10,000 | $21.50 | 10,000 | D | P |