Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
No open-market purchases or sales by Coastal Financial Corp insiders were filed in the last 90 days; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
Holders of 5% or more of CCB
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Coastal Financial Corp, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 13G/A | 9.00%1.32M shares | – | Feb 14, 20234 filings | Feb 14, 2025 | SEC |
| BlackRock, Inc. | 13G/A | 7.20%1.07M shares | – | Oct 22, 20243 filings | Feb 5, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
24 Schedule 13D and 13G filings on Coastal Financial Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 26, 20265:13 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −5.07 ppfrom 5.07%Below 5% | Mar 13, 2026 | SEC |
| Jul 29, 202511:21 AM ET | Vanguard Group Inc | 13G | 5.07%762.2K shares | New | Jun 30, 2025 | SEC |
| Feb 14, 20259:45 AM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 9.00%1.32M shares | – | Dec 31, 2024 | SEC |
| Feb 14, 20256:01 AM ET | Endeavour Capital Advisors Incand 3 others | 13G/A | 3.00%455.2K shares | –Below 5% | Dec 31, 2024 | SEC |
| Feb 5, 20255:28 PM ET | BlackRock, Inc. | 13G/A | 7.20%1.07M shares | – | Dec 31, 2024 | SEC |
| Nov 14, 2024 | T. Rowe Price Investment Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Nov 8, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Oct 22, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | T. Rowe Price Investment Management, Inc. | 13GOld format | – | – | – | SEC |
| Feb 14, 2024 | Endeavour Capital Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Jan 29, 20243:26 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | T. Rowe Price Investment Management, Inc. | 13GOld format | – | New | – | SEC |
| Feb 14, 2023 | Endeavour Capital Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Feb 3, 202312:10 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| May 9, 20223:23 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 28, 2022 | EJF Capital LLC | 13G/AOld format | – | – | – | SEC |
| Feb 16, 20225:04 PM ET | Manulife Financial Corp | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Endeavour Capital Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | FJ Capital Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 4, 20224:12 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
| Feb 16, 2021 | Endeavour Capital Advisors Inc | 13GOld format | – | New | – | SEC |
| Feb 11, 2021 | EJF Capital LLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | FJ Capital Management LLC | 13G/AOld format | – | – | – | SEC |
| Feb 3, 20218:55 PM ET | Manulife Financial Corp | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
15 notices from officers, directors and other affiliates planning to sell Coastal Financial Corp shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Aug 3, 20264:34 PM ET | Hamilton Brian TOfficer | 226 | $9.45K | Aug 3, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| Jul 1, 20264:28 PM ET | Hamilton Brian TOfficer | 229 | $17.8K | Jul 1, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| Jun 2, 20264:03 PM ET | Hamilton Brian TOfficer | 230 | $16.4K | Jun 2, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| May 1, 20264:09 PM ET | Hamilton Brian TOfficer | 10.3K | $777.7K | May 1, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| Apr 1, 20264:13 PM ET | Hamilton Brian TOfficer | 228 | $17.5K | Apr 1, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| Mar 30, 20265:57 PM ET | Hamilton Brian TOfficer | 2.16K | $163.5K | Mar 30, 202610b5-1 | Stifel Nicolaus & Company Inc | SEC |
| Dec 8, 20254:33 PM ET | Stines Andrew GOfficer | 8.00K | $891.7K | Dec 5, 2025 | Stifel Nicolaus & Company Inc | SEC |
| Nov 4, 20254:37 PM ET | Queyrouze CurtOfficer | 2.33K | $247.3K | Nov 4, 2025 | Stifel Nicolaus & Company Inc | SEC |
| Sep 15, 20254:47 PM ET | Klee StephanDirector | 4.35K | $474.7K | Sep 15, 2025 | Stifel Nicolaus & Company Inc | SEC |
| Sep 15, 20254:46 PM ET | Hamilton Brian TOfficer | 1.71K | $186.3K | Sep 15, 2025 | Stifel Nicolaus & Company Inc | SEC |
| May 16, 20254:08 PM ET | Edwards Joel GOfficer | 3.13K | $276.6K | May 16, 2025 | Stifel Nicolaus & Company Inc | SEC |
| May 23, 20244:24 PM ET | Edwards Joel GOfficer | 12.4K | $551.8K | May 23, 2024 | Stifel Nicolas & Company Inc. | SEC |
| May 6, 20244:05 PM ET | Stines Andrew GAffiliate | 179 | $7.42K | May 6, 2024 | Stifel Nicolas & Company Inc. | SEC |
| Feb 5, 20244:22 PM ET | Stines Andrew GAffiliate | 790 | $30.0K | Feb 5, 2024 | Stifel Nicolas & Company Inc. | SEC |
| Feb 5, 20244:19 PM ET | Herger Tarah MAffiliate | 259 | $9.84K | Feb 5, 2024 | Stifel Nicolas & Company Inc | SEC |