Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | CFO | March 11, 2026 | March 13, 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 March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,673 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 673 · Balance 33,673 F1: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in approximately equal installments over four years. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2: Includes the following stock awards granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,000 restricted stock units (RSUs) that vest in approximately four annual and equal remaining installments (2) 673 RSUs that vest in approximately equal installments over 4 years and (3) 15,000 performance-based RSUs which are eligible to vest beginning October 1, 2026 until October 1, 2029, the quantity of which is subject to continuous employment and achievement of certain stock price conditions. |
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 approximately equal installments over four years. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
F2: Includes the following stock awards granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,000 restricted stock units (RSUs) that vest in approximately four annual and equal remaining installments (2) 673 RSUs that vest in approximately equal installments over 4 years and (3) 15,000 performance-based RSUs which are eligible to vest beginning October 1, 2026 until October 1, 2029, the quantity of which is subject to continuous employment and achievement of certain stock price conditions.
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 11, 2026 Filed Mar 13, 2026 21:40 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0002088755-26-000002 · wk-form4_1773438010.xml · nonDerivative · entry 1 Soto Brandon John · CIK 0002088755 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,673 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 approximately equal installments over four years. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes the following stock awards granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 18,000 restricted stock units (RSUs) that vest in approximately four annual and equal remaining installments (2) 673 RSUs that vest in approximately equal installments over 4 years and (3) 15,000 performance-based RSUs which are eligible to vest beginning October 1, 2026 until October 1, 2029, the quantity of which is subject to continuous employment and achievement of certain stock price conditions. 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.