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Insider · CIK 0001747974

Stephan Klee

director

Files at CCB (COASTAL FINANCIAL CORP). First filing Sep 17, 2025, latest Sep 17, 2025.

Stephan Klee files SEC Form 4 as director at CCB (COASTAL FINANCIAL CORP). Since Sep 17, 2025, Stephan Klee has reported 0 open-market buys worth $0 and 1 open-market sell worth $475k, the latest filed on Sep 17, 2025.

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

The newest scored trade: sold $475k of CCB on Sep 15, 2025, filed Sep 17, 2025, scored 67 (notable).

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, $475k 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.

CCB: COASTAL FINANCIAL CORP

CCBOct 9, 2026 · close 40.74

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
67Notable
CCBsell 4
COASTAL FINANCIAL CORP
$475k
4,350 shares
-72%+117% from low-6% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Sep 15, 2025 CCB
COASTAL FINANCIAL CORP
4,350
0.03% of outstanding
$475kSep 15, 2025none

Transactions

Every row this insider has filed, 3 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
May 26, 2026CCB
COASTAL FINANCIAL CORP
AGrant or award
Common Stockindirect: By SK Trail LLC
+1,369$0.00$02,488May 28, 2026
Sep 15, 2025CCB
COASTAL FINANCIAL CORP
SOpen-market sale
Common Stock
-4,350$109.14$475k1,661Sep 17, 2025
May 28, 2025CCB
COASTAL FINANCIAL CORP
AGrant or award
Common Stockindirect: By SK Trail LLC
+1,119$0.00$01,119May 30, 2025

Questions about Stephan Klee

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

Is Stephan Klee buying or selling?

Not in the last 12 months. Stephan Klee's latest open-market trade on SEC Form 4 was sold $475k of CCB on Sep 15, 2025.

How did Stephan Klee's past buys perform?

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

Where does Stephan Klee file Form 4?

Stephan Klee has filed Form 4 at CCB (COASTAL FINANCIAL CORP). 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.

Stephan Klee: insider trades and track record | InsiderTell