Coastal Financial Corporation

NasdaqGS:CCB Stock Report

Market Cap: US$1.1b

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
DateValueNameEntityRoleSharesMax Price
11 Nov 24SellUS$74,150Jonathan SandIndividual1,000US$74.15
20 Sep 24SellUS$127,964Steven HovdeIndividual2,389US$53.89
30 Aug 24SellUS$133,750Steven HovdeIndividual2,500US$53.50
28 Aug 24SellUS$186,021Steven HovdeIndividual3,500US$53.26
24 May 24SellUS$539,967Joel EdwardsIndividual12,414US$44.45
06 May 24SellUS$7,423Andrew StinesIndividual179US$41.47
06 Feb 24SellUS$9,349Tarah HergerIndividual246US$38.08
05 Feb 24SellUS$30,020Andrew StinesIndividual790US$38.00

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 TypeNumber of SharesOwnership Percentage
Individual Insiders2,406,75217.8%
Institutions4,703,97334.7%
General Public6,433,70347.5%

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

Top Shareholders

Top 25 shareholders own 50.32% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.8%
Steven Hovde
1,736,481US$137.2m-0.48%no data
8.25%
BlackRock, Inc.
1,117,395US$88.3m0%no data
6.63%
T. Rowe Price Group, Inc.
898,461US$71.0m0%0.01%
4.54%
The Vanguard Group, Inc.
614,861US$48.6m-0.05%no data
2.54%
Dimensional Fund Advisors LP
343,902US$27.2m0.26%no data
2.29%
Andrew Skotdal
309,589US$24.5m0%no data
2.28%
GW&K Investment Management, LLC
309,183US$24.4m1.48%0.21%
1.92%
Geode Capital Management, LLC
259,769US$20.5m-9.7%no data
1.6%
Kennedy Capital Management LLC
216,125US$17.1m-15.4%0.39%
1.16%
American Century Investment Management Inc
157,367US$12.4m1.08%0.01%
1.01%
Thomas Lane
137,317US$10.9m0%no data
0.68%
Charles Schwab Investment Management, Inc.
92,184US$7.3m0.19%no data
0.64%
Eric Sprink
87,335US$6.9m-47%no data
0.62%
Invesco Capital Management LLC
84,266US$6.7m600%no data
0.56%
Thompson, Siegel & Walmsley LLC
75,173US$5.9m-0.01%0.07%
0.52%
Advisors Capital Management, LLC
70,500US$5.6m0%0.09%
0.38%
Mercer Investments LLC
51,355US$4.1m0%0.07%
0.32%
Tudor Investment Corporation
43,479US$3.4m105%0.04%
0.29%
BNY Asset Management
38,789US$3.1m-20.5%no data
0.23%
Joel Edwards
30,873US$2.4m0%no data
0.22%
John W. Rosenthal Capital Management, Inc.
30,116US$2.4m214%2.27%
0.22%
Mendon Capital Advisors Corp
30,000US$2.4m-25%1.43%
0.22%
Columbia Management Investment Advisers, LLC
29,375US$2.3m0%no data
0.2%
Christopher Adams
26,929US$2.1m0%no data
0.18%
BNP Paribas Arbitrage Sa, Asset Management Arm
25,049US$2.0m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 23:59
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Coastal Financial Corporation is covered by 6 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.

AnalystInstitution
Brett RabatinHovde Group, LLC
Christopher McGrattyKeefe, Bruyette, & Woods
Timothy SwitzerKeefe, Bruyette, & Woods