CoastalSouth Bancshares, Inc. (COSO) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-05-06

Key Insights

CFO and COO Anthony Valduga sold 4,558 shares at $25.84 on 05/06/2026, representing a significant insider sale by a senior executive responsible for financial and operational strategy.
Following the sale, Valduga retains 86,115 directly owned shares plus 30,424 shares indirectly held (via IRA and spouse IRA), indicating maintained substantial confidence in the company despite the transaction.
The sale occurred on a single date without indication of a Rule 10b5-1 trading plan, suggesting either opportunistic selling at current market prices or potential liquidity needs rather than systematic portfolio rebalancing.

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Earlier Insider Trading filings

Filed: 2026-04-29

CEO Stephen R. Stone acquired 17,000 restricted stock units (RSUs) on 04/27/2026 that vest immediately, demonstrating confidence in company performance and alignment with shareholder interests.
Stone sold 5,022 shares at $25.59 per share on the same date, likely for tax or portfolio rebalancing purposes rather than a loss of confidence, given the simultaneous RSU acquisition.
Stone's total beneficial ownership increased to 137,385 shares (direct) following the RSU grant, indicating substantial personal investment and long-term commitment as the company's President and CEO.
The IRA account holds an additional 4,830 shares indirectly, showing diversified personal wealth allocation while maintaining significant equity exposure to CoastalSouth Bancshares.

Filed: 2026-04-29

Lauren Hemby, Chief Accounting Officer, acquired 4,000 shares of COSO common stock on 04/27/2026 through restricted stock units (RSUs) that vested, a typical compensation mechanism for company executives.
Ms. Hemby sold 1,181 shares at $25.59 per share on the same day, generating approximately $30,221 in proceeds, which could indicate either portfolio rebalancing or liquidity needs rather than a negative outlook on the company.
Following these transactions, Ms. Hemby maintains a direct beneficial ownership of 13,069 common shares, demonstrating continued insider confidence and meaningful personal investment in the company despite the partial sale.

Filed: 2026-04-29

CFO and COO Anthony Valduga acquired 13,000 restricted stock units (RSUs) vesting immediately on 04/27/2026, indicating recent equity compensation grant or bonus arrangement.
Total beneficial ownership increased to 94,514 shares directly owned plus 30,424 shares indirectly held (27,924 via IRA and 2,500 via spouse IRA), demonstrating significant personal stake in the company.
The filing shows a concurrent stock disposition of 3,841 shares at $25.59 per share, likely for tax withholding purposes on RSU vesting, which is a routine administrative transaction.
No Rule 10b5-1 trading plan was indicated, suggesting this was not part of a pre-arranged trading program, making it a standard compensation event rather than a strategic trading signal.

Filed: 2026-04-29

Chief Credit Officer Turner Cameron Bradley acquired 4,000 restricted stock units (RSUs) vesting on 04/27/2026, representing compensation alignment with company performance rather than open market purchases.
Bradley sold 1,169 shares at $25.59 per share on the same date, likely for tax withholding purposes related to RSU vesting, a common and routine transaction practice.
Bradley's total beneficial ownership stands at approximately 18,831 direct shares plus 7,925 shares held indirectly through an IRA, indicating meaningful personal investment in the company.
The transaction shows typical executive compensation activity with RSU grants rather than stock option exercises, reflecting the company's equity compensation strategy for senior management.

Filed: 2026-02-13

The reporting person, Patrick M. Frawley, acquired 868 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on 2026-02-11, which will fully vest on 2026-12-31.
This insider transaction suggests that the reporting person, who is a director of the company, has a positive outlook and confidence in the company's future performance.
The acquisition of RSUs by a director is a positive signal for investors, as it aligns the interests of the insider with those of the shareholders.

Filed: 2026-02-13

The reporting person, Anthony P. Valduga, who is the CFO and COO of CoastalSouth Bancshares, Inc. (COSO), acquired 10,000 restricted stock units (RSUs) on February 11, 2026. This indicates a positive vote of confidence in the company's future performance by a key executive.
The RSUs granted to the reporting person vest over a 3-year period, with 33% vesting on February 11, 2027, another 33% vesting on February 11, 2028, and the remaining 34% vesting on February 11, 2029. This suggests a long-term alignment of the executive's interests with those of the shareholders.
The reporting of this insider transaction provides transparency into the company's compensation practices and the incentives offered to its key leaders, which can be informative for investors evaluating the management team and the company's overall governance.

Filed: 2026-02-13

The reporting person, James S. Macleod, acquired 1,189 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on 2/11/2026. This indicates an insider's confidence in the company's future performance.
The RSUs will fully vest on 12/31/2026, aligning the reporting person's interests with long-term shareholder value creation.
The transaction appears to be a routine grant of equity-based compensation to a director of the company, suggesting ongoing management continuity and stability.

Filed: 2026-02-13

The reporting person, Lauren M. Hemby, acquired 4,000 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on February 11, 2026, which will vest in three equal installments over the next three years.
The RSUs represent a direct ownership interest in the company's common stock, indicating the reporting person's commitment to the organization's long-term success.
The timing and amount of the RSU grant suggest the company is incentivizing its key personnel to remain with the organization and contribute to its future growth and performance.

Filed: 2026-02-13

Insider Joseph V. Topper Jr. has been granted 927 restricted stock units (RSUs) that fully vest on 12/31/2026, indicating potential confidence in the company's future performance.
The RSUs represent a direct ownership stake for Topper, aligning his interests with those of shareholders.
Insider transactions can provide insights into management's views on the company's prospects, though further analysis of the company's financials and strategy would be needed to fully assess the significance.

Filed: 2026-02-13

The reporting person, James N. Richardson Jr., acquired 868 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on February 11, 2026, which will fully vest on December 31, 2026.
The acquisition of RSUs indicates that the reporting person, who is a director of the company, has a vested interest in the long-term success of CoastalSouth Bancshares, Inc.
The timing of the RSU acquisition, which is approximately one month before the end of the year, suggests that the company may be rewarding its directors for their contributions and aligning their interests with those of the shareholders.

Filed: 2026-02-13

The Chief Credit Officer of CoastalSouth Bancshares, Inc. acquired 1,500 restricted stock units (RSUs) on February 11, 2026, which will vest over a 3-year period.
The RSU grant indicates the company's commitment to retaining and incentivizing its senior leadership team, which may signal confidence in the company's future performance.
Insider buying, such as this RSU acquisition, can be a positive signal for investors, as it suggests the executive believes the company's stock is undervalued and has potential for growth.

Filed: 2026-02-13

Stephen R. Stone, the President and CEO of CoastalSouth Bancshares, Inc., acquired 12,000 restricted stock units (RSUs) on February 11, 2026, which will vest over the next 3 years.
The RSUs represent a direct ownership stake for the CEO, indicating his commitment to the company's long-term success.
The timing of the RSU grant, coinciding with the filing date, suggests the company is providing incentives to its executive leadership to drive performance.

Filed: 2026-02-13

Mark Griffith, a director of CoastalSouth Bancshares, Inc. (COSO), has been awarded 987 restricted stock units (RSUs) that will vest on December 31, 2026, indicating ongoing commitment to the company.
The RSU award suggests confidence in the company's future performance and aligns Griffith's interests with those of shareholders.
Insider buying/selling patterns can provide insights into management's outlook for the company, and this transaction suggests a positive sentiment from a key director.

Filed: 2026-02-13

Ernst W. Bruderer, a director of CoastalSouth Bancshares, Inc. (COSO), acquired 868 restricted stock units (RSUs) on February 11, 2026, which will vest fully on December 31, 2026.
This insider acquisition suggests Bruderer's confidence in the company's future performance and aligns his interests with those of shareholders.
The timing and amount of the RSU grant indicate the company's commitment to incentivizing its directors and aligning their long-term interests with the company's success.

Filed: 2026-02-13

The filing shows that Michael B. High, a director of CoastalSouth Bancshares, Inc. (COSO), acquired 868 restricted stock units (RSUs) on February 11, 2026. This indicates the director's continued commitment and alignment with the company's long-term goals.
The RSUs vest in full on December 31, 2026, suggesting the director's compensation is tied to the company's performance over the next 12 months.
The transaction is a direct ownership change, with the director holding the RSUs personally, which is a positive signal of the director's confidence in the company's future prospects.

Filed: 2026-02-13

The reporting person, L. Scott Askins, acquired 927 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on February 11, 2026, which will fully vest on December 31, 2026.
This transaction indicates the reporting person's confidence in the company's long-term prospects, as the RSUs represent a significant portion of their total beneficial ownership.
The timing of the RSU grant, which coincides with the end of the fiscal year, suggests it may be part of the company's executive compensation program and aligned with shareholder interests.

Filed: 2026-02-13

The reporting person, John G. Aldridge Jr., acquired 927 restricted stock units (RSUs) of CoastalSouth Bancshares, Inc. (COSO) on February 11, 2026, which will fully vest on December 31, 2026.
The acquisition of RSUs suggests that the reporting person, who is a director of the company, has confidence in the long-term prospects of CoastalSouth Bancshares, Inc.
The timing of the transaction, which is relatively close to the vesting date, may indicate that the reporting person is aligning their interests with those of the company and its shareholders.

Filed: 2026-02-12

The reporting person, Michael B. High, acquired 1,500 shares of CoastalSouth Bancshares, Inc. (COSO) common stock on February 10, 2026 at a price of $25.14 per share.
This transaction increased High's beneficial ownership in COSO to 1,500 shares, with 100 shares disposed of, indicating a net positive change in his position.
Insider buying, especially in significant amounts, can signal the reporting person's confidence in the company's future performance and prospects.

Other reports for CoastalSouth Bancshares, Inc.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.