CoastalSouth Bancshares COSO Insider Ownership

NYSE COSO
$28.57 +0.18 (+0.63%)
As of: Nov 10, 2026 · 3:59 PM EST

Insider Holdings by Owner

877.02K Shares
James S Macleod231.27K26.4%
Stephen R. Stone132.36K15.1%
James N. Jr. Richardson128.89K14.7%
Joseph V. Jr. Topper107.90K12.3%
Anthony P. Valduga84.12K9.6%
Other insiders (8)192.48K21.9%

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
7.11%
▲+1.55% pp QoQ
Shares Held by Insiders
853.34K
filed for Sep 2026
▲+27.79% QoQ
Shares Outstanding
12.00Mn
12,001,385 shares
Direct Holdings
851.84K
Indirect: 1.50K
Net Open-Market Trades
-5.67K
net sold · -$155.96K in Sep 2026
Insiders Holding Shares
13
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Open-Market Insider Trades

Bought Sold
Latest quarter —
Net over range —
Net-buying quarters —

Insider Ownership Summary

Over the past year, COSO insiders bought $51,890 of stock (2.03K shares) and sold $450,587 (16.56K shares) on the open market.

Form 4 Holdings

Insiders Holding COSO

Insiders 13
Shares held 877.02K
Of outstanding 7.31%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 James S Macleod Director 231,266 0 231,266 26.4% 04 Nov, 2026
2 Stephen R. Stone President And Ceo 132,363 0 132,363 15.1% 29 Apr, 2026
3 James N. Jr. Richardson Director 128,891 0 128,891 14.7% 07 Jul, 2025
4 Joseph V. Jr. Topper Director 107,900 0 107,900 12.3% 07 Jul, 2025
5 Anthony P. Valduga Cfo And Coo 84,115 0 84,115 9.6% 06 May, 2026
6 Patrick M Frawley Director 83,549 0 83,549 9.5% 07 Jul, 2025
7 Ernst W. Bruderer Director 35,131 0 35,131 4.0% 26 Oct, 2026
8 Boris Gutin Director 18,284 0 18,284 2.1% 07 Jul, 2025
9 John G Jr Aldridge Director 18,129 0 18,129 2.1% 07 Jul, 2025
10 L. Scott Askins Director 13,990 0 13,990 1.6% 07 Jul, 2025
11 Lauren M. Hemby Chief Accounting Officer 13,069 0 13,069 1.5% 29 Apr, 2026
12 Cameron Bradley Turner Chief Credit Officer 8,831 0 8,831 1.0% 29 Apr, 2026
13 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.

Form 4 Filings

51 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
03 Nov, 2026 James S Macleod Director Acquired M 55,000 $13.00 $715.00K 256,585 Direct
03 Nov, 2026 James S Macleod Director Disposed F 25,319 $28.24 $715.01K 231,266 Direct
03 Nov, 2026 James S Macleod Director Disposed M 55,000 — — 0 Direct
23 Oct, 2026 Ernst W. Bruderer Director Disposed S 6,000 $27.92 $167.49K 35,131 Direct
06 Aug, 2026 James S Macleod Director Acquired P 96 $27.61 $2.65K 201,347 Direct
07 Aug, 2026 James S Macleod Director Acquired P 238 $28.15 $6.70K 201,585 Direct
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 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 Anthony P. Valduga Cfo And Coo Disposed F 3,841 $25.59 $98.29K 90,673 Direct
27 Apr, 2026 Lauren M. Hemby Chief Accounting Officer Disposed F 1,181 $25.59 $30.22K 13,069 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