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.
The Coastal Financial Corporation (CCB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed bank holding company for Coastal Community Bank, Coastal files periodic reports and current reports that describe its financial condition, operating performance, capital structure, and material corporate events.
Among the most important documents for CCB are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which present detailed information on Coastal’s community bank segment, its CCBX Banking-as-a-Service segment, and its treasury and administration activities. These filings include discussions of loans receivable, deposits, noninterest income, noninterest expense, allowance for credit losses, nonperforming asset metrics, and regulatory capital ratios for both the holding company and the bank.
Current reports on Form 8-K, several of which are summarized in the provided data, cover topics such as quarterly earnings announcements, investor presentation materials, public offerings of common stock under an effective shelf registration statement, and executive appointments or departures. For example, recent 8-K filings describe the appointment of a new Chief Financial Officer, changes in other senior roles, and the release of investor presentation slides and earnings press releases.
On Stock Titan, these filings are supplemented with AI-powered summaries that explain key points from lengthy SEC documents in more accessible language. Users can quickly see what Coastal reports about its CCBX partner pipeline, loan sales and off-balance sheet credit card activity, capital raises, and risk management practices, without reading every page of the original filings. Real-time updates from EDGAR ensure that new Forms 10-K, 10-Q, 8-K, and other relevant submissions appear promptly, while insider transaction reports on Form 4 and proxy materials on executive compensation can also be accessed when available.
By using this page, investors and researchers can review Coastal’s official disclosures, understand how management describes its strategy and risk profile, and compare narrative explanations with the underlying financial and regulatory data.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 0 shares of Coastal Financial Corp common stock. The filing states the filer holds 0 shares, representing 0% of the class.
The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Sprink Eric M reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP CEO equity grant: CEO Eric M. Sprink received 4,860 shares of Common Stock on 2026-03-11 as a grant of time-based restricted stock units under the 2018 Omnibus Incentive Plan, at a grant price of $0.00 per share.
The RSUs vest in approximately equal installments over four years, with each unit delivering one share of common stock upon vesting. Following the grant, he holds 163,238 shares directly, plus indirect holdings of 885 shares by spouse and 400 shares each as custodian for three children.
Footnotes state his position includes 26,351 time-based RSUs with staggered annual vesting schedules and 100,000 performance-based RSUs that vest on October 4, 2027, subject to specified performance goals.
Hamilton Brian T reported acquisition or exercise transactions in this Form 4 filing.
Coastal Financial Corp director and CCBX president Brian T. Hamilton received a grant of 2,714 restricted stock units of common stock as equity compensation. The RSUs vest in approximately equal installments over four years. Following this award, he holds 79,900 shares and RSUs directly.
Coastal Financial Corp CFO Brandon John Soto received an equity grant of 673 restricted stock units (RSUs) of common stock. The award was granted at no cash cost and will vest in approximately equal installments over four years, with each RSU converting into one share upon vesting.
After this grant, Soto directly holds 33,673 shares or RSUs tied to Coastal Financial common stock. Footnotes indicate his stock awards under the 2018 Omnibus Incentive Plan now include 18,000 time-based RSUs, this new 673-unit grant, and 15,000 performance-based RSUs that may vest between October 1, 2026 and October 1, 2029 subject to employment and stock price conditions.
COASTAL FINANCIAL CORP director Jeffrey M. Chapman filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The filing identifies him as a director of the company but does not report any specific share transactions or holdings in this excerpt.
Coastal Financial Corporation appointed Jeffrey M. Chapman to its Board of Directors, effective March 11, 2026. This brings the Board to twelve directors.
Mr. Chapman is a veteran financial technology executive with more than 25 years of experience in banking technology, digital transformation, payments, and data-driven platform development. As a non-employee director, he will receive cash and restricted stock compensation under the company’s existing director compensation program.
He is expected to serve on the Board’s Technology Committee and the CCBX Oversight Committee. The company states there are no special arrangements related to his selection and no material related-party transactions involving him that require disclosure.
COASTAL FINANCIAL CORP director and CCBX president Brian T. Hamilton reported an open-market sale of 146 shares of common stock on March 3, 2026 at an average price of $72.37 per share. The sale was effected under a pre-arranged Rule 10b5-1 trading plan and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units (RSUs).
Following this transaction, Hamilton directly owns 77,186 common shares. Footnotes describe additional RSU awards, including 14,536 time-based RSUs vesting monthly through April 30, 2028, 7,387 performance-based RSUs eligible to vest monthly starting October 1, 2024, 15,000 performance-based RSUs eligible to vest on April 30, 2028, and 502 RSUs vesting in three remaining installments, each RSU convertible into one share upon vesting.
Coastal Financial Corporation files its annual report describing a three-segment banking model built around a Puget Sound community bank, nationwide Banking-as-a-Service CCBX, and treasury & administration. As of December 31, 2025, the company had total assets of $4.74 billion, loans of $3.75 billion, deposits of $4.14 billion and shareholders’ equity of $491.0 million.
The community bank operates 14 branches, primarily in Snohomish County, while CCBX works with 28 digital partners across the U.S., focusing on installment and credit card lending and partner-sourced deposits supported by credit enhancements and cash reserves. The loan book is diversified across commercial and industrial, commercial real estate, construction, residential, and $1.33 billion of consumer loans, with notable concentrations in Puget Sound commercial real estate and extensive regulatory oversight and risk-management frameworks.
Coastal Financial Corp CEO Eric M. Sprink reported a routine tax-related share withholding tied to restricted stock unit vesting. On February 5, 2026, 1,730 shares of common stock were withheld at a price of $84.97 per share to cover withholding taxes upon partial vesting of RSUs.
After this transaction, Sprink beneficially owned 158,378 shares of Coastal Financial common stock, including 21,491 time-based RSUs that vest in remaining scheduled installments and 100,000 performance-based RSUs scheduled to vest on October 4, 2027, subject to achievement of specified performance goals.
Coastal Financial Corporation director and CCBX president Brian T. Hamilton reported a small sale of company stock. On February 6, 2026, he sold 48 shares of common stock at $88.95 per share, leaving him with 77,332 shares held directly.
The filing notes the sale was executed under a Rule 10b5-1 trading plan previously adopted by Hamilton and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units. Footnotes detail additional unvested RSUs and performance-based RSUs granted under the company’s 2018 omnibus incentive plan.