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 3 of 5
49 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-05-02 | — | Grant (A) | +600 | $0 | |
| 2018-06-05 | — | Grant (A) | — | $0 | |
| 2018-04-17 | — | Mixed | +398 | -$5.2K | |
| 2018-02-16 | — | Buy (P) | +150 | $3.6K | |
| 2017-11-09 | — | Buy (P) | +84 | $1.9K | |
| 2017-04-18 | — | Grant (A) | +500 | $0 | |
| 2017-03-09 | — | Exer (M) | +1,000 | $13.5K | |
| 2017-01-27 | — | Grant (A) | +126 | $3.0K | |
| 2016-10-26 | — | Grant (A) | +126 | $2.8K | |
| 2016-08-04 | — | Mixed | +243 | $0 |
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.