Every Form 4 that Coastal Financial Corporation (CCB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CCB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CCB filings page.
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.
COASTAL FINANCIAL CORP (CCB) reported that director and officer Brian T. Hamilton had 232 shares of common stock withheld on 2026-09-01 to pay withholding taxes upon partial vesting of restricted stock units (RSUs). The withholding price was $46.85 per share. After this tax-withholding disposition, Hamilton directly holds 66,654 shares, including RSUs granted under the 2018 Omnibus Incentive Plan. These include 11,047 RSUs vesting monthly through April 30, 2028, 2,714 RSUs vesting over 4 years, 502 RSUs vesting over 3 years, and 15,000 performance-based RSUs eligible to vest on April 30, 2028, subject to continuous employment and a return-on-equity goal relative to a peer group. The filing states the transaction was effected pursuant to a Rule 10b5-1 trading plan.
Coastal Financial Corp director and 10% owner Steven D. Hovde reported open‑market purchases of company common stock through indirect business holdings. He bought 5,000 shares on August 5, 2026 at $44.00 per share and 10,000 shares on August 6, 2026 at $43.825 per share.
Separately, he is reported as directly holding 1,717,293 common shares, which include 1,333 shares of restricted stock granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan that vest one day prior to the issuer's 2027 Annual Shareholder Meeting.
Coastal Financial Corp CEO Eric M. Sprink purchased 10,000 shares of common stock on August 6, 2026 at $44.45 per share. After this trade, his direct holdings total 173,238 shares, including 26,351 time-based restricted stock units and 100,000 performance-based restricted stock units that vest on October 4, 2027 subject to performance goals. Indirect holdings reported include 885 shares held by his spouse and 400 shares in each of three custodial accounts for his children.
Coastal Financial Corp Executive Chair and director Christopher D. Adams purchased 290 shares of common stock on August 7, 2026 at $45.15 per share, increasing his direct holdings to 30,407 shares, including 1,754 restricted shares that vest one day before the 2027 Annual Shareholder Meeting. This purchase was not made under a Rule 10b5-1 trading plan.
Coastal Financial Corp Chief Credit Officer Freddy I. Rivas had 166 shares of common stock withheld on August 3, 2026 at $41.80 per share to pay withholding taxes upon partial vesting of RSUs. After this tax-withholding disposition, he holds 11,884 shares directly, including 3,002 time-based RSUs that vest in remaining installments and 8,250 performance-based RSUs that may vest between July 31, 2026 and July 31, 2029, each convertible into one share upon vesting.
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.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported a small tax-withholding share disposition tied to RSU vesting. On the transaction date, 229 shares of common stock were disposed of at $77.7221 per share to cover withholding taxes.
The footnotes explain this was done upon partial vesting of restricted stock units under a Rule 10b5-1 trading plan, indicating a pre-arranged, compensation-related event rather than an open-market trade. After the transaction, Hamilton directly owned 67,112 common shares, along with multiple RSU awards scheduled to vest over the next several years.
COASTAL FINANCIAL CORP director and President of CCBX Brian T. Hamilton reported an open-market sale of 7,000 shares of common stock at $71.423 per share.
An additional 230 shares were disposed of to cover withholding taxes. Both transactions were executed under a pre-arranged Rule 10b5-1 trading plan, and Hamilton continues to hold a meaningful equity stake, including multiple RSU awards scheduled to vest over time.
COASTAL FINANCIAL CORP director Christopher D. Adams received a grant of 1,754 shares of restricted common stock. The award was made at no cash cost to him and is classified as a grant or award acquisition. Following this transaction, his direct holdings total 30,117 common shares.
The restricted stock was granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the issuer's 2027 Annual Shareholder Meeting, tying the award to future continued service through that date.
Akella-Mishra Sadhana reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Sadhana Akella-Mishra received a grant of 1,369 shares of restricted common stock at a price of $0.0000 per share. The award was made under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the issuer's 2027 Annual Shareholder Meeting. Following this compensation-related grant, Akella-Mishra directly holds a total of 8,096 common shares.
Chapman Jeffrey M reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Jeffrey M. Chapman received a grant of 1,532 shares of Common Stock as restricted stock. The award was made at no cash cost per share and represents his entire reported direct holding after the transaction. According to the grant terms, these restricted shares were issued under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the issuer's 2027 Annual Shareholder Meeting.
Delorier Rilla S reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Rilla S. Delorier received a grant of 1,193 shares of restricted common stock. The award was granted at no cash cost per share pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the issuer’s 2027 Annual Shareholder Meeting. Following this equity grant, Delorier directly holds 6,584 shares of common stock, reflecting a routine, compensation-related increase in ownership rather than an open-market purchase.
HOVDE STEVEN D reported acquisition or exercise transactions in this Form 4 filing.
Coastal Financial Corp director and 10% owner Steven D. Hovde received a grant of 1,333 shares of restricted common stock at no cost under the company’s 2018 Omnibus Incentive Plan. These shares vest one day before the issuer’s 2027 Annual Shareholder Meeting, bringing his direct holdings to 1,717,293 shares and indirect business-related holdings to 11,500 shares.
Klee Stephan reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Stephan Klee reported an equity award and updated holdings. An entity associated with him, SK Trail LLC, received a grant of 1,369 shares of Coastal Financial common stock at a stated price of $0.00 per share as a compensation award. These shares are restricted stock granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and are scheduled to vest one day prior to the company’s 2027 Annual Shareholder Meeting. Following this grant, SK Trail LLC holds 2,488 shares indirectly, while Klee also reports 1,661 shares held directly.
Lane Thomas D reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Lane Thomas D received a grant of 1,474 shares of Common Stock as restricted stock. The award was granted at no cash price under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and is compensation-related rather than an open-market purchase.
These restricted shares are scheduled to vest one day prior to the issuer's 2027 Annual Shareholder Meeting. Following the grant, Lane Thomas D directly holds 85,306 shares of Common Stock, with additional indirect holdings reported through blind trust accounts and for a child.
Patterson Michael Robert reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Michael Robert Patterson was granted 1,404 shares of restricted common stock. The award carried a stated price of $0.00 per share and increased his direct holdings to 8,294 shares.
The restricted stock was issued under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and is scheduled to vest one day prior to the company’s 2027 Annual Shareholder Meeting, tying the award to longer-term board service.
Tisdel Gregory A reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Gregory A. Tisdel received a grant of 1,193 shares of restricted common stock. The award was granted at no cash cost per share and increased his direct holdings to 16,174 shares of Coastal Financial common stock.
The restricted stock was granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the issuer's 2027 Annual Shareholder Meeting. This is a compensation-related equity award rather than an open-market purchase.
Unger Pamela reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP director Pamela Unger received a grant of 1,193 shares of restricted common stock. The award was issued at no cash cost to her as a compensation-related grant.
The restricted stock was granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan and will vest one day prior to the company’s 2027 Annual Shareholder Meeting. Following this grant, Unger directly holds 6,255 shares of common stock.
COASTAL FINANCIAL CORP director Lane Thomas D reported a small open-market sale of 300 shares of Common Stock at $72.60 per share. The transaction was made in an indirect account labeled "Child (2)", which now holds zero shares after the sale.
Separate from this, Lane Thomas D continues to hold 83,832 shares directly, 54,280 shares through blind trust accounts, and 110 shares indirectly for a child, showing that the reported sale represents only a minor portion of his overall reported holdings.
Coastal Financial Corp Chief Risk Officer Elizabeth Ann Sarvela reported a tax-related share disposition tied to restricted stock unit vesting. On this date, 68 shares of common stock were withheld at $75.80 per share to cover withholding taxes upon partial vesting of RSUs.
After this withholding, she directly holds 3,293 shares of common stock, including 2,168 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan that will vest in remaining annual installments.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported an open‑market sale of company stock and a separate tax‑related share disposition. He sold 3,079 shares of common stock at an average price of $75.4378 per share in an open‑market transaction.
In a separate transaction, 230 shares were disposed of to cover withholding taxes upon partial vesting of restricted stock units (RSUs), which is a non‑market event. After these transactions, he directly holds 74,571 shares of common stock, plus additional RSUs scheduled to vest over several years.
According to a footnote, the sale was effected under a pre‑arranged Rule 10b5‑1 trading plan adopted by the reporting person, indicating the timing was planned in advance rather than discretionary.
COASTAL FINANCIAL CORP director and officer Brian T. Hamilton reported a tax-withholding disposition of 228 shares of Common Stock at $76.686 per share on April 1, 2026. The shares were sold to cover withholding taxes upon partial vesting of performance stock units under a Rule 10b5-1 plan.
After this transaction, Hamilton directly holds 77,880 shares of Common Stock, including multiple tranches of restricted stock units and performance-based RSUs scheduled to vest through April 30, 2028, subject to continued employment and specified return-on-equity performance conditions.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported a tax-withholding disposition of 1,792 shares of common stock on March 30, 2026. The shares were delivered at $73.7252 per share to cover withholding taxes upon partial vesting of performance share units, under a Rule 10b5-1 trading plan.
After this transaction, Hamilton directly holds 78,108 shares, which include restricted stock units and performance-based RSUs granted under the 2018 Omnibus Incentive Plan that may vest over time and convert into common stock.
Sprink Eric M reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP CEO equity grant: CEO Eric M. Sprink received 4,860 shares of Common Stock on 2026-03-11 as a grant of time-based restricted stock units under the 2018 Omnibus Incentive Plan, at a grant price of $0.00 per share.
The RSUs vest in approximately equal installments over four years, with each unit delivering one share of common stock upon vesting. Following the grant, he holds 163,238 shares directly, plus indirect holdings of 885 shares by spouse and 400 shares each as custodian for three children.
Footnotes state his position includes 26,351 time-based RSUs with staggered annual vesting schedules and 100,000 performance-based RSUs that vest on October 4, 2027, subject to specified performance goals.
Hamilton Brian T reported acquisition or exercise transactions in this Form 4 filing.
Coastal Financial Corp director and CCBX president Brian T. Hamilton received a grant of 2,714 restricted stock units of common stock as equity compensation. The RSUs vest in approximately equal installments over four years. Following this award, he holds 79,900 shares and RSUs directly.
Coastal Financial Corp CFO Brandon John Soto received an equity grant of 673 restricted stock units (RSUs) of common stock. The award was granted at no cash cost and will vest in approximately equal installments over four years, with each RSU converting into one share upon vesting.
After this grant, Soto directly holds 33,673 shares or RSUs tied to Coastal Financial common stock. Footnotes indicate his stock awards under the 2018 Omnibus Incentive Plan now include 18,000 time-based RSUs, this new 673-unit grant, and 15,000 performance-based RSUs that may vest between October 1, 2026 and October 1, 2029 subject to employment and stock price conditions.
COASTAL FINANCIAL CORP director and CCBX president Brian T. Hamilton reported an open-market sale of 146 shares of common stock on March 3, 2026 at an average price of $72.37 per share. The sale was effected under a pre-arranged Rule 10b5-1 trading plan and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units (RSUs).
Following this transaction, Hamilton directly owns 77,186 common shares. Footnotes describe additional RSU awards, including 14,536 time-based RSUs vesting monthly through April 30, 2028, 7,387 performance-based RSUs eligible to vest monthly starting October 1, 2024, 15,000 performance-based RSUs eligible to vest on April 30, 2028, and 502 RSUs vesting in three remaining installments, each RSU convertible into one share upon vesting.
Coastal Financial Corp CEO Eric M. Sprink reported a routine tax-related share withholding tied to restricted stock unit vesting. On February 5, 2026, 1,730 shares of common stock were withheld at a price of $84.97 per share to cover withholding taxes upon partial vesting of RSUs.
After this transaction, Sprink beneficially owned 158,378 shares of Coastal Financial common stock, including 21,491 time-based RSUs that vest in remaining scheduled installments and 100,000 performance-based RSUs scheduled to vest on October 4, 2027, subject to achievement of specified performance goals.
Coastal Financial Corporation director and CCBX president Brian T. Hamilton reported a small sale of company stock. On February 6, 2026, he sold 48 shares of common stock at $88.95 per share, leaving him with 77,332 shares held directly.
The filing notes the sale was executed under a Rule 10b5-1 trading plan previously adopted by Hamilton and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units. Footnotes detail additional unvested RSUs and performance-based RSUs granted under the company’s 2018 omnibus incentive plan.
Coastal Financial Corp CEO Eric M. Sprink reported a tax-related share withholding tied to restricted stock vesting. On February 3, 2026, 733 shares of Coastal Financial common stock were withheld at $89.50 per share to cover withholding taxes upon partial vesting of restricted stock units (RSUs).
After this transaction, Sprink directly beneficially owned 160,108 common shares, which include 25,889 time-based RSUs vesting in scheduled installments and 100,000 performance-based RSUs eligible to vest on October 4, 2027 if specified performance goals are met. He also reports indirect ownership through a spouse and custodial accounts for three children.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported selling 171 shares of common stock on February 4, 2026 at $89.6721 per share. The filing states these shares were sold to pay withholding taxes tied to partial vesting of restricted stock units and were executed under a pre-established Rule 10b5-1 trading plan.
After this transaction, Hamilton beneficially owned 77,380 shares, including awards under the 2018 Omnibus Incentive Plan. These comprise 15,698 RSUs vesting monthly through April 30, 2028, 7,387 performance-based RSUs eligible to vest monthly from October 1, 2024 to April 30, 2028, 15,000 performance-based RSUs eligible to vest on April 30, 2028, and 669 RSUs vesting in four remaining installments.
Coastal Financial Corporation’s CEO and director Eric M. Sprink reported multiple stock option exercises and related share withholdings on January 26, 2026. He exercised options for 1,882, 2,854, 3,382 and 2,673 shares of common stock at exercise prices of $6.25, $7.10, $6.50 and $14.91 per share, increasing his direct common stock holdings before tax entries.
To cover withholding taxes and, for one option grant, exercise costs, the company withheld 4,764 and 4,312 shares, as noted by codes "F". After these transactions, Sprink directly held 160,841 common shares and indirectly held additional shares through his spouse and custodial accounts for three children. His holdings also include 27,752 time-based RSUs and 100,000 performance-based RSUs that may convert into common stock upon vesting and performance achievement.
Coastal Financial Corp Chief Financial Officer Joel G. Edwards reported a routine tax-related share disposition. On January 26, 2026, he disposed of 1,300 shares of common stock at $111.34 per share, representing shares withheld to pay withholding taxes upon partial vesting of restricted stock unit (RSU) awards.
After this transaction, he beneficially owns 11,462 shares, including 5,656 time-based RSUs under the 2018 Omnibus Incentive Plan. These RSUs are scheduled to vest as 1,424 units on February 5, 2026 and 4,232 units on April 1, 2026, with each unit convertible into one share of common stock upon vesting.
Coastal Financial Corp CEO Eric M. Sprink, who also serves as a director, reported open-market sales of company common stock under a pre-arranged Rule 10b5-1 trading plan. On January 21, 2026, he sold 8,402 shares at an average price of $114.2714 per share, and on January 22, 2026, he sold 4,000 shares at an average price of $116.0088 per share, both reported as directly owned.
After these transactions, Sprink beneficially owned 159,126 shares of Coastal Financial common stock directly, which includes 38,508 time-based restricted stock units that vest in remaining installments and 100,000 performance-based restricted stock units scheduled to vest on October 4, 2027, subject to performance goals. He also reported indirect holdings of common stock through his spouse and custodial accounts for three children.
Coastal Financial Corp CEO and director Eric M. Sprink reported planned stock sales under a Rule 10b5-1 trading plan. On January 15, 2026, he sold 4,356 shares of Coastal Financial common stock at $114.5077 per share, and on January 16, 2026 he sold 3,000 shares at $114.1514 per share.
After these transactions, he directly held 171,528 shares of common stock, plus indirect holdings of 885 shares through his spouse and 400 shares for each of three children via custodial accounts. Footnotes state that his holdings also include 38,508 time-based RSUs with staggered vesting schedules and 100,000 performance-based RSUs that may vest on October 4, 2027 based on specified performance goals, each RSU representing one share upon vesting.
Coastal Financial Corp CEO Eric M. Sprink, who is also a director, reported selling company common stock under a Rule 10b5-1 trading plan. On January 9, 2026, he sold 2,000 shares at $119.25 per share and another 2,000 shares at $118.5014 per share. After these sales, he directly beneficially owned 178,884 shares of common stock.
He also reported indirect holdings of 885 shares held by his spouse and 400 shares for each of three children through custodial accounts. His reported ownership includes 38,508 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan, vesting in remaining installments over multiple schedules, and 100,000 performance-based restricted stock units scheduled to vest on October 4, 2027 based on specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
Coastal Financial Corporation CEO Eric M. Sprink reported open-market sales of company common stock under a pre-arranged Rule 10b5-1 trading plan. On January 6, 2026, he sold 8,000 shares at an average price of $116.3492 per share, and on January 7, 2026, he sold 3,000 shares at $117.6 per share.
After these sales, Sprink beneficially owns 182,884 shares directly, which include 38,508 time-based RSUs that vest in remaining scheduled installments and 100,000 performance-based RSUs that vest on October 4, 2027 based on specified performance goals. He also reports indirect holdings of 400 shares for each of three children through custodial accounts and 885 shares held by his spouse.
Coastal Financial Corp director and 10% owner filed a Form 4 reporting sales of company common stock. On December 10, 2025, the insider reported two open-market sales of 1,500 shares of common stock each, at prices of $116 and $118.5 per share, coded as disposition transactions.
After these trades, the filing shows beneficial ownership of 1,715,960 shares of common stock, held directly, along with additional indirectly held shares through a business entity, including reported post-transaction balances of 13,000 and 11,500 shares for those indirect accounts. Beneficial ownership also includes 1,090 shares of restricted stock granted under the 2018 Omnibus Incentive Plan that are scheduled to vest one day before the company’s 2026 annual shareholder meeting.
Coastal Financial Corp insider activity shows that a reporting person who is both a director and a 10% owner reported multiple sales of common stock. On December 5, 2025, the insider sold 1,611 shares at $112 per share and additional blocks of 1,000 shares at $112.5 through an indirect business ownership. On December 8, 2025, further indirect sales of 1,500 shares occurred at $113.5 per share and 1,500 shares at $114.5 per share.
Following these transactions, the insider reported 1,715,960 shares of Coastal Financial Corp common stock beneficially owned directly, with smaller amounts held indirectly through a business entity. A footnote explains that this total includes restricted stock granted under the company’s 2018 Omnibus Incentive Plan, including 1,090 shares scheduled to vest one day prior to the issuer’s 2026 annual shareholder meeting.
Coastal Financial Corp (CCB) reported an insider transaction by a director and officer (President of CCBX). On 10/31/2025, the filer executed a Code F transaction in Common Stock, totaling 229 shares at $106.5. Following the transaction, the filer beneficially owns 84,244 shares, held directly.
Footnote details show equity awards under the 2018 plan: 17,442 RSUs vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly from October 1, 2024 to April 30, 2028 subject to employment and stock price conditions; 15,000 performance-based RSUs eligible to vest on April 30, 2028 subject to a return-on-equity threshold; and 669 RSUs vesting in four remaining installments. Each RSU represents one share upon vesting.