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Livermore
Livermore
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Coastal Financial Corp

CCB
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001437958

In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 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.

Holders of 5% or more of CCB
HolderLatest formStakeChangeFirst filedLatest filingFiling
T. Rowe Price Investment Management, Inc.13G/A9.00%1.32M shares–Feb 14, 20251 filingFeb 14, 2025SEC
BlackRock, Inc.13G/A7.20%1.07M shares–Feb 5, 20251 filingFeb 5, 2025SEC

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

5 Schedule 13D and 13G filings on Coastal Financial Corp, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on CCB
Filed (ET)FilerFormStakeChangeEvent dateFiling
Mar 26, 20265:13 PM ETVanguard Group Inc13G/A0.00%0 shares−5.07 ppfrom 5.07%Below 5%Mar 13, 2026SEC
Jul 29, 202511:21 AM ETVanguard Group Inc13G5.07%762.2K sharesNewJun 30, 2025SEC
Feb 14, 20259:45 AM ETT. Rowe Price Investment Management, Inc.13G/A9.00%1.32M shares–Dec 31, 2024SEC
Feb 14, 20256:01 AM ETEndeavour Capital Advisors Incand 3 others13G/A3.00%455.2K shares–Below 5%Dec 31, 2024SEC
Feb 5, 20255:28 PM ETBlackRock, Inc.13G/A7.20%1.07M shares–Dec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Coastal Financial Corp shares.

No Form 144 notices for Coastal Financial Corp are on file.