Coastal Financial CFO holds 5,000 company shares
COASTAL FINANCIAL CORP (CCB) reported initial insider ownership for its Chief Financial Officer, Joel G. Edwards, on a Form 3.
Rhea-AI Filing Summary
COASTAL FINANCIAL CORP (CCB) reported initial insider ownership for its Chief Financial Officer, Joel G. Edwards, on a Form 3. The filing lists a holding entry for 5,000 shares of Common Stock, held on a direct ownership basis as of the reported date.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
EDWARDS JOEL G
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 5,000 shares (Direct)
Key Figures
Common Stock directly held: 5,000 shares
1 metrics
Common Stock directly held
5,000 shares
Total shares of COASTAL FINANCIAL CORP Common Stock directly owned following the reported holding entry
Key Terms
Form 3, Common Stock, direct ownership
3 terms
Form 3 regulatory
"reported initial insider ownership for its Chief Financial Officer on a Form 3"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Common Stock financial
"holding entry for 5,000 shares of Common Stock, held on a direct basis"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
direct ownership financial
"5,000 shares of Common Stock, held on a direct ownership basis"
FAQ
What does the Form 3 filing for CCB disclose about Joel G. Edwards?
The Form 3 for COASTAL FINANCIAL CORP (CCB) discloses that Chief Financial Officer Joel G. Edwards has an initial reported holding of 5,000 shares of Common Stock, held on a direct ownership basis.
Does the CCB Form 3 show any recent insider buy or sell transactions?
No buy or sell transactions are reported. The Form 3 lists a holding entry for 5,000 shares of Common Stock, indicating initial ownership rather than a new purchase or sale.
Is the ownership reported by Joel G. Edwards in CCB direct or indirect?
The Form 3 shows that Joel G. Edwards’ ownership of 5,000 shares of COASTAL FINANCIAL CORP Common Stock is direct, as indicated by the ownership code “D”.
What type of security does Joel G. Edwards hold in CCB according to the Form 3?
According to the Form 3, Joel G. Edwards holds Common Stock of COASTAL FINANCIAL CORP (CCB), with a reported direct holding of 5,000 shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
