Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | EVP, Chief Risk Officer | February 06, 2025 | February 07, 2025 |
| Finwise BancorpFINW · Entity 6350 | See Remarks | March 31, 2026 | April 01, 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 February 06, 2025 · Filed February 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,219 |
Reported balance
After 2025-02-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-06 · Grant · Acquired 1,016 · Balance 12,219 F1: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2: Includes 7,570 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,016 of which vest in four approximately equal annual installments; 3,949 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 1,500 shares of restricted awards that vest in three approximately equal remaining annual installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
F2: Includes 7,570 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,016 of which vest in four approximately equal annual installments; 3,949 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 1,500 shares of restricted awards that vest in three approximately equal remaining annual installments.
Finwise Bancorp
Report date March 31, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 19,072 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 19,072 · Balance 19,072 F1: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 1, 2026 16:15 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 19,072 | $15.73 | $300,002.56 |
DisclosureSEC source: 0001856365-26-000025 · wk-form4_1775074497.xml · nonDerivative · entry 1 Stines Andrew G · CIK 0002006373 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,072 F1 · price: The price reported in Column 4 is equal to the average closing price of the issuer's common stock for the fifteen trading days ending the day before the date of grant. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:43 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000046 · wk-form4_1738968224.xml · nonDerivative · entry 1 Stines Andrew G · CIK 0002006373 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,219 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 7,570 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,016 of which vest in four approximately equal annual installments; 3,949 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 1,500 shares of restricted awards that vest in three approximately equal remaining annual installments. Read SEC document |
| May 06, 2024 Filed May 7, 2024 18:30 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 179 | $41.47 | $7,423.13 |
DisclosureSEC source: 0001437958-24-000071 · wk-form4_1715121001.xml · nonDerivative · entry 1 Stines Andrew G · CIK 0002006373 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,203 F1 · shares: Shares were sold to cover tax liability on vesting RSA. F2 · balance_after: Includes 7,250 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 1,861 of which vest in three approximately equal annual installments; 2,605 of which vest in two approximately equal annual installments; and 2,784 of which vest in four approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 2,000 shares of restricted awards that vest in four approximately equal remaining annual installments. F3 · balance_after: Includes a correction to total shares outstanding - calculated and reported incorrectly on previous filing. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:04 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 790 | $38.00 | $30,020.00 |
DisclosureSEC source: 0001437958-24-000025 · wk-form4_1707339878.xml · nonDerivative · entry 2 Stines Andrew G · CIK 0002006373 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,442 F2 · shares: Represents shares sold to cover tax liability for vesting RSUs. F3 · balance_after: Includes 7,250 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 2,784 of which vest in four approximately equal annual installments; 1,861 of which vest in three approximately equal annual installments; and 2,605 of which vest in two approximately equal annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Also includes 2,000 shares of restricted awards that vest in four approximately equal remaining annual installments. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:04 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000025 · wk-form4_1707339878.xml · nonDerivative · entry 1 Stines Andrew G · CIK 0002006373 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,232 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2025. 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.