Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | EVP, Division Manager | 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 | 14,565 |
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 · Tax withholding · Disposed 120 · Balance 14,565 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 | 15,457 |
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 892 · Balance 15,457 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 13,468 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan.259 RSUs vest in five approximately equal remaining annual installments; 1,223 RSUs vest in three approximately equal remaining annual installments; 892 RSUs vest in approximately four equal remaining annual installments; 778 RSUs vest in approximately two equal remaining annual installments;316 RSUs vest in approximately one equal remaining annual installments; 5,000 shares vest on July 26, 2027; 5,000 shares vest on January 26, 2030. 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 13,468 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan.259 RSUs vest in five approximately equal remaining annual installments; 1,223 RSUs vest in three approximately equal remaining annual installments; 892 RSUs vest in approximately four equal remaining annual installments; 778 RSUs vest in approximately two equal remaining annual installments;316 RSUs vest in approximately one equal remaining annual installments; 5,000 shares vest on July 26, 2027; 5,000 shares vest on January 26, 2030. 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 06, 2025 Filed Feb 7, 2025 17:35 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 120 | $88.90 | $10,668.00 |
DisclosureSEC source: 0001437958-25-000042 · wk-form4_1738967751.xml · nonDerivative · entry 1 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,565 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 17:35 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000042 · wk-form4_1738967751.xml · nonDerivative · entry 2 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,457 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 13,468 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan.259 RSUs vest in five approximately equal remaining annual installments; 1,223 RSUs vest in three approximately equal remaining annual installments; 892 RSUs vest in approximately four equal remaining annual installments; 778 RSUs vest in approximately two equal remaining annual installments;316 RSUs vest in approximately one equal remaining annual installments; 5,000 shares vest on July 26, 2027; 5,000 shares vest on January 26, 2030. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 15:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 15 | $88.40 | $1,326.00 |
DisclosureSEC source: 0001437958-25-000024 · wk-form4_1738701399.xml · nonDerivative · entry 1 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,685 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020. F2 · balance_after: Includes 12,983 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 259 RSUs vest in five approximately equal remaining installments; 1,630 RSUs vest in four approximately equal remaining installments; 778 RSUs vest in approximately two equal remaining installments; 316 shares vest in one approximately equal installments; 5,000 RSUs vest on 7/26/2027 and 5,000 RSUs vest on 1/26/2030. 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 14:12 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 208 | $84.38 | $17,551.04 |
DisclosureSEC source: 0001437958-25-000018 · wk-form4_1738177923.xml · nonDerivative · entry 1 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,700 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 13,035 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 311 RSUs vest in six approximately equal remaining installments; 1,630 RSUs vest in four approximately equal remaining installments; 778 RSUs vest in approximately two equal remaining installments; 316 shares vest in one approximately equal installments; 5,000 RSUs vest on 7/26/2027 and 5,000 RSUs vest on 1/26/2030. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 16:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 17 | $38.08 | $647.36 |
DisclosureSEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 3 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,908 F2 · shares: Represents shares sold to cover the tax liability on vesting RSUs. F3 · balance_after: Includes 13,738 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 311 RSUs vest in six approximately equal remaining annual installments; 630 vest in two approximately equal remaining installments; 1,167 RSUs vest in approximately three equal remaining annual installments; 1,630 RSUs vest in four approximately equal remaining annual installments; 5,000 shares vest on July 26, 2027; 5,000 shares vest on January 26, 2030. 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 16:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 229 | $38.00 | $8,702.00 |
DisclosureSEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 2 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,925 F2 · shares: Represents shares sold to cover the tax liability on vesting RSUs. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000035 · wk-form4_1707340361.xml · nonDerivative · entry 1 Herger Tarah M · CIK 0002005906 · EVP, Division Manager 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,154 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.