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
May 28, 2025 Filed May 30, 2025 22:11 UTC GrantCommon Stock 1,434 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000114 · wk-form4_1748642969.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,363

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,434 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: 1,434 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 22:04 UTC GrantCommon Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000111 · wk-form4_1748642606.xml · nonDerivative · entry 1

Delorier Rilla S · CIK 0001548685 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,391

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 27, 2025 Filed May 29, 2025 17:17 UTC
Hamilton Brian TDirector · President of CCBX
Tax withholdingCommon Stock 326 $88.70 $28,916.20
Disclosure

SEC source: 0001437958-25-000094 · wk-form4_1748539029.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,386

F1 · shares: Represents shares withheld for payment of withholding taxes upon vesting of RSA granted 5/30/2024.

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 20,930 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 60,000 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.

Read SEC document
May 27, 2025 Filed May 29, 2025 17:18 UTC
Sprink Eric MDirector · CEO
OtherCommon Stock 885 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000096 · wk-form4_1748539105.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 885

Read SEC document
May 16, 2025 Filed May 20, 2025 18:06 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 3,128 $88.44 $276,640.32
Disclosure

SEC source: 0001437958-25-000092 · wk-form4_1747764356.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,387

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.

Read SEC document
April 14, 2025 Filed Apr 16, 2025 00:49 UTC SaleCommon Stock 1,600 $79.07 $126,512.00
Disclosure

SEC source: 0001437958-25-000073 · wk-form4_1744764588.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,006

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,375 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:43 UTC
Stines Andrew GEVP, Chief Risk Officer
GrantCommon Stock 1,016 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000046 · wk-form4_1738968224.xml · nonDerivative · entry 1

Stines Andrew G · CIK 0002006373 · EVP, Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,219

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 7,570 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,016 of which vest in four approximately equal annual installments; 3,949 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 1,500 shares of restricted awards that vest in three approximately equal remaining annual installments.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 22:44 UTC
Hamilton Brian TDirector · President of CCBX
GrantCommon Stock 669 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000048 · wk-form4_1738968279.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,703

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 25,000 restricted stock units (RSUs) which vest over a 43-month period, with 16.28% vesting on April 30, 2025 and 2.3256% vesting each month thereafter (2) Includes 2,034 shares of RSUs which vests one day prior to the issuer's 2025 Annual Shareholder Meeting (3) Includes 60,000 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.(4) 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. (5) 669 RSUs that vest in four approximately even remaining installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:35 UTC
Herger Tarah MEVP, Division Manager
Tax withholdingCommon Stock 120 $88.90 $10,668.00
Disclosure

SEC source: 0001437958-25-000042 · wk-form4_1738967751.xml · nonDerivative · entry 1

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,565

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 9

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

Underlying: Common Stock · 200 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.

F6 · 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
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 8

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400

Underlying: Common Stock · 200 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.

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 January 26, 2018.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 7

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600

Underlying: Common Stock · 200 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.

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 January 22, 2019.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 1,200 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 6

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 1,200 shares

Expires 2029-01-22

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.

F3 · derivative.exercise_date: Stock options granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $7.20 $1,440.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 5

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,303

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 · balance_after: Includes 6,059 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 518 RSUs vest in five approximately equal remaining annual installments; 892 RSUs vest in four approximately equal remaining annual installments;2,852 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $6.50 $1,300.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 4

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,103

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
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $7.10 $1,420.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 3

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,903

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
February 06, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 1,200 $14.91 $17,892.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 2

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,703

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
February 05, 2025 Filed Feb 7, 2025 17:33 UTC
Culp MichaelChief Revenue Officer
Tax withholdingCommon Stock 170 $88.90 $15,113.00
Disclosure

SEC source: 0001437958-25-000038 · wk-form4_1738967615.xml · nonDerivative · entry 2

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,408

F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

F3 · balance_after: Includes 15,121 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 935 of the RSUs vest in approximately four equal remaining installments; 1,803 of the RSUs vest in approximately three equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 17:33 UTC
Culp MichaelChief Revenue Officer
GrantCommon Stock 935 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000038 · wk-form4_1738967615.xml · nonDerivative · entry 1

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,578

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 17:35 UTC
Herger Tarah MEVP, Division Manager
GrantCommon Stock 892 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000042 · wk-form4_1738967751.xml · nonDerivative · entry 2

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,457

F2 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F3 · balance_after: Includes 13,468 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan.259 RSUs vest in five approximately equal remaining annual installments; 1,223 RSUs vest in three approximately equal remaining annual installments; 892 RSUs vest in approximately four equal remaining annual installments; 778 RSUs vest in approximately two equal remaining annual installments;316 RSUs vest in approximately one equal remaining annual installments; 5,000 shares vest on July 26, 2027; 5,000 shares vest on January 26, 2030. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 17:45 UTC
Sand Jonathan EEVP, Chief Credit Officer
GrantCommon Stock 892 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 1

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,503

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 17:37 UTC
Queyrouze CurtPresident - Community Bank Div
Tax withholdingCommon Stock 488 $88.90 $43,383.20
Disclosure

SEC source: 0001437958-25-000044 · wk-form4_1738967844.xml · nonDerivative · entry 2

Queyrouze Curt · CIK 0001929351 · President - Community Bank Div

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,057

F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

F3 · balance_after: Includes 12,831 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; 2,334 of which vest in one approximately even remaining installment. 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
February 05, 2025 Filed Feb 7, 2025 17:37 UTC
Queyrouze CurtPresident - Community Bank Div
GrantCommon Stock 2,476 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000044 · wk-form4_1738967844.xml · nonDerivative · entry 1

Queyrouze Curt · CIK 0001929351 · President - Community Bank Div

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,545

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:34 UTC
Keithley Russ AChief Banking Officer
GrantCommon Stock 970 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000040 · wk-form4_1738967685.xml · nonDerivative · entry 2

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,349

F2 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F3 · balance_after: Includes 7,319 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 970 RSUs vest in four approximately equal remaining installments; 1,961 RSUs vest in three approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:34 UTC
Keithley Russ AChief Banking Officer
Tax withholdingCommon Stock 224 $88.90 $19,913.60
Disclosure

SEC source: 0001437958-25-000040 · wk-form4_1738967685.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,379

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:31 UTC
EDWARDS JOEL GChief Financial Officer
Tax withholdingCommon Stock 419 $88.90 $37,249.10
Disclosure

SEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,515

F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

F3 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 1,424 RSUs vest in four approximately equal remaining installments; 3,203 RSUs vest in three approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:31 UTC
EDWARDS JOEL GChief Financial Officer
GrantCommon Stock 1,424 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,934

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 four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 2,674 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · derivative · entry 12

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,695

Underlying: Common Stock · 2,674 shares

Expires 2029-01-22

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.

F7 · 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
February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 2,855 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · derivative · entry 11

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,564

Underlying: Common Stock · 2,855 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.

F6 · 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
February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 3,383 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · derivative · entry 10

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,765

Underlying: Common Stock · 3,383 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.

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 January 26, 2018.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
GrantCommon Stock 4,219 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 6

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,087

F3 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F4 · 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.

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February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Tax withholdingCommon Stock 4,066 $88.90 $361,467.40
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 5

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,868

F2 · shares: Represents shares withheld in payment of withholding taxes upon exercise of NQSO included in this filing.

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February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Tax withholdingCommon Stock 1,315 $88.90 $116,903.50
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 4

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,934

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

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February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 2,674 $14.91 $39,869.34
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,249

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.

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February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 2,855 $7.10 $20,270.50
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,575

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.

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February 05, 2025 Filed Feb 7, 2025 22:29 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 3,383 $6.50 $21,989.50
Disclosure

SEC source: 0001437958-25-000034 · wk-form4_1738967382.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,720

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.

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February 03, 2025 Filed Feb 4, 2025 15:45 UTC
Culp MichaelChief Revenue Officer
Tax withholdingCommon Stock 24 $88.40 $2,121.60
Disclosure

SEC source: 0001437958-25-000030 · wk-form4_1738701900.xml · nonDerivative · entry 1

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,643

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020.

F2 · balance_after: Includes 14,787 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 2,404 of the RSUs vest in approximately four equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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February 03, 2025 Filed Feb 4, 2025 15:36 UTC
Herger Tarah MEVP, Division Manager
Tax withholdingCommon Stock 15 $88.40 $1,326.00
Disclosure

SEC source: 0001437958-25-000024 · wk-form4_1738701399.xml · nonDerivative · entry 1

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,685

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020.

F2 · balance_after: Includes 12,983 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 259 RSUs vest in five approximately equal remaining installments; 1,630 RSUs vest in four approximately equal remaining installments; 778 RSUs vest in approximately two equal remaining installments; 316 shares vest in one approximately equal installments; 5,000 RSUs vest on 7/26/2027 and 5,000 RSUs vest on 1/26/2030. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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February 03, 2025 Filed Feb 4, 2025 20:46 UTC
EDWARDS JOEL GChief Financial Officer
Tax withholdingCommon Stock 176 $88.40 $15,558.40
Disclosure

SEC source: 0001437958-25-000032 · wk-form4_1738701969.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,510

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020.

F2 · balance_after: Includes 10,605 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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February 03, 2025 Filed Feb 4, 2025 20:43 UTC
Keithley Russ AChief Banking Officer
Tax withholdingCommon Stock 118 $88.40 $10,431.20
Disclosure

SEC source: 0001437958-25-000028 · wk-form4_1738701796.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,603

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/02/2020.

F2 · balance_after: Includes 7,002 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 2,614 RSUs vest in four approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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February 03, 2025 Filed Feb 4, 2025 20:38 UTC
Sprink Eric MDirector · CEO
Tax withholdingCommon Stock 733 $88.40 $64,797.20
Disclosure

SEC source: 0001437958-25-000026 · wk-form4_1738701487.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,337

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020.

F2 · balance_after: Includes 37,633 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; 13,376 of the RSUs vest in four 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.

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January 27, 2025 Filed Jan 29, 2025 14:13 UTC
Culp MichaelChief Revenue Officer
Tax withholdingCommon Stock 433 $84.38 $36,536.54
Disclosure

SEC source: 0001437958-25-000020 · wk-form4_1738177996.xml · nonDerivative · entry 1

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,667

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022, and 1/25/2023.

F2 · balance_after: Includes 14,865 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 467 of the RSUs vest in approximately six equal remaining installments; 2,404 of the RSUs vest in approximately four equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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January 27, 2025 Filed Jan 29, 2025 14:12 UTC
Herger Tarah MEVP, Division Manager
Tax withholdingCommon Stock 208 $84.38 $17,551.04
Disclosure

SEC source: 0001437958-25-000018 · wk-form4_1738177923.xml · nonDerivative · entry 1

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,700

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023.

F2 · balance_after: Includes 13,035 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 311 RSUs vest in six approximately equal remaining installments; 1,630 RSUs vest in four approximately equal remaining installments; 778 RSUs vest in approximately two equal remaining installments; 316 shares vest in one approximately equal installments; 5,000 RSUs vest on 7/26/2027 and 5,000 RSUs vest on 1/26/2030. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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January 27, 2025 Filed Jan 29, 2025 14:09 UTC
Queyrouze CurtPresident - Community Bank Div
Tax withholdingCommon Stock 438 $84.38 $36,958.44
Disclosure

SEC source: 0001437958-25-000013 · wk-form4_1738177777.xml · nonDerivative · entry 1

Queyrouze Curt · CIK 0001929351 · President - Community Bank Div

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,069

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2023.

F2 · balance_after: Includes 12,122 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 7,068 of which vest in four approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments; 2,334 of which vest in one approximately even remaining installment. 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.

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January 27, 2025 Filed Jan 29, 2025 19:17 UTC
EDWARDS JOEL GChief Financial Officer
Tax withholdingCommon Stock 1,303 $84.38 $109,947.14
Disclosure

SEC source: 0001437958-25-000022 · wk-form4_1738178227.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,686

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023.

F2 · balance_after: Includes 11,053 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 19:10 UTC
Keithley Russ AChief Banking Officer
Tax withholdingCommon Stock 789 $84.38 $66,575.82
Disclosure

SEC source: 0001437958-25-000015 · wk-form4_1738177835.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,721

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023.

F2 · balance_after: Includes 7,349 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,082 RSUs vest in six approximately equal remaining installments; 2,614 RSUs vest in four approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 19:08 UTC
Sprink Eric MDirector · CEO
Tax withholdingCommon Stock 4,318 $84.38 $364,352.84
Disclosure

SEC source: 0001437958-25-000011 · wk-form4_1738177722.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,070

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023.

F2 · balance_after: Includes 39,497 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 11,182 of the RSUs vest in six approximately equal remaining installments; 13,376 of the RSUs vest in four 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.

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November 11, 2024 Filed Nov 12, 2024 18:12 UTC
Sand Jonathan EEVP, Chief Credit Officer
SaleCommon Stock 1,000 $74.15 $74,150.00
Disclosure

SEC source: 0001437958-24-000163 · wk-form4_1731453152.xml · nonDerivative · entry 1

Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,611

F1 · balance_after: Includes 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,819 RSUs vest in four approximately equal remaining annual installments; 1,487 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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November 08, 2024 Filed Nov 12, 2024 23:13 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,000 $70.95 $141,900.00
Disclosure

SEC source: 0001437958-24-000165 · wk-form4_1731453224.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 240,388

F1 · balance_after: Includes 50,253 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 11,182 of the RSUs vest in six approximately equal remaining installments; 13,376 of the RSUs vest in four approximately equal remaining installments; 12,549 of the RSUs vest in approximately three equal remaining installments; and 13,146 of the RSUs vest in approximately two equal remaining installments. 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.

F2 · balance_after: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

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November 07, 2024 Filed Nov 12, 2024 23:13 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,518 $70.76 $178,173.68
Disclosure

SEC source: 0001437958-24-000165 · wk-form4_1731453224.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 242,388

F1 · balance_after: Includes 50,253 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 11,182 of the RSUs vest in six approximately equal remaining installments; 13,376 of the RSUs vest in four approximately equal remaining installments; 12,549 of the RSUs vest in approximately three equal remaining installments; and 13,146 of the RSUs vest in approximately two equal remaining installments. 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.

F2 · balance_after: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

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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.