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 reported that Curt T. Queyrouze resigned as President of its subsidiary, Coastal Community Bank, effective September 12, 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, which signals an orderly leadership transition rather than a conflict-driven departure.
In connection with his resignation, Mr. Queyrouze will forfeit all outstanding equity awards and receive a lump sum cash payment of $155,000. The filing does not name a successor in this excerpt, but confirms that normal reporting obligations are being followed through this current report.
Brian T. Hamilton, a director and the President of Coastal Financial Corporation (CCB), reported a transaction dated 08/29/2025 on Form 4. The filing shows 228 shares were disposed of (withheld to satisfy taxes) upon partial vesting of restricted stock units granted on 9/30/2024 at a reported price of $114.50 per share. Following the transaction, Mr. Hamilton beneficially owns 86,409 shares, which includes multiple RSU grants: 18,605 RSUs vesting monthly through April 30, 2028; 23,226 performance-based RSUs eligible to vest monthly subject to stock-price conditions through April 30, 2028; 15,000 performance-based RSUs eligible to vest April 30, 2028 subject to return-on-equity performance; and 669 RSUs vesting in four remaining installments. Each RSU converts to one share on vesting.
Coastal Financial Corporation reported a quarter of mixed results for the period ended June 30, 2025. Total assets reached $4.48 billion, up from $4.12 billion at year-end, while deposits increased to $3.913 billion from $3.585 billion. Loans receivable totaled $3.540 billion, and loans held for sale rose to $60.5 million as the company sold $2.04 billion of CCBX-originated loans in the six months.
Net interest income improved to $76.737 million for the quarter versus $66.172 million a year earlier, but provision for credit losses was $32.211 million. Net income was $11.028 million for the quarter ($20.758 million for six months). Noninterest income fell to $42.693 million in Q2 from $69.138 million, driven by lower BaaS credit enhancement and indemnification income, while noninterest expense rose to $72.832 million. The allowance for credit losses was $164.794 million at quarter-end; equity totaled $461.7 million and basic EPS was $0.73.
Coastal Financial Corp. (CCB) – Form 4 insider transaction
Chief Financial Officer Joel G. Edwards exercised 1,800 employee stock options at an exercise price of $7.20 on 18 Jun 2025, acquiring an equal number of common shares. After the transaction, his direct ownership stands at 43,187 shares.
The filing also discloses 10,962 time-based restricted stock units that vest over four tranches: 2,241 on 30 Jun 2025; 3,065 on 25 Jan 2026; 1,424 on 5 Feb 2026; and 4,232 on 1 Apr 2026. Each RSU converts into one share of common stock upon vesting.
The transaction was reported with code "M", indicating a non-open-market option exercise. Following the exercise, no derivative options remain outstanding for Mr. Edwards. No shares were sold, and there is no indication of a Rule 10b5-1 trading plan.
FAQ
What is the current stock price of Coastal Financial (CCB)?
What is the market cap of Coastal Financial (CCB)?
