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Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

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5197
SEC CIK
0001437958
Parsed reports
327

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
MonthPurchasesSales
Nov 202500
Dec 202507
Jan 2026011
Feb 202602
Mar 202601
Apr 202600
May 202602
Jun 202601
Jul 202600
Aug 202640
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · derivative · entry 9

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

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.

F4 · 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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · derivative · entry 8

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,800

Underlying: Common Stock · 400 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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 800 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · derivative · entry 7

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,200

Underlying: Common Stock · 800 shares

Expires 2027-01-26

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 January 26, 2018.

Read SEC document
March 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · derivative · entry 6

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,600

Underlying: Common Stock · 400 shares

Expires 2028-01-22

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 January 22, 2019.

Read SEC document
March 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · nonDerivative · entry 5

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,400

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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $6.25 $2,500.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · nonDerivative · entry 4

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,000

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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $7.10 $2,840.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · nonDerivative · entry 3

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,600

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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 600 $7.20 $4,320.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · nonDerivative · entry 2

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,200

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 25, 2019 Filed Mar 26, 2019 20:23 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 800 $6.50 $5,200.00
Disclosure

SEC source: 0001225208-19-005786 · doc4.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,600

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 14, 2019 Filed Mar 18, 2019 20:55 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 2,000 $0.00 Strike: $4.25 $0.00
Disclosure

SEC source: 0001225208-19-005426 · doc4.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,000

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 14, 2019 Filed Mar 18, 2019 20:55 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001225208-19-005426 · doc4.xml · derivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,600

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 14, 2019 Filed Mar 18, 2019 20:55 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001225208-19-005426 · doc4.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,160

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 14, 2019 Filed Mar 18, 2019 20:55 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 2,000 $4.25 $8,500.00
Disclosure

SEC source: 0001225208-19-005426 · doc4.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,760

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 12, 2019 Filed Mar 13, 2019 16:49 UTC
Lee Daniel JEVP & Chief Credit & Risk Off.
PurchaseCommon Stock 500 $17.00 $8,500.00
Disclosure

SEC source: 0001225208-19-005183 · 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: 500

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:42 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002718 · doc4.xml · nonDerivative · entry 1

HOVDE STEVEN D · CIK 0001019966 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 2,179

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 962 shares vest on February 16, 2019 and 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:41 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002715 · doc4.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 2,179

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 1,154 shares vest on February 16, 2019 and 1,057 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:42 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002717 · doc4.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 336

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 962 shares vest on February 16, 2019 and 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:46 UTC
Keithley Russ AChief Lending Officer
GrantStock Options · Derivative 6,500 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001225208-19-002722 · doc4.xml · derivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Lending Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,500

Underlying: Common Stock · 6,500 shares

Expires 2029-01-22

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:44 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002719 · doc4.xml · nonDerivative · entry 1

Haugen John M Jr · CIK 0001743645 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 2,179

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 962 shares vest on February 16, 2019 and 881 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:46 UTC
Klee StephanDirector
GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002723 · doc4.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 336

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:45 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002721 · doc4.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 1,811

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 770 shares vest on February 16, 2019 and 705 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:41 UTC GrantCommon Stock 336 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-002716 · doc4.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Restricted Stock

Disclosed balance after: 2,547

F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 1,154 shares vest on February 16, 2019 and 1,057 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:41 UTC
Sprink Eric MDirector · President & CEO
GrantStock Options · Derivative 26,737 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001225208-19-002714 · doc4.xml · derivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,737

Underlying: Common Stock · 26,737 shares

Expires 2029-01-22

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:40 UTC
DICKSON JOHN JChief Operations Officer
GrantStock Options · Derivative 6,500 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001225208-19-002713 · doc4.xml · derivative · entry 2

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,500

Underlying: Common Stock · 6,500 shares

Expires 2029-01-22

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020.

Read SEC document
January 22, 2019 Filed Feb 15, 2019 19:40 UTC
EDWARDS JOEL GChief Financial Officer
GrantStock Options · Derivative 10,000 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001225208-19-002711 · doc4.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common Stock · 10,000 shares

Expires 2029-01-22

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020.

Read SEC document
November 14, 2018 Filed Nov 16, 2018 19:41 UTC PurchaseCommon Stock 1,000 $15.65 $15,654.20
Disclosure

SEC source: 0001225208-18-015588 · doc4.xml · nonDerivative · entry 2

Haugen John M Jr · CIK 0001743645 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,643

Read SEC document
November 14, 2018 Filed Nov 16, 2018 19:41 UTC PurchaseCommon Stock 1,100 $15.48 $17,022.50
Disclosure

SEC source: 0001225208-18-015588 · doc4.xml · nonDerivative · entry 1

Haugen John M Jr · CIK 0001743645 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,643

Read SEC document
September 05, 2018 Filed Sep 14, 2018 12:20 UTC PurchaseCommon Stock 2,000 $16.75 $33,500.00
Disclosure

SEC source: 0001225208-18-013392 · doc4.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By LS Trust

Disclosed balance after: 14,760

F1 · balance_after: Includes 12,760 shares of common stock which was reported as held indirectly by Trust for Children on the insider's prior reports.

Read SEC document
September 05, 2018 Filed Sep 14, 2018 12:20 UTC PurchaseCommon Stock 2,000 $16.75 $33,500.00
Disclosure

SEC source: 0001225208-18-013392 · doc4.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By CS Trust

Disclosed balance after: 14,760

F1 · balance_after: Includes 12,760 shares of common stock which was reported as held indirectly by Trust for Children on the insider's prior reports.

Read SEC document
July 18, 2018 Filed Jul 20, 2018 17:13 UTC PurchaseCommon Stock 1,400 $14.50 $20,300.00
Disclosure

SEC source: 0001225208-18-011876 · doc4.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,196

Read SEC document
July 18, 2018 Filed Jul 20, 2018 17:13 UTC PurchaseCommon Stock 7,000 $14.50 $101,500.00
Disclosure

SEC source: 0001225208-18-011874 · doc4.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,122

Read SEC document
July 18, 2018 Filed Jul 20, 2018 17:13 UTC PurchaseCommon Stock 80,000 $14.50 $1,160,000.00
Disclosure

SEC source: 0001225208-18-011875 · doc4.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 427,757

Read SEC document
July 18, 2018 Filed Jul 20, 2018 17:12 UTC PurchaseCommon Stock 5,000 $14.50 $72,500.00
Disclosure

SEC source: 0001225208-18-011873 · doc4.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,000

Read SEC document
July 18, 2018 Filed Jul 20, 2018 17:12 UTC SaleCommon Stock 700,000 $14.50 $10,150,000.00
Disclosure

SEC source: 0001225208-18-011872 · doc4.xml · nonDerivative · entry 1

Thompson Jack T · CIK 0001709875 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By CJA Private Equity Financial Restructuring Master Fund I LP

Disclosed balance after: 703,511

F1 · ownership.nature: Mr. Thompson is a member of CJA Private Equity Financial Restructuring GP I Ltd., the sole general partner of CJA Private Equity Financial Restructuring Master Fund I LP, which entity owns 703,511 shares of Coastal Financial Corporation's common stock and 261,444 shares of Coastal Financial Corporation's Class C Nonvoting Common Stock. Mr. Thompson disclaims beneficial ownership of such shares held by CJA Private Equity Financial Restructuring Master Fund I LP, except to the extent of his pecuniary interest therein.

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.