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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 7 |
| Jan 2026 | 0 | 11 |
| Feb 2026 | 0 | 2 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 4 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 29, 2022 Filed Dec 30, 2022 22:26 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 2,826 | $48.15 | $136,071.90 |
DisclosureSEC source: 0001437958-22-000062 · wf-form4_167243916147834.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,217 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 |
| December 27, 2022 Filed Dec 28, 2022 23:48 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 1,000 | $47.81 | $47,810.00 |
DisclosureSEC source: 0001437958-22-000060 · wf-form4_167227127322234.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,043 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 |
| December 22, 2022 Filed Dec 23, 2022 22:50 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 5,000 | $47.52 | $237,600.00 |
DisclosureSEC source: 0001437958-22-000058 · wf-form4_167183578908685.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,043 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 |
| December 21, 2022 Filed Dec 22, 2022 00:21 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 5,884 | $48.05 | $282,726.20 |
DisclosureSEC source: 0001437958-22-000056 · wf-form4_167166845707477.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,043 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 |
| December 20, 2022 Filed Dec 22, 2022 00:21 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 3,161 | $47.38 | $149,768.18 |
DisclosureSEC source: 0001437958-22-000056 · wf-form4_167166845707477.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,927 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 |
| December 19, 2022 Filed Dec 20, 2022 02:18 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 3,000 | $47.60 | $142,800.00 |
DisclosureSEC source: 0001437958-22-000054 · wf-form4_167150270114113.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,088 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 |
| December 16, 2022 Filed Dec 20, 2022 02:18 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 5,000 | $47.79 | $238,950.00 |
DisclosureSEC source: 0001437958-22-000054 · wf-form4_167150270114113.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,088 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 |
| December 15, 2022 Filed Dec 16, 2022 02:14 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 3,000 | $48.31 | $144,930.00 |
DisclosureSEC source: 0001437958-22-000052 · wf-form4_167115681236571.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,088 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 |
| December 14, 2022 Filed Dec 16, 2022 02:14 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 7,192 | $50.12 | $360,463.04 |
DisclosureSEC source: 0001437958-22-000052 · wf-form4_167115681236571.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,088 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 |
| December 13, 2022 Filed Dec 14, 2022 00:56 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 6,508 | $50.83 | $330,801.64 |
DisclosureSEC source: 0001437958-22-000048 · wf-form4_167097936640808.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,280 F1 · 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 |
| December 13, 2022 Filed Dec 14, 2022 00:54 UTC |
Skotdal Andrew PDirector
|
SaleCommon Stock | 2,874 | $52.00 | $149,448.00 |
DisclosureSEC source: 0001437958-22-000046 · wf-form4_167097921493999.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Business entity, Corporation Disclosed balance after: 34,072 F1 · ownership.direct: The reporting person is the Secretary/Treasurer with share ownership of 16.5%. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:31 UTC Amendment |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 6,508 | $50.83 | $330,801.64 |
DisclosureSEC source: 0001437958-22-000050 · wf-form4a_167114708711734.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,280 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 |
| December 12, 2022 Filed Dec 14, 2022 00:56 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 6,000 | $51.45 | $308,700.00 |
DisclosureSEC source: 0001437958-22-000048 · wf-form4_167097936640808.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,788 F1 · 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 |
| December 12, 2022 Filed Dec 14, 2022 00:54 UTC |
Skotdal Andrew PDirector
|
SaleCommon Stock | 942 | $52.11 | $49,087.62 |
DisclosureSEC source: 0001437958-22-000046 · wf-form4_167097921493999.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Business entity, Corporation Disclosed balance after: 36,946 F1 · ownership.direct: The reporting person is the Secretary/Treasurer with share ownership of 16.5%. Read SEC document |
| December 12, 2022 Filed Dec 15, 2022 23:31 UTC Amendment |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 6,000 | $51.45 | $308,700.00 |
DisclosureSEC source: 0001437958-22-000050 · wf-form4a_167114708711734.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,788 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 |
| November 23, 2022 Filed Nov 24, 2022 00:20 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionStock Options · Derivative | 96,495 | $5.50 Strike: $5.50 | $530,722.50 |
DisclosureSEC source: 0001437958-22-000044 · wf-form4_166924919211906.xml · derivative · entry 6 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,495 shares Expires 2023-04-09 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 nine approximately equal installments commencing on April 9, 2014. Read SEC document |
| November 23, 2022 Filed Nov 24, 2022 00:20 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 11,407 | $48.77 | $556,319.39 |
DisclosureSEC source: 0001437958-22-000044 · wf-form4_166924919211906.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,788 F1 · 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 |
| November 23, 2022 Filed Nov 24, 2022 00:20 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionCommon Stock | 96,495 | $5.50 | $530,722.50 |
DisclosureSEC source: 0001437958-22-000044 · wf-form4_166924919211906.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,195 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 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 |
| November 22, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionStock Options · Derivative | 27,951 | $5.50 Strike: $5.50 | $153,730.50 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · derivative · entry 10 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,495 Underlying: Common Stock · 27,951 shares Expires 2023-04-09 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 nine approximately equal installments commencing on April 9, 2014. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 3,143 | $48.94 | $153,818.42 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · nonDerivative · entry 5 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,700 F1 · 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 |
| November 22, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionCommon Stock | 27,951 | $5.50 | $153,730.50 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · nonDerivative · entry 4 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,843 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 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 |
| November 22, 2022 Filed Nov 22, 2022 20:57 UTC |
DICKSON JOHN JChief Operating Officer
|
SaleCommon Stock | 793 | $48.25 | $38,262.25 |
DisclosureSEC source: 0001437958-22-000040 · wf-form4_166915061814260.xml · nonDerivative · entry 2 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,899 F1 · balance_after: Includes 8,399 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,975 RSUs vest in eight approximately equal remaining installments; 3,247 RSUs vest in four approximately equal remaining installments; and 2,177 RSUs vest in four approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| November 22, 2022 Filed Nov 22, 2022 20:57 UTC |
DICKSON JOHN JChief Operating Officer
|
SaleCommon Stock | 800 | $48.50 | $38,800.00 |
DisclosureSEC source: 0001437958-22-000040 · wf-form4_166915061814260.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,692 F1 · balance_after: Includes 8,399 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,975 RSUs vest in eight approximately equal remaining installments; 3,247 RSUs vest in four approximately equal remaining installments; and 2,177 RSUs vest in four approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| November 21, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionStock Options · Derivative | 65,555 | $5.50 Strike: $5.50 | $360,552.50 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · derivative · entry 9 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,446 Underlying: Common Stock · 65,555 shares Expires 2023-04-09 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 nine approximately equal installments commencing on April 9, 2014. Read SEC document |
| November 21, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 3,194 | $47.93 | $153,088.42 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · nonDerivative · entry 3 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,892 F1 · 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 |
| November 21, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
SaleCommon Stock | 4,516 | $47.75 | $215,639.00 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · nonDerivative · entry 2 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,086 F1 · 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 |
| November 21, 2022 Filed Nov 23, 2022 01:17 UTC |
Sprink Eric MDirector · CEO
|
Exercise / conversionCommon Stock | 65,555 | $5.50 | $360,552.50 |
DisclosureSEC source: 0001437958-22-000042 · wf-form4_166916625221103.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,602 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 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 |
| November 15, 2022 Filed Nov 17, 2022 15:54 UTC |
DICKSON JOHN JChief Operating Officer
|
SaleCommon Stock | 890 | $48.76 | $43,396.40 |
DisclosureSEC source: 0001437958-22-000037 · wf-form4_166870043156649.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,492 F1 · balance_after: Includes 8,399 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan: 2,975 RSUs vest in eight approximately equal remaining installments; 3,247 RSUs vest in four approximately equal remaining installments; and 2,177 RSUs vest in four approximately equal installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 09, 2022 Filed Sep 9, 2022 20:52 UTC |
DICKSON JOHN JChief Operating Officer
|
SaleCommon Stock | 1,021 | $40.64 | $41,493.44 |
DisclosureSEC source: 0001437749-22-022141 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,382 F1 · balance_after: Includes 8,399 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,975 RSUs vest in eight approximately equal remaining installments, 3,247 RSUs vest in four approximately equal remaining installments and 2,177 RSUs 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 |
| August 29, 2022 Filed Aug 31, 2022 00:38 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-22-021523 · rdgdoc.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2022-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 00:38 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 2,000 | $4.25 | $8,500.00 |
DisclosureSEC source: 0001437749-22-021523 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,420 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 11,729 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 3,585 remain unvested; 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 4,942 remain unvested; and 3,202 RSUs vest in four approximately equal installments commencing on January 25, 2023, 3,202 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| August 03, 2022 Filed Aug 22, 2022 18:34 UTC |
Keithley Russ AChief Banking Officer
|
SaleCommon Stock | 3,647 | $40.87 | $149,052.89 |
DisclosureSEC source: 0001437749-22-021110 · rdgdoc.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 0 F1 · balance_after: Coastal Financial Corporation ("Coastal") previously eliminated the unitized stock fund related to shares of Coastal common stock as an investment alternative available under Coastal's 401(k) plan. Effective August 3, 2022, the 3,647 shares of Coastal common stock the reporting person previously reported as beneficially owned under the plan were liquidated. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 19:09 UTC |
Queyrouze CurtPresident
|
GrantCommon Stock | 53,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-014180 · rdgdoc.xml · nonDerivative · entry 2 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F2 · shares: Represents 53,000 performance-based restricted stock units pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. A maximum of 53,000 shares vest on June 1, 2028 the quantity of which is dependent upon achievement of specified performance goals. F3 · balance_after: Includes 7,000 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest in three approximately equal annual 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 |
| June 01, 2022 Filed Jun 2, 2022 19:09 UTC |
Queyrouze CurtPresident
|
GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-014180 · rdgdoc.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: Represents 7,000 restricted stock units pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan which vest in three approximately equal installments. F1 · balance_after: Represents 7,000 restricted stock units pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan which vest in three approximately equal installments. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:08 UTC |
HOVDE STEVEN DDirector · 10% owner
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013673 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,841 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · 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 Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:14 UTC |
Patterson Michael RobertDirector
|
GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013680 · rdgdoc.xml · nonDerivative · entry 1 Patterson Michael Robert · CIK 0001886626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,708 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · 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 Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:20 UTC |
Unger PamelaDirector
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013684 · rdgdoc.xml · nonDerivative · entry 1 Unger Pamela · CIK 0001865057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · 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 Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:06 UTC |
Akella-Mishra SadhanaDirector
|
GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013670 · rdgdoc.xml · nonDerivative · entry 1 Akella-Mishra Sadhana · CIK 0001777460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,451 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,006 shares vest one day prior to the issuers 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:05 UTC |
Tisdel Gregory ADirector
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013668 · rdgdoc.xml · nonDerivative · entry 1 Tisdel Gregory A · CIK 0001745650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,083 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · 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 Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:21 UTC |
Lane Thomas DDirector
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013686 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,226 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · 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 Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:18 UTC |
Skotdal Andrew PDirector
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013682 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vest as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:09 UTC |
Adams Christopher DDirector
|
GrantCommon Stock | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013676 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,730 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,475 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:13 UTC |
Klee StephanDirector
|
GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013678 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,854 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,073 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 20:35 UTC |
Delorier Rilla SDirector
|
GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013649 · rdgdoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 09, 2022 Filed May 10, 2022 19:00 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 1,285 | $39.42 | $50,654.70 |
DisclosureSEC source: 0001437749-22-011688 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,287 F1 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting. Read SEC document |
| May 02, 2022 Filed May 5, 2022 00:33 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 300 | $42.17 | $12,651.00 |
DisclosureSEC source: 0001437749-22-010945 · rdgdoc.xml · nonDerivative · entry 3 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Child Disclosed balance after: 300 Read SEC document |
| April 29, 2022 Filed May 2, 2022 16:52 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 482 | $41.69 | $20,094.00 |
DisclosureSEC source: 0001437749-22-010393 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 120,682 F2 · balance_after: The reporting person disclaims beneficial ownership of the shares held by child's trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of such trust's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| April 29, 2022 Filed May 5, 2022 00:33 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 110 | $41.81 | $4,599.10 |
DisclosureSEC source: 0001437749-22-010945 · rdgdoc.xml · nonDerivative · entry 4 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Child Disclosed balance after: 110 Read SEC document |
| April 29, 2022 Filed May 5, 2022 00:33 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 1,192 | $41.81 | $49,840.62 |
DisclosureSEC source: 0001437749-22-010945 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,002 F1 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 00:11 UTC |
DICKSON JOHN JChief Operating Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · derivative · entry 6 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 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.