Coastal Financial CFO holds 5,000 company shares

COASTAL FINANCIAL CORP (CCB) reported initial insider ownership for its Chief Financial Officer, Joel G. Edwards, on a Form 3.

Rhea-AI Filing Summary

COASTAL FINANCIAL CORP (CCB) reported initial insider ownership for its Chief Financial Officer, Joel G. Edwards, on a Form 3. The filing lists a holding entry for 5,000 shares of Common Stock, held on a direct ownership basis as of the reported date.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider EDWARDS JOEL G

Role Chief Financial Officer

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 5,000 shares (Direct)

Key Figures

Common Stock directly held: 5,000 shares

1 metrics

Common Stock directly held 5,000 shares Total shares of COASTAL FINANCIAL CORP Common Stock directly owned following the reported holding entry

Key Terms

Form 3, Common Stock, direct ownership

3 terms

Form 3 regulatory

"reported initial insider ownership for its Chief Financial Officer on a Form 3"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Common Stock financial

"holding entry for 5,000 shares of Common Stock, held on a direct basis"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

direct ownership financial

"5,000 shares of Common Stock, held on a direct ownership basis"

FAQ

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

What does the Form 3 filing for CCB disclose about Joel G. Edwards?

The Form 3 for COASTAL FINANCIAL CORP (CCB) discloses that Chief Financial Officer Joel G. Edwards has an initial reported holding of 5,000 shares of Common Stock, held on a direct ownership basis.

How many CCB shares does CFO Joel G. Edwards directly own in this Form 3?

CFO Joel G. Edwards is reported as directly holding 5,000 shares of COASTAL FINANCIAL CORP Common Stock in this Form 3 filing.

Does the CCB Form 3 show any recent insider buy or sell transactions?

No buy or sell transactions are reported. The Form 3 lists a holding entry for 5,000 shares of Common Stock, indicating initial ownership rather than a new purchase or sale.

Is the ownership reported by Joel G. Edwards in CCB direct or indirect?

The Form 3 shows that Joel G. Edwards’ ownership of 5,000 shares of COASTAL FINANCIAL CORP Common Stock is direct, as indicated by the ownership code “D”.

What type of security does Joel G. Edwards hold in CCB according to the Form 3?

According to the Form 3, Joel G. Edwards holds Common Stock of COASTAL FINANCIAL CORP (CCB), with a reported direct holding of 5,000 shares.

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

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Available on EDGAR 08/26/2026 - 07:54 PM EDT Accepted by SEC EDGAR 08/26/2026 - 07:53 PM EDT Learn about SEC filing dates

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
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

EDWARDS JOEL G

(Last) (First) (Middle)

C/O 5415 EVERGREEN WAY

(Street)

EVERETT WASHINGTON 98203

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/15/2026

3. Issuer Name and Ticker or Trading Symbol
COASTAL FINANCIAL CORP [ CCB ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

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)
Common Stock	5,000	D

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:

	Joel G. Edwards	08/25/2026
	** 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.
* Form 3: SEC 1473 (03-26)