Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Financial Officer | August 15, 2026 | August 26, 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 August 15, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
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 14, 2019 Filed Mar 18, 2019 20:55 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001225208-19-005426 · doc4.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 2,000 shares Expires 2022-11-15 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 November 15, 2013. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:55 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001225208-19-005426 · doc4.xml · derivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 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 Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:55 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001225208-19-005426 · doc4.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,160 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 |
| March 14, 2019 Filed Mar 18, 2019 20:55 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 2,000 | $4.25 | $8,500.00 |
DisclosureSEC source: 0001225208-19-005426 · doc4.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,760 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 |
| January 22, 2019 Filed Feb 15, 2019 19:40 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001225208-19-002711 · doc4.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-01-22 F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020. 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.