Coastal Financial: 227 shares withheld for taxes
Hamilton's reported post-transaction position was 66,194 shares, including RSUs with vesting schedules through April 30, 2028.
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Form Type
4
Rhea-AI Filing Summary
Coastal Financial Corp (CCB) reports that 227 shares of common stock were withheld for withholding taxes upon partial vesting of RSUs on November 2, 2026, at a reported transaction price of $43.9888 per share. Brian T. Hamilton, President of CCBX, directly held 66,194 shares after the transaction. The transaction was reported as effected pursuant to a Rule 10b5-1 trading plan adopted by Hamilton.
Insider Trade Summary 10b5-1
Tax Withholding: 227 shares
Tax Withholding
1 txn
Insider
Hamilton Brian T
Role
President of CCBX
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock F1, F2, F3 | 227 | $43.9888 | $10K |
Holdings After Transaction:
Common Stock — 66,194 shares (Direct)
Footnotes (3)
- F1. Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs.
- F2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
- F3. Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 9,884 restricted stock units (RSUs) with remaining shares vesting monthly in an approximately equal amount through April 30, 2028 (2) 2,714 RSUs that vest in approximately equal installments over 4 years (3) 502 RSUs that vest in approximately equal installments over 3 years (4) 15,000 performance-based RSUs - eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity that is at least 80% of company comparator peer group. Each RSU represents the right to receive one share of common stock upon vesting.
Key Figures
Shares withheld: 227 shares
Transaction price: $43.9888 per share
Shares held after transaction: 66,194 shares
+4 more
7 metrics
Shares withheld
227 shares
Withholding taxes upon partial RSU vesting on November 2, 2026
Transaction price
$43.9888 per share
Transaction on November 2, 2026
Shares held after transaction
66,194 shares
Direct common stock position after the November 2, 2026 transaction
Restricted stock units
9,884 RSUs
Remaining shares vest monthly in approximately equal amounts through April 30, 2028
Restricted stock units
2,714 RSUs
Vesting in approximately equal installments over four years
Restricted stock units
502 RSUs
Vesting in approximately equal installments over three years
Performance-based RSUs
15,000 RSUs
Eligible to vest on April 30, 2028, subject to continuous employment and the stated return-on-equity condition
Key Terms
restricted stock units (RSUs), Rule 10b5-1 trading plan, performance-based RSUs, return on equity, +1 more
5 terms
restricted stock units (RSUs) financial
"partial vesting of RSUs"
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
Rule 10b5-1 trading plan regulatory
"pursuant to a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
performance-based RSUs financial
"15,000 performance-based RSUs"
Performance-based restricted stock units (RSUs) are promises to deliver company shares to employees only if the business meets specific goals, such as revenue, profit, stock-price targets, or strategic milestones. For investors, they matter because they change future share supply and align management incentives with company results—like a salesperson whose bonus only pays out when sales targets are hit—so they can affect earnings, dilution, and confidence in leadership.
return on equity financial
"achievement of return on equity"
Return on equity shows how effectively a company uses its shareholders' money to generate profit. It is calculated by dividing the company's net profit by its shareholders' equity, indicating how much profit is earned for each dollar invested by owners. Higher return on equity suggests the company is good at turning investments into earnings, which can be an important factor for investors assessing its profitability and efficiency.
comparator peer group financial
"at least 80% of company comparator peer group"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What RSU awards are included in Brian T. Hamilton's CCB holdings?
The reported holdings include 9,884 RSUs with remaining shares vesting monthly in approximately equal amounts through April 30, 2028; 2,714 RSUs vesting in approximately equal installments over four years; 502 RSUs vesting in approximately equal installments over three years; and 15,000 performance-based RSUs eligible to vest on April 30, 2028, subject to continuous employment and achievement of return on equity at least 80% of the company comparator peer group. Each RSU represents the right to receive one common share upon vesting.
AI-generated analysis. How Rhea-AI works. Not financial advice.
