CoastalSouth Bancshares, Inc.
Ownership
Ownership Structure
Who owns CoastalSouth Bancshares, Inc. (COSO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 74.5% of the shares are freely tradable; institutional investors hold 64.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Patriot Financial Partners GP II, LP | 5.78 | 691,367 | -40.4 | 06/30/2026 |
| BlackRock Inc | 4.12 | 492,033 | +51.7 | 03/31/2026 |
| Two Sigma Investments LLC | 3.42 | 408,489 | +308.3 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.40 | 406,427 | +0.0 | 03/31/2026 |
| AllianceBernstein L.P. | 3.33 | 397,573 | -6.4 | 03/31/2026 |
| Berkeley Capital Partners, LLC | 2.98 | 356,390 | -1.2 | 06/30/2026 |
| North Reef Capital Management LP | 2.69 | 320,982 | +21.6 | 03/31/2026 |
| Curi Capital, LLC | 2.53 | 302,951 | +24.4 | 03/31/2026 |
| Mendon Capital Advisors Corp | 2.24 | 267,232 | -19.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.49 | 297,300 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Macleod James S | Director | 201,585 | 5,503,271 $ | Aug 7, 2026 | direct |
| Bruderer Ernst W. | Director | 41,131 | 1,122,876 $ | Aug 31, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Bruderer Ernst W. | Director | Sell | 2,000 | 27.43 | 54,856 |
| Aug 26, 2026 | Bruderer Ernst W. | Director | Sell | 2,000 | 27.50 | 55,004 |
| Aug 18, 2026 | Bruderer Ernst W. | Director | Sell | 1,000 | 27.89 | 27,890 |
| Aug 12, 2026 | Bruderer Ernst W. | Director | Sell | 1,000 | 27.56 | 27,564 |
| Aug 7, 2026 | Macleod James S | Director | Buy | 238 | 28.15 | 6,700 |
| Aug 6, 2026 | Macleod James S | Director | Buy | 96 | 27.61 | 2,651 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.