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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.
Coastal Financial Corporation filed a current report to furnish a press release announcing its results of operations and financial condition for the fiscal quarter ended December 31, 2025. The press release is included as Exhibit 99.1 and is treated as furnished, not filed, under securities law rules.
Coastal Financial Corporation’s CEO and director Eric M. Sprink reported multiple stock option exercises and related share withholdings on January 26, 2026. He exercised options for 1,882, 2,854, 3,382 and 2,673 shares of common stock at exercise prices of $6.25, $7.10, $6.50 and $14.91 per share, increasing his direct common stock holdings before tax entries.
To cover withholding taxes and, for one option grant, exercise costs, the company withheld 4,764 and 4,312 shares, as noted by codes "F". After these transactions, Sprink directly held 160,841 common shares and indirectly held additional shares through his spouse and custodial accounts for three children. His holdings also include 27,752 time-based RSUs and 100,000 performance-based RSUs that may convert into common stock upon vesting and performance achievement.
Coastal Financial Corp Chief Financial Officer Joel G. Edwards reported a routine tax-related share disposition. On January 26, 2026, he disposed of 1,300 shares of common stock at $111.34 per share, representing shares withheld to pay withholding taxes upon partial vesting of restricted stock unit (RSU) awards.
After this transaction, he beneficially owns 11,462 shares, including 5,656 time-based RSUs under the 2018 Omnibus Incentive Plan. These RSUs are scheduled to vest as 1,424 units on February 5, 2026 and 4,232 units on April 1, 2026, with each unit convertible into one share of common stock upon vesting.
Coastal Financial Corp CEO Eric M. Sprink, who also serves as a director, reported open-market sales of company common stock under a pre-arranged Rule 10b5-1 trading plan. On January 21, 2026, he sold 8,402 shares at an average price of $114.2714 per share, and on January 22, 2026, he sold 4,000 shares at an average price of $116.0088 per share, both reported as directly owned.
After these transactions, Sprink beneficially owned 159,126 shares of Coastal Financial common stock directly, which includes 38,508 time-based restricted stock units that vest in remaining installments and 100,000 performance-based restricted stock units scheduled to vest on October 4, 2027, subject to performance goals. He also reported indirect holdings of common stock through his spouse and custodial accounts for three children.