Coastal Financial Corp CFO Brandon John Soto received an equity grant of 673 restricted stock units (RSUs) of common stock. The award was granted at no cash cost and will vest in approximately equal installments over four years, with each RSU converting into one share upon vesting.
After this grant, Soto directly holds 33,673 shares or RSUs tied to Coastal Financial common stock. Footnotes indicate his stock awards under the 2018 Omnibus Incentive Plan now include 18,000 time-based RSUs, this new 673-unit grant, and 15,000 performance-based RSUs that may vest between October 1, 2026 and October 1, 2029 subject to employment and stock price conditions.
COASTAL FINANCIAL CORP director Jeffrey M. Chapman filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The filing identifies him as a director of the company but does not report any specific share transactions or holdings in this excerpt.
Coastal Financial Corporation appointed Jeffrey M. Chapman to its Board of Directors, effective March 11, 2026. This brings the Board to twelve directors.
Mr. Chapman is a veteran financial technology executive with more than 25 years of experience in banking technology, digital transformation, payments, and data-driven platform development. As a non-employee director, he will receive cash and restricted stock compensation under the company’s existing director compensation program.
He is expected to serve on the Board’s Technology Committee and the CCBX Oversight Committee. The company states there are no special arrangements related to his selection and no material related-party transactions involving him that require disclosure.
COASTAL FINANCIAL CORP director and CCBX president Brian T. Hamilton reported an open-market sale of 146 shares of common stock on March 3, 2026 at an average price of $72.37 per share. The sale was effected under a pre-arranged Rule 10b5-1 trading plan and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units (RSUs).
Following this transaction, Hamilton directly owns 77,186 common shares. Footnotes describe additional RSU awards, including 14,536 time-based RSUs vesting monthly through April 30, 2028, 7,387 performance-based RSUs eligible to vest monthly starting October 1, 2024, 15,000 performance-based RSUs eligible to vest on April 30, 2028, and 502 RSUs vesting in three remaining installments, each RSU convertible into one share upon vesting.
Coastal Financial Corporation files its annual report describing a three-segment banking model built around a Puget Sound community bank, nationwide Banking-as-a-Service CCBX, and treasury & administration. As of December 31, 2025, the company had total assets of $4.74 billion, loans of $3.75 billion, deposits of $4.14 billion and shareholders’ equity of $491.0 million.
The community bank operates 14 branches, primarily in Snohomish County, while CCBX works with 28 digital partners across the U.S., focusing on installment and credit card lending and partner-sourced deposits supported by credit enhancements and cash reserves. The loan book is diversified across commercial and industrial, commercial real estate, construction, residential, and $1.33 billion of consumer loans, with notable concentrations in Puget Sound commercial real estate and extensive regulatory oversight and risk-management frameworks.
Coastal Financial Corp CEO Eric M. Sprink reported a routine tax-related share withholding tied to restricted stock unit vesting. On February 5, 2026, 1,730 shares of common stock were withheld at a price of $84.97 per share to cover withholding taxes upon partial vesting of RSUs.
After this transaction, Sprink beneficially owned 158,378 shares of Coastal Financial common stock, including 21,491 time-based RSUs that vest in remaining scheduled installments and 100,000 performance-based RSUs scheduled to vest on October 4, 2027, subject to achievement of specified performance goals.
Coastal Financial Corporation director and CCBX president Brian T. Hamilton reported a small sale of company stock. On February 6, 2026, he sold 48 shares of common stock at $88.95 per share, leaving him with 77,332 shares held directly.
The filing notes the sale was executed under a Rule 10b5-1 trading plan previously adopted by Hamilton and represents shares sold to cover withholding taxes upon partial vesting of restricted stock units. Footnotes detail additional unvested RSUs and performance-based RSUs granted under the company’s 2018 omnibus incentive plan.
Coastal Financial Corp CEO Eric M. Sprink reported a tax-related share withholding tied to restricted stock vesting. On February 3, 2026, 733 shares of Coastal Financial common stock were withheld at $89.50 per share to cover withholding taxes upon partial vesting of restricted stock units (RSUs).
After this transaction, Sprink directly beneficially owned 160,108 common shares, which include 25,889 time-based RSUs vesting in scheduled installments and 100,000 performance-based RSUs eligible to vest on October 4, 2027 if specified performance goals are met. He also reports indirect ownership through a spouse and custodial accounts for three children.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported selling 171 shares of common stock on February 4, 2026 at $89.6721 per share. The filing states these shares were sold to pay withholding taxes tied to partial vesting of restricted stock units and were executed under a pre-established Rule 10b5-1 trading plan.
After this transaction, Hamilton beneficially owned 77,380 shares, including awards under the 2018 Omnibus Incentive Plan. These comprise 15,698 RSUs vesting monthly through April 30, 2028, 7,387 performance-based RSUs eligible to vest monthly from October 1, 2024 to April 30, 2028, 15,000 performance-based RSUs eligible to vest on April 30, 2028, and 669 RSUs vesting in four remaining installments.
Coastal Financial Corporation filed a current report describing the release of new investor presentation materials. On January 29, 2026, the company made available a slide presentation it plans to use in investor meetings and posted these materials on its website.
The presentation is furnished as Exhibit 99.1 to this report and is labeled as an investor presentation dated January 29, 2026. The company clarifies that these materials are being furnished, not filed, so they are not subject to certain liability provisions of the federal securities laws and are not automatically incorporated into other securities filings.