Kelly Potes

CIK 1201748 · Chief Executive Officer · last filed 2026-05-04

Kelly Potes is a Chief Executive Officer who has filed 49 SEC Form 4 insider transactions across 1 company since 2020. The most recent filing, for COFS, was dated May 4, 2026. Across all open-market trades the lifetime net is +$105.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.8M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$1.76M

Companies

1

Total Filings

49

Lifetime Open-Market Net

$105.2K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
COFS Chief Executive Officer 54,146 $32.57 $1.76M $105.2K 20 2026-05-04

Recent Filings

49 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-05-04 COFS Mixed +3,966 -$13.5K EDGAR
2025-05-02 COFS Mixed +1,535 -$19.0K EDGAR
2025-03-04 COFS Grant (A) +2,160 $0 EDGAR
2024-08-06 COFS Buy (P) +2,000 $53.5K EDGAR
2024-07-29 COFS Buy (P) +2,000 $50.0K EDGAR
2024-05-01 COFS Grant (A) +1,606 $0 EDGAR
2024-04-17 COFS Tax (F) −872 -$19.3K EDGAR
2023-12-19 COFS Mixed +526 -$6.6K EDGAR
2023-12-05 COFS Sell (S) −2,690 -$69.3K EDGAR
2023-05-02 COFS Mixed +1,156 -$10.1K EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.