Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Risk Officer | May 04, 2026 | May 04, 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 04, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,293 |
Reported balance
After 2026-05-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-04 · Tax withholding · Disposed 68 · Balance 3,293 F1: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs. F2: Includes 2,168 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 191 RSUs vest in one remaining annual installment; 658 RSUs vest in approximately two equal remaining annual installments; 434 RSUs vest in approximately three equal remaining annual installments and 885 RSUs vest in approximately four equal remaining installments. 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 withheld in payment of withholding taxes upon partial vesting of RSUs.
F2: Includes 2,168 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 191 RSUs vest in one remaining annual installment; 658 RSUs vest in approximately two equal remaining annual installments; 434 RSUs vest in approximately three equal remaining annual installments and 885 RSUs vest in approximately four equal remaining installments. 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 |
|---|---|---|---|---|---|---|
| May 04, 2026 Filed May 4, 2026 23:37 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 68 | $75.80 | $5,154.40 |
DisclosureSEC source: 0002110469-26-000004 · wk-form4_1777937841.xml · nonDerivative · entry 1 Sarvela Elizabeth Ann · CIK 0002110469 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,293 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs. F2 · balance_after: Includes 2,168 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 191 RSUs vest in one remaining annual installment; 658 RSUs vest in approximately two equal remaining annual installments; 434 RSUs vest in approximately three equal remaining annual installments and 885 RSUs vest in approximately four equal remaining installments. 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.