Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | EVP, Chief Credit 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 | 20,503 |
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 · Grant · Acquired 892 · Balance 20,503 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. |
| Common StockSEC Table I · non-derivative | Direct | 21,703 |
Reported balance
After 2025-02-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-06 · Exercise / conversion · Acquired 1,200 · Balance 21,703 |
| Common StockSEC Table I · non-derivative | Direct | 21,903 |
Reported balance
After 2025-02-06 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-02-06 · Exercise / conversion · Acquired 200 · Balance 21,903 |
| Common StockSEC Table I · non-derivative | Direct | 22,103 |
Reported balance
After 2025-02-06 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-02-06 · Exercise / conversion · Acquired 200 · Balance 22,103 |
| Common StockSEC Table I · non-derivative | Direct | 22,303 |
Reported balance
After 2025-02-06 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-02-06 · Exercise / conversion · Acquired 200 · Balance 22,303 F2: Includes 6,059 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 518 RSUs vest in five approximately equal remaining annual installments; 892 RSUs vest in four approximately equal remaining annual installments;2,852 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $14.91 · Expires 2029-01-22 | Direct | 800 |
Reported balance
After 2025-02-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-06 · Exercise / conversion · Disposed 1,200 · Balance 800 F3: Stock options granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan vest in ten approximately equal installments commencing on July 1, 2016. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $7.10 · Expires 2028-01-22 | Direct | 600 |
Reported balance
After 2025-02-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-06 · Exercise / conversion · Disposed 200 · Balance 600 F4: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on January 22, 2019. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $6.50 · Expires 2027-01-26 | Direct | 400 |
Reported balance
After 2025-02-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-06 · Exercise / conversion · Disposed 200 · Balance 400 F5: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on January 26, 2018. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $7.20 · Expires 2025-07-01 | Direct | 200 |
Reported balance
After 2025-02-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-02-06 · Exercise / conversion · Disposed 200 · Balance 200 F6: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016. |
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 6,059 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 518 RSUs vest in five approximately equal remaining annual installments; 892 RSUs vest in four approximately equal remaining annual installments;2,852 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting.
F3: Stock options granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan vest in ten approximately equal installments commencing on July 1, 2016.
F4: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on January 22, 2019.
F5: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on January 26, 2018.
F6: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016.
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 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 9 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 200 shares Expires 2025-07-01 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. F6 · 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 July 1, 2016. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 8 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 200 shares Expires 2027-01-26 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. F5 · 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 January 26, 2018. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 7 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 200 shares Expires 2028-01-22 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. F4 · 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 January 22, 2019. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,200 | $0.00 Strike: $14.91 | $0.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · derivative · entry 6 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 1,200 shares Expires 2029-01-22 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. F3 · derivative.exercise_date: Stock options granted pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $7.20 | $1,440.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 5 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,303 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 · balance_after: Includes 6,059 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 518 RSUs vest in five approximately equal remaining annual installments; 892 RSUs vest in four approximately equal remaining annual installments;2,852 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $6.50 | $1,300.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 4 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,103 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. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $7.10 | $1,420.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 3 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,903 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. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,200 | $14.91 | $17,892.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 2 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,703 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. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 17:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000050 · wk-form4_1738968352.xml · nonDerivative · entry 1 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,503 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 |
| November 11, 2024 Filed Nov 12, 2024 18:12 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,000 | $74.15 | $74,150.00 |
DisclosureSEC source: 0001437958-24-000163 · wk-form4_1731453152.xml · nonDerivative · entry 1 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,611 F1 · balance_after: Includes 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,819 RSUs vest in four approximately equal remaining annual installments; 1,487 RSUs vest in approximately three equal remaining annual installments; and 1,797 shares vest in approximately two equal remaining installments . Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 8 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 200 shares Expires 2026-02-24 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. F5 · 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 February 24, 2017. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $7.10 | $0.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 7 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 200 shares Expires 2028-01-22 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. F4 · 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 January 22, 2019. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 6 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 200 shares Expires 2025-07-01 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. F3 · 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 July 1, 2016. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 200 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · derivative · entry 5 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 200 shares Expires 2027-01-26 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 January 26, 2018. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $6.25 | $1,250.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 4 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,611 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 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $7.10 | $1,420.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 3 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,411 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 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $7.20 | $1,440.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 2 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,211 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 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 18:09 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 200 | $6.50 | $1,300.00 |
DisclosureSEC source: 0001437958-24-000041 · wk-form4_1709248139.xml · nonDerivative · entry 1 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,011 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 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,819 RSUs vest in approximately four equal remaining annual installments; 1,797 RSUs vest in two approximately equal remaining annual 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 16:06 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000027 · wk-form4_1707339974.xml · nonDerivative · entry 1 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,811 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 5,725 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 622 RSUs vest in six approximately equal remaining annual installments; 1,819 RSUs vest in four approximately equal remaining annual installments; 1,487 RSUs vest in three approximately equal remaining annual installments; 1,797 RSUs vest in approximately two equal remaining annual installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 13:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 400 | $5.50 Strike: $5.50 | $2,200.00 |
DisclosureSEC source: 0001437958-24-000019 · wk-form4_1704825254.xml · derivative · entry 2 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400 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 |
| January 05, 2024 Filed Jan 9, 2024 13:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437958-24-000019 · wk-form4_1704825254.xml · nonDerivative · entry 1 Sand Jonathan E · CIK 0002005908 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,992 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 5,403 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 726 RSUs vest in seven approximately equal remaining annual installments; 2,695 RSUs vest in three approximately equal remaining annual installments; 1,982 RSUs vest in approximately four equal remaining annual 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.