# CoastalSouth Bancshares, Inc.: overview

COSO · NYSE · CIK 1297107 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/coso.md) · [Financials](/companies/coso/financials.md) · [Filings](/companies/coso/filings.md) · [Insiders](/companies/coso/insiders.md)

Latest reported revenue: [$509.0k](/filings/0001297107-26-000014.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001297107-26-000014).

## Last eight quarters

| Line item | Unit | period not labelled (2024-09-30) | period not labelled (2024-12-31) | period not labelled (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [0.4](/filings/0001193125-25-272276.md) | [0.5 d](/filings/0001193125-26-104114.md) | [0.5](/filings/0001193125-26-214695.md) | [0.5](/filings/0001297107-26-000014.md) | [0.5](/filings/0001193125-25-272276.md) | [0.5 d](/filings/0001193125-26-104114.md) | [0.5](/filings/0001193125-26-214695.md) | [0.5](/filings/0001297107-26-000014.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [1846.4%](/filings/0001193125-25-272276.md) | [1221.4% d](/filings/0001193125-26-104114.md) | [1016.1%](/filings/0001193125-26-214695.md) | [1224.8%](/filings/0001297107-26-000014.md) | [1452.8%](/filings/0001193125-25-272276.md) | [1328.9% d](/filings/0001193125-26-104114.md) | [1219.5%](/filings/0001193125-26-214695.md) | [1440.7%](/filings/0001297107-26-000014.md) |
| Diluted EPS | $ per share | [0.75](/filings/0001193125-25-272276.md) | not reported | [0.47](/filings/0001193125-26-214695.md) | [0.57](/filings/0001297107-26-000014.md) | [0.54](/filings/0001193125-25-272276.md) | not reported | [0.51](/filings/0001193125-26-214695.md) | [0.59](/filings/0001297107-26-000014.md) |
| Free cash flow | $m | [(3.1) d](/filings/0001193125-25-272276.md) | [37.5 d](/filings/0001193125-26-104114.md) | [(1.6)](/filings/0001193125-26-214695.md) | [(16.3) d](/filings/0001297107-26-000014.md) | [(5.9) d](/filings/0001193125-25-272276.md) | [85.1 d](/filings/0001193125-26-104114.md) | [(21.7)](/filings/0001193125-26-214695.md) | [9.6 d](/filings/0001297107-26-000014.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: |
| Revenue | $m | [1.9](/filings/0001193125-26-104114.md) | [2.0](/filings/0001193125-26-104114.md) |
| Gross margin | % | not reported | not reported |
| Operating margin | % | not reported | not reported |
| Net margin | % | [1174.5%](/filings/0001193125-26-104114.md) | [1254.0%](/filings/0001193125-26-104114.md) |
| Diluted EPS | $ per share | [2.09](/filings/0001193125-26-104114.md) | [2.16](/filings/0001193125-26-104114.md) |
| Free cash flow | $m | [(14.1)](/filings/0001193125-26-104114.md) | [61.3](/filings/0001193125-26-104114.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/coso/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-23 | [Bruderer Ernst W.](/insiders/2067397.md) | Director | Sale (S) | 6,000 | $27.9158 | $167.5k | [Form 4](/filings/0001193125-26-431207.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Patriot Financial Partners GP II, L.P.](/funds/2061817.md) | 2026-06-30 | $18.6m | 691,367 |  | Reduced −467,844 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $15.7m | 584,198 |  | Added +92,165 |
| [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $11.0m | 408,489 |  | Added +308,434 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $10.6m | 395,093 |  | Reduced −11,334 |
| [North Reef Capital Management LP](/funds/1867831.md) | 2026-06-30 | $10.0m | 370,982 |  | Added +50,000 |
| [Berkeley Capital Partners, LLC](/funds/1667694.md) | 2026-06-30 | $9.6m | 356,390 |  | Reduced −4,172 |
| [ALLIANCEBERNSTEIN L.P.](/funds/1109448.md) | 2026-06-30 | $8.5m | 347,546 |  | Reduced −50,027 |
| [MENDON CAPITAL ADVISORS CORP](/funds/1177043.md) | 2026-06-30 | $7.2m | 267,232 |  | Reduced −62,511 |
| [Curi Capital, LLC](/funds/1332905.md) | 2026-06-30 | $6.7m | 250,001 |  | Reduced −52,950 |
| [Fourthstone LLC](/funds/1767803.md) | 2026-06-30 | $6.1m | 225,211 |  | Reduced −875,293 |

## Recent filings

[All 110 filings](/companies/coso/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-19 | 16:27 ET | [8-K](/filings/0001193125-26-425283.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-425283 |
| 2026-08-07 | 16:16 ET | [10-Q](/filings/0001297107-26-000014.md) | Quarterly report, period 2026-06-30 | 0001297107-26-000014 |
| 2026-07-24 | 16:15 ET | [8-K](/filings/0001297107-26-000011.md) | 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001297107-26-000011 |
| 2026-07-20 | 16:35 ET | [8-K](/filings/0001297107-26-000009.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001297107-26-000009 |
| 2026-05-08 | 16:19 ET | [10-Q](/filings/0001193125-26-214695.md) | Quarterly report, period 2026-03-31 | 0001193125-26-214695 |
| 2026-05-01 | 09:04 ET | [8-K](/filings/0001193125-26-199469.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-199469 |
| 2026-04-24 | 16:15 ET | [8-K](/filings/0001193125-26-177286.md) | 5.07 Shareholder vote results | 0001193125-26-177286 |
| 2026-04-20 | 16:05 ET | [8-K](/filings/0001297107-26-000006.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001297107-26-000006 |
| 2026-03-13 | 09:02 ET | [DEF 14A](/filings/0001193125-26-105139.md) | Proxy statement, period 2025-12-31 | 0001193125-26-105139 |
| 2026-03-12 | 16:06 ET | [10-K](/filings/0001193125-26-104114.md) | Annual report, period 2025-12-31 | 0001193125-26-104114 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001193125-26-104114.md), filed Mar 12, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1297107
- Tickers: COSO
- Exchange: NYSE
- SIC code: 6022 State Commercial Banks
- State of incorporation: not reported
- Filer category: <br>Emerging growth company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 09:17 ET. No prices; not investment advice.