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Daniel J. Lee
DL
Daniel J. Lee
CCB
EVP & CHIEF CREDIT & RISK OFF. · COASTAL FINANCIAL CORP · CIK 0001550325
Watchlist
FILING MIX · LIFETIME
100%
/
0%
BUYS
1
SELLS
0
TOTAL VALUE
$0
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
6,808
AVG SELL PX
—
TRADE KIND
ALL
OPEN MARKET
0
10B5-1 PLANNED
0
GRANTS
1
OTHER
0
SHOWING
1
/ 1
Trades · vs SPY
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Performance · forward returns vs SPY
No backtest data available for Daniel J. Lee. Backtests are computed for purchase (P) and sale (S) transactions with resolvable price history.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY
●
SELL
●
2020
FLOW ·
1 buys / 0 sells
COVERAGE ·
1 quarters
Form 4 filings · all activity
ALL · 1
BUYS · 1
SELLS · 0
COMPANY
TYPE
SHARES
PRICE
VALUE
HELD AFTER
TRADE DATE
FILED
CCB
COASTAL FINANCIAL CORP
PURCHASE
GRANT
Stock grant
2,808
—
—
6,808
Feb 3, 2020
Feb 14, 2020 ↗
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About this filer
CIK 0001550325
ROLE
EVP & Chief Credit & Risk Off.
PRIMARY
CCB
COMPANIES
1
ACTIVE SINCE
Feb 2020
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