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 Corporation (CCB) filed an 8-K announcing that it has made available investor presentation slides for upcoming investor meetings. The materials are posted on the company’s website and are furnished as Exhibit 99.1 under Item 7.01 (Regulation FD). The company states the materials are furnished, not filed, which means they are not subject to Section 18 liability of the Exchange Act and are not incorporated by reference into other filings unless expressly stated.
Coastal Financial’s common stock trades on the Nasdaq under the symbol CCB. The investor presentation is intended to support outreach to investors and provide the latest corporate information through a standardized slide deck.
Coastal Financial Corporation furnished a press release announcing its results of operations and financial condition for the fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to a Current Report on Form 8‑K.
The information under Item 2.02, including Exhibit 99.1, is furnished pursuant to General Instruction B.2 and is not deemed filed under Section 18 of the Exchange Act, nor incorporated by reference except as expressly stated in future filings.
Coastal Financial Corporation filed a Form S-8 to register 600,000 shares of common stock for issuance under its 2018 Omnibus Incentive Plan, as amended.
The board approved a Second Amendment on March 25, 2025, and shareholders approved it on May 28, 2025, increasing plan authorization from 1,100,000 to 1,700,000 shares. Of the total plan authorization, 500,000 shares were previously registered in 2018 and 600,000 in 2021. This filing covers the remaining shares under the amended plan.
Coastal Financial Corporation reported that its Executive Vice President and Chief Risk Officer, Andrew Stines, has resigned, effective October 1, 2025, to pursue other professional opportunities. The company stated that his resignation is not due to any disagreement with Coastal or its board of directors.
In connection with his departure, Mr. Stines will receive a lump-sum payment of $70,000. In addition, his 1,500 Restricted Stock Awards and 5,647 Restricted Stock Units that were previously unvested will be accelerated and treated as vested, providing him with the full equity benefit immediately upon leaving.
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.