Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | President - Community Bank Div | May 30, 2025 | June 02, 2025 |
| First Northwest BancorpFNWB · Entity 6726 | Director · President / CEO | September 30, 2026 | October 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 May 30, 2025 · Filed June 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,476 |
Reported balance
After 2025-05-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-30 · Tax withholding · Disposed 581 · Balance 73,476 F1: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 6/1/2022. F2: Includes 10,497 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan 2,476 of which vest in four approximately equal remaining annual installments; 5,301 of which vest in three approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon 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 withheld for payment of withholding taxes upon partial vesting of RSU granted 6/1/2022.
F2: Includes 10,497 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan 2,476 of which vest in four approximately equal remaining annual installments; 5,301 of which vest in three approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
First Northwest Bancorp
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,770 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Tax withholding · Disposed 4,059 · Balance 54,770 F1: Includes 33,333 unvested shares of restricted stock granted under the Issuer's 2020 Plan, one-half of which will vest on September 30, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 33,333 unvested shares of restricted stock granted under the Issuer's 2020 Plan, one-half of which will vest on September 30, 2027.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 1, 2026 20:46 UTC | First Northwest Bancorp FNWB · Entity 6726 | Tax withholdingCommon Stock | 4,059 | $10.01 | $40,630.59 |
DisclosureSEC source: 0001437749-26-031696 · rdgdoc.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · Director · President / CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,770 F1 · balance_after: Includes 33,333 unvested shares of restricted stock granted under the Issuer's 2020 Plan, one-half of which will vest on September 30, 2027. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 17:21 UTC | First Northwest Bancorp FNWB · Entity 6726 | PurchaseCommon Stock | 4,770 | $10.41 | $49,655.70 |
DisclosureSEC source: 0001437749-26-003546 · rdgdoc.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · Director · President / CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,770 F1 · price: These shares were purchased in multiple transactions on the reported date with prices ranging from $10.35 to $10.45, resulting in a weighted average of $10.4128. Upon request, the reporting person will provide to the Commission staff or a security holder of the Issuer the number of shares purchased for each separate transaction. F2 · balance_after: Includes 50,000 unvested shares of restricted stock granted under the Issuer's 2020 Equity Incentive Plan, one-third of which will vest annually beginning on September 30, 2026. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 13:44 UTC | First Northwest Bancorp FNWB · Entity 6726 | GrantCommon Stock | 50,000 | $7.87 | $393,500.00 |
DisclosureSEC source: 0001437749-25-030160 · rdgdoc.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · Director · President / CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 F1 · shares: Represents an award of shares of restricted stock under the Issuer's 2020 Equity Incentive Plan ("2020 Plan"), one-third of which will vest annually beginning on September 30, 2026. F2 · balance_after: Includes 50,000 unvested shares of restricted stock granted under the Issuer's 2020 Plan, one-third of which will vest annually beginning on September 30, 2026. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 19:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 581 | $87.89 | $51,064.09 |
DisclosureSEC source: 0001437958-25-000124 · wk-form4_1748907408.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President - Community Bank Div 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,476 F1 · shares: Represents shares withheld for payment of withholding taxes upon partial vesting of RSU granted 6/1/2022. F2 · balance_after: Includes 10,497 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan 2,476 of which vest in four approximately equal remaining annual installments; 5,301 of which vest in three approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 17:37 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 488 | $88.90 | $43,383.20 |
DisclosureSEC source: 0001437958-25-000044 · wk-form4_1738967844.xml · nonDerivative · entry 2 Queyrouze Curt · CIK 0001929351 · President - Community Bank Div 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,057 F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. F3 · balance_after: Includes 12,831 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan 2,476 of which vest in four approximately equal remaining annual installments; 5,301 of which vest in three approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments; 2,334 of which vest in one approximately even remaining installment. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 17:37 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000044 · wk-form4_1738967844.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President - Community Bank Div 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,545 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. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 14:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 438 | $84.38 | $36,958.44 |
DisclosureSEC source: 0001437958-25-000013 · wk-form4_1738177777.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President - Community Bank Div 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,069 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2023. F2 · balance_after: Includes 12,122 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 7,068 of which vest in four approximately equal remaining annual installments; 2,720 of which vest in two approximately equal installments; 2,334 of which vest in one approximately even remaining installment. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:08 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 7,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000029 · wk-form4_1707340088.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,507 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. F2 · balance_after: Includes 15,815 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 4,667 of which vest in two approximately equal annual installments; and 4,080 of which vest in three approximately equal installments; and 7,068 which vest in four approximately equal remaining installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2023 Filed Jan 26, 2023 20:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 5,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000017 · wf-form4_167478271603329.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,439 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 January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 12,439 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 7,000 of which vest in three approximately equal annual installments; and 5,439 of which vest in four approximately equal installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 19:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 53,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-014180 · rdgdoc.xml · nonDerivative · entry 2 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F2 · shares: Represents 53,000 performance-based restricted stock units pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. A maximum of 53,000 shares vest on June 1, 2028 the quantity of which is dependent upon achievement of specified performance goals. F3 · balance_after: Includes 7,000 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest in three approximately equal annual installments. Also includes 53,000 shares of performance-based restricted stock units that vest on June 1, 2028, the quantity of which is dependent upon achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 19:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-014180 · rdgdoc.xml · nonDerivative · entry 1 Queyrouze Curt · CIK 0001929351 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: Represents 7,000 restricted stock units pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan which vest in three approximately equal installments. F1 · balance_after: Represents 7,000 restricted stock units pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan which vest in three approximately equal installments. 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.