James Macleod reports an option exercise and tax withholding on shares
By AlphaYouPublished Form 4
MACLEOD JAMES S
Reporting filer
James Macleod reports an option exercise and tax withholding on shares, not an open-market purchase or sale, in CoastalSouth Bancshares, Inc.. Form 4 filed Nov 4, 2026 lists 3 entries.
- Disclosed
- Nov 4, 2026
Reported details
3 entries| Security | Owner | Date | Code | Action | Quantity | Price | Following holdings | Reporting delay | Filed terms and references |
|---|---|---|---|---|---|---|---|---|---|
| Common Stock | MACLEOD JAMES S | 2026-11-03 | M | Exercise or conversion | 55000 | 13 | 256,585 | 1 day | Filed terms
|
| Common Stock | MACLEOD JAMES S | 2026-11-03 | F | Tax/exercise withholding | 25319 | 28.24 | 231,266 | 1 day | Filed terms
|
| Stock Option (right to purchase) (derivative) | MACLEOD JAMES S | 2026-11-03 | M | Exercise or conversion | 55000 | Not stated (see footnotes) | 0 | 1 day | Filed terms
|
Common Stock
- Owner
- MACLEOD JAMES S
- Date
- 2026-11-03
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 55000
- Price
- 13
- Following holdings
- 256,585
- Reporting delay
- 1 day
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-11-03
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: false
- transaction Shares: 55000
- transaction Price Per Share: 13
- transaction Acquired Disposed Code: A
- shares Owned Following Transaction: 256585
- direct Or Indirect Ownership: D
Common Stock
- Owner
- MACLEOD JAMES S
- Date
- 2026-11-03
- Code
- F
- Action
- Tax/exercise withholding
- Quantity
- 25319
- Price
- 28.24
- Following holdings
- 231,266
- Reporting delay
- 1 day
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-11-03
- transaction Form Type: 4
- transaction Code: F
- equity Swap Involved: false
- id: F1
- transaction Shares: 25319
- transaction Price Per Share: 28.24
- transaction Acquired Disposed Code: D
- shares Owned Following Transaction: 231266
- direct Or Indirect Ownership: D
Stock Option (right to purchase) (derivative)
- Owner
- MACLEOD JAMES S
- Date
- 2026-11-03
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 55000
- Price
- Not stated (see footnotes)
- Following holdings
- 0
- Reporting delay
- 1 day
- Filed terms and references
Filed terms
- security Title: Stock Option (right to purchase)
- conversion Or Exercise Price: 13
- transaction Date: 2026-11-03
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: false
- transaction Shares: 55000
- id: F3
- transaction Acquired Disposed Code: D
- id: F2
- expiration Date: 2027-09-22
- underlying Security Title: Common Stock
- underlying Security Shares: 55000
- shares Owned Following Transaction: 0
- direct Or Indirect Ownership: D
Purchases, sales, grants and option exercises are different transactions. The reported code identifies the action; it does not establish a motive.
Filing context
- Quantities and prices are shown in the units filed. No trade value is inferred from their product.
- MACLEOD JAMES S: Director.
- F1: Represents shares withheld by the issuer at a value of $28.24 per share to satisfy the exercise price in connection with the reporting person's net exercise of stock options.
- F2: The option vested and became exercisable in four equal annual installments of 13,750 shares each on September 22, 2018, September 22, 2019, September 22, 2020, and September 22, 2021. The option was fully vested and exercisable as of September 22, 2021.
- F3: Not applicable. This transaction represents the exercise of stock options. The exercise price of $13.00 per share is reported in Column 2.
Original sources
Prepared automatically from public filing data. Report a correction.