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Coastal Financial: Hamilton withholds 233 shares for taxes

Coastal Financial Corp. (CCB) reported that Brian T. Hamilton, President of CCBX, disposed of 233 common shares on October 1, 2026, for payment of withholding taxes upon partial vesting of RSUs; the reported price was $39.4642 per share.

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Form Type
4

Rhea-AI Filing Summary

Coastal Financial Corp. (CCB) reported that Brian T. Hamilton, President of CCBX, disposed of 233 common shares on October 1, 2026, for payment of withholding taxes upon partial vesting of RSUs; the reported price was $39.4642 per share. The transaction was pursuant to a Rule 10b5-1 trading plan. His reported direct holdings afterward were 66,421 shares, including RSUs.

Insider Hamilton Brian T
Role President of CCBX
Type Security Shares Price Value
Tax Withholding Common Stock F1, F2, F3 233 $39.4642 $9K
Holdings After Transaction: Common Stock — 66,421 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) 10,466 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.
Shares disposed for withholding taxes 233 shares October 1, 2026
Reported transaction price $39.4642 per share October 1, 2026
Direct holdings after transaction 66,421 shares Includes RSUs
Restricted stock units 10,466 RSUs Remaining shares vest monthly in approximately equal amounts through April 30, 2028
Restricted stock units 2,714 RSUs Vest in approximately equal installments over four years
Restricted stock units 502 RSUs Vest in approximately equal installments over three years
Performance-based RSUs 15,000 RSUs Eligible to vest April 30, 2028, subject to continuous employment and return-on-equity condition
Rule 10b5-1 trading plan regulatory
"pursuant to a Rule 10b5-1 trading plan adopted by the reporting person"
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
"10,466 restricted stock units (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"
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.

FAQ

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

How many CCB shares did Brian T. Hamilton have withheld for taxes?

Brian T. Hamilton, President of CCBX, had 233 common shares disposed of on October 1, 2026, for payment of withholding taxes upon partial vesting of RSUs. The reported price was $39.4642 per share, and his direct holdings afterward were 66,421 shares, including RSUs.

What RSUs were included in Brian T. Hamilton's reported CCB holdings?

The reported position included 10,466 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; and 502 RSUs vesting in approximately equal installments over three years. It also included 15,000 performance-based RSUs eligible to vest on April 30, 2028, subject to continuous employment and return on equity at least 80% of the company comparator peer group.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
President of CCBX
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock10/01/2026F233(1)(2)D$39.464266,421(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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) 10,466 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-fact10/01/2026
** Signature of Reporting PersonDate
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)

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