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Coastal Financial (CCB) director Jeffrey Chapman submits initial Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
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hours per response: 0.5
1. Name and Address of Reporting Person*
Chapman Jeffrey M

(Last) (First) (Middle)
5415 EVERGREEN WAY

(Street)
EVERETT WA 98203

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
03/11/2026
3. Issuer Name and Ticker or Trading Symbol
COASTAL FINANCIAL CORP [ CCB ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
No securities are beneficially owned.
/s/ Melisa Nelson, as Attorney-in-fact 03/13/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the COASTAL FINANCIAL CORP (CCB) Form 3 filing for Jeffrey M. Chapman show?

The Form 3 filing shows that Jeffrey M. Chapman is a director of COASTAL FINANCIAL CORP. It is an initial statement of beneficial ownership and, in this excerpt, does not list any specific share transactions or holdings.

Did Jeffrey M. Chapman buy or sell CCB shares in this Form 3 filing?

No transactions are reported in this Form 3 excerpt. The transaction summary shows zero buys, zero sells, and no derivative exercises, indicating the filing serves only to establish Jeffrey M. Chapman’s status as a director and insider at COASTAL FINANCIAL CORP.

What is the purpose of a Form 3 for COASTAL FINANCIAL CORP (CCB)?

Form 3 is an initial beneficial ownership report for company insiders. For COASTAL FINANCIAL CORP, this filing records Jeffrey M. Chapman’s insider status as a director, providing a baseline for any future Form 4 or Form 5 transaction reports.

Does the CCB Form 3 filing show any derivative securities for Jeffrey M. Chapman?

The derivative summary in this Form 3 excerpt is empty. That means no options, warrants, or other derivative securities are listed for Jeffrey M. Chapman in this particular data, and no derivative transactions are reported at this time.

How many share transactions are disclosed for CCB director Jeffrey M. Chapman?

The transaction summary shows no share transactions. BuyCount, sellCount, exerciseCount, giftCount, and taxWithholdingCount are all zero, indicating this Form 3 is purely an initial ownership statement without reported trading activity.
Coastal Financial

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