Last 12 months
Inside the activity.
4 purchase rows · 24 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 7 |
| Jan 2026 | 0 | 11 |
| Feb 2026 | 0 | 2 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 4 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 11, 2020 Filed Aug 11, 2020 21:33 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 17,000 | $13.93 | $236,810.00 |
DisclosureSEC source: 0001437749-20-017537 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,239 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan that vests as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 2,600 | $11.10 | $28,860.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 4 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 19,360 Read SEC document |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 2,600 | $11.10 | $28,860.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 3 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 19,360 Read SEC document |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 5,200 | $11.10 | $57,720.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053 F1 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 336 shares of common stock vest January 22, 2021 and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 600 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 600 shares Expires 2026-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 600 | $6.25 | $3,750.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Jan 28, 2021 01:26 UTC |
EDWARDS JOEL GChief Financial Officer
|
GrantCommon Stock | 6,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001433 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,218 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 10,658 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 18:07 UTC |
Haugen John M JrDirector
|
GrantCommon Stock | 3,000 | $14.66 | $43,971.00 |
DisclosureSEC source: 0001437749-20-005125 · rdgdoc.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 3,000 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:09 UTC |
Lane Thomas DDirector
|
GrantCommon Stock | 7,500 | $15.51 | $116,302.50 |
DisclosureSEC source: 0001437749-20-004666 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,239 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan that vests as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 00:00 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 1,633 | $15.95 | $26,049.45 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 4 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 16,760 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 00:00 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 1,628 | $15.95 | $25,970.34 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 16,760 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 1,800 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 6 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 1,800 shares Expires 2026-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 5 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 2,000 shares Expires 2022-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 1,600 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,600 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 1,800 | $6.25 | $11,250.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 1,600 | $5.50 | $8,800.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,241 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 2,000 | $4.25 | $8,500.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:00 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 367 | $16.00 | $5,872.00 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 3 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 15,127 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:00 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 372 | $16.00 | $5,952.00 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 15,132 Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:12 UTC |
HOVDE STEVEN DDirector · 10% owner
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002822 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709,738 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:04 UTC |
Akella-Mishra SadhanaDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002812 · rdgdoc.xml · nonDerivative · entry 1 Akella-Mishra Sadhana · CIK 0001777460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan vest as follows: 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:06 UTC |
Tisdel Gregory ADirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002814 · rdgdoc.xml · nonDerivative · entry 1 Tisdel Gregory A · CIK 0001745650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,593 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:09 UTC |
Lane Thomas DDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002818 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,739 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:21 UTC |
Keithley Russ AChief Lending Officer
|
GrantCommon Stock | 3,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002800 · rdgdoc.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,470 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:16 UTC |
Adams Christopher DDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002827 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,092 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp 2006 Stock Option and Equity Compensation Plan vest as follows: 705 shares vest on February 25, 2020. Restricted Stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan vest as follows: 336 Shares on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:19 UTC |
EDWARDS JOEL GChief Financial Officer
|
GrantCommon Stock | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002797 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,641 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:14 UTC |
Haugen John M JrDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002824 · rdgdoc.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,103 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:11 UTC |
Klee StephanDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002820 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:07 UTC |
Skotdal Andrew PDirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002816 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,253 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 1,057 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:28 UTC |
DICKSON JOHN JChief Operations Officer
|
GrantCommon Stock | 3,718 | $17.81 | $66,217.58 |
DisclosureSEC source: 0001437749-20-002806 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,118 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:27 UTC |
Sprink Eric MDirector · President & CEO
|
GrantCommon Stock | 18,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002804 · rdgdoc.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,762 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:23 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
GrantCommon Stock | 2,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002802 · rdgdoc.xml · nonDerivative · entry 1 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,808 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Mar 24, 2020 22:31 UTC Amendment |
Tisdel Gregory ADirector
|
GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-006035 · rdgdoc.xml · nonDerivative · entry 1 Tisdel Gregory A · CIK 0001745650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,656 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 23:19 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 1,600 | $15.56 | $24,896.00 |
DisclosureSEC source: 0001437749-19-021800 · rdgdoc.xml · nonDerivative · entry 1 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By POA for Mother Disclosed balance after: 1,600 Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 20:50 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 72 | $14.79 | $1,064.88 |
DisclosureSEC source: 0001225208-19-011755 · doc4.xml · nonDerivative · entry 4 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,000 Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 20:50 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 98 | $14.76 | $1,446.48 |
DisclosureSEC source: 0001225208-19-011755 · doc4.xml · nonDerivative · entry 3 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,928 Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 20:50 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 608 | $14.78 | $8,986.24 |
DisclosureSEC source: 0001225208-19-011755 · doc4.xml · nonDerivative · entry 2 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,830 Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 20:50 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 1,722 | $14.80 | $25,485.60 |
DisclosureSEC source: 0001225208-19-011755 · doc4.xml · nonDerivative · entry 1 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,222 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 16:57 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 200 | $14.72 | $2,944.98 |
DisclosureSEC source: 0001225208-19-011475 · doc4.xml · nonDerivative · entry 2 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,500 F1 · balance_after: 20,000 shares previously reported as held directly by the reporting insider are now held by IRA. Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 16:57 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 800 | $14.72 | $11,779.84 |
DisclosureSEC source: 0001225208-19-011475 · doc4.xml · nonDerivative · entry 1 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,300 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 22:44 UTC |
Dale Andrew RDirector
|
OtherCommon Stock | 643,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 5 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montlake Capital II-B, LP Disclosed balance after: 0 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F3 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, the sole general partner of Montlake Capital II, L.P., which owned 853,241 shares of common stock, and Montlake Capital II-B, L.P., which owned 643,265 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital II, L.P. and Montlake Capital II-B, L.P., except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 22:44 UTC |
Dale Andrew RDirector
|
OtherCommon Stock | 853,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 4 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montlake Capital II, LP Disclosed balance after: 0 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F3 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, the sole general partner of Montlake Capital II, L.P., which owned 853,241 shares of common stock, and Montlake Capital II-B, L.P., which owned 643,265 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital II, L.P. and Montlake Capital II-B, L.P., except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 22:44 UTC |
Dale Andrew RDirector
|
OtherCommon Stock | 74,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 3 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montalke Capital, LLC Disclosed balance after: 74,156 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F2 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 22:44 UTC |
Dale Andrew RDirector
|
OtherCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 2 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montalke Capital Advisor II, LLC Disclosed balance after: 54 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F2 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 22:44 UTC |
Dale Andrew RDirector
|
OtherCommon Stock | 59,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 1 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,860 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. Read SEC document |
| May 23, 2019 Filed May 28, 2019 18:31 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 500 | $15.75 | $7,875.00 |
DisclosureSEC source: 0001225208-19-008554 · doc4.xml · nonDerivative · entry 2 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,500 Read SEC document |
| May 23, 2019 Filed May 28, 2019 18:31 UTC |
Lee Daniel JEVP & Chief Credit & Risk Off.
|
PurchaseCommon Stock | 500 | $15.85 | $7,925.00 |
DisclosureSEC source: 0001225208-19-008554 · doc4.xml · nonDerivative · entry 1 Lee Daniel J · CIK 0001550325 · EVP & Chief Credit & Risk Off. 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,000 Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 20:23 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 600 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001225208-19-005786 · doc4.xml · derivative · entry 10 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 600 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.