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
14 Apr 25	SellUS$126,512	Gregory Tisdel	Individual	1,600	US$79.07
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

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	2,177,389	14.5%
Institutions	6,324,324	42.1%
General Public	6,524,559	43.4%

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

Top Shareholders

Top 25 shareholders own 52.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.6%	Steven Hovde	1,736,481	US$154.5m	0%	no data
8.8%	T. Rowe Price Group, Inc.	1,322,325	US$117.7m	0%	0.01%
7.12%	BlackRock, Inc.	1,069,693	US$95.2m	0%	no data
4.73%	The Vanguard Group, Inc.	710,072	US$63.2m	3.8%	no data
3.03%	Endeavour Capital Advisors Inc.	455,229	US$40.5m	0%	14.39%
2.13%	Dimensional Fund Advisors LP	319,395	US$28.4m	0.33%	no data
1.98%	Geode Capital Management, LLC	297,635	US$26.5m	15.1%	no data
1.85%	GW&K Investment Management, LLC	277,950	US$24.7m	-8.41%	0.21%
1.44%	Driehaus Capital Management LLC	216,882	US$19.3m	125%	0.12%
1.3%	Kennedy Capital Management LLC	194,773	US$17.3m	-35%	0.4%
0.91%	Thomas Lane	137,317	US$12.2m	0%	no data
0.81%	American Century Investment Management Inc	122,049	US$10.9m	-2.23%	0.01%
0.75%	Peregrine Capital Management, LLC	112,594	US$10.0m	0%	0.27%
0.68%	Eric Sprink	101,779	US$9.1m	16.5%	no data
0.67%	Charles Schwab Investment Management, Inc.	100,435	US$8.9m	1.68%	no data
0.6%	Royce & Associates, LP	89,554	US$8.0m	0%	0.08%
0.51%	Invesco Capital Management LLC	76,802	US$6.8m	31.1%	no data
0.49%	Thompson, Siegel & Walmsley LLC	73,978	US$6.6m	0%	0.08%
0.48%	Emerald Advisers, LLC	72,115	US$6.4m	11.9%	0.16%
0.45%	First Trust Advisors LP	67,960	US$6.0m	658%	no data
0.43%	Cooper Creek Partners Management LLC	64,713	US$5.8m	0%	0.17%
0.42%	Mercer Investments LLC	63,705	US$5.7m	0%	0.09%
0.41%	Advisors Capital Management, LLC	62,000	US$5.5m	-12.1%	0.09%
0.41%	Curt Queyrouze	61,226	US$5.4m	1,560%	no data
0.4%	EAM Global Investors LLC	60,722	US$5.4m	0%	1.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/19 13:52
End of Day Share Price	2025/05/19 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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
David Long	Raymond James & Associates