Kelly Potes
CIK: 0001201748
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
CHOICEONE FINANCIAL SERVICES INC
Discretionary Trading P&L
Holdings
Transaction History (6 total)
- Apr 30, 2026COFS
CHOICEONE FINANCIAL SERVICES INC
Tax Payment(F)Direct450 shares at avg. $30.03$14K - Apr 30, 2026COFS
CHOICEONE FINANCIAL SERVICES INC
Award(A)Direct4.4K shares- - Apr 30, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
Tax Payment(F)Direct669 shares at avg. $28.43$19K - Apr 30, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
Award(A)Direct2.2K shares- - Mar 1, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
Award(A)Indirect1.9K shares- - Mar 1, 2025COFS
CHOICEONE FINANCIAL SERVICES INC
Award(A)Direct270 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Apr 30, 2026 | COFS CHOICEONE FINANCIAL SERVICES INC | Tax Payment(F) | 450 | $30.03 | $13,514 | Direct |
| Apr 30, 2026 | COFS CHOICEONE FINANCIAL SERVICES INC | Award(A) | 4,416 | - | $0 | Direct |
| Apr 30, 2025 | COFS CHOICEONE FINANCIAL SERVICES INC | Tax Payment(F) | 669 | $28.43 | $19,020 | Direct |
| Apr 30, 2025 | COFS CHOICEONE FINANCIAL SERVICES INC | Award(A) | 2,204 | - | - | Direct |
| Mar 1, 2025 | COFS CHOICEONE FINANCIAL SERVICES INC | Award(A) | 1,890 | - | - | Indirect |
| Mar 1, 2025 | COFS CHOICEONE FINANCIAL SERVICES INC | Award(A) | 270 | - | - | Direct |
1-6 of 6 transactions
About Potes Kelly
Potes Kelly (SEC CIK 0001201748) files insider reports with the SEC as Chief Executive Officer of CHOICEONE FINANCIAL SERVICES INC (COFS).
Signal8 holds 3 ownership filings by Potes Kelly, all Form 4s, filed between Mar 4, 2025 and May 4, 2026. Those filings report 6 transactions, from Mar 1, 2025 to Apr 30, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Potes Kelly's filings is in SPARTA, MI.
Recent filings by Potes Kelly
- Apr 30, 2026: Tax withholding of COFS shares (Form 4, code F).
- Apr 30, 2026: Grant or award of COFS shares (Form 4, code A).
- Apr 30, 2025: Tax withholding of COFS shares (Form 4, code F).
- Apr 30, 2025: Grant or award of COFS shares (Form 4, code A).
- Mar 1, 2025: Grants or awards of COFS shares (2 lines, Form 4, code A).
Other insiders filing for CHOICEONE FINANCIAL SERVICES INC (COFS)
- Wendling Michelle M, Director
- PETTY BRIAN P, Director
- Page Roxanne M, Director
- McGinnis Bradley F., Director
- McConnell Gregory A, Director
- Krause Steven Theodore, Director