Coastal Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CCB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Sep 24	SellUS$127,964	Steven Hovde	Individual	2,389	US$53.89
30 Aug 24	SellUS$133,750	Steven Hovde	Individual	2,500	US$53.50
28 Aug 24	SellUS$186,021	Steven Hovde	Individual	3,500	US$53.26
24 May 24	SellUS$539,967	Joel Edwards	Individual	12,414	US$44.45
06 May 24	SellUS$7,423	Andrew Stines	Individual	179	US$41.47
06 Feb 24	SellUS$9,349	Tarah Herger	Individual	246	US$38.08
05 Feb 24	SellUS$30,020	Andrew Stines	Individual	790	US$38.00

Insider Buying: CCB insiders have only sold shares in the past 3 months.

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top 25 shareholders own 36.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.9%	Steven Hovde	1,736,481	US$91.6m	-0.48%	no data
4.52%	The Vanguard Group, Inc.	607,900	US$32.1m	6.11%	no data
2.52%	Dimensional Fund Advisors LP	339,697	US$17.9m	2.32%	no data
2.3%	Andrew Skotdal	309,589	US$16.3m	0%	no data
2.26%	GW&K Investment Management, LLC	304,683	US$16.1m	7.26%	0.14%
2.14%	Geode Capital Management, LLC	287,683	US$15.2m	7.24%	no data
1.9%	Kennedy Capital Management LLC	255,386	US$13.5m	-7.26%	0.27%
1.2%	Eric Sprink	161,232	US$8.5m	-2.07%	no data
1.17%	American Century Investment Management Inc	157,169	US$8.3m	12.6%	no data
1.02%	Thomas Lane	137,317	US$7.2m	1.35%	no data
0.68%	Thompson, Siegel & Walmsley LLC	92,036	US$4.9m	0%	0.05%
0.52%	Advisors Capital Management, LLC	70,500	US$3.7m	0.71%	0.06%
0.38%	Mercer Investments LLC	51,355	US$2.7m	0%	0.04%
0.38%	SEI Investments Management Corporation	50,686	US$2.7m	14%	no data
0.36%	BNY Asset Management	48,794	US$2.6m	11.6%	no data
0.3%	Mendon Capital Advisors Corp	40,000	US$2.1m	-60%	1.87%
0.24%	Charles Schwab Investment Management, Inc.	32,514	US$1.7m	1.92%	no data
0.23%	Joel Edwards	30,873	US$1.6m	-28.7%	no data
0.22%	Columbia Management Investment Advisers, LLC	29,375	US$1.5m	91.3%	no data
0.2%	Christopher Adams	26,929	US$1.4m	8.29%	no data
0.19%	John Dickson	24,978	US$1.3m	0%	no data
0.16%	First Bank & Trust, Asset Management Arm	21,514	US$1.1m	-1.16%	0.22%
0.16%	Tudor Investment Corporation	21,199	US$1.1m	1.62%	0.01%
0.12%	Gregory Tisdel	15,606	US$823.3k	9.66%	no data
0.11%	Jonathan Sand	14,886	US$785.2k	0%	no data