STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
67
13F, latest reported quarter
What the filings say about COSO
Insiders, 180 days
-$441.2K net sold
1 buyer · 2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$332.7K
5 notices
CoastalSouth Bancshares insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, CoastalSouth Bancshares, Inc. insiders sold a net $441.2K of stock across 22 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
5 earlier Form 4 trades (code P or S) here by this insider (1 buy, 4 sales), the last on Aug 31, 2026.
The trade is 17.1% of the 35,131 shares held after it.
No other insider sold within 30 days.
67 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bruderer Ernst W. sold about $167.5K of COSO on Oct 23, 2026, the largest insider sale at the company on our record; 67 funds added in the latest 13F quarter.
Nobody has filed for crossing 5%. That is a fact, not missing data.
COSO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Bruderer Ernst W.
Filed 2026-10-23
$167.3K
Bruderer Ernst W.
Filed 2026-08-31
$54.9K
Bruderer Ernst W.
Filed 2026-08-26
$55.0K
Bruderer Ernst W.
Filed 2026-08-25
$27.6K
Bruderer Ernst W.
Filed 2026-08-24
$27.9K
COSO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
RMB Mendon Financial Services Fund
$6.7M position · as of 2026-06-30
2.6%
Ultra-Small Company Market Fund
$400.3K position · as of 2026-06-30
0.3%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
$428.8K position · as of 2026-06-30
0.2%
Goldman Sachs Small Cap Value Fund
$1.0M position · as of 2026-05-31
0.1%
Franklin Small Cap Enhanced ETF
$115.8K position · as of 2026-06-30
0.1%
Hartford Multifactor Small Cap ETF
$46.3K position · as of 2026-07-31
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $441.2K sold by insiders over 180 days, 67 funds added last quarter, $332.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.0M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM COSO
FY Dec 2025
$2.0M
FY Dec 2024
n/a
Jun 2026
$509.0K
Mar 2026
$519.0K
Dec 2025
$537.0K
Sep 2025
$464.0K
Jun 2025
$487.0K
Mar 2025
$497.0K
Dec 2024
$467.0K
Sep 2024
$427.0K
At each fiscal year end
Single quarter
Net margin, TTM
+1,357%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM COSO
FY Dec 2025
+1,254%
FY Dec 2024
n/a
Jun 2026
+1,441%
Mar 2026
+1,219%
Dec 2025
+1,329%
Sep 2025
+1,453%
Jun 2025
+1,225%
Mar 2025
+1,016%
Dec 2024
+1,221%
Sep 2024
+1,846%
At each fiscal year end
Single quarter
Free cash flow, TTM
$67.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM COSO
FY Dec 2025
$61.3M
FY Dec 2024
n/a
Jun 2026
$9.6M
Mar 2026
-$21.7M
Dec 2025
$85.1M
Sep 2025
-$5.9M
Jun 2025
-$16.3M
Mar 2025
-$1.6M
Dec 2024
$37.5M
Sep 2024
-$3.1M
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity COSO
FY Dec 2025
+10.9%
FY Dec 2024
n/a
Jun 2026
+11.5%
Mar 2026
+11.3%
Dec 2025
+10.9%
Sep 2025
+10.6%
Jun 2025
+12.6%
Mar 2025
+13.1%
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets COSO
FY Dec 2025
+1.1%
FY Dec 2024
n/a
Jun 2026
+1.2%
Mar 2026
+1.1%
Dec 2025
+1.1%
Sep 2025
+1.0%
Jun 2025
+1.1%
Mar 2025
+1.2%
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
12.42x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing COSO
FY Dec 2025
10.76x
FY Dec 2024
n/a
Jun 2026
12.09x
Mar 2026
11.18x
Dec 2025
10.76x
Sep 2025
10.29x
Jun 2025
9.14x
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+20.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield COSO
FY Dec 2025
+22.0%
FY Dec 2024
n/a
Jun 2026
+20.8%
Mar 2026
+14.0%
Dec 2025
+22.0%
Sep 2025
+5.2%
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -5%, PEG needs growth
PEG, trailing COSO
FY Dec 2025
n/a
FY Dec 2024
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
COSO ranks highest on risk and compliance (62nd percentile) and profitability (61st), and lowest on institutional and government (31st), among Banks peers.
Profitability
61
Inputs
Return on equity+11.5% · 63 pct, sector of 327
Return on assets+1.2% · 59 pct, sector of 334
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Growth
50
Inputs
Revenue growth, YoY+6.4% · 50 pct, sector of 151
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
43
Inputs
Net Form 4 buying (codes P and S), 180d-$441K · 39 pct, sector of 274
Insider buyers, 180d1 · 46 pct, sector of 274
Institutional and government
31
Inputs
Funds adding, latest quarter67 · 31 pct, sector of 257
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
62
Inputs
Short interest, % of float+1.8% · 62 pct, sector of 378
Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Financial health, US patents
Financial health needs 1 of 2 inputs, 0 present: no debt line filed
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
COSO filings, in plain words
Are CoastalSouth Bancshares insiders buying or selling COSO?
In the 180 days to 2026-10-28, CoastalSouth Bancshares insiders were net sellers, a net $441.2K: $9.4K of purchases and $450.6K of sales reported on Form 4, by 1 buyer and 2 sellers.
Are there planned insider sales of COSO?
Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $332.7K of stock; the latest, by Bruderer Ernst W., was filed 2026-10-23.
Read the full summary
In the 180 days to 2026-10-28, CoastalSouth Bancshares insiders were net sellers of COSO, a net $441.2K across purchases and sales reported on Form 4 by 1 buyer and 2 sellers. Sales outweighed purchases more than tenfold by value. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $332.7K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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