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 |
|---|---|---|---|---|---|---|
| March 18, 2022 Filed Mar 22, 2022 00:11 UTC |
DICKSON JOHN JChief Operating Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · derivative · entry 5 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 400 shares Expires 2026-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 February 24, 2017. 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: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · derivative · entry 4 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Option and Equity Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 00:11 UTC |
DICKSON JOHN JChief Operating Officer
|
Exercise / conversionCommon Stock | 400 | $6.50 | $2,600.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · nonDerivative · entry 3 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 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 |
| March 18, 2022 Filed Mar 22, 2022 00:11 UTC |
DICKSON JOHN JChief Operating Officer
|
Exercise / conversionCommon Stock | 400 | $6.25 | $2,500.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · nonDerivative · entry 2 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,003 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 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 |
| March 18, 2022 Filed Mar 22, 2022 00:11 UTC |
DICKSON JOHN JChief Operating Officer
|
Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437749-22-006861 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,603 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 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 |
| January 25, 2022 Filed Jan 28, 2022 01:05 UTC |
EDWARDS JOEL GChief Financial Officer
|
GrantCommon Stock | 3,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001805 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,420 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 12,177 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,033 RSUs vest in nine approximately equal remaining installments; 4,942 RSUs vest in four approximately equal remaining installments; and 3,202 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2022 Filed Jan 28, 2022 01:03 UTC |
Keithley Russ AChief Banking Officer
|
GrantCommon Stock | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001803 · rdgdoc.xml · nonDerivative · entry 2 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,705 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 8,547 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,123 RSUs vest in nine 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 |
| January 25, 2022 Filed Jan 27, 2022 21:54 UTC |
DICKSON JOHN JChief Operating Officer
|
GrantCommon Stock | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001797 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,203 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 8,771 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal remaining installments, 3,247 RSUs vest in approximately four approximately equal remaining installments and 2,177 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 21:51 UTC |
Sprink Eric MDirector · President & CEO
|
GrantCommon Stock | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001795 · rdgdoc.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,047 F1 · shares: Represents time-based restricted stock units issued pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 43,065 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 16,773 of the RSUs vest in nine approximately equal remaining installments; 12,064 of the RSUs vest in four approximately equal remaining installments; and 14,228 of the RSUs vest in approximately four equal installments. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 15:10 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 650 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001437749-22-001664 · rdgdoc.xml · derivative · entry 4 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 Underlying: Common Stock · 650 shares Expires 2029-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 15:10 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0001437749-22-001664 · rdgdoc.xml · derivative · entry 3 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common Stock · 400 shares Expires 2028-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Option and Equity Plan vest in ten approximately equal installments commencing on January 22, 2019. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 15:10 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 650 | $14.91 | $9,691.50 |
DisclosureSEC source: 0001437749-22-001664 · rdgdoc.xml · nonDerivative · entry 2 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,026 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 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 15:10 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 400 | $7.10 | $2,840.00 |
DisclosureSEC source: 0001437749-22-001664 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,376 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 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 22, 2022 Filed Jan 14, 2022 21:11 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 650 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001437749-22-000936 · rdgdoc.xml · derivative · entry 5 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 Underlying: Common Stock · 650 shares Expires 2029-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020. Read SEC document |
| January 14, 2022 Filed Jan 15, 2022 02:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-22-000987 · rdgdoc.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 4,000 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 |
| January 14, 2022 Filed Jan 15, 2022 02:39 UTC |
EDWARDS JOEL GChief Financial Officer
|
Exercise / conversionCommon Stock | 4,000 | $4.25 | $17,000.00 |
DisclosureSEC source: 0001437749-22-000987 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,218 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 10,210 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, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 14, 2022 Filed Jan 14, 2022 21:11 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001437749-22-000936 · rdgdoc.xml · derivative · entry 4 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 400 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Option and Equity Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
| January 14, 2022 Filed Jan 14, 2022 21:11 UTC |
DICKSON JOHN JChief Operations Officer
|
GiftCommon Stock | 1,200 | $52.02 | $62,424.00 |
DisclosureSEC source: 0001437749-22-000936 · rdgdoc.xml · nonDerivative · entry 3 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,976 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 14, 2022 Filed Jan 14, 2022 21:11 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 650 | $14.91 | $9,691.50 |
DisclosureSEC source: 0001437749-22-000936 · rdgdoc.xml · nonDerivative · entry 2 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,176 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 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 14, 2022 Filed Jan 14, 2022 21:11 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 400 | $7.20 | $2,880.00 |
DisclosureSEC source: 0001437749-22-000936 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,526 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 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 00:35 UTC |
Patterson Michael RobertDirector
|
PurchaseCommon Stock | 500 | $40.50 | $20,250.00 |
DisclosureSEC source: 0001437749-21-028997 · rdgdoc.xml · nonDerivative · entry 1 Patterson Michael Robert · CIK 0001886626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · shares: Shares were purchased from issuer in an underwritten public stock offering. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 00:38 UTC |
Lane Thomas DDirector
|
PurchaseCommon Stock | 7,407 | $40.50 | $299,983.50 |
DisclosureSEC source: 0001437749-21-029001 · rdgdoc.xml · nonDerivative · entry 2 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,810 F2 · shares: These shares were purchased from the issuer in an underwritten public stock offering. 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, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 00:36 UTC |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 24,691 | $40.50 | $999,985.50 |
DisclosureSEC source: 0001437749-21-028999 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 24,691 F1 · shares: These shares were purchased from issuer in an underwritten public stock offering. Read SEC document |
| December 15, 2021 Filed Dec 21, 2021 00:38 UTC |
Lane Thomas DDirector
|
GiftCommon Stock | 50,000 | $42.81 | $2,140,500.00 |
DisclosureSEC source: 0001437749-21-029001 · rdgdoc.xml · nonDerivative · entry 3 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Blind trust accounts Disclosed balance after: 50,000 Read SEC document |
| December 15, 2021 Filed Dec 21, 2021 00:38 UTC |
Lane Thomas DDirector
|
GiftCommon Stock | 50,000 | $42.81 | $2,140,500.00 |
DisclosureSEC source: 0001437749-21-029001 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,403 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, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 19:11 UTC |
DICKSON JOHN JChief Operations Officer
|
GiftCommon Stock | 1,300 | $44.57 | $57,941.00 |
DisclosureSEC source: 0001437749-21-028062 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,126 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 00:39 UTC |
DICKSON JOHN JChief Operations Officer
|
SaleCommon Stock | 1,000 | $38.00 | $38,000.00 |
DisclosureSEC source: 0001437749-21-024800 · rdgdoc.xml · nonDerivative · entry 5 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,426 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 00:39 UTC |
DICKSON JOHN JChief Operations Officer
|
SaleCommon Stock | 600 | $37.75 | $22,650.00 |
DisclosureSEC source: 0001437749-21-024800 · rdgdoc.xml · nonDerivative · entry 4 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,426 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 00:39 UTC |
DICKSON JOHN JChief Operations Officer
|
SaleCommon Stock | 400 | $37.55 | $15,020.00 |
DisclosureSEC source: 0001437749-21-024800 · rdgdoc.xml · nonDerivative · entry 3 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,026 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 00:39 UTC |
DICKSON JOHN JChief Operations Officer
|
SaleCommon Stock | 400 | $37.50 | $15,000.00 |
DisclosureSEC source: 0001437749-21-024800 · rdgdoc.xml · nonDerivative · entry 2 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,426 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 00:39 UTC |
DICKSON JOHN JChief Operations Officer
|
SaleCommon Stock | 1,000 | $37.40 | $37,400.00 |
DisclosureSEC source: 0001437749-21-024800 · rdgdoc.xml · nonDerivative · entry 1 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,826 F1 · balance_after: Includes 7,405 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,347 RSUs vest in nine approximately equal installments, and 4,058 RSUs vest in five approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 01:19 UTC |
Sprink Eric MDirector · President & CEO
|
GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-023397 · rdgdoc.xml · nonDerivative · entry 1 Sprink Eric M · CIK 0001299647 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,819 F1 · shares: Represents 100,000 performance-based restricted stock units pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. A maximum of 100,000 shares vest on October 4, 2027 the quantity of which is dependent upon achievement of specified performance goals. F2 · balance_after: Includes 33,715 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 18,636 of the RSUs vest in ten approximately equal installments commencing on February 3, 2021 and 15,079 of the RSUs vest in five approximately equal installments commencing on January 25, 2022. Also includes 100,000 shares of performance-based restricted stock units that vest on October 4, 2027, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 00:00 UTC |
Dale Andrew RFormer Director
|
SaleCommon Stock | 12,500 | $29.50 | $368,750.00 |
DisclosureSEC source: 0001437749-21-022059 · rdgdoc.xml · nonDerivative · entry 1 Dale Andrew R · CIK 0001743625 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,034 Read SEC document |
| August 19, 2021 Filed Aug 24, 2021 00:59 UTC |
Skotdal Andrew PDirector
|
GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-020772 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,405 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vest as follows: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholder Meeting, and 281 shares of common stock vest February 4, 2022. Read SEC document |
| August 13, 2021 Filed Dec 21, 2021 00:36 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 1,600 | $29.55 | $47,280.00 |
DisclosureSEC source: 0001437749-21-028999 · rdgdoc.xml · nonDerivative · entry 4 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| August 13, 2021 Filed Dec 21, 2021 00:36 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 5,234 | $29.55 | $154,664.70 |
DisclosureSEC source: 0001437749-21-028999 · rdgdoc.xml · nonDerivative · entry 3 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 125,434 F3 · 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 |
| August 13, 2021 Filed Dec 21, 2021 00:36 UTC |
Skotdal Andrew PDirector
|
GiftCommon Stock | 3,634 | $29.55 | $107,384.70 |
DisclosureSEC source: 0001437749-21-028999 · rdgdoc.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771 F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vest as follows: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholder Meeting, and 281 shares of common stock vest February 4, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 00:30 UTC |
HOVDE STEVEN DDirector · 10% owner
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013335 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,902 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 01:22 UTC |
Akella-Mishra SadhanaDirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013337 · rdgdoc.xml · nonDerivative · entry 1 Akella-Mishra Sadhana · CIK 0001777460 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445 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: 490 shares vest one day prior to the issuers 2022 Annual Shareholders' Meeting, 281 shares vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 00:20 UTC |
Tisdel Gregory ADirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013331 · rdgdoc.xml · nonDerivative · entry 1 Tisdel Gregory A · CIK 0001745650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,144 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 00:13 UTC |
Lane Thomas DDirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013329 · rdgdoc.xml · nonDerivative · entry 1 Lane Thomas D · CIK 0001743650 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,403 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 26, 2021 01:27 UTC |
Delorier Rilla SDirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013339 · rdgdoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2021 Filed May 26, 2021 00:25 UTC |
Adams Christopher DDirector
|
GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013333 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,255 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: 816 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:59 UTC |
Klee StephanDirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013327 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:54 UTC |
Skotdal Andrew PDirector
|
GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013325 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,017 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: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholder Meeting, and 281 shares of common stock vest February 4, 2022. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 650 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001437749-21-013323 · rdgdoc.xml · derivative · entry 10 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,850 Underlying: Common Stock · 650 shares Expires 2029-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0001437749-21-013323 · rdgdoc.xml · derivative · entry 9 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 400 shares Expires 2028-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Options and Equity Plan vest in ten approximately equal installments commencing on January 22, 2019. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001437749-21-013323 · rdgdoc.xml · derivative · entry 8 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 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 Corp 2006 Stock Options and Equity Plan vest in ten approximately equal installments commencing on January 26, 2018. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-21-013323 · rdgdoc.xml · derivative · entry 7 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 400 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Options and Equity Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-21-013323 · rdgdoc.xml · derivative · entry 6 DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp 2006 Stock Option and Equity Plan vest in ten approximately equal installments commencing on March 18, 2015. 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.