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Coastal Financial Corporation announced that it will report second quarter 2026 financial results pre-market on July 30, 2026 and will host an earnings conference call that day at 8:00 a.m. ET (5:00 a.m. PT) to review and discuss the results.
Coastal is an Everett, Washington-based bank holding company whose wholly owned subsidiaries are Coastal Community Bank and Arlington Olympic LLC. The Bank is described as a $5.66 billion institution, operates 14 full-service branches and one loan production office in Washington, and also offers “banking as a service” to digital financial service providers through its CCBX segment.
Coastal Financial Corporation reported a planned chief financial officer transition. Brandon Soto, Executive Vice President and CFO, will step down effective August 15, 2026, to become CEO of a banking subsidiary of a privately held financial technology company. The company stated that his departure is not related to any disagreements. Under a Separation Agreement dated July 22, 2026, he will repay a $15,000 signing bonus and receives a waiver of advance notice requirements in exchange for agreeing to restrictive covenants.
Joel Edwards, age 65, who served as Coastal’s CFO from 2012 until his retirement in 2025 and currently advises the company, has been appointed Interim Chief Financial Officer effective August 15, 2026. An offer letter provides a monthly base salary of $100,000 and participation in standard executive benefits. The company notes there are no arrangements or family relationships tied to his selection and no related-party transactions requiring disclosure. Coastal plans to conduct a search for a permanent CFO, and Soto will remain through the filing and certification of the company’s second-quarter 2026 Form 10-Q.
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.
Brian Hamilton reported proposed sales of Common Stock on a Form 144. The filing lists 17,798.00 (as shown) of Common Stock associated with a broker (Stifel Nicolaus & Company Inc.). The securities type is listed as Restricted Stock tied to Equity Compensation.
The filing also discloses sales in the past three months: 228 shares (04/01/2026), 230 shares (05/01/2026) and 7,230 shares (06/02/2026).
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.
The filing is a Form 144 sale notice listing recent dispositions of Common Stock and a restricted‑stock entry tied to equity compensation. The filing lists four dispositions in the past three months: 146 shares on 03/03/2026, 1,792 shares on 03/30/2026, 228 shares on 04/01/2026, and 230 shares on 05/01/2026. The excerpt also shows 582 Restricted Stock with an associated date of 04/30/2026.
Coastal Financial Corporation reported voting results from its 2026 annual shareholder meeting. Shareholders representing 13,853,559 shares, about 91% of the company’s voting power as of March 27, 2026, were present, providing a strong quorum.
All nominated directors were elected, with Rilla R. Delorier, Steven D. Hovde, Michael R. Patterson and Gregory A. Tisdel each winning terms running to the 2029 annual meeting, and Jeffrey M. Chapman elected to a term running to the 2028 meeting. Shareholders also ratified Baker Tilly US, LLP as independent registered public accounting firm for the 2026 fiscal year and approved, on an advisory basis, the executive compensation program.
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.