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
08 May 26	SellUS$21,780	Thomas Lane	Individual	300	US$72.60
26 Jan 26	SellUS$144,742	Joel Edwards	Individual	1,300	US$111.34
10 Dec 25	SellUS$351,750	Steven Hovde	Individual	3,000	US$118.50
09 Dec 25	SellUS$173,250	Steven Hovde	Individual	1,500	US$115.50
08 Dec 25	SellUS$634,932	Steven Hovde	Individual	5,611	US$114.50
15 Sep 25	SellUS$474,759	Stephan Klee	Individual	4,350	US$109.14
15 Sep 25	SellUS$186,343	Brian Hamilton	Individual	1,708	US$109.10

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of CCB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,043,726	13.4%
Institutions	5,045,477	33.1%
General Public	8,159,605	53.5%

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

Top Shareholders

Top 25 shareholders own 43.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.3%	Steven Hovde	1,727,460	US$120.3m	0%	no data
5.03%	The Vanguard Group, Inc.	767,547	US$53.5m	-0.02%	no data
2.95%	Cooper Creek Partners Management LLC	450,134	US$31.4m	105%	1.35%
2.48%	Emerald Advisers, LLC	377,846	US$26.3m	45%	0.43%
2.43%	American Century Investment Management Inc	370,956	US$25.8m	0.08%	0.01%
2.33%	FMR LLC	354,802	US$24.7m	-5.36%	no data
2.15%	Dimensional Fund Advisors LP	327,429	US$22.8m	-0.39%	no data
2.1%	Geode Capital Management, LLC	319,525	US$22.3m	-1.96%	no data
2%	Loomis Sayles & Company, L.P.	304,788	US$21.2m	-7.7%	0.03%
1.19%	GW&K Investment Management, LLC	181,988	US$12.7m	-8.01%	0.1%
1.04%	Kennedy Capital Management LLC	158,763	US$11.1m	-5.96%	0.22%
0.99%	Ranger Investment Management, L.P.	151,099	US$10.5m	-0.62%	0.7%
0.92%	JCSD Capital, LLC	140,140	US$9.8m	8.6%	14.61%
0.92%	Peregrine Capital Management, LLC	139,607	US$9.7m	-4.19%	0.29%
0.91%	Thomas Lane	138,222	US$9.6m	-0.22%	no data
0.71%	Charles Schwab Investment Management, Inc.	107,703	US$7.5m	-1.08%	no data
0.68%	Westwood Management Corp.	104,316	US$7.3m	0%	0.05%
0.46%	Advisors Capital Management, LLC	69,800	US$4.9m	9.4%	0.05%
0.45%	AllianceBernstein L.P.	68,838	US$4.8m	36.9%	no data
0.44%	Thompson, Siegel & Walmsley LLC	67,125	US$4.7m	0%	0.06%
0.43%	Barrow, Hanley, Mewhinney & Strauss, LLC	66,240	US$4.6m	0%	0.01%
0.42%	Royce & Associates, LP	63,392	US$4.4m	-48.7%	0.04%
0.34%	1919 Investment Counsel, LLC	52,400	US$3.7m	0%	0.6%
0.33%	Russell Investment Management, LLC	50,831	US$3.5m	5.11%	no data
0.29%	Mercer Investments LLC	44,202	US$3.1m	0%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/24 12:23
End of Day Share Price	2026/05/22 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Coastal Financial Corporation is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brett Rabatin	Hovde Group, LLC
Timothy Switzer	Keefe, Bruyette, & Woods
Joseph Yanchunis	Raymond James & Associates