Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director · President of CCBX | October 01, 2026 | October 02, 2026 |
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 October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,421 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 233 · Balance 66,421 F1: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 10,466 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F3: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 10,466 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 04:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 233 | $39.46 | $9,195.16 |
DisclosureSEC source: 0002005790-26-000028 · wk-form4_1790900034.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,421 F1 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 10,466 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 01, 2026 Filed Sep 1, 2026 22:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 232 | $46.85 | $10,869.20 |
DisclosureSEC source: 0002005790-26-000026 · wk-form4_1788302387.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,654 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 11,047 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 00:56 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 226 | $41.80 | $9,446.80 |
DisclosureSEC source: 0002005790-26-000024 · wk-form4_1785891392.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,886 F1 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 11,629 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 23:59 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 229 | $77.72 | $17,798.36 |
DisclosureSEC source: 0002005790-26-000022 · wk-form4_1782950358.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,112 F1 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 12,210 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 00:33 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 230 | $71.42 | $16,427.29 |
DisclosureSEC source: 0002005790-26-000018 · wk-form4_1780446818.xml · nonDerivative · entry 2 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,341 F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 12,791 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 00:33 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 7,000 | $71.42 | $499,961.00 |
DisclosureSEC source: 0002005790-26-000018 · wk-form4_1780446818.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 67,571 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 01, 2026 Filed May 2, 2026 01:10 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 3,079 | $75.44 | $232,272.99 |
DisclosureSEC source: 0002005790-26-000016 · wk-form4_1777684209.xml · nonDerivative · entry 2 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,571 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 13,373 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 01, 2026 Filed May 2, 2026 01:10 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 230 | $75.44 | $17,350.69 |
DisclosureSEC source: 0002005790-26-000016 · wk-form4_1777684209.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,650 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the reporting person. F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 13,373 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 16:16 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 228 | $76.69 | $17,484.41 |
DisclosureSEC source: 0002005790-26-000014 · wk-form4_1775146593.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,880 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the reporting person. F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of PSUs. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 13,954 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 01:07 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 1,792 | $73.73 | $132,115.56 |
DisclosureSEC source: 0002005790-26-000012 · wk-form4_1775005653.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,108 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the reporting person. F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of PSUs. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 14,536 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 21:41 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,714 | $0.00 | $0.00 |
DisclosureSEC source: 0002005790-26-000010 · wk-form4_1773438062.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,900 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in approximately equal installments over four years. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 14,536 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 2,714 RSUs that vest in approximately equal installments over 4 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (5) 502 RSUs that vest in three approximately equal annual remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 03, 2026 Filed Mar 3, 2026 21:26 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 146 | $72.37 | $10,566.02 |
DisclosureSEC source: 0002005790-26-000008 · wk-form4_1772573174.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,186 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the reporting person. F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 14,536 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 01:14 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 48 | $88.95 | $4,269.60 |
DisclosureSEC source: 0002005790-26-000006 · wk-form4_1770686095.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,332 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 15,698 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 502 RSUs that vest in three approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:42 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 171 | $89.67 | $15,333.93 |
DisclosureSEC source: 0002005790-26-000004 · wk-form4_1770338540.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,380 F1 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 15,698 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 16:42 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 229 | $114.59 | $26,241.11 |
DisclosureSEC source: 0002005790-26-000002 · wk-form4_1767631357.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,551 F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 16,279 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 01:58 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 6,232 | $113.81 | $709,263.92 |
DisclosureSEC source: 0002005790-25-000012 · wk-form4_1764640719.xml · nonDerivative · entry 2 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,780 F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 16,861 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 7,387 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 01:58 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 232 | $111.35 | $25,833.20 |
DisclosureSEC source: 0002005790-25-000012 · wk-form4_1764640719.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,012 Read SEC document |
| October 31, 2025 Filed Nov 1, 2025 00:17 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 229 | $106.50 | $24,388.50 |
DisclosureSEC source: 0002005790-25-000009 · wk-form4_1761956251.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,244 F1 · balance_after: 1. Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 17,442 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 00:10 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 228 | $108.17 | $24,662.76 |
DisclosureSEC source: 0002005790-25-000007 · wk-form4_1759277443.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,473 F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,024 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,708 | $109.10 | $186,342.80 |
DisclosureSEC source: 0002005790-25-000005 · wk-form4_1758151334.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,701 F1 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,605 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 21:55 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 228 | $114.50 | $26,106.00 |
DisclosureSEC source: 0002005790-25-000003 · wk-form4_1756936517.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,409 F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024 F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,605 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 20:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 229 | $96.20 | $22,029.80 |
DisclosureSEC source: 0001437958-25-000143 · wk-form4_1754339978.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,637 F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 19,186 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:06 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 228 | $96.87 | $22,086.36 |
DisclosureSEC source: 0001437958-25-000135 · wk-form4_1751407610.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,866 F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 9/30/2024. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 19,768 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 23:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 14,292 | $87.89 | $1,256,123.88 |
DisclosureSEC source: 0001437958-25-000122 · wk-form4_1748907356.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,094 F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU and PSU granted 9/30/2024. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 20,349 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 23,226 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 27, 2025 Filed May 29, 2025 17:17 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 326 | $88.70 | $28,916.20 |
DisclosureSEC source: 0001437958-25-000094 · wk-form4_1748539029.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,386 F1 · shares: Represents shares withheld for payment of withholding taxes upon vesting of RSA granted 5/30/2024. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 20,930 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) Includes 60,000 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions (3) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (4) 669 RSUs that vest in four approximately equal remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 22:44 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 669 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000048 · wk-form4_1738968279.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,703 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 25,000 restricted stock units (RSUs) which vest over a 43-month period, with 16.28% vesting on April 30, 2025 and 2.3256% vesting each month thereafter (2) Includes 2,034 shares of RSUs which vests one day prior to the issuer's 2025 Annual Shareholder Meeting (3) Includes 60,000 performance-based RSUs which are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions.(4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. (5) 669 RSUs that vest in four approximately even remaining installments. Each RSU represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 23:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000136 · wk-form4_1727998743.xml · nonDerivative · entry 3 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,034 F4 · shares: Represents 15,000 performance-based restricted stock units pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 15,000 shares of performance-based restricted stock units are eligible to vest on April 30, 2028, subject to subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 23:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000136 · wk-form4_1727998743.xml · nonDerivative · entry 2 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,034 F3 · shares: Represents 60,000 performance-based restricted stock units pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. Up to 60,000 of the performance-based restricted stock units are eligible to vest on the first day of each month beginning October 1, 2024 until April 30, 2028, the quantity of which is subject to continuous employment and achievement of certain stock price conditions. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 23:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000136 · wk-form4_1727998743.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director · President of CCBX 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,034 F1 · shares: Represents 25,000 restricted stock units pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan which vest over a 43-month period, with 16.28% vesting on April 30, 2025 and 2.3256% vesting each month thereafter. F2 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. Read SEC document |
| May 30, 2024 Filed May 31, 2024 18:26 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000094 · wk-form4_1717180007.xml · nonDerivative · entry 1 Hamilton Brian T · CIK 0002005790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,034 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,034 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. 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.