Daniel J Lee - Net Worth and Insider Trading
Daniel J Lee Net Worth
The estimated net worth of Daniel J Lee is at least $2 Million dollars as of 2024-09-23. Daniel J Lee is the EVP & Chief Credit & Risk Off. of Coastal Financial Corp and owns about 30,642 shares of Coastal Financial Corp (CCB) stock worth over $2 Million. Details can be seen in Daniel J Lee's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Daniel J Lee has not made any transactions after 2019-11-05 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Daniel J Lee
Daniel J Lee Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Daniel J Lee owns 2 companies in total, including Coastal Financial Corp (CCB) , and Cascade Bancorp (CACB) .
Click here to see the complete history of Daniel J Lee’s form 4 insider trades.
Insider Ownership Summary of Daniel J Lee
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| CCB | Coastal Financial Corp | 2019-11-05 | EVP & Chief Credit & Risk Off. |
| CACB | Cascade Bancorp | 2017-05-30 | EVP/CCO |
Daniel J Lee Latest Holdings Summary
Daniel J Lee currently owns a total of 1 stock. Daniel J Lee owns 30,642 shares of Coastal Financial Corp (CCB) as of November 5, 2019, with a value of $2 Million.
Latest Holdings of Daniel J Lee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CCB | Coastal Financial Corp | 2019-11-05 | 30,642 | 51.67 | 1,583,272 |
Holding Weightings of Daniel J Lee
Daniel J Lee Form 4 Trading Tracker
According to the SEC Form 4 filings, Daniel J Lee has made a total of 1 transactions in Coastal Financial Corp (CCB) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Coastal Financial Corp is the acquisition of 1,600 shares on November 5, 2019, which cost Daniel J Lee around $24,896.
Insider Trading History of Daniel J Lee
- 1
Daniel J Lee Trading Performance
GuruFocus tracks the stock performance after each of Daniel J Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel J Lee is 7.93%. GuruFocus also compares Daniel J Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel J Lee within 3 months outperforms 3 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Daniel J Lee's insider trading performs compared to the benchmark.
Performance of Daniel J Lee
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4 | | | | | |
| Relative Return to S&P 500(%) | 0.23 | | | | | |
Daniel J Lee Ownership Network
Daniel J Lee Owned Company Details
What does Coastal Financial Corp do?
Who are the key executives at Coastal Financial Corp?
Daniel J Lee is the EVP & Chief Credit & Risk Off. of Coastal Financial Corp. Other key executives at Coastal Financial Corp include director & President & CEO Eric M Sprink , Chief Financial Officer Joel G Edwards , and Chief Operations Officer John J Dickson .
Coastal Financial Corp (CCB) Insider Trades Summary
Over the past 18 months, Daniel J Lee made no insider transaction in Coastal Financial Corp (CCB). Other recent insider transactions involving Coastal Financial Corp (CCB) include a net sale of 55,157 shares made by Eric M Sprink , a net sale of 6,000 shares made by Steven D Hovde , and a net sale of 246 shares made by .
In summary, during the past 3 months, insiders sold 41,157 shares of Coastal Financial Corp (CCB) in total and bought 0 shares, with a net sale of 41,157 shares. During the past 18 months, 74,786 shares of Coastal Financial Corp (CCB) were sold and 0 shares were bought by its insiders, resulting in a net sale of 74,786 shares.
Coastal Financial Corp (CCB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Coastal Financial Corp Insider Transactions
Daniel J Lee Mailing Address
Above is the net worth, insider trading, and ownership report for Daniel J Lee. You might contact Daniel J Lee via mailing address: 5415 Evergreen Way, Everett Wa 98203.
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