Tapewire

Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

Export transactions ↓
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

JSON API
Reset

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
September 17, 2024 Filed Sep 17, 2024 20:42 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 3,283 $7.20 $23,637.60
Disclosure

SEC source: 0001437958-24-000117 · wk-form4_1726605744.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,972

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 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.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 20:40 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 4,000 $51.05 $204,200.00
Disclosure

SEC source: 0001437958-24-000119 · wk-form4_1726778438.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 309,689

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.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:42 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 3,223 $50.44 $162,568.12
Disclosure

SEC source: 0001437958-24-000117 · wk-form4_1726605744.xml · nonDerivative · entry 4

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,689

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.

Read SEC document
September 13, 2024 Filed Sep 13, 2024 20:22 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 13,632 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-24-000115 · wk-form4_1726258927.xml · derivative · entry 7

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,163

Underlying: Common Stock · 13,632 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.

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 July 1, 2016.

Read SEC document
September 13, 2024 Filed Sep 13, 2024 20:22 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 13,632 $7.20 $98,150.40
Disclosure

SEC source: 0001437958-24-000115 · wk-form4_1726258927.xml · nonDerivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,689

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 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.

Read SEC document
September 13, 2024 Filed Sep 17, 2024 20:42 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 7,302 $50.13 $366,049.26
Disclosure

SEC source: 0001437958-24-000117 · wk-form4_1726605744.xml · nonDerivative · entry 3

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,912

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.

Read SEC document
September 12, 2024 Filed Sep 13, 2024 20:22 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,231 $49.20 $109,765.20
Disclosure

SEC source: 0001437958-24-000115 · wk-form4_1726258927.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,057

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.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:22 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 11,401 $49.04 $559,105.04
Disclosure

SEC source: 0001437958-24-000115 · wk-form4_1726258927.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302,288

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.

Read SEC document
August 30, 2024 Filed Aug 30, 2024 22:22 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,556 $53.50 $83,246.00
Disclosure

SEC source: 0001437958-24-000113 · wk-form4_1725056547.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 24,000

Read SEC document
August 29, 2024 Filed Aug 30, 2024 22:22 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 944 $53.50 $50,504.00
Disclosure

SEC source: 0001437958-24-000113 · wk-form4_1725056547.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 25,556

Read SEC document
August 28, 2024 Filed Aug 28, 2024 22:08 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 1,497 $53.00 $79,341.00
Disclosure

SEC source: 0001437958-24-000111 · wk-form4_1724882916.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 26,500

Read SEC document
August 26, 2024 Filed Aug 28, 2024 22:08 UTC
HOVDE STEVEN DDirector · 10% owner
SaleCommon Stock 2,003 $53.26 $106,679.78
Disclosure

SEC source: 0001437958-24-000111 · wk-form4_1724882916.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Business

Disclosed balance after: 27,997

Read SEC document
May 30, 2024 Filed May 31, 2024 18:25 UTC
HOVDE STEVEN DDirector · 10% owner
GrantCommon Stock 1,604 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000092 · wk-form4_1717179943.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,714,870

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,604 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,604 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:26 UTC GrantCommon Stock 2,034 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000094 · wk-form4_1717180007.xml · nonDerivative · entry 1

Hamilton Brian T · CIK 0002005790 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,034

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:22 UTC GrantCommon Stock 1,718 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000086 · wk-form4_1717179763.xml · nonDerivative · entry 1

Patterson Michael Robert · CIK 0001886626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,743

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,718 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,718 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:20 UTC
Unger PamelaDirector
GrantCommon Stock 1,375 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000082 · wk-form4_1717179633.xml · nonDerivative · entry 1

Unger Pamela · CIK 0001865057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,087

F1 · shares: 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.

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
May 30, 2024 Filed May 31, 2024 18:28 UTC GrantCommon Stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000098 · wk-form4_1717180126.xml · nonDerivative · entry 1

Akella-Mishra Sadhana · CIK 0001777460 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,608

F1 · shares: 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 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,661 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:21 UTC GrantCommon Stock 1,375 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000084 · wk-form4_1717179693.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,741

F1 · shares: 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.

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
May 30, 2024 Filed May 31, 2024 18:23 UTC GrantCommon Stock 1,833 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000088 · wk-form4_1717179820.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,627

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,833 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,833 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:30 UTC GrantCommon Stock 2,062 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000100 · wk-form4_1717180193.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,929

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,062 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,062 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 30, 2024 Filed May 31, 2024 18:27 UTC GrantCommon Stock 1,375 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000096 · wk-form4_1717180066.xml · nonDerivative · entry 1

Delorier Rilla S · CIK 0001548685 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,416

F1 · shares: 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.

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
May 30, 2024 Filed May 31, 2024 18:24 UTC
Klee StephanDirector
GrantCommon Stock 1,661 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000090 · wk-form4_1717179882.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,011

F1 · shares: 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 2025 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,661 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting.

Read SEC document
May 24, 2024 Filed May 24, 2024 21:24 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 11,380 $43.41 $494,005.80
Disclosure

SEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,989

F1 · balance_after: Includes 14,116 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; 3,085 RSUs vest in approximately three equal installments; and 4,072 shares vest in two approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 23, 2024 Filed May 24, 2024 21:24 UTC
EDWARDS JOEL GChief Financial Officer
SaleCommon Stock 1,034 $44.45 $45,961.30
Disclosure

SEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,369

Read SEC document
May 06, 2024 Filed May 7, 2024 18:30 UTC
Stines Andrew GEVP, Chief Risk Officer
SaleCommon Stock 179 $41.47 $7,423.13
Disclosure

SEC source: 0001437958-24-000071 · wk-form4_1715121001.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,203

F1 · shares: Shares were sold to cover tax liability on vesting RSA.

F2 · balance_after: Includes 7,250 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,861 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments; and 2,784 of which vest in four approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 2,000 shares of restricted awards that vest in four approximately equal remaining annual installments.

F3 · balance_after: Includes a correction to total shares outstanding - calculated and reported incorrectly on previous filing.

Read SEC document
March 12, 2024 Filed Mar 13, 2024 00:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 800 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437958-24-000047 · wk-form4_1710289517.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 · 800 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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 March 18, 2015.

Read SEC document
March 12, 2024 Filed Mar 13, 2024 00:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 800 $5.50 $4,400.00
Disclosure

SEC source: 0001437958-24-000047 · wk-form4_1710289517.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,403

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 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 4,072 of which vest in two approximately equal annual installments; 3,085 of which vest in three approximately equal annual installments; 4,270 of which vest in four approximately equal installments; and 2,689 that vest in six approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 14:16 UTC
Keithley Russ AChief Banking Officer
Exercise / conversionStock Options · Derivative 2,600 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437958-24-000045 · wk-form4_1709734598.xml · derivative · entry 2

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,600 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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 March 18, 2015.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 14:16 UTC
Keithley Russ AChief Banking Officer
Exercise / conversionCommon Stock 2,600 $5.50 $14,300.00
Disclosure

SEC source: 0001437958-24-000045 · wk-form4_1709734598.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,510

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 9,353 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; 1,944 RSUs vest in three approximately equal remaining installments; 2,614 RSUs vest in approximately four equal installments; and 2,713 shares vest in two approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.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 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.

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 February 24, 2017.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

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 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 6

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 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.

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 July 1, 2016.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 200 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 5

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 2027-01-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on January 26, 2018.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $6.25 $1,250.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,611

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 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; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $7.10 $1,420.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,411

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 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; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $7.20 $1,440.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,211

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 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; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 18:09 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 200 $6.50 $1,300.00
Disclosure

SEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,011

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 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; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 18:11 UTC
Culp MichaelChief Revenue Officer
Exercise / conversionStock Options · Derivative 1,000 $5.50 Strike: $5.50 $5,500.00
Disclosure

SEC source: 0001437958-24-000043 · wk-form4_1709248247.xml · derivative · entry 2

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,000 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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 March 18, 2015.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 18:11 UTC
Culp MichaelChief Revenue Officer
Exercise / conversionCommon Stock 1,000 $5.50 $5,500.00
Disclosure

SEC source: 0001437958-24-000043 · wk-form4_1709248247.xml · nonDerivative · entry 1

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,100

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 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 shares vest in approximately two 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.

F1 · ownership.direct: Includes 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 shares vest in approximately two 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 06, 2024 Filed Feb 7, 2024 16:13 UTC
Herger Tarah MEVP, Division Manager
SaleCommon Stock 17 $38.08 $647.36
Disclosure

SEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 3

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,908

F2 · shares: Represents shares sold to cover the tax liability on vesting RSUs.

F3 · balance_after: Includes 13,738 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 311 RSUs vest in six approximately equal remaining annual installments; 630 vest in two approximately equal remaining installments; 1,167 RSUs vest in approximately three equal remaining annual installments; 1,630 RSUs vest in four approximately 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, 2024 Filed Feb 7, 2024 16:04 UTC
Stines Andrew GEVP, Chief Risk Officer
SaleCommon Stock 790 $38.00 $30,020.00
Disclosure

SEC source: 0001437958-24-000025 · wk-form4_1707339878.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,442

F2 · shares: Represents shares sold to cover tax liability for vesting RSUs.

F3 · balance_after: Includes 7,250 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 2,784 of which vest in four approximately equal annual installments; 1,861 of which vest in three approximately equal annual installments; and 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 2,000 shares of restricted awards that vest in four approximately equal remaining annual installments.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:04 UTC
Stines Andrew GEVP, Chief Risk Officer
GrantCommon Stock 2,784 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000025 · wk-form4_1707339878.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,232

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:19 UTC
Culp MichaelChief Revenue Officer
GrantCommon Stock 2,404 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000039 · wk-form4_1707340726.xml · nonDerivative · entry 1

Culp Michael · CIK 0002006697 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,100

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 vest in two approximately equal remaining annual 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, 2024 Filed Feb 7, 2024 16:13 UTC
Herger Tarah MEVP, Division Manager
SaleCommon Stock 229 $38.00 $8,702.00
Disclosure

SEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 2

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,925

F2 · shares: Represents shares sold to cover the tax liability on vesting RSUs.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:13 UTC
Herger Tarah MEVP, Division Manager
GrantCommon Stock 1,630 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 1

Herger Tarah M · CIK 0002005906 · EVP, Division Manager

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,154

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:06 UTC
Sand Jonathan EEVP, Chief Credit Officer
GrantCommon Stock 1,819 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000027 · wk-form4_1707339974.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,811

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · 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 three approximately equal remaining annual installments; 1,797 RSUs vest in approximately two equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:08 UTC GrantCommon Stock 7,068 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000029 · wk-form4_1707340088.xml · nonDerivative · entry 1

Queyrouze Curt · CIK 0001929351 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,507

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 15,815 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 4,667 of which vest in two approximately equal annual installments; and 4,080 of which vest in three approximately equal installments; and 7,068 which vest in four approximately equal remaining 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
February 05, 2024 Filed Feb 7, 2024 21:16 UTC
EDWARDS JOEL GChief Financial Officer
GrantCommon Stock 4,270 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000037 · wk-form4_1707340599.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,603

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 14,116 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; 3,085 RSUs vest in three approximately equal remaining installments; 4,072 RSUs vest in approximately two equal installments; and 4,270 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 21:11 UTC
Sprink Eric MDirector · CEO
GrantCommon Stock 13,376 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000033 · wk-form4_1707340260.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,689

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · 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 four equal installments; and 13,146 of the RSUs vest in approximately four equal 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.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 21:09 UTC
Keithley Russ AChief Banking Officer
GrantCommon Stock 2,614 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000031 · wk-form4_1707340180.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,910

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, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 9,353 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; 1,944 RSUs vest in three approximately equal remaining installments; 2,713 RSUs vest in two approximately equal remaining installments; 2,614 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document

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