Daniel J Lee - Net Worth and Insider Trading
Daniel J Lee Net Worth
The estimated net worth of Daniel J Lee is at least $1 Million dollars as of 2024-04-24. 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 $1 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 assumption that Daniel J Lee has not made any transactions after 2019-11-05 and currently still holds the listed stock(s).
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 $1 Million.
Latest Holdings of Daniel J Lee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CCB | Coastal Financial Corp | 2019-11-05 | 30,642 | 41.43 | 1,269,498 |
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 4 transactions in Coastal Financial Corp (CCB) over the past 5 years, including 4 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
-6.56%
Outperforming Transactions
20%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4 | 7.93 | 2.56 | -6.56 | 44.53 | 41.47 |
| Relative Return to S&P 500(%) | 0.23 | 2.08 | -6.71 | -15.14 | 21.98 | 29.1 |
Daniel J Lee Ownership Network
Ownership Network List of Daniel J Lee
Ownership Network Relation of Daniel J Lee
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 Operations Officer John J Dickson , and Chief Lending Officer Russ A Keithley .
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 124,768 shares made by Eric M Sprink , a net sale of 2,816 shares made by Andrew P Skotdal , and a net purchase of 30,000 shares made by Steven D Hovde .
In summary, during the past 3 months, insiders sold 1,036 shares of Coastal Financial Corp (CCB) in total and bought 0 shares, with a net sale of 1,036 shares. During the past 18 months, 131,213 shares of Coastal Financial Corp (CCB) were sold and 31,000 shares were bought by its insiders, resulting in a net sale of 100,213 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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