Welcome to our dedicated page for Coastal Financial SEC filings (Ticker: CCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking Coastal Financial’s blend of community loans, Banking-as-a-Service (CCBX) partnerships, and dynamic interest-rate risk inside a single SEC report can feel overwhelming. Each 10-K details credit concentrations, while 8-K material event notices appear whenever a new fintech alliance signs on. Investors asking “Where can I find Coastal Financial quarterly earnings report 10-Q filing?” or “How do I monitor Coastal Financial insider trading Form 4 transactions?” need more than raw PDFs.
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Whether you’re looking for Coastal Financial SEC filings explained simply, interested in Coastal Financial proxy statement executive compensation, or focused on Coastal Financial 8-K material events explained, every document is indexed and searchable here. For deeper insight, try understanding Coastal Financial SEC documents with AI; interactive dashboards surface loan portfolio shifts and BaaS partner revenue in minutes. Subscribe for instant email or API feeds and receive complete coverage of all submissions, from shelf registrations to call reports, with timestamps direct from EDGAR. The result: clear insight into how this Puget Sound community bank monetizes deposits, scales its BaaS network, and manages risk—without spending hours parsing disclosures.
Coastal Financial Corp director and 10% owner filed a Form 4 reporting sales of company common stock. On December 10, 2025, the insider reported two open-market sales of 1,500 shares of common stock each, at prices of $116 and $118.5 per share, coded as disposition transactions.
After these trades, the filing shows beneficial ownership of 1,715,960 shares of common stock, held directly, along with additional indirectly held shares through a business entity, including reported post-transaction balances of 13,000 and 11,500 shares for those indirect accounts. Beneficial ownership also includes 1,090 shares of restricted stock granted under the 2018 Omnibus Incentive Plan that are scheduled to vest one day before the company’s 2026 annual shareholder meeting.
Coastal Financial Corp insider activity shows that a reporting person who is both a director and a 10% owner reported multiple sales of common stock. On December 5, 2025, the insider sold 1,611 shares at
Following these transactions, the insider reported 1,715,960 shares of Coastal Financial Corp common stock beneficially owned directly, with smaller amounts held indirectly through a business entity. A footnote explains that this total includes restricted stock granted under the company’s 2018 Omnibus Incentive Plan, including 1,090 shares scheduled to vest one day prior to the issuer’s 2026 annual shareholder meeting.
Coastal Financial Corp (CCB) reported an insider transaction by a director and officer (President of CCBX). On 10/31/2025, the filer executed a Code F transaction in Common Stock, totaling 229 shares at $106.5. Following the transaction, the filer beneficially owns 84,244 shares, held directly.
Footnote details show equity awards under the 2018 plan: 17,442 RSUs vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly from October 1, 2024 to April 30, 2028 subject to employment and stock price conditions; 15,000 performance-based RSUs eligible to vest on April 30, 2028 subject to a return-on-equity threshold; and 669 RSUs vesting in four remaining installments. Each RSU represents one share upon vesting.
Coastal Financial Corporation (CCB) filed an 8-K announcing that it has made available investor presentation slides for upcoming investor meetings. The materials are posted on the company’s website and are furnished as Exhibit 99.1 under Item 7.01 (Regulation FD). The company states the materials are furnished, not filed, which means they are not subject to Section 18 liability of the Exchange Act and are not incorporated by reference into other filings unless expressly stated.
Coastal Financial’s common stock trades on the Nasdaq under the symbol CCB. The investor presentation is intended to support outreach to investors and provide the latest corporate information through a standardized slide deck.
Coastal Financial Corporation furnished a press release announcing its results of operations and financial condition for the fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to a Current Report on Form 8‑K.
The information under Item 2.02, including Exhibit 99.1, is furnished pursuant to General Instruction B.2 and is not deemed filed under Section 18 of the Exchange Act, nor incorporated by reference except as expressly stated in future filings.
Coastal Financial Corporation filed a Form S-8 to register 600,000 shares of common stock for issuance under its 2018 Omnibus Incentive Plan, as amended.
The board approved a Second Amendment on March 25, 2025, and shareholders approved it on May 28, 2025, increasing plan authorization from 1,100,000 to 1,700,000 shares. Of the total plan authorization, 500,000 shares were previously registered in 2018 and 600,000 in 2021. This filing covers the remaining shares under the amended plan.
Coastal Financial Corp (CCB) director and president Brian T. Hamilton reported a small open-market sale on 09/30/2025. He disposed of 228 shares of common stock at a reported price of $108.17, leaving him with 84,473 shares beneficially owned on a direct basis. The filing also details outstanding restricted stock units under the 2018 Omnibus Incentive Plan: 18,024 RSUs vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly beginning October 1, 2024 subject to stock-price conditions; 15,000 performance-based RSUs eligible to vest April 30, 2028 subject to return-on-equity targets; and 669 RSUs vesting in four remaining installments.
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