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 |
|---|---|---|---|---|---|---|
| May 24, 2021 Filed May 25, 2021 23:45 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 650 | $14.91 | $9,691.50 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Tisdel Gregory ADirector
|
GrantCommon Stock | 324 | $31.54 | $10,218.96 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
GiftCommon Stock | 100,600 | $0.00 | $0.00 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
GiftCommon Stock | 100,600 | $0.00 | $0.00 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
GiftCommon Stock | 201,200 | $0.00 | $0.00 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
OtherCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 3,835 | $19.75 | $75,751.99 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 1,596 | $19.75 | $31,527.22 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 2,600 | $19.80 | $51,479.48 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 18,560 | $19.80 | $367,426.75 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 700 | $19.78 | $13,843.83 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
SaleCommon Stock | 466 | $19.75 | $9,205.13 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 240 | $19.94 | $4,786.61 |
DisclosureSEC 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 |
Skotdal Andrew PDirector
|
PurchaseCommon Stock | 240 | $19.94 | $4,786.61 |
DisclosureSEC 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 |
Delorier Rilla SDirector
|
GrantCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Akella-Mishra SadhanaDirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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 |
Lane Thomas DDirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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 |
Tisdel Gregory ADirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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 |
Adams Christopher DDirector
|
GrantCommon Stock | 1,347 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 18:45 UTC |
Klee StephanDirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 18:30 UTC |
Skotdal Andrew PDirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 18:28 UTC |
Dale Andrew RDirector
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| August 25, 2020 Filed Aug 25, 2020 21:26 UTC |
DICKSON JOHN JChief Operations Officer
|
Exercise / conversionCommon Stock | 400 | $7.10 | $2,840.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.