Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CoastalSouth Bancshares, Inc.COSO · Entity 5866 | CFO AND COO | May 06, 2026 | May 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CoastalSouth Bancshares, Inc.
Report date May 06, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,115 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-06 · Sale · Disposed 4,558 · Balance 86,115 Row 2 · 2026-05-06 · Gift · Disposed 2,000 · Balance 84,115 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 27,924 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 27,924 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse IRA | 2,500 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,500 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 6, 2026 21:30 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-209443 · ownership.xml · nonDerivative · entry 2 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,115 Read SEC document |
| May 06, 2026 Filed May 6, 2026 21:30 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | SaleCommon Stock | 4,558 | $25.84 | $117,778.72 |
DisclosureSEC source: 0001193125-26-209443 · ownership.xml · nonDerivative · entry 1 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,115 Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 20:15 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | Exercise / conversionRestricted Stock Units · Derivative | 13,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-191615 · ownership.xml · derivative · entry 5 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2026-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F1 · price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 20:15 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | Tax withholdingCommon Stock | 3,841 | $25.59 | $98,291.19 |
DisclosureSEC source: 0001193125-26-191615 · ownership.xml · nonDerivative · entry 2 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,673 Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 20:15 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | Exercise / conversionCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-191615 · ownership.xml · nonDerivative · entry 1 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,514 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:00 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | GrantRestricted Stock Unit · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-051264 · ownership.xml · derivative · entry 1 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-02-11 F1 · derivative.exercise_price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F1 · price: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs vest 33% on 2/11/2027, 33% of 2/11/2028, and 34% on 2/11/2029. F2 · derivative.expiration_date: The RSUs vest 33% on 2/11/2027, 33% of 2/11/2028, and 34% on 2/11/2029. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 21:11 UTC | CoastalSouth Bancshares, Inc. COSO · Entity 5866 | PurchaseCommon Stock | 1,500 | $21.50 | $32,250.00 |
DisclosureSEC source: 0000950170-25-094296 · ownership.xml · nonDerivative · entry 1 Valduga Anthony P. · CIK 0002065949 · CFO AND COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,514 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.