CoastalSouth director reports initial COSO share holdings

CoastalSouth Bancshares, Inc. director Fraser John Simon filed an initial statement of beneficial ownership.

Accepted by SEC EDGAR 03/16/2026 - 04:00 PM EDT

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Form Type

Rhea-AI Filing Summary

CoastalSouth Bancshares, Inc. director Fraser John Simon filed an initial statement of beneficial ownership. He reports 8,866 shares of Common Stock held directly, plus 3,000 shares held indirectly through an IRA and 1,000 shares held indirectly through the Carolyn B Fraser Trust.

He also holds restricted stock units that are convertible into 868 shares of Common Stock on a one-for-one basis. These RSUs carry a zero exercise price and are scheduled to vest 100% on 12/31/2026.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Fraser John Simon

Role Director

Type	Security	Shares	Price	Value
Holding	Restricted Stock Units	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings: Restricted Stock Units — 868 contracts (Direct); Common Stock — 8,866 shares (Direct); Common Stock — 3,000 shares (Indirect, By IRA); Common Stock — 1,000 shares (Indirect, By Trust (These shares are held in the Carolyn B Fraser Trust))

Footnotes (2)

F1. Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis.
F2. RSU 100% vests on 12/31/2026.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Fraser John Simon’s Form 3 disclose for CoastalSouth Bancshares (COSO)?

The Form 3 discloses Fraser John Simon’s initial beneficial ownership in CoastalSouth Bancshares. It lists his direct and indirect Common Stock holdings and a grant of restricted stock units that convert one-for-one into Common Stock upon vesting.

How many CoastalSouth Bancshares (COSO) shares does Fraser John Simon hold directly and indirectly?

He reports 8,866 shares of Common Stock held directly. Indirectly, he reports 3,000 shares held through an IRA and 1,000 shares held through the Carolyn B Fraser Trust, reflecting multiple ownership channels connected to his position.

What restricted stock units does Fraser John Simon hold in CoastalSouth Bancshares (COSO)?

He holds restricted stock units linked to 868 underlying shares of Common Stock. These RSUs convert into common shares on a one-for-one basis, providing future equity exposure once vesting conditions are satisfied according to the disclosed schedule.

When do Fraser John Simon’s restricted stock units in CoastalSouth Bancshares (COSO) vest?

The restricted stock units vest 100% on 12/31/2026. At that time, each unit converts into one share of CoastalSouth Bancshares common stock, assuming continued satisfaction of the vesting terms described in the filing’s footnotes.

What is the exercise price of Fraser John Simon’s restricted stock units in CoastalSouth Bancshares (COSO)?

The restricted stock units have an exercise price of 0.0000, effectively no cash exercise cost. Upon full vesting on 12/31/2026, each unit converts into one share of CoastalSouth Bancshares common stock without requiring a purchase payment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Fraser John Simon

(Last)

(First)

(Middle)

400 GALLERIA PKWY

SUITE 1900

(Street)

ATLANTA

30339

(City)

(State)

(Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
02/26/2026

3. Issuer Name and Ticker or Trading Symbol
CoastalSouth Bancshares, Inc. [ COSO ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	8,866	D
Common Stock	3,000	I	By IRA
Common Stock	1,000	I	By Trust (These shares are held in the Carolyn B Fraser Trust)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
Restricted Stock Units	12/31/2026⁽²⁾	12/31/2026⁽²⁾	Common Stock	868	⁽¹⁾	D

Explanation of Responses:

1. Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis.

2. RSU 100% vests on 12/31/2026.

	/s/ Lauren M. Hemby, Chief Accounting Officer	03/16/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR