Coastal Financial posts new investor presentation

Coastal Financial Corporation filed a current report describing the release of new investor presentation materials.

Rhea-AI Filing Summary

Coastal Financial Corporation filed a current report describing the release of new investor presentation materials. On January 29, 2026, the company made available a slide presentation it plans to use in investor meetings and posted these materials on its website.

The presentation is furnished as Exhibit 99.1 to this report and is labeled as an investor presentation dated January 29, 2026. The company clarifies that these materials are being furnished, not filed, so they are not subject to certain liability provisions of the federal securities laws and are not automatically incorporated into other securities filings.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Coastal Financial Corporation (CCB) disclose in this 8-K filing?

Coastal Financial Corporation disclosed that it released new investor presentation slides on January 29, 2026. These materials will be used in investor meetings and are furnished as Exhibit 99.1 to the report and posted on the company’s website.

What is Exhibit 99.1 in Coastal Financial Corporation’s (CCB) latest 8-K?

Exhibit 99.1 is an investor presentation dated January 29, 2026. It contains slide materials that Coastal Financial Corporation plans to use for investor meetings and has made available on its website, furnished under Regulation FD in this 8-K.

Are Coastal Financial Corporation’s (CCB) investor materials considered filed with the SEC?

The investor presentation materials are expressly described as furnished, not filed. This means they are not subject to certain liabilities under Section 18 of the Exchange Act and are not automatically incorporated into other SEC filings unless specifically stated.

Where can investors access Coastal Financial Corporation’s (CCB) new investor presentation?

Investors can access the presentation on Coastal Financial Corporation’s website. The company states that the slides used for upcoming investor meetings have been made available there and are also provided as Exhibit 99.1 to this current report.

What is the purpose of Coastal Financial Corporation’s (CCB) Regulation FD disclosure?

The Regulation FD disclosure informs the market that Coastal Financial Corporation has shared presentation slides for investor meetings. By furnishing them in an 8-K and posting them online, the company aims to provide broad, simultaneous access to the same information.

Who signed Coastal Financial Corporation’s (CCB) 8-K regarding the investor presentation?

The 8-K was signed on behalf of Coastal Financial Corporation by Brandon J. Soto. He is identified in the report as the company’s Executive Vice President and Chief Financial Officer, acting as the duly authorized officer.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/29/2026 - 07:16 AM Learn about SEC filing dates

0001437958FALSE00014379582026-01-292026-01-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):  January 29, 2026

COASTAL FINANCIAL CORPORATION

(Exact name of registrant as specified in its charter)

Washington

001-38589

56-2392007

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

5415 Evergreen Way, Everett, Washington 98203

(Address of principal executive offices, including zip code)

Registrant’s telephone number, including area code:  (425) 257-9000

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, no par value per share			CCB			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company   ⃞

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.   ⃞

Item 7.01    Regulation FD Disclosures

On January 29, 2026 Coastal Financial Corporation (the “Company”) made available the slides for a presentation that the Company will utilize in connection with investor meetings which can be found on the Company’s website (the “Presentation Materials”). The Presentation Materials are furnished as Exhibit 99.1 and are incorporated by reference in this Item 9.01. The Presentation Materials provided in Item 7.01 of this report, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities under that Section. The information provided in Item 9.01 of this report shall not be deemed incorporated by reference into any filings the Company has made or may make under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.

Item 9.01    Financial Statements and Exhibits

Exhibits

Number						Description
99.1						Investor Presentation, dated January 29, 2026
104						Cover Page Interactive Data File (Embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			COASTAL FINANCIAL CORPORATION
Date: January 29, 2026			By:			/s/ Brandon J. Soto
						Brandon J. Soto
						Executive Vice President and Chief Financial Officer