Coastal Financial Corp

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Coastal Financial Corp
TickerCCB
CIK #0001437958
CUSIP19046P209
SectorFinance - State Commercial Banks
Address2817 Colby Avenue, Everett, WA 98201
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Coastal Financial Corp 2022-11-08 20.0 M Exemption: 506(b) · Minimum: $250,000 · Duration: One year or less · Commission: $300,000 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001437958] 10-K
[0001437958] 10-Q
[0001437958] 3
[0001437958] 4
[0001437958] 5
[0001437958] 8-K
[0001437958] D
[0001437958] SC 13D
[0001437958] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Group Inc Coastal Financial Corp [2025-07-29] 0.0
T Rowe Price Investment Management Inc Coastal Financial Corp [2024-02-14] 6.4
T Rowe Price Investment Management Inc Coastal Financial Corp [2023-02-14] 5.9
BlackRock Inc Coastal Financial Corp [2023-02-03] 5.3
BlackRock Inc Coastal Financial Corp [2022-05-09] 4.9
BlackRock Inc Coastal Financial Corp [2022-02-04] 5.4
Endeavour Capital Advisors Inc Coastal Financial Corp [2021-02-16] 6.0
Manulife Financial Corp Coastal Financial Corp [2020-02-12] 9.0
Hovde Steven D Coastal Financial Corp [2019-06-07] 14.4
Dale Andrew R Coastal Financial Corp [2019-06-05] 12.6
FJ Capital Management LLC Coastal Financial Corp [2019-02-21] 5.12
CJA Private Equity Restructuring Master Fund I LP Coastal Financial Corp [2018-10-03] 8.12
EJF Capital LLC Coastal Financial Corp [2018-07-27] 7.4
Form 3/4/5 Filer 2011 - 2026
Hamilton Brian T
Coastal Financial Corp
Adams Christopher D
Hovde Steven D
Chapman Jeffrey M
Lane Thomas D
Delorier Rilla S
Patterson Michael Robert
Unger Pamela
Akella-Mishra Sadhana
Klee Stephan
Tisdel Gregory A
Sarvela Elizabeth Ann
Rivas Freddy I
Sprink Eric M
Soto Brandon John
Edwards Joel G
Queyrouze Curt
Culp Michael
Sand Jonathan E
Stines Andrew G
Herger Tarah M
Keithley Russ A
Skotdal Andrew P
Dickson John J
Dale Andrew R
Haugen John M Jr
Lee Daniel J
Thompson Jack T
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Hamilton Brian T
Common Stock
2026-03-30 Tax withheld 1,792 $73.73 132,124
Sprink Eric M
Common Stock
2026-03-11 Grant 4,860 $0.00
Hamilton Brian T
Common Stock
2026-03-11 Grant 2,714 $0.00
Soto Brandon John
Common Stock
2026-03-11 Grant 673 $0.00
Hamilton Brian T
Common Stock
2026-03-03 Sell 146 $72.37 10,566
Hamilton Brian T
Common Stock
2026-02-06 Sell 48 $88.95 4,270
Sprink Eric M
Common Stock
2026-02-05 Tax withheld 1,730 $84.97 146,998
Hamilton Brian T
Common Stock
2026-02-04 Sell 171 $89.67 15,334
Sprink Eric M
Common Stock
2026-02-03 Tax withheld 733 $89.50 65,604
Sprink Eric M
Stock Options · derivative
2026-01-26 Option exercise 2,854 $0.00
Sprink Eric M
Common Stock
2026-01-26 Option exercise 2,854 $7.10 20,263
Sprink Eric M
Common Stock
2026-01-26 Option exercise 1,882 $6.25 11,762
Sprink Eric M
Stock Options · derivative
2026-01-26 Option exercise 2,673 $0.00
Sprink Eric M
Common Stock
2026-01-26 Option exercise 3,382 $6.50 21,983
Sprink Eric M
Stock Options · derivative
2026-01-26 Option exercise 1,882 $0.00
Sprink Eric M
Common Stock
2026-01-26 Tax withheld 4,764 $109.70 522,611
Edwards Joel G
Common Stock
2026-01-26 Sell 1,300 $111.34 144,742
Sprink Eric M
Common Stock
2026-01-26 Tax withheld 4,312 $111.34 480,098
Sprink Eric M
Common Stock
2026-01-26 Option exercise 2,673 $14.91 39,854
Sprink Eric M
Stock Options · derivative
2026-01-26 Option exercise 3,382 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 182 11,165,658
2025-12-31 209 11,050,035
2025-09-30 188 10,386,137
2025-06-30 178 9,618,451
2025-03-31 179 9,385,286
2024-12-31 171 8,501,126
2024-09-30 147 7,340,105
2024-06-30 126 6,991,959
2024-03-31 121 6,941,206
2023-12-31 117 7,041,688
2023-09-30 115 5,720,061
2023-06-30 110 6,641,668
Form 13F Holdings
Firm Period DFND Voting Shares
Peregrine Capital Management LLC [2026-06-30] SOLE 49,724 132,829
Cox Capital Mgt LLC [2026-06-30] SOLE 19,982 19,982
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 15,444 15,444
First Bank & Trust [2026-06-30] SOLE 11,880 11,880
Madrona Financial Services LLC [2026-06-30] SOLE 0 4,865
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 9 4,822
Magnus Financial Group LLC [2026-06-30] SOLE 0 3,152
Kings Path Partners LLC [2026-06-30] SOLE 0 3,025
Alaska Retirement Management Board [2026-06-30] SOLE 2,868 2,868
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,168
First Pacific Financial [2026-06-30] SOLE 0 1,130
Curated Wealth Partners LLC [2026-06-30] OTR 0 962
First Horizon Corp [2026-06-30] DFND 0 644
Versant Capital Management Inc [2026-06-30] SOLE 167 167
First Bank & Trust [2026-06-30] DFND 132 132
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 126 126
Atwood & Palmer Inc [2026-06-30] SOLE 33 33
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 9
Corecap Advisors LLC [2026-06-30] SOLE 0 9
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