rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

Who

Stephan Klee

Director

Company insider

Files Form 4 as: Director, Coastal Financial.

In numbers

Trades disclosed
11
Buys
0
Sells
1
Bought
$0
Sold
$475K
Companies
1
Companies where not an officer
1
First trade
22 Jan 2019
Last trade
26 May 2026
Last filed
28 May 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
CCB Coastal FinancialDirector · Regional banks · last 26 May 20260 buys · 1 sell

Activity over time

1 Sep 2025 – 1 Oct 2026
10Sep 25Dec 25Apr 26Jul 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
26 May 2026filed 28 May 2026CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,369 at $0.00filing
26 May 2026filed 28 May 2026CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,369 at $0.00filing
15 Sep 2025filed 17 Sep 2025CCB Coastal FinancialRegional banksSEC FORM 4 Sold$475K4,350 at $109.14filing
28 May 2025filed 30 May 2025CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,119 at $0.00filing
30 May 2024filed 31 May 2024CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,661 at $0.00filing
30 May 2023filed 31 May 2023CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,496 at $0.00filing
24 May 2022filed 26 May 2022CCB Coastal FinancialRegional banksSEC FORM 4 Code A—1,073 at $0.00filing
24 May 2021filed 25 May 2021CCB Coastal FinancialRegional banksSEC FORM 4 Code A—490 at $0.00filing
26 Oct 2020filed 28 Oct 2020CCB Coastal FinancialRegional banksSEC FORM 4 Code A—674 at $0.00filing
3 Feb 2020filed 14 Feb 2020CCB Coastal FinancialRegional banksSEC FORM 4 Code A—281 at $0.00filing
22 Jan 2019filed 15 Feb 2019CCB Coastal FinancialRegional banksSEC FORM 4 Code A—336 at $0.00filing

Sectors

Financials1

Buys in green, sells in red, by the company’s sector.

Related people

Brian T. HamiltonPresident of CCBX · President of CCBX at Coastal Financial, filing Form 4 there in the last year
Christopher D. AdamsExecutive Chair · Executive Chair at Coastal Financial, filing Form 4 there in the last year
Eric M. SprinkCEO · CEO at Coastal Financial, filing Form 4 there in the last year
Steven D. HovdeDirector and 10% owner · Director and 10% owner at Coastal Financial, filing Form 4 there in the last year
Freddy I. RivasChief Credit Officer · Chief Credit Officer at Coastal Financial, filing Form 4 there in the last year