Every Form 4 that CoastalSouth Bancshares, Inc. (COSO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow COSO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COSO filings page.
CoastalSouth Bancshares, Inc. (COSO) director James S. Macleod reported open-market purchases of a total of 334 shares of common stock on August 6–7, 2026. He bought 96 shares at $27.61 per share on August 6 and 238 shares at $28.15 per share on August 7. No sales were reported, no Rule 10b5-1 trading plan is indicated, and indirect holdings through an LLC are reported as zero shares as of August 6, 2026.
CoastalSouth Bancshares, Inc. (COSO) director Ernst W. Bruderer reported a sale of 2,000 shares of Common Stock on 2026-08-31 in an open-market or private transaction at $27.428 per share. Following this transaction, he directly holds 41,131 shares of CoastalSouth Bancshares Common Stock.
CoastalSouth Bancshares, Inc. (COSO) director Ernst W. Bruderer reported selling 2,000 shares of Common Stock on 2026-08-26 in a transaction coded as a sale in the open market or a private transaction. The reported sale price was $27.5018 per share, leaving him with 43,131 shares of directly held common stock following the transaction.
CoastalSouth Bancshares, Inc. (COSO) director Ernst W. Bruderer reported selling 1,000 shares of Common Stock on 2026-08-18 in an open-market or private transaction at $27.8895 per share. After this sale, he directly holds 45,131 shares of CoastalSouth Bancshares Common Stock. The filing indicates the Rule 10b5-1 trading-plan checkbox was not marked.
CoastalSouth Bancshares, Inc. director Ernst W. Bruderer reported a sale of 1,000 shares of Common Stock on August 12, 2026. The transaction was a sale in open market or private transaction at $27.5644 per share, made pursuant to a Rule 10b5‑1 trading plan, leaving him with 46,131 shares held directly.
CoastalSouth Bancshares CFO and COO Anthony P. Valduga reported several changes in his CoastalSouth Bancshares, Inc. holdings. He sold 4,558 shares of common stock in an open-market sale at $25.84 per share and made a bona fide gift of 2,000 shares. Following these transactions, he directly holds 84,115 common shares and indirectly holds 2,500 shares through a spouse IRA and 27,924 shares through his own IRA.
CoastalSouth Bancshares, Inc. President and CEO Stephen R. Stone reported routine equity compensation activity involving restricted stock units. On April 27, 2026, 17,000 restricted stock units converted into the same number of common shares, reflecting a derivative exercise.
On the same date, 5,022 common shares were disposed of as a tax-withholding disposition at $25.59 per share, used to cover exercise price or tax liabilities rather than an open-market sale. After these transactions, Stone directly owned 132,363 common shares and indirectly held 4,830 shares through an IRA.
Lauren M. Hemby, Chief Accounting Officer of CoastalSouth Bancshares, Inc., exercised 4,000 Restricted Stock Units into an equal number of common shares on April 27, 2026. To satisfy tax obligations, 1,181 shares of common stock were delivered at $25.59 per share. Following these transactions, Hemby directly holds 13,069 shares of common stock.
The company states that these transactions were not conducted under a Rule 10b5-1 trading plan.
CoastalSouth Bancshares CFO and COO Anthony P. Valduga reported compensation-related equity activity involving the company’s common stock. He exercised 13,000 restricted stock units, which converted into the same number of common shares on a one-for-one basis.
To cover tax obligations, 3,841 shares were disposed of through a tax-withholding transaction at $25.59 per share, rather than sold in the open market. Following these transactions, he directly holds 90,673 common shares and indirectly holds additional shares through a spouse IRA (2,500 shares) and a personal IRA (27,924 shares).
CoastalSouth Bancshares, Inc. chief credit officer Cameron Bradley reported routine equity compensation activity involving restricted stock units and related tax withholding. Restricted stock units converted into 4,000 shares of common stock on a one-for-one basis, increasing his direct share ownership.
To cover tax obligations, 1,169 shares of common stock were disposed of through a tax-withholding transaction at $25.59 per share, a non-market sale mechanism. Following these transactions, Bradley directly holds 8,831 shares of common stock and indirectly holds 7,925 shares through an IRA.
CoastalSouth Bancshares, Inc. President and CEO Stephen R. Stone reported an open-market purchase of 200 shares of common stock at $24.15 per share. Following this transaction, he directly owns 120,385 common shares and indirectly holds 4,830 shares through an IRA.
CoastalSouth Bancshares CFO and COO Anthony P. Valduga received a grant of 10,000 restricted stock units on February 11, 2026. These RSUs convert into common stock on a one-for-one basis. The award vests in stages: 33% on February 11, 2027, 33% on February 11, 2028, and 34% on February 11, 2029.
After this grant, Valduga directly beneficially owns 10,000 derivative securities tied to CoastalSouth common stock, reflecting equity-based compensation aligned with multi-year service.
MACLEOD JAMES S reported acquisition or exercise transactions in a Form 4 filing for COSO. The filing lists transactions totaling 1,189 shares. Following the reported transactions, holdings were 1,189 shares.
CoastalSouth Bancshares, Inc. reported that its Chief Accounting Officer, Lauren M. Hemby, received a grant of 4,000 restricted stock units (RSUs) on February 11, 2026. These RSUs are a form of equity compensation that convert into common stock on a one-for-one basis.
The award vests in three annual installments: 33.3% on February 11, 2027, 33.3% on February 11, 2028, and 33.4% on February 11, 2029. Following this grant, Hemby directly holds 4,000 RSUs, aligning her interests more closely with shareholders over the multi-year vesting period.
CoastalSouth Bancshares director receives RSU grant
CoastalSouth Bancshares, Inc. granted director Joseph V. Topper Jr. 927 restricted stock units on February 11, 2026. These RSUs convert into common shares on a one-for-one basis and are a form of equity compensation rather than a cash transaction.
The RSUs 100% vest on December 31, 2026, meaning the director must remain eligible through that date to receive all underlying shares. After this grant, he beneficially owns 927 derivative securities directly in the form of RSUs.
Richardson James N. Jr. reported acquisition or exercise transactions in a Form 4 filing for COSO. The filing lists transactions totaling 868 shares. Following the reported transactions, holdings were 868 shares.
CoastalSouth Bancshares, Inc. director Patrick M. Frawley reported receiving a grant of 868 restricted stock units on 02/11/2026. These RSUs are a form of stock-based compensation that convert into shares of CoastalSouth common stock on a one-for-one basis.
The RSUs are scheduled to vest 100% on 12/31/2026, meaning Frawley will receive 868 shares of common stock at that time if vesting conditions are met. After this award, he beneficially owns 868 derivative securities directly in the form of RSUs.
CoastalSouth Bancshares, Inc. granted restricted stock units to an executive. Chief Credit Officer Turner Cameron Bradley received 1,500 restricted stock units on February 11, 2026 as an equity award, reported as a grant or other acquisition.
Each RSU converts into one share of CoastalSouth common stock. The award vests over three years: 33% on February 11, 2027, 33% on February 11, 2028, and 34% on February 11, 2029. Following this grant, Bradley directly holds 1,500 RSUs.
CoastalSouth Bancshares, Inc. reported that President and CEO Stephen R. Stone, who also serves as a director, received a grant of 12,000 restricted stock units (RSUs) on February 11, 2026. These RSUs are a form of equity compensation that convert into shares of the company’s common stock on a one-for-one basis.
The RSUs vest over three years, with 33% vesting on February 11, 2027, another 33% on February 11, 2028, and the remaining 34% on February 11, 2029. Following this grant, Stone holds 12,000 derivative securities directly in the form of RSUs, aligning part of his compensation with the company’s future stock performance.
Bruderer Ernst W. reported acquisition or exercise transactions in this Form 4 filing.
CoastalSouth Bancshares director granted RSUs
CoastalSouth Bancshares, Inc. director Ernst W. Bruderer received an equity award of 868 restricted stock units on 02/11/2026. These RSUs are a right to receive 868 shares of common stock on a one-for-one basis once they vest.
The RSUs are scheduled to 100% vest on 12/31/2026, aligning Bruderer’s compensation with future company performance. Following this grant, he directly holds 868 derivative securities in the form of restricted stock units.
CoastalSouth Bancshares, Inc. director Mark Griffith reported an equity award of restricted stock units. On 02/11/2026, he acquired 987 restricted stock units (RSUs) at a stated price of $0.00 per unit as a grant or award, held as direct beneficial ownership.
The RSUs convert into common shares of CoastalSouth Bancshares on a one-for-one basis, meaning each unit represents one future share of common stock. The award is scheduled to vest 100% on 12/31/2026, at which point the underlying shares become deliverable subject to any applicable plan terms.
CoastalSouth Bancshares director Askins L. Scott received a grant of 927 restricted stock units on February 11, 2026. These RSUs convert into common stock on a one-for-one basis and are held as direct ownership. The award is scheduled to vest 100% on December 31, 2026, aligning the director’s compensation with future company performance.
CoastalSouth Bancshares director Michael B. High received a grant of 868 restricted stock units on 02/11/2026. These RSUs are a form of stock-based compensation that can convert into common shares.
The RSUs convert into shares of common stock on a one-for-one basis and are scheduled to vest 100% on 12/31/2026. After this award, High beneficially owns 868 derivative securities directly in the form of these RSUs.
ALDRIDGE JOHN G JR reported acquisition or exercise transactions in a Form 4 filing for COSO. The filing lists transactions totaling 927 shares. Following the reported transactions, holdings were 927 shares.
CoastalSouth Bancshares, Inc. director Michael B. High reported an open-market purchase of company stock. On February 10, 2026, he bought 1,500 shares of common stock at $25.14 per share through an IRA, recorded as indirect ownership.
After this transaction, he beneficially owns 1,500 shares indirectly by IRA and 100 shares directly, according to the filing.