person · Reporting owner

Stone Stephen R.

Disclosed activity across 1 company

Tapewire entity: 50857
SEC CIK: 0002064783

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
CoastalSouth Bancshares, Inc.COSO · Entity 5866	Director · PRESIDENT AND CEO	April 27, 2026	April 29, 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 April 27, 2026 · Filed April 29, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	132,363	Ending reported balance After 2026-04-27 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2026-04-27 · Exercise / conversion · Acquired 17,000 · Balance 137,385 Row 2 · 2026-04-27 · Tax withholding · Disposed 5,022 · Balance 132,363
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-04-27	Direct	0	Reported balance After 2026-04-27 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2026-04-27 · Exercise / conversion · Disposed 17,000 · Balance 0 F1: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis.
Common StockSEC Table I · non-derivative	IndirectBy IRA	4,830	Reported balance Holding disclosure · report date 2026-04-27 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 4,830

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units ("RSU") convert into shares of the issuer's common stock on a one-for-one basis.

Transaction history

JSON API

Purchases/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
April 27, 2026 Filed Apr 29, 2026 20:15 UTC	CoastalSouth Bancshares, Inc. COSO · Entity 5866	Exercise / conversionRestricted Stock Units · Derivative	17,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001193125-26-191618 · ownership.xml · derivative · entry 4 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 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	5,022	$25.59	$128,512.98	Disclosure SEC source: 0001193125-26-191618 · ownership.xml · nonDerivative · entry 2 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,363 Read SEC document
April 27, 2026 Filed Apr 29, 2026 20:15 UTC	CoastalSouth Bancshares, Inc. COSO · Entity 5866	Exercise / conversionCommon Stock	17,000	$0.00	$0.00	Disclosure SEC source: 0001193125-26-191618 · ownership.xml · nonDerivative · entry 1 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,385 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
March 09, 2026 Filed Mar 9, 2026 20:34 UTC	CoastalSouth Bancshares, Inc. COSO · Entity 5866	PurchaseCommon Stock	200	$24.15	$4,830.00	Disclosure SEC source: 0002064783-26-000002 · ownership.xml · nonDerivative · entry 1 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,385 Read SEC document
February 11, 2026 Filed Feb 13, 2026 21:00 UTC	CoastalSouth Bancshares, Inc. COSO · Entity 5866	GrantRestricted Stock Units · Derivative	12,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001193125-26-051254 · ownership.xml · derivative · entry 1 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 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	2,200	$21.50	$47,300.00	Disclosure SEC source: 0000950170-25-094297 · ownership.xml · nonDerivative · entry 1 Stone Stephen R. · CIK 0002064783 · Director · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,185 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.