Coastal Financial Corp
CCBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Coastal Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Quantbot Technologies LP | 2026-03-31 | 2,224 | $169K | SEC filing |
| JCSD Capital, LLC | 2026-03-31 | 140,140 | $10.7M | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 6,040 | $460K | SEC filing |
| Advisors Capital Management, LLC | 2026-03-31 | 130,004 | $9.89M | SEC filing |
| Freestone Grove Partners LP | 2026-03-31 | 3,536 | $269K | SEC filing |
| Riverwater Partners LLC | 2026-03-31 | 20,152 | $1.53M | SEC filing |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 2026-03-31 | 450,134 | Not shown | SEC filing |
| Ranger Investment Management, L.P. | 2026-03-31 | 151,099 | $11.5M | SEC filing |
| Hughes Financial Services, LLC | 2026-03-31 | 3 | $228 | SEC filing |
| Azora Capital LP | 2026-03-31 | 658,617 | $50.1M | SEC filing |
| SEGALL BRYANT & HAMILL, LLC | 2026-03-31 | 69,579 | $5.29M | SEC filing |
| Allworth Financial LP | 2026-03-31 | 174 | $13.2K | SEC filing |
| Stieven Capital Advisors, L.P. | 2026-03-31 | 110,571 | $8.41M | SEC filing |
| STATE OF WISCONSIN INVESTMENT BOARD | 2026-03-31 | 95,647 | $7.28M | SEC filing |
| Magnus Financial Group LLC | 2026-03-31 | 3,152 | $240K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 33,298 | $2.53M | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 25,377 | $1.93M | SEC filing |
| DARK FOREST CAPITAL MANAGEMENT LP | 2026-03-31 | 2,910 | $221K | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 3,071 | $234K | SEC filing |
| Arcus Capital Partners, LLC | 2026-03-31 | 17,636 | $1.34M | SEC filing |
- Each value is checked against Coastal Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Coastal Financial Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Coastal Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-01-05 · Sprink Eric M: Larger than 77 of the 85 other insider sales of Common Stock on file. SEC filing
- 2025-09-18 · EDWARDS JOEL G: Larger than 78 of the 85 other insider sales of Common Stock on file. SEC filing
- 2025-09-18 · Sprink Eric M: Larger than 80 of the 85 other insider sales of Common Stock on file. SEC filing
- 2025-09-15 · Sprink Eric M: Larger than 79 of the 85 other insider sales of Common Stock on file. SEC filing
- 2024-10-29 · Sprink Eric M: Larger than 83 of the 85 other insider sales of Common Stock on file. SEC filing
- 2024-09-19 · Sprink Eric M: Larger than all 85 other insider sales of Common Stock on file. SEC filing
- 2024-09-11 · Sprink Eric M: Larger than 82 of the 85 other insider sales of Common Stock on file. SEC filing
- 2024-05-24 · EDWARDS JOEL G: Larger than 81 of the 85 other insider sales of Common Stock on file. SEC filing
- 2023-08-15 · Sprink Eric M: Larger than 84 of the 85 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-02 | Hamilton Brian T · President of CCBX | Common Stock | S — Open market or private sale | −7,000 | 71.42 | SEC filing |
| 2026-05-08 | Lane Thomas D · Director | Common Stock | S — Open market or private sale | −300 | 72.60 | SEC filing |
| 2026-05-01 | Hamilton Brian T · President of CCBX | Common Stock | S — Open market or private sale | −3,079 | 75.44 | SEC filing |
| 2026-03-03 | Hamilton Brian T · President of CCBX | Common Stock | S — Open market or private sale | −146 | 72.37 | SEC filing |
| 2026-02-06 | Hamilton Brian T · President of CCBX | Common Stock | S — Open market or private sale | −48 | 88.95 | SEC filing |
| 2026-02-04 | Hamilton Brian T · President of CCBX | Common Stock | S — Open market or private sale | −171 | 89.67 | SEC filing |
| 2026-01-26 | EDWARDS JOEL G · Chief Financial Officer | Common Stock | S — Open market or private sale | −1,300 | 111.34 | SEC filing |
| 2026-01-22 | Sprink Eric M · CEO | Common Stock | S — Open market or private sale | −4,000 | 116.01 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-02 | Hamilton Brian T · President of CCBX | Common Stock | F — Payment of exercise price or tax by delivering securities | −230 | SEC filing |
| 2026-05-26 | Lane Thomas D · Director | Common Stock | A — Grant, award, or other acquisition | +1,474 | SEC filing |
| 2026-05-26 | Tisdel Gregory A · Director | Common Stock | A — Grant, award, or other acquisition | +1,193 | SEC filing |
| 2026-05-26 | HOVDE STEVEN D · Director, 10% owner | Common Stock | A — Grant, award, or other acquisition | +1,333 | SEC filing |
| 2026-05-26 | Adams Christopher D · Director | Common Stock | A — Grant, award, or other acquisition | +1,754 | SEC filing |
| 2026-05-26 | Patterson Michael Robert · Director | Common Stock | A — Grant, award, or other acquisition | +1,404 | SEC filing |
| 2026-05-26 | Akella-Mishra Sadhana · Director | Common Stock | A — Grant, award, or other acquisition | +1,369 | SEC filing |
| 2026-05-26 | Chapman Jeffrey M · Director | Common Stock | A — Grant, award, or other acquisition | +1,532 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-05-27 | Sprink Eric M · CEO | Common Stock | W — Acquisition or disposition by will or laws of descent | +885 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.