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Total declarations
Companies
▲ Purchases (10 ops.)
▼ Sales (0 ops.)
Latest filing published 14 Feb 2020 for Coastal Financial CORP.
Filing timeline
BuySaleDaniel J. Lee
Insider track record
Disclosed buys
10
Disclosed sells
0
Signal history
Closed purchases
Market purchases
10
Positive at T+90
80%
Median T+90
+12.7%
Based on 10 purchases whose 90-day window has closed (published at least 91 days ago), the same population our ranking model reads.
Purchases by company
Since each purchase
- +11.8%Entry US$15.90 · Close at T+365 US$17.77
- -4.3%Entry US$14.67 · Close at T+365 US$14.04
- -4.0%Entry US$14.81 · Close at T+365 US$14.22
- -17.1%Entry US$16.05 · Close at T+365 US$13.31
- -11.0%Entry US$15.61 · Close at T+365 US$13.90
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Daniel J. Lee: trading record in brief
Daniel J. Lee discloses dealings in 2 companies, chiefly Coastal Financial Corp and Cascade Bancorp. Over a trading history stretching from 26 May 2016 to 3 February 2020, the count stands at 14 filings.
On the market, this insider has only ever bought: 10 purchases, €91k in total. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Besides market trades, the filings include 2 share grants.
The median purchase comes to €7,318. Across 10 purchases, this insider has always bought alone, with no colleague buying within 30 days. Ninety days after publication, 10 purchases show a median change of +12.7%, with the price up in 80% of them. These figures describe past trades and do not predict future prices.
On 14 February 2020 came the latest disclosure, a share grant in Coastal Financial Corp. The clock since the last published purchase (6 November 2019) now reads 2,543 days. The median gap between a trade and its publication by SEC (Form 4) is 1 day. For comparison, the SEC allows two business days to file a Form 4. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Companies and markets linked to Daniel J. Lee
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
Declarations14 total
2,808 shares0Common StockSEC:0001437749-20-002802:0
1,600 shares@ US$15.5624.7% of flowCommon StockSEC:0001437749-19-021800:0
Canonical exit: 3 Feb 2020 (T+90)
1,722 shares@ US$14.8025.3% of flowCommon StockSEC:0001225208-19-011755:0
Canonical exit: 18 Nov 2019 (T+90)
608 shares@ US$14.788.9% of flowCommon StockSEC:0001225208-19-011755:1
Canonical exit: 18 Nov 2019 (T+90)
98 shares@ US$14.761.4% of flowCommon StockSEC:0001225208-19-011755:2
Canonical exit: 18 Nov 2019 (T+90)
72 shares@ US$14.791.1% of flowCommon StockSEC:0001225208-19-011755:3
Canonical exit: 18 Nov 2019 (T+90)
800 shares@ US$14.7211.7% of flowCommon StockSEC:0001225208-19-011475:0
Canonical exit: 13 Nov 2019 (T+90)
200 shares@ US$14.722.9% of flowCommon StockSEC:0001225208-19-011475:1
Canonical exit: 13 Nov 2019 (T+90)
500 shares@ US$15.857.8% of flowCommon StockSEC:0001225208-19-008554:0
Canonical exit: 21 Aug 2019 (T+90)
500 shares@ US$15.757.8% of flowCommon StockSEC:0001225208-19-008554:1
Canonical exit: 21 Aug 2019 (T+90)
500 shares@ US$17.008.3% of flowCommon StockSEC:0001225208-19-005183:0
Canonical exit: 10 Jun 2019 (T+90)
173,918 sharesCommon StockSEC:0000899243-17-014978:0
7,000 sharesCommon StockSEC:0000899243-17-014978:1
33,453 shares0Common StockSEC:0001638599-16-000961:0
14 of 14 declarations
