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 is asking shareholders to vote at its 2026 virtual-only annual meeting on director elections, auditor ratification and an advisory say-on-pay resolution. The meeting is set for 6:00 p.m. Pacific Time on May 27, 2026, with advance online registration required.
Shareholders of record at the close of business on March 27, 2026, when 15,233,522 shares were outstanding, may vote. Five directors are nominated, Baker Tilly US, LLP is proposed for ratification as independent auditor for 2026, and shareholders will cast a non-binding vote on executive compensation. The proxy also details governance practices, committee structures, risk oversight, human capital initiatives and community engagement.
Coastal Financial Corp Chief Credit Officer Freddy I. Rivas reported beneficial ownership of 12,050 shares of common stock. This position includes 3,689 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan, vesting in four remaining installments.
The holding also includes 8,250 performance-based restricted stock units that are eligible to vest between July 31, 2026 and July 31, 2029, depending on the achievement of specified performance goals. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
Coastal Financial Corp Chief Risk Officer Elizabeth Ann Sarvela filed an initial ownership report showing she directly holds 3,361 shares of common stock. This figure includes 2,368 time-based restricted stock units granted under the Coastal Financial Corporation 2018 Omnibus Incentive Plan.
The footnote explains the RSUs vest over multiple years: 391 units in one remaining annual installment, 658 units over two, 434 units over three, and 885 units over four remaining annual installments. Each RSU converts into one share of common stock upon vesting.
COASTAL FINANCIAL CORP director and officer Brian T. Hamilton reported a tax-withholding disposition of 228 shares of Common Stock at $76.686 per share on April 1, 2026. The shares were sold to cover withholding taxes upon partial vesting of performance stock units under a Rule 10b5-1 plan.
After this transaction, Hamilton directly holds 77,880 shares of Common Stock, including multiple tranches of restricted stock units and performance-based RSUs scheduled to vest through April 30, 2028, subject to continued employment and specified return-on-equity performance conditions.
Company CCB submitted a Form 144 notice reporting intended sales of restricted common stock. The filing lists 582 shares of restricted common stock tied to equity compensation with an indicated date of 03/31/2026. It also lists recent sales by Brian Hamilton totaling 2,157 shares across four transactions dated 02/04/2026 through 03/30/2026. Shares outstanding are shown as 15,208,963 as of 04/01/2026.
Coastal Financial Corp director and CCBX president Brian T. Hamilton reported a tax-withholding disposition of 1,792 shares of common stock on March 30, 2026. The shares were delivered at $73.7252 per share to cover withholding taxes upon partial vesting of performance share units, under a Rule 10b5-1 trading plan.
After this transaction, Hamilton directly holds 78,108 shares, which include restricted stock units and performance-based RSUs granted under the 2018 Omnibus Incentive Plan that may vest over time and convert into common stock.
CCB affiliate filed a Form 144 proposing resale of Common Stock. The filing lists multiple restricted-stock items and planned sales tied to equity compensation, including a line showing 7,387 shares of Restricted Stock dated 03/30/2026. The filing also records recent sales by Brian Hamilton totaling 365 shares across three transactions in February–March 2026.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 0 shares of Coastal Financial Corp common stock. The filing states the filer holds 0 shares, representing 0% of the class.
The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Sprink Eric M reported acquisition or exercise transactions in this Form 4 filing.
COASTAL FINANCIAL CORP CEO equity grant: CEO Eric M. Sprink received 4,860 shares of Common Stock on 2026-03-11 as a grant of time-based restricted stock units under the 2018 Omnibus Incentive Plan, at a grant price of $0.00 per share.
The RSUs vest in approximately equal installments over four years, with each unit delivering one share of common stock upon vesting. Following the grant, he holds 163,238 shares directly, plus indirect holdings of 885 shares by spouse and 400 shares each as custodian for three children.
Footnotes state his position includes 26,351 time-based RSUs with staggered annual vesting schedules and 100,000 performance-based RSUs that vest on October 4, 2027, subject to specified performance goals.