COSO at a glance
CoastalSouth Bancshares, Inc. (COSO, SEC CIK 1297107) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 24, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CoastalSouth Bancshares, Inc. (COSO) reported revenue of $2.0 million (up 6.4% from FY2024) and net income of $24.9 million. Diluted EPS was $2.16.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding CoastalSouth Bancshares, Inc. (COSO) shares worth $60.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bruderer Ernst W. on August 31, 2026 of 2,000 shares at $27.43 per share.
- In the last 90 days, COSO insiders reported 2 open-market purchases ($9K) and 4 open-market sales ($165K) on Form 4, a net sale of $156K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.0M
- +6.4% vs prior year
- Insiders · 90 days
- 2 buys · 4 sells
- Net −$156K
- 13F holders
- 20 funds
- $60.8M · +3 vs prior quarter
- Latest 8-K
- Jul 24, 2026
- Item 5.03
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Exclusive Georgia State-wide Business Court forum for internal corporate claims, including shareholder record-inspection proceedings
- Direct Securities Act and Securities Exchange Act claims excluded from the forum provision
Item 7.01: Regulation FD Disclosure
- Investor presentation released July 20, 2026, providing supplemental information for press-release users
- Exhibit 99.2 and CoastalSouth’s Investor Relations website serve as access points for presentation details
Item EX-99.1: Item EX-99.1
- Q2 net income $7.3M, or $0.59 diluted EPS, up from $6.3M and $0.51 in Q1 2026
- Net interest margin expanded 7 basis points to 3.66%, while net interest income rose 4.7% to $20.7M
Item 2.02: Results of Operations and Financial Condition
- Second-quarter results for period ended June 30, 2026
- Press release issued July 20, 2026
Item 7.01: Regulation FD Disclosure
- May 1, 2026 press release furnished under Regulation FD as Exhibit 99.1
- Investors should review Exhibit 99.1 for the substantive disclosure and potential market impact
Item EX-99.1: Item EX-99.1
- Board authorized up to $15 million in COSO share repurchases, supporting per-share metrics and signaling confidence in valuation
- Plan effective May 1, 2026 through April 30, 2027, subject to extension
Item 8.01: Other Events
- $15.0 million share repurchase authorization, signaling potential capital return and support for per-share metrics
- Program effective May 1, 2026 through April 30, 2027, unless extended
AI summaries of COSO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for COSO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bruderer Ernst W. | Sell | Aug 31, 2026 | 2,000 | $27.43 |
| Bruderer Ernst W. | Sell | Aug 26, 2026 | 2,000 | $27.50 |
| Bruderer Ernst W. | Sell | Aug 18, 2026 | 1,000 | $27.89 |
| Bruderer Ernst W. | Sell | Aug 12, 2026 | 1,000 | $27.56 |
| MACLEOD JAMES S | Buy | Aug 7, 2026 | 238 | $28.15 |
| MACLEOD JAMES S | Buy | Aug 6, 2026 | 96 | $27.61 |
| Valduga Anthony P. | Sell | May 6, 2026 | 4,558 | $25.84 |
| Valduga Anthony P. | G | May 6, 2026 | 2,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.9M | $2.0M |
| Net Income | - | $21.9M | $24.9M |
| Net Margin | - | 1174.5% | 1254.0% |
| Balance Sheet | |||
| Total Assets | - | $2.1B | $2.3B |
| Equity | $156.0M | $195.2M | $259.5M |
| ROE | - | 11.2% | 9.6% |
| Per Share | |||
| EPS | - | $2.09 | $2.16 |
| Cash Flow | |||
| Operating CF | - | -$12.7M | $63.1M |
| CapEx | - | $1.4M | $1.8M |
Source: XBRL data in CoastalSouth Bancshares, Inc. (COSO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate COSO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $60.8M |
| Q1 2026 | 17 | $40.6M |
| Q4 2025 | 12 | $22.8M |
| Q3 2025 | 13 | $19.2M |
- Two Sigma Investments+308.4K (+308%)
- BlackRock+92.2K (+19%)
- Morgan Stanley+81.0K (+290%)
- State Street Corp+61.9K (+49%)
- JPMorgan Chase & Co+56.1K (+1502%)
- Goldman Sachs Group−166.6K (-65%)
- Vanguard Capital Management LLC−11.3K (-3%)
- Franklin Resources−526 (-5%)
- Citadel Advisors LLC+88.9K
- D.E. Shaw & Co+26.1K
- PNC Financial Services+2.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 62 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
COSO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | - | |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 10-Q | May 8, 2026 | Mar 31, 2026 | - | |
| 4 | May 6, 2026 | - | - | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 9, 2026 | - | - | - |
| 8-K | Mar 4, 2026 | - | Analysis | - |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| SC 13G | Feb 13, 2026 | - | - |
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COSO SEC filings: frequently asked questions
Are COSO insiders buying or selling?
In the last 90 days, CoastalSouth Bancshares, Inc. (COSO) officers, directors and 10% owners reported 2 open-market purchases worth $9,350 by 1 insider and 4 open-market sales worth $165,314 by 1 insider on Form 4, a net sale of $155,963. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold COSO stock?
As of June 30, 2026, the largest CoastalSouth Bancshares, Inc. (COSO) holders among the 13F filers tracked by SignalX were BlackRock ($15.7 million), Two Sigma Investments ($11.0 million), Vanguard Capital Management LLC ($10.6 million), State Street Corp ($5.1 million), Morgan Stanley ($2.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was COSO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CoastalSouth Bancshares, Inc. (COSO) reported revenue of $2.0 million (up 6.4% from FY2024) and net income of $24.9 million. Diluted EPS was $2.16. The figures come from the XBRL data in the 10-K.
What did COSO report in its latest 8-K?
CoastalSouth Bancshares, Inc. (COSO) filed an 8-K on July 24, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Exclusive Georgia State-wide Business Court forum for internal corporate claims, including shareholder record-inspection proceedings.
What are the latest COSO SEC filings?
CoastalSouth Bancshares, Inc. (COSO) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 24, 2026 and a Form 4 insider filing on September 14, 2026.
What is COSO's SEC CIK number?
CoastalSouth Bancshares, Inc. (COSO)'s SEC Central Index Key (CIK) is 1297107. EDGAR lists every COSO filing under that number.
Ask anything about COSO
The research agent reads COSO's filings, financials, insider trades and 13F holders, then answers with sources.