Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director | March 11, 2020 | March 13, 2020 |
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 11, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 3,000 |
Reported balance
After 2020-03-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-11 · Grant · Acquired 3,000 · Balance 3,000 |
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 11, 2020 Filed Mar 13, 2020 18:07 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 3,000 | $14.66 | $43,971.00 |
DisclosureSEC source: 0001437749-20-005125 · rdgdoc.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 3,000 Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:14 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002824 · rdgdoc.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,103 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: 881 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 19:44 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002719 · doc4.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Restricted Stock Disclosed balance after: 2,179 F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 962 shares vest on February 16, 2019 and 881 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 |
| November 14, 2018 Filed Nov 16, 2018 19:41 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,000 | $15.65 | $15,654.20 |
DisclosureSEC source: 0001225208-18-015588 · doc4.xml · nonDerivative · entry 2 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,643 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 19:41 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 1,100 | $15.48 | $17,022.50 |
DisclosureSEC source: 0001225208-18-015588 · doc4.xml · nonDerivative · entry 1 Haugen John M Jr · CIK 0001743645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,643 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.