CoastalSouth (NASDAQ: COSO) director files Form 3 showing stock and RSU holdings
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
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 After Transaction:
Restricted Stock Units — 868 shares (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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
