Welcome to our dedicated page for Coastal Financial SEC filings (Ticker: CCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Coastal Financial Corporation (CCB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed bank holding company for Coastal Community Bank, Coastal files periodic reports and current reports that describe its financial condition, operating performance, capital structure, and material corporate events.
Among the most important documents for CCB are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which present detailed information on Coastal’s community bank segment, its CCBX Banking-as-a-Service segment, and its treasury and administration activities. These filings include discussions of loans receivable, deposits, noninterest income, noninterest expense, allowance for credit losses, nonperforming asset metrics, and regulatory capital ratios for both the holding company and the bank.
Current reports on Form 8-K, several of which are summarized in the provided data, cover topics such as quarterly earnings announcements, investor presentation materials, public offerings of common stock under an effective shelf registration statement, and executive appointments or departures. For example, recent 8-K filings describe the appointment of a new Chief Financial Officer, changes in other senior roles, and the release of investor presentation slides and earnings press releases.
On Stock Titan, these filings are supplemented with AI-powered summaries that explain key points from lengthy SEC documents in more accessible language. Users can quickly see what Coastal reports about its CCBX partner pipeline, loan sales and off-balance sheet credit card activity, capital raises, and risk management practices, without reading every page of the original filings. Real-time updates from EDGAR ensure that new Forms 10-K, 10-Q, 8-K, and other relevant submissions appear promptly, while insider transaction reports on Form 4 and proxy materials on executive compensation can also be accessed when available.
By using this page, investors and researchers can review Coastal’s official disclosures, understand how management describes its strategy and risk profile, and compare narrative explanations with the underlying financial and regulatory data.
Coastal Financial Corp (CCB) director and president Brian T. Hamilton reported a small open-market sale on 09/30/2025. He disposed of 228 shares of common stock at a reported price of $108.17, leaving him with 84,473 shares beneficially owned on a direct basis. The filing also details outstanding restricted stock units under the 2018 Omnibus Incentive Plan: 18,024 RSUs vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly beginning October 1, 2024 subject to stock-price conditions; 15,000 performance-based RSUs eligible to vest April 30, 2028 subject to return-on-equity targets; and 669 RSUs vesting in four remaining installments.
Coastal Financial Corporation appointed Brandon Soto as Executive Vice President and Chief Financial Officer, effective October 1, 2025, succeeding Joel G. Edwards in that role. The company detailed his employment terms, equity awards and incentive opportunities.
Soto will receive a $500,000 annual base salary, a $15,000 signing bonus, 18,000 restricted stock units and 15,000 performance-based restricted stock units. Time-based RSUs vest over four years. The performance-based units vest based on stock price targets equal to 133%, 166% and 200% of the grant-date stock price, measured over 60 continuous trading days, alongside service-based conditions. He will also be eligible for annual cash incentives and additional equity awards under the 2018 Omnibus Incentive Plan. The company stated there are no arrangements, family relationships or related-party transactions connected to his appointment.
Eric M. Sprink, CEO and director of Coastal Financial Corp (CCB), reported the sale of 10,683 shares of common stock on 09/18/2025 at a reported price of $114.65 per share under a Rule 10b5-1 trading plan dated June 5, 2025. After the transaction he directly beneficially owns 211,011 shares. The filing also discloses indirect holdings of 400 shares each for three custodial accounts, 885 shares held by spouse, 38,508 time-based RSUs with staggered vesting, and 100,000 performance-based RSUs that vest on October 4, 2027, subject to performance goals. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/19/2025.
Joel G. Edwards, Chief Financial Officer of Coastal Financial Corporation (CCB), reported an insider sale and remaining holdings on Form 4. The filing shows Mr. Edwards sold 9,425 shares of Common Stock on 09/18/2025 at $114.67 per share under a Rule 10b5-1 trading plan dated June 12, 2025. After the sale, he beneficially owned 12,762 shares. The filing also discloses he holds 8,721 time-based restricted stock units (RSUs) that convert to one share each when vested; those RSUs vest in tranches on January 25, 2026 (3,065 RSUs), February 5, 2026 (1,424 RSUs), and April 1, 2026 (4,232 RSUs). The sale was executed pursuant to the pre-established plan and signed by an attorney-in-fact.
Form 4 filing for Coastal Financial Corporation (CCB) reports insider sales by Joel G. Edwards, the company's Chief Financial Officer. The filing discloses three open-market sales executed 09/15/2025–09/17/2025 under a Rule 10b5-1 trading plan dated June 12, 2025: 5,000 shares sold at $108.91, 4,000 shares sold at $107.90, and 5,000 shares sold at $110.05. Share counts after each sale are reported as 31,187, 27,187, and 22,187 respectively. The filing also states the reporting person holds 8,721 time-based restricted stock units (RSUs) under the 2018 Omnibus Incentive Plan that vest per a retirement and retention agreement: 3,065 RSUs on January 25, 2026; 1,424 RSUs on February 5, 2026; and 4,232 RSUs on April 1, 2026. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Edwards on 09/17/2025.
Brian T. Hamilton, President and Director of Coastal Financial Corp (CCB), reported a sale of 1,708 common shares on 09/15/2025 at a reported price of $109.10 per share, reducing his beneficial ownership to 84,701 shares. The Form 4 was signed by an attorney-in-fact on 09/17/2025.
The filing discloses the composition of Mr. Hamilton's equity holdings under the 2018 Omnibus Incentive Plan: 18,605 restricted stock units (RSUs) vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly beginning October 1, 2024 through April 30, 2028 subject to continuous employment and stock-price conditions; 15,000 performance-based RSUs eligible to vest April 30, 2028 contingent on return-on-equity versus peers; and 669 RSUs vesting in four remaining installments. Each RSU converts to one share upon vesting.
Coastal Financial Corp (CCB) director Stephan Klee reported a sale and ongoing holdings. On 09/15/2025 he disposed of 4,350 shares of common stock at $109.14 per share. Following that transaction he is reported to beneficially own 1,661 shares directly and 1,119 shares indirectly through SK Trail LLC, for a total of 2,780 shares. The filing also discloses that 1,661 restricted shares were granted under the 2018 Omnibus Incentive Plan and vest one day prior to the issuer's 2026 Annual Shareholder Meeting.
The form is signed by an attorney-in-fact on behalf of the reporting person and shows a single reporting person filing. All information is limited to the transactions and holdings disclosed on the form.
Coastal Financial Corp (CCB) CEO and director Eric M. Sprink reported sales of company common stock under a pre-established Rule 10b5-1 plan adopted June 5, 2025. The filing shows three open-market sales: 10,500 shares on 09/15/2025 at $108.82, 4,000 shares on 09/16/2025 at $107.90, and 5,000 shares on 09/17/2025 at $110.21. After these transactions the reporting person disclosed 221,694 shares beneficially owned (direct), plus indirect holdings of 400 shares each held by three custodians for children and 885 shares held by spouse. The filing also notes inclusion of 38,508 time-based RSUs with staggered vesting and 100,000 performance-based RSUs that vest October 4, 2027, subject to performance goals.
Form 144 filed for Coastal Financial Corp (CCB): The filing notifies a proposed sale of 4,350 shares of Common Stock on 09/15/2025 through broker Stifel Nicolaus & Company Inc on Nasdaq with an aggregate market value of $474,742.00. The filer reports owning/disposing of securities that were acquired as 6,011 Restricted Stock Units on 05/28/2025 with 6,011 units listed as the amount acquired and cash as the payment nature. The issuer has 15,109,090 shares outstanding per the form. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information and reminders about Rule 10b5-1 trading plans and criminal penalties for misstatements.
Form 144 filed for ticker CCB discloses a proposed sale of 1,708 shares of common stock through Stifel Nicolaus & Company, with an aggregate market value of $186,350. The shares represent a small fraction of the reported 15,109,090 shares outstanding. The securities were acquired as restricted stock units on 05/28/2025 and paid in cash on the same date. The approximate date of sale is listed as 09/15/2025. The filing does not identify the specific issuer name or the individual for whose account the sale is to be made; that information is absent from the provided form content.
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