Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director | March 14, 2023 | March 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COASTAL FINANCIAL CORP
Report date March 14, 2023 · Filed March 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy MS Marital Trust | 1,000 |
Reported balance
After 2023-03-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-03-14 · Purchase · Acquired 1,000 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 1,000 |
Reported balance
After 2023-03-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-03-14 · Purchase · Acquired 1,000 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | Direct | 2,710 |
Reported balance
Holding disclosure · report date 2023-03-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,710 F1: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting. |
| Common StockSEC Table I · non-derivative | IndirectBy CS Trust | 125,434 |
Reported balance
Holding disclosure · report date 2023-03-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 125,434 F2: The reporting person disclaims beneficial ownership of the shares held by the 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Business entity, Corporation | 34,072 |
Reported balance
Holding disclosure · report date 2023-03-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 34,072 F3: The reporting person is the Secretary/Treasurer with share ownership of 16.5%. |
| Common StockSEC Table I · non-derivative | IndirectBy LS Trust | 120,682 |
Reported balance
Holding disclosure · report date 2023-03-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 120,682 F2: The reporting person disclaims beneficial ownership of the shares held by the 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. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 24,691 |
Reported balance
Holding disclosure · report date 2023-03-14 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 24,691 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting.
F2: The reporting person disclaims beneficial ownership of the shares held by the 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.
F3: The reporting person is the Secretary/Treasurer with share ownership of 16.5%.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 14, 2023 Filed Mar 14, 2023 19:32 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,000 | $38.50 | $38,500.00 |
DisclosureSEC source: 0001437958-23-000041 · wf-form4_167882236580370.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse IRA Disclosed balance after: 1,000 Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:32 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,000 | $36.25 | $36,250.00 |
DisclosureSEC source: 0001437958-23-000041 · wf-form4_167882236580370.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By MS Marital Trust Disclosed balance after: 1,000 Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 00:04 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,000 | $32.00 | $32,000.00 |
DisclosureSEC source: 0001437958-23-000032 · wf-form4_167875228404173.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting. Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 00:54 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 2,874 | $52.00 | $149,448.00 |
DisclosureSEC source: 0001437958-22-000046 · wf-form4_167097921493999.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Business entity, Corporation Disclosed balance after: 34,072 F1 · ownership.direct: The reporting person is the Secretary/Treasurer with share ownership of 16.5%. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 00:54 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 942 | $52.11 | $49,087.62 |
DisclosureSEC source: 0001437958-22-000046 · wf-form4_167097921493999.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Business entity, Corporation Disclosed balance after: 36,946 F1 · ownership.direct: The reporting person is the Secretary/Treasurer with share ownership of 16.5%. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:18 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013682 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vest as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholder Meeting. Read SEC document |
| April 29, 2022 Filed May 2, 2022 16:52 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 482 | $41.69 | $20,094.00 |
DisclosureSEC source: 0001437749-22-010393 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 120,682 F2 · balance_after: The reporting person disclaims beneficial ownership of the shares held by child's trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of such trust's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 00:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 |
| August 19, 2021 Filed Aug 24, 2021 00:59 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 25, 2021 23:54 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 |
| December 08, 2020 Filed Feb 12, 2021 15:59 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 |
| October 26, 2020 Filed Oct 28, 2020 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | 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 |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GiftCommon Stock | 2,600 | $11.10 | $28,860.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 4 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 19,360 Read SEC document |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GiftCommon Stock | 2,600 | $11.10 | $28,860.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 3 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 19,360 Read SEC document |
| April 16, 2020 Filed Oct 28, 2020 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GiftCommon Stock | 5,200 | $11.10 | $57,720.00 |
DisclosureSEC source: 0001437749-20-021807 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053 F1 · 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 and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 00:00 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,633 | $15.95 | $26,049.45 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 4 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 16,760 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 00:00 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,628 | $15.95 | $25,970.34 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 16,760 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:00 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 367 | $16.00 | $5,872.00 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 3 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 15,127 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:00 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 372 | $16.00 | $5,952.00 |
DisclosureSEC source: 0001437749-20-004460 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 15,132 Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:07 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002816 · rdgdoc.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,253 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 1,057 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 336 shares vest on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| January 22, 2019 Filed Feb 15, 2019 19:41 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002716 · doc4.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Restricted Stock Disclosed balance after: 2,547 F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 1,154 shares vest on February 16, 2019 and 1,057 shares vest on February 25, 2020. Restricted stock granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest as follows: 168 shares vest on January 22, 2020 and 168 shares vest on January 22, 2021. Read SEC document |
| September 05, 2018 Filed Sep 14, 2018 12:20 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 2,000 | $16.75 | $33,500.00 |
DisclosureSEC source: 0001225208-18-013392 · doc4.xml · nonDerivative · entry 2 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LS Trust Disclosed balance after: 14,760 F1 · balance_after: Includes 12,760 shares of common stock which was reported as held indirectly by Trust for Children on the insider's prior reports. Read SEC document |
| September 05, 2018 Filed Sep 14, 2018 12:20 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 2,000 | $16.75 | $33,500.00 |
DisclosureSEC source: 0001225208-18-013392 · doc4.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By CS Trust Disclosed balance after: 14,760 F1 · balance_after: Includes 12,760 shares of common stock which was reported as held indirectly by Trust for Children on the insider's prior reports. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 17:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 80,000 | $14.50 | $1,160,000.00 |
DisclosureSEC source: 0001225208-18-011875 · doc4.xml · nonDerivative · entry 1 Skotdal Andrew P · CIK 0001745587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 427,757 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.