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
11 Nov 24	SellUS$74,150	Jonathan Sand	Individual	1,000	US$74.15
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

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	2,111,263	14.1%
Institutions	4,758,291	31.9%
General Public	8,065,744	54%

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

Top Shareholders

Top 25 shareholders own 44.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.6%	Steven Hovde	1,736,481	US$150.6m	-0.48%	no data
7.48%	BlackRock, Inc.	1,117,395	US$96.9m	0%	no data
6.02%	T. Rowe Price Group, Inc.	898,461	US$77.9m	0%	0.01%
4.51%	The Vanguard Group, Inc.	673,711	US$58.4m	9.52%	no data
2.2%	Dimensional Fund Advisors LP	328,040	US$28.5m	-4.36%	no data
2.07%	GW&K Investment Management, LLC	309,183	US$26.8m	1.48%	0.22%
1.74%	Geode Capital Management, LLC	259,769	US$22.5m	-9.7%	no data
1.45%	Kennedy Capital Management LLC	216,125	US$18.7m	-15.4%	0.41%
1.05%	American Century Investment Management Inc	156,801	US$13.6m	0.71%	0.01%
0.92%	Thomas Lane	137,317	US$11.9m	0%	no data
0.63%	Eric Sprink	93,773	US$8.1m	-43%	no data
0.62%	Charles Schwab Investment Management, Inc.	92,553	US$8.0m	0.59%	no data
0.58%	Invesco Capital Management LLC	86,929	US$7.5m	622%	no data
0.5%	Thompson, Siegel & Walmsley LLC	73,978	US$6.4m	-1.59%	0.07%
0.47%	Advisors Capital Management, LLC	70,500	US$6.1m	0%	0.1%
0.33%	Mercer Investments LLC	49,205	US$4.3m	0%	0.07%
0.29%	Tudor Investment Corporation	43,479	US$3.8m	105%	0.04%
0.26%	BNY Asset Management	38,789	US$3.4m	-20.5%	no data
0.22%	SEI Investments Management Corporation	32,962	US$2.9m	-26.1%	0.01%
0.22%	Joel Edwards	32,633	US$2.8m	5.7%	no data
0.2%	John W. Rosenthal Capital Management, Inc.	30,116	US$2.6m	0%	2.35%
0.2%	Mendon Capital Advisors Corp	30,000	US$2.6m	-25%	1.56%
0.2%	Columbia Management Investment Advisers, LLC	29,375	US$2.5m	0%	no data
0.18%	Christopher Adams	26,929	US$2.3m	0%	no data
0.17%	BNP Paribas Arbitrage Sa, Asset Management Arm	25,049	US$2.2m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/05 22:45
End of Day Share Price	2025/02/05 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 4 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
David Feaster	Raymond James & Associates