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Insider · CIK 0001201748

Kelly Potes

ceoofficerdirector

Files at COFS (CHOICEONE FINANCIAL SERVICES INC). First filing Dec 5, 2023, latest Dec 5, 2023.

In brief

Kelly Potes files SEC Form 4 as CEO and director at COFS (CHOICEONE FINANCIAL SERVICES INC). Since Dec 5, 2023, Kelly Potes has reported 0 open-market buys worth $0 and 1 open-market sell worth $69k, the latest filed on Dec 5, 2023.

A track record needs three past buys with six months of prices behind them; Kelly Potes has 0, so none is measured yet.

The newest scored trade: sold $69k of COFS on Dec 4, 2023, filed Dec 5, 2023, scored 43 (moderate).

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $69k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

COFS: CHOICEONE FINANCIAL SERVICES INC

COFSOct 12, 2026 · close 32.71

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
43Moderate
COFSsell
CHOICEONE FINANCIAL SERVICES INC
$69k
2,690 shares
-47%+65% from low-5% from high

Transactions

Every row this insider has filed, 12 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Apr 30, 2026COFS
CHOICEONE FINANCIAL SERVICES INC
FTax withholding
Common Stock
-450$30.03$14k42,049May 4, 2026
Apr 30, 2026COFS
CHOICEONE FINANCIAL SERVICES INC
AGrant or award
Common Stock
+4,416$0.00$047,256May 4, 2026
Apr 30, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
FTax withholding
Common Stock
-669$28.43$19k40,295May 2, 2025
Apr 30, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
AGrant or award
Common Stock
+2,204$0.00$042,499May 2, 2025
Mar 1, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
AGrant or award
Common Stockindirect: IRA
+1,890--6,890Mar 4, 2025
Mar 1, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
AGrant or award
Common Stock
+270--40,964Mar 4, 2025
Apr 30, 2024COFS
CHOICEONE FINANCIAL SERVICES INC
AGrant or award
Common Stock
+1,606$0.00$038,133May 1, 2024
Apr 15, 2024COFS
CHOICEONE FINANCIAL SERVICES INC
FTax withholding
Common Stock
-872$22.19$19k36,527Apr 17, 2024
Dec 15, 2023COFS
CHOICEONE FINANCIAL SERVICES INC
MOption exercise
Common Stock
+6,000$27.25$164k42,469Dec 19, 2023
Dec 15, 2023COFS
CHOICEONE FINANCIAL SERVICES INC
FTax withholding
Common Stock
-5,474$31.07$170k36,995Dec 19, 2023
Dec 15, 2023COFS
CHOICEONE FINANCIAL SERVICES INC
MOption exercise
Stock Option (Right to Buy)derivative
-6,000$0.00$00Dec 19, 2023
Dec 4, 2023COFS
CHOICEONE FINANCIAL SERVICES INC
SOpen-market sale
Common Stockindirect: IRA
-2,690$25.75$69k3,000Dec 5, 2023

Questions about Kelly Potes

Answered from the filings on this page, as of the latest one.

Is Kelly Potes buying or selling?

Not in the last 12 months. Kelly Potes's latest open-market trade on SEC Form 4 was sold $69k of COFS on Dec 4, 2023.

How did Kelly Potes's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kelly Potes has 0.

Where does Kelly Potes file Form 4?

Kelly Potes has filed Form 4 at COFS (CHOICEONE FINANCIAL SERVICES INC) as Chief Executive Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Kelly Potes: insider trades and track record | InsiderTell