Kelly Potes
CIK 1201748 · Chief Executive Officer · last filed 2026-05-04
"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 · Page 2 of 5
49 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2022-05-03 | COFS | Sell (S) | −540 | -$14.0K | EDGAR |
| 2022-05-03 | COFS | Tax (F) | −195 | -$4.9K | EDGAR |
| 2022-02-17 | COFS | Grant (A) | +1,973 | $0 | EDGAR |
| 2021-12-10 | COFS | Buy (P) | +3,000 | $76.7K | EDGAR |
| 2021-04-29 | COFS | Buy (P) | +343 | $8.3K | EDGAR |
| 2021-03-18 | COFS | Grant (A) | +2,571 | $0 | EDGAR |
| 2020-09-25 | COFS | Tax (F) | −5,229 | -$163.5K | EDGAR |
| 2020-06-18 | COFS | Mixed | +3,416 | -$41.6K | EDGAR |
| 2020-06-12 | COFS | Mixed | +713 | -$11.4K | EDGAR |
| 2020-05-04 | COFS | Grant (A) | +1,452 | $0 | EDGAR |
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.