Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director · Executive Chair | August 07, 2026 | August 07, 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 07, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,407 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Purchase · Acquired 290 · Balance 30,407 F1: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,754 shares of common stock vest one day prior to the issuer's 2027 Annual Shareholder Meeting. |
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: 1,754 shares of common stock vest one day prior to the issuer's 2027 Annual Shareholder Meeting.
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 |
|---|---|---|---|---|---|---|
| August 07, 2026 Filed Aug 7, 2026 23:32 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 290 | $45.15 | $13,093.50 |
DisclosureSEC source: 0001743622-26-000004 · wk-form4_1786145569.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,407 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,754 shares of common stock vest one day prior to the issuer's 2027 Annual Shareholder Meeting. Read SEC document |
| May 26, 2026 Filed May 28, 2026 22:53 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001743622-26-000002 · wk-form4_1780008825.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,117 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests one day prior to the issuer's 2027 Annual Shareholder Meeting. Read SEC document |
| May 28, 2025 Filed May 30, 2025 22:11 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000114 · wk-form4_1748642969.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,363 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,434 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,434 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting. Read SEC document |
| May 30, 2024 Filed May 31, 2024 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000100 · wk-form4_1717180193.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,929 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,062 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: 2,062 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. Read SEC document |
| May 30, 2023 Filed May 31, 2023 19:20 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000083 · wk-form4_1685560838.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,867 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,137 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 2,137 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013676 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,730 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 vests as follows: 1,475 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2021 Filed May 26, 2021 00:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013333 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,255 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: 816 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 18:52 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-021820 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,439 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: 336 shares of common stock vest on January 22, 2021, 1,347 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting, and 281 shares of common stock vest on February 3, 2022. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 23:16 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002827 · rdgdoc.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,092 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: 705 shares vest on February 25, 2020. Restricted Stock granted pursuant to the Coastal Financial Corp 2018 Omnibus Incentive Plan vest as follows: 336 Shares on January 22, 2021 and 281 shares vest on February 3, 2022. Read SEC document |
| January 22, 2019 Filed Feb 15, 2019 19:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002721 · doc4.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Restricted Stock Disclosed balance after: 1,811 F1 · ownership.nature: Restricted stock granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest as follows: 770 shares vest on February 16, 2019 and 705 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 |
| July 18, 2018 Filed Jul 20, 2018 17:12 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 5,000 | $14.50 | $72,500.00 |
DisclosureSEC source: 0001225208-18-011873 · doc4.xml · nonDerivative · entry 1 Adams Christopher D · CIK 0001743622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 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.