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Fourthstone discloses 8.01% CoastalSouth (COSO) ownership stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Fourthstone LLC and related funds report beneficial ownership of 959,797 shares of CoastalSouth Bancshares, Inc. common stock, representing 8.01% of the outstanding class. The shares are held by Fourthstone on behalf of advisory clients.

The ownership percentages are based on 11,978,921 CoastalSouth common shares outstanding as of November 5, 2025, as reported in the company’s Form 10-Q. The reporting persons state the position was acquired and is held in the ordinary course of business, not to change or influence control of CoastalSouth.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G



Fourthstone LLC
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone Master Opportunity Fund Ltd
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone GP LLC
Signature:L. Phillip Stone, IV
Name/Title:Managing Member of Fourthstone GP LLC
Date:02/13/2026
Fourthstone QP Opportunity Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone Small-Cap Financials Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
L. Phillip Stone, IV
Signature:L. Phillip Stone, IV
Name/Title:Self, Principal owner of Fourthstone LLC
Date:02/13/2026

FAQ

What stake does Fourthstone report in CoastalSouth Bancshares (COSO)?

Fourthstone reports beneficial ownership of 959,797 CoastalSouth shares, equal to 8.01% of the common stock. The position is held by Fourthstone LLC on behalf of its advisory clients and reflects an institutional-sized stake without an expressed intent to influence control.

How was Fourthstone’s 8.01% ownership in COSO calculated?

The 8.01% figure is based on 11,978,921 CoastalSouth common shares outstanding as of November 5, 2025. That share count comes from CoastalSouth’s Form 10-Q filed on November 7, 2025, and is used as the denominator for all reported ownership percentages.

Who are the reporting persons in the CoastalSouth (COSO) Schedule 13G?

Reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, and L. Phillip Stone IV. They report shared voting and dispositive power over CoastalSouth common stock in varying ownership percentages.

Does Fourthstone seek to influence control of CoastalSouth Bancshares (COSO)?

The reporting persons state the CoastalSouth shares were acquired and are held in the ordinary course of business. They explicitly certify the holdings were not acquired and are not held for the purpose or effect of changing or influencing control of CoastalSouth Bancshares.

What voting power does Fourthstone report over COSO shares?

Fourthstone LLC reports zero sole voting power and shared voting power over 959,797 CoastalSouth shares. Related entities report shared voting power over their respective positions, while all reporting persons indicate no sole dispositive power, only shared dispositive authority over their CoastalSouth holdings.

When did the ownership event for CoastalSouth (COSO) occur?

The date of the event triggering the Schedule 13G filing is December 31, 2025. That date marks when the reporting persons’ beneficial ownership position in CoastalSouth common stock reached a level requiring disclosure under beneficial ownership reporting rules.
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