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Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

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Tapewire entity
5197
SEC CIK
0001437958
Parsed reports
327

Last 12 months

Inside the activity.

4 purchase rows · 24 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202507
Jan 2026011
Feb 202602
Mar 202601
Apr 202600
May 202602
Jun 202601
Jul 202600
Aug 202640
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 05, 2024 Filed Jan 9, 2024 13:34 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionStock Options · Derivative 400 $5.50 Strike: $5.50 $2,200.00
Disclosure

SEC source: 0001437958-24-000019 · wk-form4_1704825254.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 400 shares

Expires 2024-03-18

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

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
January 05, 2024 Filed Jan 9, 2024 13:34 UTC
Sand Jonathan EEVP, Chief Credit Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437958-24-000019 · wk-form4_1704825254.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,992

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 5,403 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 726 RSUs vest in seven approximately equal remaining annual installments; 2,695 RSUs vest in three approximately equal remaining annual installments; 1,982 RSUs vest in approximately four equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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August 15, 2023 Filed Aug 16, 2023 00:32 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 20,000 $45.20 $904,000.00
Disclosure

SEC source: 0001437958-23-000104 · wk-form4_1692145915.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,313

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

F2 · balance_after: Includes 49,496 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 13,046 of the RSUs vest in seven approximately equal remaining installments; 9,048 of the RSUs vest in three approximately equal remaining installments, 10,671 of the RSUs vest in approximately three equal installments; and 16,731 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.

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June 01, 2023 Filed Jun 5, 2023 18:52 UTC GrantCommon Stock 143 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000091 · wk-form4_1685991145.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,794

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 143 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,568 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:25 UTC
HOVDE STEVEN DDirector · 10% owner
GrantCommon Stock 1,425 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000089 · wk-form4_1685561104.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,713,266

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,425 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,425 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:15 UTC GrantCommon Stock 1,567 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000077 · wk-form4_1685560542.xml · nonDerivative · entry 1

Patterson Michael Robert · CIK 0001886626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,025

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,567 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,567 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:14 UTC
Unger PamelaDirector
GrantCommon Stock 1,283 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000075 · wk-form4_1685560453.xml · nonDerivative · entry 1

Unger Pamela · CIK 0001865057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,712

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:12 UTC GrantCommon Stock 1,496 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000073 · wk-form4_1685560350.xml · nonDerivative · entry 1

Akella-Mishra Sadhana · CIK 0001777460 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,947

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,496 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,496 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:22 UTC GrantCommon Stock 1,283 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000085 · wk-form4_1685560921.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,366

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:23 UTC GrantCommon Stock 1,425 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000087 · wk-form4_1685560999.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,651

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,425 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,425 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:20 UTC GrantCommon Stock 2,137 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000083 · wk-form4_1685560838.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,867

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,137 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,137 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:18 UTC
Klee StephanDirector
GrantCommon Stock 1,496 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000081 · wk-form4_1685560680.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,350

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,496 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,496 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
May 30, 2023 Filed May 31, 2023 19:17 UTC GrantCommon Stock 1,283 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000079 · wk-form4_1685560622.xml · nonDerivative · entry 1

Delorier Rilla S · CIK 0001548685 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,041

F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 22:03 UTC
HOVDE STEVEN DDirector · 10% owner
PurchaseCommon Stock 30,000 $37.71 $1,131,438.00
Disclosure

SEC source: 0001437958-23-000045 · wf-form4_167883140401426.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Business

Disclosed balance after: 30,000

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:17 UTC PurchaseCommon Stock 750 $38.59 $28,942.50
Disclosure

SEC source: 0001437958-23-000036 · wf-form4_167882146555085.xml · nonDerivative · entry 1

Patterson Michael Robert · CIK 0001886626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,458

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,208 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:49 UTC PurchaseCommon Stock 4,280 $37.38 $160,006.52
Disclosure

SEC source: 0001437958-23-000043 · wf-form4_167882338319470.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Blind trust accounts

Disclosed balance after: 54,280

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:32 UTC PurchaseCommon Stock 1,000 $38.50 $38,500.00
Disclosure

SEC source: 0001437958-23-000041 · wf-form4_167882236580370.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse IRA

Disclosed balance after: 1,000

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:32 UTC PurchaseCommon Stock 1,000 $36.25 $36,250.00
Disclosure

SEC source: 0001437958-23-000041 · wf-form4_167882236580370.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By MS Marital Trust

Disclosed balance after: 1,000

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 1,200 $6.25 Strike: $6.25 $7,500.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 6

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,200 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.

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 February 24, 2017.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 1,200 $7.20 Strike: $7.20 $8,640.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 5

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,200 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
March 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 400 $5.50 Strike: $5.50 $2,200.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 400 shares

Expires 2024-03-18

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

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 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 1,200 $6.25 $7,500.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,333

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 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 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
March 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 1,200 $7.20 $8,640.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,133

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 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 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
March 14, 2023 Filed Mar 14, 2023 19:25 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,933

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 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 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
March 14, 2023 Filed Mar 14, 2023 18:37 UTC
Sprink Eric MDirector · CEO
Exercise / conversionStock Options · Derivative 39,794 $6.25 Strike: $6.25 $248,712.50
Disclosure

SEC source: 0001437958-23-000034 · wf-form4_167881900977571.xml · derivative · entry 5

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,794 shares

Expires 2024-11-13

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 five approximately equal installments commencing on November 13, 2015.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 18:37 UTC
Sprink Eric MDirector · CEO
Exercise / conversionCommon Stock 39,794 $6.25 $248,712.50
Disclosure

SEC source: 0001437958-23-000034 · wf-form4_167881900977571.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 320,313

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 49,496 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 13,046 of the RSUs vest in seven approximately equal remaining installments; 9,048 of the RSUs vest in three approximately equal remaining installments; 10,671 of the RSUs vest in three approximately equal remaining installments: and 16,731 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
March 13, 2023 Filed Mar 14, 2023 00:04 UTC PurchaseCommon Stock 1,000 $32.00 $32,000.00
Disclosure

SEC source: 0001437958-23-000032 · wf-form4_167875228404173.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,710

F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionStock Options · Derivative 650 $0.00 Strike: $14.91 $0.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · derivative · entry 11

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,900

Underlying: Common Stock · 650 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.

F6 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · derivative · entry 10

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 400 shares

Expires 2028-01-22

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

F5 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Options and Equity Plan vest in ten approximately equal installments commencing on January 22, 2019.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · derivative · entry 9

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

Underlying: Common Stock · 400 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.

F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corporation 2006 Stock Option and Equity Plan vest in ten approximately equal installments commencing on January 26, 2018.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · derivative · entry 8

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

Underlying: Common Stock · 400 shares

Expires 2026-02-25

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 Options and Equity Plan vest in ten approximately equal installments commencing on February 24, 2017.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · derivative · entry 7

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

Underlying: Common Stock · 400 shares

Expires 2025-07-01

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

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Options and Equity Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
GiftCommon Stock 1,500 $45.30 $67,950.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 6

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,649

F1 · balance_after: Includes 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionCommon Stock 650 $14.91 $9,691.50
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 5

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,149

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 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

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March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionCommon Stock 400 $7.10 $2,840.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 4

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,499

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 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionCommon Stock 400 $6.50 $2,600.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 3

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,099

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 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionCommon Stock 400 $6.25 $2,500.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 2

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,699

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 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
March 02, 2023 Filed Mar 2, 2023 23:17 UTC
DICKSON JOHN JChief Operating Officer
Exercise / conversionCommon Stock 400 $7.20 $2,880.00
Disclosure

SEC source: 0001437958-23-000030 · wf-form4_167779904610902.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,299

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 6,671 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,603 RSUs vest in seven approximately equal remaining installments; 2,435 RSUs vest in three approximately equal remaining installments; and 1,633 RSUs vest in three approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting.

Read SEC document
February 27, 2023 Filed Mar 1, 2023 01:17 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 5,000 $45.24 $226,200.00
Disclosure

SEC source: 0001437958-23-000028 · wf-form4_167763342257286.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 280,519

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

F2 · balance_after: Includes 49,496 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 13,046 of the RSUs vest in seven approximately equal remaining installments; 9,048 of the RSUs vest in three approximately equal remaining installments, 10,671 of the RSUs vest in approximately three equal installments; and 16,731 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.

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January 25, 2023 Filed Jan 26, 2023 20:25 UTC GrantCommon Stock 5,439 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000017 · wf-form4_167478271603329.xml · nonDerivative · entry 1

Queyrouze Curt · CIK 0001929351 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,439

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 January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 12,439 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 7,000 of which vest in three approximately equal annual installments; and 5,439 of which vest in four approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

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January 25, 2023 Filed Jan 27, 2023 01:31 UTC
Sprink Eric MDirector · CEO
GrantCommon Stock 16,731 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000019 · wf-form4_167478305248667.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,519

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 January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 51,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 9,048 of the RSUs vest in three approximately equal remaining installments; 10,671 of the RSUs vest in approximately three equal installments; and 16,731 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.

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January 25, 2023 Filed Jan 27, 2023 01:22 UTC
Keithley Russ AChief Banking Officer
GrantCommon Stock 2,591 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000016 · wf-form4_167478255073259.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,296

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 January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 9,435 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 2,776 of the RSUs vest in approximately eight equal remaining installments; 2,435 of the RSUs vest in approximately three equal installments; 1,633 vest in in three approximately equal installments; and 2,591 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
January 25, 2023 Filed Jan 27, 2023 01:19 UTC
EDWARDS JOEL GChief Financial Officer
GrantCommon Stock 4,113 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000014 · wf-form4_167478237095910.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,533

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 January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 13,807 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,585 RSUs vest in eight approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 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
January 11, 2023 Filed Jan 13, 2023 00:53 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 429 $45.10 $19,347.90
Disclosure

SEC source: 0001437958-23-000008 · wf-form4_167357118514039.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,788

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 10, 2023 Filed Jan 10, 2023 23:49 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 5,000 $45.21 $226,050.00
Disclosure

SEC source: 0001437958-23-000006 · wf-form4_167339456191997.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 269,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 09, 2023 Filed Jan 10, 2023 23:49 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 3,000 $44.62 $133,860.00
Disclosure

SEC source: 0001437958-23-000006 · wf-form4_167339456191997.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 06, 2023 Filed Jan 6, 2023 23:55 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 4,000 $45.20 $180,800.00
Disclosure

SEC source: 0001437958-23-000004 · wf-form4_167304933300008.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 277,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 05, 2023 Filed Jan 6, 2023 23:55 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 4,000 $44.60 $178,400.00
Disclosure

SEC source: 0001437958-23-000004 · wf-form4_167304933300008.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 281,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 04, 2023 Filed Jan 4, 2023 22:11 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 1,000 $45.64 $45,640.00
Disclosure

SEC source: 0001437958-23-000002 · wf-form4_167287027195584.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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
January 03, 2023 Filed Jan 4, 2023 22:11 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 1,000 $46.49 $46,490.00
Disclosure

SEC source: 0001437958-23-000002 · wf-form4_167287027195584.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 286,217

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

F2 · balance_after: Includes 41,201 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 14,909 of the RSUs vest in eight approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 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

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