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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 Corporation reported stronger results for the quarter ended March 31, 2026. Net income rose to $12.0 million, up from $9.7 million a year earlier, with diluted earnings per share increasing to $0.78 from $0.63.
Total assets expanded to $5.66 billion from $4.74 billion at December 31, 2025, driven by growth in loans and very large cash and interest-earning deposits. Loans receivable reached $3.86 billion, while deposits increased to $5.04 billion, reflecting strong balance sheet growth.
The CCBX banking-as-a-service segment remains central to the business, generating substantial BaaS program income of $10.9 million and BaaS indemnification income of $53.8 million. At the same time, the company recorded a sizeable provision for credit losses of $51.4 million and net charge-offs of $49.6 million, largely tied to CCBX consumer and credit card portfolios. The allowance for credit losses increased to $172.4 million, and nonaccrual loans totaled $32.4 million, indicating elevated but managed credit risk as the company continues to grow its technology-driven lending platform.
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.