Tapewire

Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

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Tapewire entity
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
January 09, 2026 Filed Jan 14, 2026 01:29 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,000 $118.50 $237,002.80
Disclosure

SEC source: 0001299647-26-000006 · wk-form4_1768354181.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 178,884

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 09, 2026 Filed Jan 14, 2026 01:29 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,000 $119.25 $238,500.00
Disclosure

SEC source: 0001299647-26-000006 · wk-form4_1768354181.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 180,884

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 07, 2026 Filed Jan 8, 2026 01:16 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 3,000 $117.60 $352,800.00
Disclosure

SEC source: 0001299647-26-000004 · wk-form4_1767835009.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 182,884

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 06, 2026 Filed Jan 8, 2026 01:16 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 8,000 $116.35 $930,793.60
Disclosure

SEC source: 0001299647-26-000004 · wk-form4_1767835009.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 185,884

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 05, 2026 Filed Jan 6, 2026 02:02 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 8,778 $114.95 $1,008,990.72
Disclosure

SEC source: 0001299647-26-000002 · wk-form4_1767664929.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 193,884

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 02:02 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 8,349 $113.73 $949,503.38
Disclosure

SEC source: 0001299647-26-000002 · wk-form4_1767664929.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 202,662

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
December 31, 2025 Filed Jan 5, 2026 16:42 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 229 $114.59 $26,241.11
Disclosure

SEC source: 0002005790-26-000002 · wk-form4_1767631357.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,551

F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 16,279 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
December 10, 2025 Filed Dec 11, 2025 21:47 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,500 $118.50 $177,750.00
Disclosure

SEC source: 0001019966-25-000008 · wk-form4_1765489673.xml · nonDerivative · entry 3

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 11,500

Read SEC document
December 10, 2025 Filed Dec 11, 2025 21:47 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,500 $116.00 $174,000.00
Disclosure

SEC source: 0001019966-25-000008 · wk-form4_1765489673.xml · nonDerivative · entry 2

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 13,000

Read SEC document
December 09, 2025 Filed Dec 9, 2025 23:38 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,500 $115.50 $173,250.00
Disclosure

SEC source: 0001019966-25-000006 · wk-form4_1765323485.xml · nonDerivative · entry 1

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 14,500

Read SEC document
December 08, 2025 Filed Dec 8, 2025 21:36 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,500 $114.50 $171,750.00
Disclosure

SEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 5

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 16,000

Read SEC document
December 08, 2025 Filed Dec 8, 2025 21:36 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,500 $113.50 $170,250.00
Disclosure

SEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 4

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 17,500

Read SEC document
December 05, 2025 Filed Dec 8, 2025 21:36 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,000 $112.50 $112,500.00
Disclosure

SEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 3

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 19,000

Read SEC document
December 05, 2025 Filed Dec 8, 2025 21:36 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,611 $112.00 $180,432.00
Disclosure

SEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 2

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 20,000

Read SEC document
December 01, 2025 Filed Dec 2, 2025 01:58 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 6,232 $113.81 $709,263.92
Disclosure

SEC source: 0002005790-25-000012 · wk-form4_1764640719.xml · nonDerivative · entry 2

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,780

F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 16,861 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 01:58 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 232 $111.35 $25,833.20
Disclosure

SEC source: 0002005790-25-000012 · wk-form4_1764640719.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,012

Read SEC document
October 31, 2025 Filed Nov 1, 2025 00:17 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 229 $106.50 $24,388.50
Disclosure

SEC source: 0002005790-25-000009 · wk-form4_1761956251.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,244

F1 · balance_after: 1. Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 17,442 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
September 30, 2025 Filed Oct 1, 2025 00:10 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 228 $108.17 $24,662.76
Disclosure

SEC source: 0002005790-25-000007 · wk-form4_1759277443.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,473

F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,024 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 18:35 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 10,683 $114.65 $1,224,805.95
Disclosure

SEC source: 0001299647-25-000005 · wk-form4_1758306901.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 211,011

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 5, 2025) adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 18:34 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 9,425 $114.67 $1,080,764.75
Disclosure

SEC source: 0001260912-25-000008 · wk-form4_1758306840.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,762

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 17, 2025 Filed Sep 17, 2025 23:22 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 5,000 $110.05 $550,250.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 17, 2025 Filed Sep 17, 2025 23:20 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 5,000 $110.21 $551,050.00
Disclosure

SEC source: 0001299647-25-000003 · wk-form4_1758151244.xml · nonDerivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 221,694

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 5, 2025) adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 23:22 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 4,000 $107.90 $431,600.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 23:20 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 4,000 $107.90 $431,600.00
Disclosure

SEC source: 0001299647-25-000003 · wk-form4_1758151244.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 226,694

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 5, 2025) adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 23:22 UTC
Hamilton Brian TDirector · President of CCBX
SaleCommon Stock 1,708 $109.10 $186,342.80
Disclosure

SEC source: 0002005790-25-000005 · wk-form4_1758151334.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,701

F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,605 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 23:22 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 5,000 $108.91 $544,550.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 23:21 UTC
Klee StephanDirector
SaleCommon Stock 4,350 $109.14 $474,759.00
Disclosure

SEC source: 0001747974-25-000003 · wk-form4_1758151292.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,661 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting

Read SEC document
September 15, 2025 Filed Sep 17, 2025 23:20 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 10,500 $108.82 $1,142,610.00
Disclosure

SEC source: 0001299647-25-000003 · wk-form4_1758151244.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 230,694

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 5, 2025) adopted by the reporting person.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 12, 2025 Filed Sep 12, 2025 23:44 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 2,000 $110.59 $221,180.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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September 11, 2025 Filed Sep 12, 2025 23:44 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 3,000 $111.71 $335,130.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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September 10, 2025 Filed Sep 12, 2025 23:44 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 2,000 $110.96 $221,920.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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August 29, 2025 Filed Sep 3, 2025 21:55 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 228 $114.50 $26,106.00
Disclosure

SEC source: 0002005790-25-000003 · wk-form4_1756936517.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,409

F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,605 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

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July 31, 2025 Filed Aug 4, 2025 20:39 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 229 $96.20 $22,029.80
Disclosure

SEC source: 0001437958-25-000143 · wk-form4_1754339978.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,637

F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024.

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 19,186 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

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June 30, 2025 Filed Jul 1, 2025 22:06 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 228 $96.87 $22,086.36
Disclosure

SEC source: 0001437958-25-000135 · wk-form4_1751407610.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,866

F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024.

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 19,768 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

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June 18, 2025 Filed Jun 23, 2025 19:01 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 1,800 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,800 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.

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 July 1, 2016.

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June 18, 2025 Filed Jun 23, 2025 19:01 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 1,800 $7.20 $12,960.00
Disclosure

SEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,187

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 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 2,241 RSUs vest on June 30, 2025; 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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May 30, 2025 Filed Jun 2, 2025 23:36 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 14,292 $87.89 $1,256,123.88
Disclosure

SEC source: 0001437958-25-000122 · wk-form4_1748907356.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director · President of CCBX

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,094

F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU and PSU granted 9/30/2024.

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 20,349 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

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May 30, 2025 Filed Jun 2, 2025 19:36 UTC
Queyrouze CurtPresident - Community Bank Div
Tax withholdingCommon Stock 581 $87.89 $51,064.09
Disclosure

SEC source: 0001437958-25-000124 · wk-form4_1748907408.xml · nonDerivative · entry 1

Queyrouze Curt · CIK 0001929351 · President - Community Bank Div

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,476

F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 6/1/2022.

F2 · balance_after: Includes 10,497 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan 2,476 of which vest in four approximately equal remaining annual installments; 5,301 of which vest in three approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 28, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 1,880 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · derivative · entry 9

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,880 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.

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 July 1, 2016.

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May 28, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 1,881 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · derivative · entry 8

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,882

Underlying: Common Stock · 1,881 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.

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May 28, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
Tax withholdingCommon Stock 1,654 $87.19 $144,212.26
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · nonDerivative · entry 4

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,194

F1 · shares: Represents shares withheld in payment of withholding taxes and exercise cost for NQSO included in this filing.

F2 · balance_after: Includes 38,508 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 9,318 of the RSUs vest in five approximately equal remaining installments; 4,219 of the RSUs vest in four approximately equal remaining installments; 10,032 of the RSUs vest in three approximately equal remaining installments; 8,366 of the RSUs vest in approximately two remaining equal installments; 6,573 of the RSUs vest in approximately one remaining equal installment. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 28, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 1,880 $7.20 $13,536.00
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · nonDerivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,848

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
May 28, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 1,881 $6.25 $11,756.25
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,968

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
May 28, 2025 Filed May 30, 2025 22:13 UTC
HOVDE STEVEN DDirector · 10% owner
GrantCommon Stock 1,090 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000117 · wk-form4_1748643152.xml · nonDerivative · entry 1

HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,715,960

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,090 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,090 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:11 UTC GrantCommon Stock 1,147 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000115 · wk-form4_1748643069.xml · nonDerivative · entry 1

Patterson Michael Robert · CIK 0001886626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,890

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,147 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,147 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:09 UTC
Unger PamelaDirector
GrantCommon Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000113 · wk-form4_1748642865.xml · nonDerivative · entry 1

Unger Pamela · CIK 0001865057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,062

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:12 UTC GrantCommon Stock 1,119 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000116 · wk-form4_1748643096.xml · nonDerivative · entry 1

Akella-Mishra Sadhana · CIK 0001777460 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,727

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,119 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,119 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:03 UTC GrantCommon Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000110 · wk-form4_1748642484.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,981

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:07 UTC GrantCommon Stock 1,205 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000112 · wk-form4_1748642650.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,832

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,205 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,205 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

Read SEC document
May 28, 2025 Filed May 30, 2025 22:13 UTC
Klee StephanDirector
GrantCommon Stock 1,119 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000118 · wk-form4_1748643183.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By SK Trail LLC

Disclosed balance after: 1,119

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,119 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,119 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.