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Nasdaq · USD

CCB

COASTAL FINANCIAL CORP

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Tapewire entity
5197
SEC CIK
0001437958
Parsed reports
327

Last 12 months

Inside the activity.

4 purchase rows · 24 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 24, 2021 Filed May 25, 2021 23:45 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 650 $14.91 $9,691.50
Disclosure

SEC source: 0001437749-21-013323 · rdgdoc.xml · nonDerivative · entry 5

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,826

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
May 24, 2021 Filed May 25, 2021 23:45 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $7.10 $2,840.00
Disclosure

SEC source: 0001437749-21-013323 · rdgdoc.xml · nonDerivative · entry 4

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,176

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
May 24, 2021 Filed May 25, 2021 23:45 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $6.50 $2,600.00
Disclosure

SEC source: 0001437749-21-013323 · rdgdoc.xml · nonDerivative · entry 3

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,776

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
May 24, 2021 Filed May 25, 2021 23:45 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $6.25 $2,500.00
Disclosure

SEC source: 0001437749-21-013323 · rdgdoc.xml · nonDerivative · entry 2

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,376

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
May 24, 2021 Filed May 25, 2021 23:45 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437749-21-013323 · rdgdoc.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,976

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
May 24, 2021 Filed May 28, 2021 21:20 UTC
Unger PamelaDirector
GrantCommon Stock 490 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-013758 · rdgdoc.xml · nonDerivative · entry 1

Unger Pamela · CIK 0001865057 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 490

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
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 3,000 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 6

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 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.

F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 5

EDWARDS JOEL G · CIK 0001260912 · Chief Financial 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.

F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionStock Options · Derivative 600 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 600 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.

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 February 24, 2017.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 600 $6.25 $3,750.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,218

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
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 3,000 $7.20 $21,600.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,618

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
March 18, 2021 Filed Mar 19, 2021 16:50 UTC
EDWARDS JOEL GChief Financial Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,618

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
March 05, 2021 Filed Mar 9, 2021 18:32 UTC GrantCommon Stock 324 $31.54 $10,218.96
Disclosure

SEC source: 0001437749-21-005389 · rdgdoc.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,654

F1 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

Read SEC document
January 25, 2021 Filed Jan 28, 2021 01:25 UTC
Keithley Russ AChief Banking Officer
GrantCommon Stock 4,058 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-001431 · rdgdoc.xml · nonDerivative · entry 1

Keithley Russ A · CIK 0001743785 · Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,528

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 five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 7,528 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,470 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 4,058 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 25, 2021 Filed Jan 28, 2021 01:23 UTC
DICKSON JOHN JChief Operations Officer
GrantCommon Stock 4,058 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-001429 · rdgdoc.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,576

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 five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 7,776 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,718 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 4,058 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 25, 2021 Filed Jan 28, 2021 01:21 UTC
Sprink Eric MDirector · President & CEO
GrantCommon Stock 15,079 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-001427 · rdgdoc.xml · nonDerivative · entry 2

Sprink Eric M · CIK 0001299647 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,819

F3 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F4 · 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. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 25, 2021 Filed Jan 28, 2021 01:21 UTC
Sprink Eric MDirector · President & CEO
GrantCommon Stock 5,978 $20.91 $124,999.98
Disclosure

SEC source: 0001437749-21-001427 · rdgdoc.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,740

F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan with full and immediate vesting.

F2 · balance_after: Includes 18,636 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
December 28, 2020 Filed Jan 13, 2021 21:26 UTC
Sprink Eric MDirector · President & CEO
SaleCommon Stock 4,691 $21.61 $101,372.51
Disclosure

SEC source: 0001437749-21-000654 · rdgdoc.xml · nonDerivative · entry 1

Sprink Eric M · CIK 0001299647 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By 401(k)

Disclosed balance after: 0

F1 · shares: Relates to an inadvertent sale of common stock by the Administrator of the Coastal Community Bank 401(k) Plan, resulting from an administrative oversight.

F2 · shares: This Form reflects increases/decreases in beneficial ownership resulting from unit accounting procedures currently in use by the Administrator of the Coastal Community Bank 401(k) Plan. The Coastal Community Bank Employee 401(k) Plan uses unit accounting and the number of shares that a participant is deemed to hold varies with the price of Coastal Financial Corporation.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 19:48 UTC
DICKSON JOHN JChief Operations Officer
GiftCommon Stock 2,600 $22.01 $57,226.00
Disclosure

SEC source: 0001437749-20-025378 · rdgdoc.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,518

F1 · balance_after: Includes 3,718 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
December 08, 2020 Filed Feb 12, 2021 15:59 UTC GiftCommon Stock 100,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002700 · rdgdoc.xml · nonDerivative · entry 4

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By LS Trust

Disclosed balance after: 120,200

F3 · kind: This transaction involved a gift of securities by the reporting person to his child's trust, who shares reporting person's household. 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
December 08, 2020 Filed Feb 12, 2021 15:59 UTC GiftCommon Stock 100,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002700 · rdgdoc.xml · nonDerivative · entry 3

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By CS Trust

Disclosed balance after: 120,200

F3 · kind: This transaction involved a gift of securities by the reporting person to his child's trust, who shares reporting person's household. 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
December 08, 2020 Filed Feb 12, 2021 15:59 UTC GiftCommon Stock 201,200 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002700 · rdgdoc.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,527

F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest as follows: 674 shares of common stock vest one day prior to the issuers 2021 Annual Shareholders' Meeting, 281 shares vest on February 3, 2022.

Read SEC document
December 08, 2020 Filed Feb 12, 2021 15:59 UTC OtherCommon Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002700 · rdgdoc.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,727

F1 · kind: Transfer from Business Entity, LLC to Individual Business Owners. In prior reports, the reporting person reported indirect beneficial ownership of 400,000 shares of CCB common stock held by Business entity, LLC.

F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest as follows: 674 shares of common stock vest one day prior to the issuers 2021 Annual Shareholders' Meeting, 281 shares vest on February 3, 2022.

Read SEC document
December 07, 2020 Filed Dec 10, 2020 00:37 UTC SaleCommon Stock 3,835 $19.75 $75,751.99
Disclosure

SEC source: 0001437749-20-025059 · rdgdoc.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 400,000

Read SEC document
December 04, 2020 Filed Dec 4, 2020 22:04 UTC SaleCommon Stock 1,596 $19.75 $31,527.22
Disclosure

SEC source: 0001437749-20-024857 · rdgdoc.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 403,835

Read SEC document
December 03, 2020 Filed Dec 3, 2020 21:28 UTC SaleCommon Stock 2,600 $19.80 $51,479.48
Disclosure

SEC source: 0001437749-20-024781 · rdgdoc.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 405,431

Read SEC document
December 02, 2020 Filed Dec 3, 2020 21:28 UTC SaleCommon Stock 18,560 $19.80 $367,426.75
Disclosure

SEC source: 0001437749-20-024781 · rdgdoc.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 408,031

Read SEC document
December 01, 2020 Filed Dec 1, 2020 21:35 UTC SaleCommon Stock 700 $19.78 $13,843.83
Disclosure

SEC source: 0001437749-20-024649 · rdgdoc.xml · nonDerivative · entry 5

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 426,591

Read SEC document
November 27, 2020 Filed Dec 1, 2020 21:35 UTC SaleCommon Stock 466 $19.75 $9,205.13
Disclosure

SEC source: 0001437749-20-024649 · rdgdoc.xml · nonDerivative · entry 4

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Business entity, LLC

Disclosed balance after: 427,291

Read SEC document
November 27, 2020 Filed Dec 1, 2020 21:35 UTC PurchaseCommon Stock 240 $19.94 $4,786.61
Disclosure

SEC source: 0001437749-20-024649 · rdgdoc.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By LS Trust

Disclosed balance after: 19,600

Read SEC document
November 27, 2020 Filed Dec 1, 2020 21:35 UTC PurchaseCommon Stock 240 $19.94 $4,786.61
Disclosure

SEC source: 0001437749-20-024649 · rdgdoc.xml · nonDerivative · entry 1

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By CS Trust

Disclosed balance after: 19,600

Read SEC document
November 06, 2020 Filed Nov 6, 2020 22:36 UTC GrantCommon Stock 329 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-023044 · rdgdoc.xml · nonDerivative · entry 1

Delorier Rilla S · CIK 0001548685 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 329

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: 329 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:40 UTC
HOVDE STEVEN DDirector · 10% owner
GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021811 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,710,412

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: 336 shares of common stock vest on January 22, 2021, 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:49 UTC GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021818 · rdgdoc.xml · nonDerivative · entry 1

Akella-Mishra Sadhana · CIK 0001777460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 955

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: 674 shares vest one day prior to the issuers 2021 Annual Shareholders' Meeting, 281 shares vest on February 3, 2022.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:42 UTC GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021813 · rdgdoc.xml · nonDerivative · entry 1

Lane Thomas D · CIK 0001743650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,913

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: 336 shares of common stock vest on January 22, 2021, 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:34 UTC GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021809 · rdgdoc.xml · nonDerivative · entry 1

Tisdel Gregory A · CIK 0001745650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,330

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: 336 shares of common stock vest on January 22, 2021, 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:52 UTC GrantCommon Stock 1,347 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021820 · rdgdoc.xml · nonDerivative · entry 1

Adams Christopher D · CIK 0001743622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,439

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: 336 shares of common stock vest on January 22, 2021, 1,347 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

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October 26, 2020 Filed Oct 28, 2020 18:45 UTC
Klee StephanDirector
GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021815 · rdgdoc.xml · nonDerivative · entry 1

Klee Stephan · CIK 0001747974 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,291

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: 336 shares of common stock vest on January 22, 2021, 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022.

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October 26, 2020 Filed Oct 28, 2020 18:30 UTC GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 2

Skotdal Andrew P · CIK 0001745587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,727

F2 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (3) below.

F3 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 336 shares of common stock vest January 22, 2021, 674 shares of common stock vest one day prior to the issuers 2021 Annual Shareholders' Meeting, 281 shares vest on February 3, 2022.

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October 26, 2020 Filed Oct 28, 2020 18:28 UTC GrantCommon Stock 674 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-021804 · rdgdoc.xml · nonDerivative · entry 1

Dale Andrew R · CIK 0001743625 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,534

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: 674 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting.

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $7.10 $0.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · derivative · entry 10

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,200

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.

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $6.50 $0.00
Disclosure

SEC source: 0001437749-20-018687 · 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 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.

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437749-20-018687 · 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 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.

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 1,400 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437749-20-018687 · 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 · 1,400 shares

Expires 2025-07-01

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

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

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · derivative · entry 6

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 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.

F1 · 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.

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August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $7.10 $2,840.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · nonDerivative · entry 5

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,118

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.

Read SEC document
August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $6.50 $2,600.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · nonDerivative · entry 4

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,718

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.

Read SEC document
August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $6.25 $2,500.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · nonDerivative · entry 3

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,318

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.

Read SEC document
August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 1,400 $7.20 $10,080.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · nonDerivative · entry 2

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,918

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.

Read SEC document
August 25, 2020 Filed Aug 25, 2020 21:26 UTC
DICKSON JOHN JChief Operations Officer
Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437749-20-018687 · rdgdoc.xml · nonDerivative · entry 1

DICKSON JOHN J · CIK 0001221615 · Chief Operations Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,518

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.

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.