Coastal Financial Corporation filings document the bank holding company's financial results, governance matters, and disclosures for Coastal Community Bank and its CCBX banking-as-a-service segment. Form 8-K reports furnish quarterly results of operations and financial condition, Regulation FD investor presentation materials, and material corporate events.
Proxy and governance filings cover director matters, executive compensation, equity awards, board composition, and related shareholder disclosures. Recent 8-K governance records also document board appointments and committee assignments connected to technology and CCBX oversight, reflecting formal disclosure around the company's banking, fintech partnership, and risk-governance structure.
Coastal Financial Corp Chief Credit Officer Freddy I. Rivas reported beneficial ownership of 12,050 shares of common stock. This position includes 3,689 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan, vesting in four remaining installments.
The holding also includes 8,250 performance-based restricted stock units that are eligible to vest between July 31, 2026 and July 31, 2029, depending on the achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
Coastal Financial Corp Chief Risk Officer Elizabeth Ann Sarvela filed an initial ownership report showing she directly holds 3,361 shares of common stock. This figure includes 2,368 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan.
The footnote explains the RSUs vest over multiple years: 391 units in one remaining annual installment, 658 units over two, 434 units over three, and 885 units over four remaining annual installments. Each RSU converts into one share of common stock upon vesting.
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.
Company CCB submitted a Form 144 notice reporting intended sales of restricted common stock. The filing lists 582 shares of restricted common stock tied to equity compensation with an indicated date of 03/31/2026. It also lists recent sales by Brian Hamilton totaling 2,157 shares across four transactions dated 02/04/2026 through 03/30/2026. Shares outstanding are shown as 15,208,963 as of 04/01/2026.
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.
CCB affiliate filed a Form 144 proposing resale of Common Stock. The filing lists multiple restricted-stock items and planned sales tied to equity compensation, including a line showing 7,387 shares of Restricted Stock dated 03/30/2026. The filing also records recent sales by Brian Hamilton totaling 365 shares across three transactions in February–March 2026.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 0 shares of Coastal Financial Corp common stock. The filing states the filer holds 0 shares, representing 0% of the class.
The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
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.