Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Banking Officer | February 05, 2025 | February 07, 2025 |
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 05, 2025 · Filed February 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,379 |
Reported balance
After 2025-02-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-05 · Tax withholding · Disposed 224 · Balance 16,379 F1: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. |
| Common StockSEC Table I · non-derivative | Direct | 17,349 |
Reported balance
After 2025-02-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-05 · Grant · Acquired 970 · Balance 17,349 F2: 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. F3: Includes 7,319 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 970 RSUs vest in four approximately equal remaining installments; 1,961 RSUs vest in three approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. 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 granted 02/05/2024.
F2: 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.
F3: Includes 7,319 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 970 RSUs vest in four approximately equal remaining installments; 1,961 RSUs vest in three approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. 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 |
|---|---|---|---|---|---|---|
| February 05, 2025 Filed Feb 7, 2025 22:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000040 · wk-form4_1738967685.xml · nonDerivative · entry 2 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,349 F2 · 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. F3 · balance_after: Includes 7,319 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 970 RSUs vest in four approximately equal remaining installments; 1,961 RSUs vest in three approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. 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 22:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 224 | $88.90 | $19,913.60 |
DisclosureSEC source: 0001437958-25-000040 · wk-form4_1738967685.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,379 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 20:43 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 118 | $88.40 | $10,431.20 |
DisclosureSEC source: 0001437958-25-000028 · wk-form4_1738701796.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,603 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/02/2020. F2 · balance_after: Includes 7,002 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 1,735 RSUs vest in five approximately equal remaining installments; 2,614 RSUs vest in four approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. 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 19:10 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 789 | $84.38 | $66,575.82 |
DisclosureSEC source: 0001437958-25-000015 · wk-form4_1738177835.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,721 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023. F2 · balance_after: Includes 7,349 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,082 RSUs vest in six approximately equal remaining installments; 2,614 RSUs vest in four approximately equal remaining installments; 1,296 RSUs vest in approximately two equal remaining installments; and 1,357 shares vest in one approximately equal remaining installment. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 14:16 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 2,600 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437958-24-000045 · wk-form4_1709734598.xml · derivative · entry 2 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,600 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 14:16 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 2,600 | $5.50 | $14,300.00 |
DisclosureSEC source: 0001437958-24-000045 · wk-form4_1709734598.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 9,353 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,082 RSUs vest in six approximately equal remaining installments; 1,944 RSUs vest in three approximately equal remaining installments; 2,614 RSUs vest in approximately four equal installments; and 2,713 shares vest in two approximately equal installments. 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 21:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000031 · wk-form4_1707340180.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,910 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 9,353 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,082 RSUs vest in six approximately equal remaining installments; 1,944 RSUs vest in three approximately equal remaining installments; 2,713 RSUs vest in two approximately equal remaining installments; 2,614 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 01:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000016 · wf-form4_167478255073259.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 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 9,435 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 2,776 of the RSUs vest in approximately eight equal remaining installments; 2,435 of the RSUs vest in approximately three equal installments; 1,633 vest in in three approximately equal installments; and 2,591 vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| August 03, 2022 Filed Aug 22, 2022 18:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 3,647 | $40.87 | $149,052.89 |
DisclosureSEC source: 0001437749-22-021110 · rdgdoc.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) Disclosed balance after: 0 F1 · balance_after: Coastal Financial Corporation ("Coastal") previously eliminated the unitized stock fund related to shares of Coastal common stock as an investment alternative available under Coastal's 401(k) plan. Effective August 3, 2022, the 3,647 shares of Coastal common stock the reporting person previously reported as beneficially owned under the plan were liquidated. Read SEC document |
| January 25, 2022 Filed Jan 28, 2022 01:03 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001803 · rdgdoc.xml · nonDerivative · entry 2 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,705 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 8,547 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,123 RSUs vest in nine approximately equal remaining installments; 3,247 RSUs vest in four approximately equal remaining installments; and 2,177 RSUs vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 01:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 4,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001431 · rdgdoc.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,528 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 7,528 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,470 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 4,058 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:21 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 3,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002800 · rdgdoc.xml · nonDerivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,470 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 22, 2019 Filed Feb 15, 2019 19:46 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantStock Options · Derivative | 6,500 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001225208-19-002722 · doc4.xml · derivative · entry 1 Keithley Russ A · CIK 0001743785 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 6,500 shares Expires 2029-01-22 F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan vest in ten approximately equal installments commencing on January 22, 2020. 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.