Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director · 10% owner | August 05, 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 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBusiness | 16,500 |
Reported balance
After 2026-08-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-05 · Purchase · Acquired 5,000 · Balance 16,500 |
| Common StockSEC Table I · non-derivative | IndirectBusiness | 26,500 |
Reported balance
After 2026-08-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-06 · Purchase · Acquired 10,000 · Balance 26,500 |
| Common StockSEC Table I · non-derivative | Direct | 1,717,293 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,717,293 F1: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,333 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: 1,333 shares of common stock vest one day prior to the issuer's 2027 Annual Shareholder Meeting.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BAY BANCORP, INC.
Report date April 13, 2018 · Filed April 16, 2018
Section 16 reporting ended · disclosed 2018-04-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-13 transaction · row 1
1 source rowRow 1 · 2018-04-13 · Disposition to issuer · Disposed 1,325 · Balance 0 F1: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 541 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $21.82 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 541 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $21.82 in cash.
Owens Realty Mortgage, Inc.
Report date March 29, 2019 · Filed March 29, 2019
Section 16 reporting ended · disclosed 2019-03-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| ORM Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-29 transaction · row 1
1 source rowRow 1 · 2019-03-29 · Disposition to issuer · Disposed 6,515 · Balance 0 F1: Disposed of pursuant to merger agreement between Issuer and Ready Capital Corporation ("Ready Captial") in exchange for 9,388 shares of Ready Capital's common stock having a market value of $14.67 per share on the effective date of the merger. |
| ORM Common StockSEC Table I · non-derivative | IndirectBy Self as Trustee of Brita Hovde Trust | 11,352 |
Reported balance
Holding disclosure · report date 2019-03-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,352 |
| ORM Common StockSEC Table I · non-derivative | IndirectBy Self as Trustee of Carlin Tucker Trust | 8,352 |
Reported balance
Holding disclosure · report date 2019-03-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,352 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between Issuer and Ready Capital Corporation ("Ready Captial") in exchange for 9,388 shares of Ready Capital's common stock having a market value of $14.67 per share on the effective date of the merger.
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 06, 2026 Filed Aug 7, 2026 23:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 10,000 | $43.83 | $438,250.00 |
DisclosureSEC source: 0001019966-26-000004 · wk-form4_1786145798.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 26,500 Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 23:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 5,000 | $44.00 | $220,000.00 |
DisclosureSEC source: 0001019966-26-000004 · wk-form4_1786145798.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 16,500 Read SEC document |
| May 26, 2026 Filed May 28, 2026 22:48 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001019966-26-000002 · wk-form4_1780008494.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,717,293 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 |
| December 10, 2025 Filed Dec 11, 2025 21:47 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,500 | $118.50 | $177,750.00 |
DisclosureSEC source: 0001019966-25-000008 · wk-form4_1765489673.xml · nonDerivative · entry 3 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 11,500 Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 21:47 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,500 | $116.00 | $174,000.00 |
DisclosureSEC source: 0001019966-25-000008 · wk-form4_1765489673.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 13,000 Read SEC document |
| December 09, 2025 Filed Dec 9, 2025 23:38 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,500 | $115.50 | $173,250.00 |
DisclosureSEC source: 0001019966-25-000006 · wk-form4_1765323485.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 14,500 Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 21:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,500 | $114.50 | $171,750.00 |
DisclosureSEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 5 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 16,000 Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 21:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,500 | $113.50 | $170,250.00 |
DisclosureSEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 4 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 17,500 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 21:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,000 | $112.50 | $112,500.00 |
DisclosureSEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 3 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 19,000 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 21:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,611 | $112.00 | $180,432.00 |
DisclosureSEC source: 0001019966-25-000004 · wk-form4_1765229763.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 20,000 Read SEC document |
| May 28, 2025 Filed May 30, 2025 22:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000117 · wk-form4_1748643152.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,715,960 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,090 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: 1,090 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting. Read SEC document |
| September 20, 2024 Filed Sep 23, 2024 21:29 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 339 | $53.89 | $18,268.71 |
DisclosureSEC source: 0001437958-24-000122 · wk-form4_1727126935.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 21,611 Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 21:29 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 2,050 | $53.51 | $109,695.50 |
DisclosureSEC source: 0001437958-24-000122 · wk-form4_1727126935.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 21,950 Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 22:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,556 | $53.50 | $83,246.00 |
DisclosureSEC source: 0001437958-24-000113 · wk-form4_1725056547.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 24,000 Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 22:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 944 | $53.50 | $50,504.00 |
DisclosureSEC source: 0001437958-24-000113 · wk-form4_1725056547.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 25,556 Read SEC document |
| August 28, 2024 Filed Aug 28, 2024 22:08 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,497 | $53.00 | $79,341.00 |
DisclosureSEC source: 0001437958-24-000111 · wk-form4_1724882916.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 26,500 Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 22:08 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 2,003 | $53.26 | $106,679.78 |
DisclosureSEC source: 0001437958-24-000111 · wk-form4_1724882916.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Business Disclosed balance after: 27,997 Read SEC document |
| May 30, 2024 Filed May 31, 2024 18:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000092 · wk-form4_1717179943.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,714,870 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,604 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: 1,604 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 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000089 · wk-form4_1685561104.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,713,266 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,425 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: 1,425 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 22:03 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | PurchaseCommon Stock | 30,000 | $37.71 | $1,131,438.00 |
DisclosureSEC source: 0001437958-23-000045 · wf-form4_167883140401426.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Business Disclosed balance after: 30,000 Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:08 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013673 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,841 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: 939 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 00:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013335 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,902 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: 490 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 18:40 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-021811 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,412 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, 674 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 23:12 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002822 · rdgdoc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709,738 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 |
| March 29, 2019 Filed Mar 29, 2019 21:32 UTC | Owens Realty Mortgage, Inc. ORM · Entity 158745 | Disposition to issuerORM Common Stock | 6,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019966-19-000001 · primary_doc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between Issuer and Ready Capital Corporation ("Ready Captial") in exchange for 9,388 shares of Ready Capital's common stock having a market value of $14.67 per share on the effective date of the merger. Read SEC document |
| January 22, 2019 Filed Feb 15, 2019 19:42 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002718 · doc4.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · 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 |
| April 13, 2018 Filed Apr 16, 2018 10:17 UTC | BAY BANCORP, INC. BYBK · Entity 167467 | Disposition to issuerCommon Stock | 1,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001014100-18-000010 · primary_doc.xml · nonDerivative · entry 1 HOVDE STEVEN D · CIK 0001019966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to a merger agreement between the issuer and Old Line Bancshares, Inc. (OLBK) in exchange for 541 shares of OLBK common stock having a market value of $32.36 per share on the effective date of the merger, and $21.82 in cash. Read SEC document |
| May 24, 2017 Filed May 25, 2017 11:11 UTC | BAY BANCORP, INC. BYBK · Entity 167467 | GrantBay Bancorp, Inc. | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007982 · edgar.xml · nonDerivative · entry 2 HOVDE STEVEN D · CIK 0001019966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 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.