Coastal Financial (NASDAQ: CCB) insider withholds 226 shares for taxes

Rhea-AI Filing Summary

Coastal Financial Corp director and President of CCBX Brian T. Hamilton reported a Code F disposition of 226 shares of common stock on August 3, 2026 at $41.80 per share to satisfy withholding taxes upon partial RSU vesting, effected under a Rule 10b5-1 trading plan. Following this transaction he holds 66,886 shares, including 11,629 RSUs vesting monthly through April 30, 2028, 2,714 RSUs vesting over four years, 502 RSUs vesting over three years, and 15,000 performance-based RSUs eligible to vest on April 30, 2028.

Insider Trade Summary 10b5-1

Net Seller: 226 shares

Net Sell 1 txn

Insider Hamilton Brian T

Role President of CCBX

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1, F2, F3	226	$41.80	$9K

Holdings After Transaction: Common Stock — 66,886 shares (Direct)

Footnotes (3)

1. F1. Represents shares sold in payment of withholding taxes upon partial vesting of RSUs.
2. F2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
3. F3. Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 11,629 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 disposed for tax withholding: 226 shares Disposition price per share: $41.80 Shares owned after transaction: 66,886 shares +4 more

7 metrics

Shares disposed for tax withholding 226 shares Code F transaction on August 3, 2026 to satisfy withholding taxes on RSU vesting

Disposition price per share $41.80 Per-share value used for the tax-withholding share disposition

Shares owned after transaction 66,886 shares Common stock held directly by Brian T. Hamilton following the Code F transaction

Monthly vesting RSUs 11,629 RSUs RSUs vesting monthly in approximately equal amounts through April 30, 2028

Four-year vesting RSUs 2,714 RSUs RSUs that vest in approximately equal installments over four years

Three-year vesting RSUs 502 RSUs RSUs that vest in approximately equal installments over three years

Performance-based RSUs 15,000 RSUs Eligible to vest on April 30, 2028, subject to employment and return-on-equity conditions

Key Terms

Rule 10b5-1 trading plan, restricted stock units (RSUs), performance-based RSUs, Omnibus Incentive Plan

4 terms

Rule 10b5-1 trading plan financial

"sales were effected 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.

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.

performance-based RSUs financial

"15,000 performance-based RSUs - eligible to vest on April 30, 2028"

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.

Omnibus Incentive Plan financial

"pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan"

An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/04/2026 - 08:56 PM Accepted by SEC EDGAR 08/04/2026 - 08:56 PM Learn about SEC filing dates

FAQ

What insider transaction did Coastal Financial Corp (CCB) report for Brian T. Hamilton?

Brian T. Hamilton reported a Code F disposition of 226 common shares at $41.80 on August 3, 2026, used to cover withholding taxes on partially vesting RSUs, leaving him with 66,886 shares of Coastal Financial common stock.

Was the Coastal Financial Corp (CCB) insider transaction under a Rule 10b5-1 plan?

Yes. The Form 4 notes the transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Brian T. Hamilton, and the Rule 10b5-1 checkbox is marked as affirmed for this filing.

How many Coastal Financial Corp (CCB) shares does Brian T. Hamilton hold after this Form 4?

After the tax-withholding disposition, Brian T. Hamilton holds 66,886 shares of Coastal Financial common stock, including multiple RSU awards that convert into one share of common stock per unit upon vesting.

What RSU awards in Coastal Financial Corp (CCB) does Brian T. Hamilton report?

He reports RSUs under the 2018 Omnibus Incentive Plan: 11,629 RSUs vesting monthly through April 30, 2028, 2,714 RSUs over four years, 502 RSUs over three years, and 15,000 performance-based RSUs eligible to vest on April 30, 2028.

Does this Coastal Financial Corp (CCB) Form 4 show an open-market sale by Brian T. Hamilton?

No. The 226 shares were delivered or withheld to pay tax liabilities upon partial RSU vesting (Code F), rather than a discretionary open-market sale of Coastal Financial common stock.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Hamilton Brian T

(Last) (First) (Middle)

5415 EVERGREEN WAY

(Street)

EVERETT WASHINGTON 98203

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President of CCBX

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/03/2026		F		226(1)(2)	D	$41.8	66,886(3)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares sold in payment of withholding taxes upon partial vesting of RSUs.

2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

3. Includes the following pursuant to the 2018 Coastal Financial Corporation Omnibus Incentive Plan: (1) 11,629 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.

Remarks:

	/s/ Leilani McKernan, as Attorney-in-fact	08/04/2026
	** 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 4 (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 4: SEC 1474 (03-26)