Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Credit Officer | August 03, 2026 | August 05, 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 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,884 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Tax withholding · Disposed 166 · Balance 11,884 F1: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2: Includes 3,002 time-based restricted stock units (RSUs) granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,063 RSUs vest in three approximately equal remaining installments; and 939 RSUs vest in four approximately equal remaining installments. Also includes 8,250 performance-based restricted stock units, which are eligible to vest during the period beginning July 31, 2026 and ending July 31, 2029, with the number of units that vest dependent on the achievement of specified performance goals. Each restricted stock unit 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: Includes 3,002 time-based restricted stock units (RSUs) granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,063 RSUs vest in three approximately equal remaining installments; and 939 RSUs vest in four approximately equal remaining installments. Also includes 8,250 performance-based restricted stock units, which are eligible to vest during the period beginning July 31, 2026 and ending July 31, 2029, with the number of units that vest dependent on the achievement of specified performance goals. Each restricted stock unit 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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 5, 2026 00:57 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 166 | $41.80 | $6,938.80 |
DisclosureSEC source: 0002110702-26-000004 · wk-form4_1785891463.xml · nonDerivative · entry 1 Rivas Freddy I · CIK 0002110702 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,884 F1 · shares: Represents shares sold in payment of withholding taxes upon partial vesting of RSUs. F2 · balance_after: Includes 3,002 time-based restricted stock units (RSUs) granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,063 RSUs vest in three approximately equal remaining installments; and 939 RSUs vest in four approximately equal remaining installments. Also includes 8,250 performance-based restricted stock units, which are eligible to vest during the period beginning July 31, 2026 and ending July 31, 2029, with the number of units that vest dependent on the achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. 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.