Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director | May 26, 2026 | May 28, 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 May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy SK Trail LLC | 2,488 |
Reported balance
After 2026-05-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,369 · Balance 2,488 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 1,661 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,661 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| May 26, 2026 Filed May 28, 2026 22:47 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001747974-26-000003 · wk-form4_1780008440.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SK Trail LLC Disclosed balance after: 2,488 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 |
| September 15, 2025 Filed Sep 17, 2025 23:21 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 4,350 | $109.14 | $474,759.00 |
DisclosureSEC source: 0001747974-25-000003 · wk-form4_1758151292.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,661 F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,661 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting Read SEC document |
| May 28, 2025 Filed May 30, 2025 22:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000118 · wk-form4_1748643183.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By SK Trail LLC Disclosed balance after: 1,119 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,119 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: 1,119 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 18:24 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000090 · wk-form4_1717179882.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,011 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,661 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: 1,661 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 19:18 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000081 · wk-form4_1685560680.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,350 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,496 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: 1,496 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 21:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013678 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,854 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: 1,073 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2021 Filed May 25, 2021 23:59 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013327 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 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 18:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-021815 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291 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 23:11 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002820 · rdgdoc.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 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. 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 |
| January 22, 2019 Filed Feb 15, 2019 19:46 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002723 · doc4.xml · nonDerivative · entry 1 Klee Stephan · CIK 0001747974 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Restricted Stock Disclosed balance after: 336 F1 · ownership.nature: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.