CoastalSouth Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:COSO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Jul 25	BuyUS$49,988	L. Askins	Individual	2,325	US$21.50
02 Jul 25	BuyUS$430,000	James Richardson	Individual	20,000	US$21.50
02 Jul 25	BuyUS$21,500	Cameron Turner	Individual	1,000	US$21.50
02 Jul 25	BuyUS$99,975	Patrick Frawley	Individual	4,650	US$21.50
02 Jul 25	BuyUS$236,500	Boris Gutin	Individual	11,000	US$21.50
02 Jul 25	BuyUS$43,000	Ernst Bruderer	Individual	2,000	US$21.50
02 Jul 25	BuyUS$32,250	Anthony Valduga	Individual	1,500	US$21.50
02 Jul 25	BuyUS$47,300	Stephen Stone	Individual	2,200	US$21.50
02 Jul 25	BuyUS$96,750	Lauren Hemby	Individual	4,500	US$21.50
02 Jul 25	BuyUS$107,500	John Aldridge	Individual	5,000	US$21.50
02 Jul 25	BuyUS$2,150,000	Joseph Topper	Individual	100,000	US$21.50
02 Jul 25	BuyUS$215,000	James MacLeod	Individual	10,000	US$21.50

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of COSO?
Owner Type	Number of Shares	Ownership Percentage
Institutions	723,139	6.21%
Hedge Funds	1,030,171	8.85%
Individual Insiders	1,419,995	12.2%
VC/PE Firms	2,941,269	25.3%
General Public	5,529,347	47.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 21 shareholders own 52.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.8%	Patriot Financial Manager, L.P.	1,956,367	US$42.0m	195%	10.47%
8.85%	EJF Capital LLC	1,030,171	US$22.1m	102%	14.19%
8.46%	GCP Capital Partners Holdings LLC	984,902	US$21.2m	49.8%	11.02%
4.42%	Joseph Topper	514,376	US$11.0m	24.1%	no data
3.39%	Berkeley Capital Partners, LLC	395,116	US$8.5m	0%	2.02%
2.13%	Banc Funds Company, L.L.C.	247,605	US$5.3m	-2.73%	0.78%
1.73%	James MacLeod	201,251	US$4.3m	5.23%	no data
1.48%	James Richardson	172,263	US$3.7m	58.2%	no data
1.07%	Stephen Stone	125,015	US$2.7m	1.79%	no data
0.96%	Anthony Valduga	111,938	US$2.4m	1.36%	no data
0.77%	Mark Griffith	89,794	US$1.9m	0%	no data
0.72%	Patrick Frawley	83,549	US$1.8m	5.89%	no data
0.4%	Ernst Bruderer	47,131	US$1.0m	4.43%	no data
0.37%	FMR LLC	43,372	US$931.6k	0%	no data
0.32%	KLCM Advisors, Inc.	37,046	US$795.8k	0%	0.08%
0.16%	Boris Gutin	18,284	US$392.8k	151%	no data
0.16%	John Aldridge	18,129	US$389.4k	38.1%	no data
0.12%	L. Askins	13,990	US$300.5k	19.9%	no data
0.12%	Cameron Turner	13,925	US$299.1k	7.74%	no data
0.088%	Lauren Hemby	10,250	US$220.2k	0%	no data
0.00086%	Michael High	100	US$2.2k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/05 20:54
End of Day Share Price	2025/10/03 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

CoastalSouth Bancshares, Inc. is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Scouten	Piper Sandler Companies
Russell Elliott Gunther	Stephens, Inc.