person · Reporting owner

Dale Andrew R

Disclosed activity across 1 company

Tapewire entity: 135550
SEC CIK: 0001743625

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

COASTAL FINANCIAL CORP

Report date September 10, 2021 · Filed September 14, 2021

Section 16 reporting ended · disclosed 2021-09-14. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	48,034	Reported balance After 2021-09-10 transaction · row 1 1 source row Row 1 · 2021-09-10 · Sale · Disposed 12,500 · Balance 48,034
Common StockSEC Table I · non-derivative	IndirectBy Montlake Capital, LLC	74,156	Reported balance Holding disclosure · report date 2021-09-10 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 74,156 F1: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Montlake Capital Advisor II, LLC	54	Reported balance Holding disclosure · report date 2021-09-10 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 54 F1: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein.

Transaction history

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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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 10, 2021 Filed Sep 14, 2021 00:00 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	SaleCommon Stock	12,500	$29.50	$368,750.00	Disclosure SEC source: 0001437749-21-022059 · rdgdoc.xml · nonDerivative · entry 1 Dale Andrew R · CIK 0001743625 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,034 Read SEC document
October 26, 2020 Filed Oct 28, 2020 18:28 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	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. Read SEC document
June 10, 2019 Filed Jun 12, 2019 22:44 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	OtherCommon Stock	643,265	$0.00	$0.00	Disclosure SEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 5 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montlake Capital II-B, LP Disclosed balance after: 0 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F3 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, the sole general partner of Montlake Capital II, L.P., which owned 853,241 shares of common stock, and Montlake Capital II-B, L.P., which owned 643,265 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital II, L.P. and Montlake Capital II-B, L.P., except to the extent of his pecuniary interest therein. Read SEC document
June 10, 2019 Filed Jun 12, 2019 22:44 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	OtherCommon Stock	853,241	$0.00	$0.00	Disclosure SEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 4 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montlake Capital II, LP Disclosed balance after: 0 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F3 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, the sole general partner of Montlake Capital II, L.P., which owned 853,241 shares of common stock, and Montlake Capital II-B, L.P., which owned 643,265 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital II, L.P. and Montlake Capital II-B, L.P., except to the extent of his pecuniary interest therein. Read SEC document
June 10, 2019 Filed Jun 12, 2019 22:44 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	OtherCommon Stock	74,156	$0.00	$0.00	Disclosure SEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 3 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montalke Capital, LLC Disclosed balance after: 74,156 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F2 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein. Read SEC document
June 10, 2019 Filed Jun 12, 2019 22:44 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	OtherCommon Stock	54	$0.00	$0.00	Disclosure SEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 2 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Montalke Capital Advisor II, LLC Disclosed balance after: 54 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. F2 · ownership.nature: Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, which owns 54 shares of common stock. Montlake Capital LLC owns 74,156 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital LLC and Montlake Capital Advisor II LLC, except to the extent of his pecuniary interest therein. Read SEC document
June 10, 2019 Filed Jun 12, 2019 22:44 UTC	COASTAL FINANCIAL CORP CCB · Entity 5197	OtherCommon Stock	59,860	$0.00	$0.00	Disclosure SEC source: 0001225208-19-009187 · doc4.xml · nonDerivative · entry 1 Dale Andrew R · CIK 0001743625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,860 F1 · kind: On June 10, 2019, the Montalke Capital II, LP and Montlake Capital II-B, LP made pro-rata distributions. 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.