Tapewire

Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

Export transactions ↓
Tapewire entity
5197
SEC CIK
0001437958
Parsed reports
327

Last 12 months

Inside the activity.

4 purchase rows · 24 sale rows

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

Latest available

Insider transactions

JSON API
Reset

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 29, 2022 Filed Dec 30, 2022 22:26 UTC
Sprink Eric MDirector · CEO
SaleCommon Stock 2,826 $48.15 $136,071.90
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleCommon Stock 2,874 $52.00 $149,448.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleCommon Stock 942 $52.11 $49,087.62
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 53,000 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 1,006 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 939 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 939 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 939 $0.00 $0.00
Disclosure

SEC 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 GrantCommon Stock 1,475 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 939 $0.00 $0.00
Disclosure

SEC 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 PurchaseCommon Stock 1,285 $39.42 $50,654.70
Disclosure

SEC 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 PurchaseCommon Stock 300 $42.17 $12,651.00
Disclosure

SEC 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 PurchaseCommon Stock 482 $41.69 $20,094.00
Disclosure

SEC 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 PurchaseCommon Stock 110 $41.81 $4,599.10
Disclosure

SEC 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 PurchaseCommon Stock 1,192 $41.81 $49,840.62
Disclosure

SEC 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
Disclosure

SEC 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.