COSO CoastalSouth Bancshares, Inc. Common Stock
COSO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
COSO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 13 de agosto de 2026 | $0,0500 |
| 14 de mayo de 2026 | $0,0500 |
| 12 de febrero de 2026 | $0,0500 |
COSO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 37,5%
- Compra 4 50,0%
- Mantener 1 12,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.59 | $0.60 | -0.01% |
| 31 de marzo de 2026 | $0.51 | $0.56 | -0.05% |
| 31 de diciembre de 2025 | $0.58 | $0.61 | -0.03% |
| 30 de septiembre de 2025 | $0.54 | $0.58 | -0.04% |
| 30 de junio de 2025 | $0.57 | $0.57 | -0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| COSO | — | 10.8 | 6.4% | 1254.0% | 10.6% | — |
| BVFL | $161M | 12.7 | 5.1% | 34.1% | 7.1% | — |
| ECBK | $153M | 18.5 | 3.6% | 1299.7% | 4.6% | — |
| MNSB | $153M | 11.6 | -1.6% | 11.5% | 7.2% | 54.2% |
| SBFG | — | 10.2 | 15.1% | 21.3% | 10.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $2M | $2M | |
| SG&A Expense | $1M | $993.0K | |
| Interest Income | $128M | $124M | |
| Pretax Income | $31M | $27M | |
| Income Tax | $6M | $5M | |
| Net Income | $25M | $22M | |
| EPS (Basic) | $2.24 | $2.15 | |
| EPS (Diluted) | $2.16 | $2.09 | |
| Shares (Diluted) | 11,520,215 | 10,470,633 | |
| EBITDA | $2M | · |
Balance general 12
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| PP&E (Net) | $18M | $18M | |
| PP&E (Gross) | $29M | $27M | |
| Accum. Depreciation | $11M | $10M | |
| Goodwill | $5M | $5M | |
| Intangibles | $2M | $2M | |
| Total Assets | $2.31B | $2.10B | |
| Total Liabilities | $2.05B | $1.90B | |
| Paid-in Capital | $190M | $159M | |
| Retained Earnings | $67M | $42M | |
| AOCI | $-9M | $-16M | |
| Stockholders' Equity | $260M | $195M | |
| Liabilities + Equity | $2.31B | $2.10B |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $2M | $1M | |
| Deferred Tax | $-211.0K | $2M | |
| Amort. of Intangibles | $536.0K | $503.0K | |
| Other Non-cash | $37M | · | |
| Operating Cash Flow | $63M | $-13M | |
| CapEx | $2M | $1M | |
| Investing Cash Flow | $-224M | $-17M | |
| Stock Repurchased | $69.0K | · | |
| Net Stock Activity | $-69.0K | · | |
| Financing Cash Flow | $173M | $49M | |
| Taxes Paid | $2M | $-884.0K | |
| Free Cash Flow | $61M | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Net Margin | 1254.0% | · | |
| Pretax Margin | 1568.6% | · | |
| EBITDA Margin | 75.8% | · | |
| ROA | 1.1% | · | |
| ROE | 10.6% | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 6.4% | · | |
| EPS YoY | 3.4% | · | |
| Net Income YoY | 13.6% | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $2M | · | |
| Net Income TTM | $25M | · | |
| P/E | 10.8 | · | |
| Earnings Yield | 9.3% | · |
Estado de resultados 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $509.0K | $519.0K | $537.0K | $464.0K | $487.0K | $497.0K | $467.0K | $427.0K | |
| Interest Income | $34M | $33M | $33M | $33M | $32M | $30M | $31M | $33M | |
| Pretax Income | $9M | $8M | $9M | $9M | $7M | $7M | $7M | $10M | |
| Income Tax | $2M | $2M | $2M | $2M | $1M | $2M | $950.0K | $2M | |
| Net Income | $7M | $6M | $7M | $7M | $6M | $5M | $6M | $8M | |
| EPS (Basic) | $0.61 | $0.53 | $0.60 | $0.57 | $0.58 | $0.49 | $0.56 | $0.77 | |
| EPS (Diluted) | $0.59 | $0.51 | $0.58 | $0.54 | $0.57 | $0.47 | $0.54 | $0.75 | |
| Shares (Diluted) | 12,447,791 | 12,440,809 | 302,243 | 12,325,462 | 10,612,255 | 10,642,078 | 49,987 | 10,544,087 |
Balance general 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $19M | $19M | $18M | $18M | $18M | · | $18M | · | |
| PP&E (Gross) | · | · | $29M | · | · | · | $27M | · | |
| Accum. Depreciation | · | · | $11M | · | · | · | $10M | · | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | · | $5M | · | |
| Intangibles | $2M | $2M | $2M | $1M | $1M | · | $2M | · | |
| Total Assets | $2.42B | $2.35B | $2.31B | $2.26B | $2.22B | · | $2.10B | · | |
| Total Liabilities | $2.15B | $2.09B | $2.05B | $2.00B | $2.01B | · | $1.90B | · | |
| Paid-in Capital | $189M | $190M | $190M | $190M | $159M | · | $159M | · | |
| Retained Earnings | $79M | $73M | $67M | $60M | $53M | · | $42M | · | |
| AOCI | $-10M | $-12M | $-9M | $-11M | $-13M | · | $-16M | · | |
| Stockholders' Equity | $270M | $263M | $260M | $250M | $209M | · | $195M | · | |
| Liabilities + Equity | $2.42B | $2.35B | $2.31B | $2.26B | $2.22B | · | $2.10B | · |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $435.0K | $406.0K | $390.0K | $392.0K | $369.0K | $353.0K | $351.0K | $327.0K | |
| Deferred Tax | $759.0K | $257.0K | $-631.0K | $267.0K | $-399.0K | $552.0K | $-138.0K | $386.0K | |
| Amort. of Intangibles | $102.0K | $108.0K | $129.0K | $116.0K | $104.0K | $187.0K | $108.0K | $129.0K | |
| Operating Cash Flow | $10M | $-21M | $85M | $-5M | $-16M | $-1M | $38M | $-2M | |
| CapEx | $236.0K | $1M | $326.0K | $412.0K | $698.0K | $394.0K | $265.0K | $676.0K | |
| Investing Cash Flow | $-101M | $-35M | $-75M | $-35M | $-64M | $-50M | $-4M | $-1M | |
| Dividends Paid | $608.0K | $599.0K | · | · | $0 | $0 | · | · | |
| Financing Cash Flow | $63M | $39M | $43M | $23M | $25M | $82M | $-28M | $2M | |
| Taxes Paid | $2M | $-992.0K | $220.0K | $247.0K | $3M | $-2M | $-1M | $40.0K |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1440.7% | · | · | 1452.8% | 1224.8% | · | · | · | |
| Pretax Margin | 1735.8% | · | · | 1892.5% | 1443.3% | · | · | · | |
| ROA | 0.32% | 0.54% | · | 0.60% | 0.54% | · | · | · | |
| ROE | 3.1% | · | · | 5.4% | 5.7% | · | · | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | · | 0.0 | 0.0 | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2M | $2M | · | · | · | · | · | · | |
| Net Income TTM | $26M | $24M | · | · | · | · | · | · | |
| P/E | 12.1 | 11.8 | · | · | · | · | · | · | |
| Earnings Yield | 8.2% | 8.5% | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Ingresos | $2M | $2M |
| Beneficio neto | $25M | $22M |
| EPS Diluido | $2.16 | $2.09 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Flujo de caja libre | $61M | — |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 103 declarantes · $137.1M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 29 (+10 vs trimestre anterior) | 4 (-1 vs trimestre anterior) | 37 (+7 vs trimestre anterior) | 17 (+2 vs trimestre anterior) | -438K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | $18 563 204 | 691 367 | 13,54% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $10 967 930 | 408 489 | 8,00% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $10 608 247 | 395 093 | 7,74% | Acciones |
| North Reef Capital Management LP | $9 960 867 | 370 982 | 7,27% | Acciones |
| Berkeley Capital Partners, LLC | $9 569 083 | 356 390 | 6,98% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $8 546 156 | 347 546 | 6,23% | Acciones |
| Fourthstone LLC | $6 086 644 | 225 211 | 4,44% | Acciones |
| EJF Capital LP | $5 173 351 | 192 676 | 3,77% | Acciones |
| STATE STREET CORP | $5 057 493 | 188 361 | 3,69% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 492 266 | 167 270 | 3,28% | Acciones |
| Qube Research & Technologies Ltd | $3 415 669 | 127 213 | 2,49% | Acciones |
| RAFFLES ASSOCIATES LP | $3 010 905 | 112 138 | 2,20% | Acciones |
| KLCM Advisors, Inc. | $2 889 516 | 107 617 | 2,11% | Acciones |
| Bleakley Financial Group, LLC | $2 424 743 | 90 307 | 1,77% | Acciones |
| BANC FUNDS CO LLC | $2 301 448 | 85 715 | 1,68% | Acciones |
| FIRST MANHATTAN CO. LLC. | $2 084 580 | 77 638 | 1,52% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $2 033 619 | 75 740 | 1,48% | Acciones |
| Point72 Asset Management, L.P. | $1 706 291 | 63 549 | 1,24% | Acciones |
| Trexquant Investment LP | $1 700 249 | 63 324 | 1,24% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 610 275 | 59 973 | 1,17% | Acciones |
| CITADEL ADVISORS LLC | $1 561 784 | 58 167 | 1,14% | Acciones |
| JPMORGAN CHASE & CO | $1 512 192 | 56 383 | 1,10% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 424 312 | 53 047 | 1,04% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 300 131 | 48 422 | 0,95% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $1 147 354 | 42 732 | 0,84% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 065 623 | 39 688 | 0,78% | Acciones |
| XTX Topco Ltd | $1 042 988 | 38 845 | 0,76% | Acciones |
| HB Wealth Management, LLC | $1 023 302 | 38 111 | 0,75% | Acciones |
| GOLDMAN SACHS GROUP INC | $991 436 | 36 925 | 0,72% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $956 451 | 35 622 | 0,70% | Acciones |
| SALZHAUER MICHAEL | $887 285 | 33 046 | 0,65% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $859 925 | 32 027 | 0,63% | Acciones |
| JANE STREET GROUP, LLC | $826 416 | 30 779 | 0,60% | Acciones |
| Quadrature Capital Ltd | $804 668 | 29 969 | 0,59% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $781 604 | 29 110 | 0,57% | Acciones |
| D. E. Shaw & Co., Inc. | $700 517 | 26 090 | 0,51% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $649 475 | 24 189 | 0,47% | Acciones |
| Jump Financial, LLC | $424 230 | 15 800 | 0,31% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $400 307 | 14 909 | 0,29% | Acciones |
| Man Group plc | $396 494 | 14 767 | 0,29% | Acciones |
| MARSHALL WACE, LLP | $379 337 | 14 128 | 0,28% | Acciones |
| Centiva Capital, LP | $345 506 | 12 868 | 0,25% | Acciones |
| WINTON GROUP Ltd | $313 635 | 11 681 | 0,23% | Acciones |
| SEI INVESTMENTS CO | $313 205 | 11 665 | 0,23% | Acciones |
| Squarepoint Ops LLC | $293 766 | 10 941 | 0,21% | Acciones |
| Schonfeld Strategic Advisors LLC | $267 478 | 9 962 | 0,20% | Acciones |
| Walleye Capital LLC | $261 385 | 9 735 | 0,19% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $253 491 | 9 441 | 0,18% | Acciones |
| MENDON CAPITAL ADVISORS CORP | $249 624 | 9 297 | 0,18% | Acciones |
| ALGERT GLOBAL LLC | $222 936 | 8 303 | 0,16% | Acciones |
| RHUMBLINE ADVISERS | $215 279 | 8 018 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $215 122 | 8 012 | 0,16% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $212 625 | 7 919 | 0,16% | Acciones |
| OSAIC HOLDINGS, INC. | $208 899 | 7 780 | 0,15% | Acciones |
| BARCLAYS PLC | $208 303 | 7 758 | 0,15% | Acciones |
| Bank of New York Mellon Corp | $205 725 | 7 662 | 0,15% | Acciones |
| EP Wealth Advisors, LLC | $203 093 | 7 564 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $184 755 | 6 881 | 0,13% | Acciones |
| FRANKLIN RESOURCES INC | $163 329 | 6 083 | 0,12% | Acciones |
| MetLife Investment Management, LLC | $143 809 | 5 356 | 0,10% | Acciones |
| Daytona Street Capital LLC | $133 054 | 5 000 | 0,10% | Acciones |
| Russell Investments Group, Ltd. | $128 396 | 4 782 | 0,09% | Acciones |
| Nuveen, LLC | $112 126 | 4 176 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101 600 | 3 784 | 0,07% | Acciones |
| CITIGROUP INC | $95 774 | 3 567 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $79 530 | 2 962 | 0,06% | Acciones |
| VANGUARD GROUP INC | $68 867 | 2 962 | 0,05% | Acciones |
| MORGAN STANLEY | $67 098 | 2 499 | 0,05% | Acciones |
| Rockefeller Capital Management L.P. | $63 179 | 2 353 | 0,05% | Acciones |
| PNC Financial Services Group, Inc. | $57 056 | 2 125 | 0,04% | Acciones |
| BlackRock, Inc. | $51 471 | 1 917 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $51 015 | 1 900 | 0,04% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $49 700 | 1 851 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $46 450 | 1 730 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $34 556 | 1 287 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $28 273 | 1 053 | 0,02% | Acciones |
| Legal & General Group Plc | $21 185 | 789 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $20 191 | 752 | 0,01% | Acciones |
| CWM, LLC | $15 197 | 618 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 443 | 506 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $7 000 | 243 | 0,01% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $6 256 | 233 | 0,00% | Acciones |
| Arax Advisory Partners | $5 934 | 221 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $4 659 | 173 846 | 0,00% | Acciones |
| Sterling Capital Management LLC | $4 457 | 166 | 0,00% | Acciones |
| IFP Advisors, Inc | $4 215 | 157 | 0,00% | Acciones |
| GAMMA Investing LLC | $4 081 | 152 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $2 661 | 99 | 0,00% | Acciones |
| Allworth Financial LP | $2 417 | 90 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $1 718 | 64 | 0,00% | Acciones |
| HRT FINANCIAL LP | $1 176 | 43 819 | 0,00% | Acciones |
| UBS Group AG | $859 | 32 | 0,00% | Acciones |
| Essential Partners LLC | $644 | 24 | 0,00% | Acciones |
| FMR LLC | $618 | 23 | 0,00% | Acciones |
| True Wealth Design, LLC | $269 | 10 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $268 | 10 | 0,00% | Acciones |
| Virtu Financial LLC | $250 | 9 320 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $107 | 4 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $81 | 3 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $27 | 1 | 0,00% | Acciones |
Informantes de la empresa 14 insiders · 4 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Stephen R. Stone | PRESIDENT AND CEO | 27 de abril de 2026 M | 132 363 | 0 | 0 | $0 |
| Anthony P. Valduga | CFO AND COO | 6 de mayo de 2026 G | 84 115 | 0 | 1 | $-117 779 |
| Cameron Bradley Turner | CHIEF CREDIT OFFICER | 27 de abril de 2026 M | 8 831 | 0 | 0 | $0 |
| Lauren M. Hemby | CHIEF ACCOUNTING OFFICER | 27 de abril de 2026 M | 13 069 | 0 | 0 | $0 |
| Ernst W. Bruderer | Consejero | 18 de agosto de 2026 S | 45 131 | 0 | 2 | $-55 450 |
| James N. Richardson Jr. | Consejero | 11 de febrero de 2026 A | 128 891 | 0 | 0 | $0 |
| Scott L. Askins | Consejero | 11 de febrero de 2026 A | 13 990 | 0 | 0 | $0 |
| John G Aldridge JR | Consejero | 11 de febrero de 2026 A | 18 129 | 0 | 0 | $0 |
| Joseph V. Topper Jr. | Consejero | 11 de febrero de 2026 A | 107 900 | 0 | 0 | $0 |
| Patrick M Frawley | Consejero | 11 de febrero de 2026 A | 83 549 | 0 | 0 | $0 |
| Michael B High | Consejero | 11 de febrero de 2026 A | 1 500 | 1 | 0 | $37 710 |
| Mark Griffith | Consejero | 11 de febrero de 2026 A | — | 0 | 0 | $0 |
| James S Macleod | Consejero | 11 de febrero de 2026 A | 10 000 | 0 | 0 | $0 |
| Boris Gutin | Consejero | 2 de julio de 2025 P | 18 284 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 17 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0,08% | 1 704 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,05% | 28 080 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,03% | 5 119 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,01% | 76 324 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 47 271 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 164 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 209 918 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 3 982 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 667 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 433 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 338 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 341 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 840 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 88 254 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 297 300 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 419 SH | 8 de agosto de 2026 | Diario |