Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Revenue 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 | 20,578 |
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 935 · Balance 20,578 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 | 20,408 |
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 · Tax withholding · Disposed 170 · Balance 20,408 F2: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. F3: Includes 15,121 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 935 of the RSUs vest in approximately four equal remaining installments; 1,803 of the RSUs vest in approximately three equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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 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: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.
F3: Includes 15,121 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 935 of the RSUs vest in approximately four equal remaining installments; 1,803 of the RSUs vest in approximately three equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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 17:33 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 170 | $88.90 | $15,113.00 |
DisclosureSEC source: 0001437958-25-000038 · wk-form4_1738967615.xml · nonDerivative · entry 2 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,408 F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. F3 · balance_after: Includes 15,121 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 935 of the RSUs vest in approximately four equal remaining installments; 1,803 of the RSUs vest in approximately three equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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 17:33 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000038 · wk-form4_1738967615.xml · nonDerivative · entry 1 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,578 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 |
| February 03, 2025 Filed Feb 4, 2025 15:45 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 24 | $88.40 | $2,121.60 |
DisclosureSEC source: 0001437958-25-000030 · wk-form4_1738701900.xml · nonDerivative · entry 1 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,643 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020. F2 · balance_after: Includes 14,787 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 389 of the RSUs vest in approximately five equal remaining installments; 2,404 of the RSUs vest in approximately four equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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 14:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 433 | $84.38 | $36,536.54 |
DisclosureSEC source: 0001437958-25-000020 · wk-form4_1738177996.xml · nonDerivative · entry 1 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,667 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 14,865 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. 467 of the RSUs vest in approximately six equal remaining installments; 2,404 of the RSUs vest in approximately four equal remaining installments; 1,245 vest in two approximately equal remaining installments; and 749 vest in one approximately equal remaining installments, 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 18:11 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,000 | $5.50 Strike: $5.50 | $5,500.00 |
DisclosureSEC source: 0001437958-24-000043 · wk-form4_1709248247.xml · derivative · entry 2 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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 |
| February 27, 2024 Filed Feb 29, 2024 18:11 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,000 | $5.50 | $5,500.00 |
DisclosureSEC source: 0001437958-24-000043 · wk-form4_1709248247.xml · nonDerivative · entry 1 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,100 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 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 shares vest in approximately two equal remaining installments; 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F1 · ownership.direct: Includes 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 shares vest in approximately two equal remaining installments; 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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 16:19 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000039 · wk-form4_1707340726.xml · nonDerivative · entry 1 Culp Michael · CIK 0002006697 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,100 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 16,235 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 467 RSUs vest in six approximately equal remaining annual installments; 1,868 RSUs vest in three approximately equal remaining annual installments; 2,404 RSUs vest in approximately four equal annual installments; 1,496 vest in two approximately equal remaining annual installments; 5,000 shares vest 7/26/27; and 5,000 shares vest on 1/26/30. 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.