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COASTAL FINANCIAL CORP — Investor Relations & Filings

Ticker · CCB ISIN · US19046P2092 LEI · 549300XG5L36T6IU0B47 US Financial and insurance activities
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Filings indexed 559 across all filing types
Latest filing 2023-02-14 Major Shareholding Noti…
Country US United States of America
Listing US CCB

About COASTAL FINANCIAL CORP

https://ir.coastalbank.com/overview/def…

Coastal Financial Corporation is a bank holding company operating through its wholly owned subsidiary, Coastal Community Bank. The bank provides a full range of banking services to small and medium-sized businesses, professionals, and individuals, primarily in the greater Puget Sound area. Services are delivered through physical branches, online platforms, and a mobile banking application. The company also offers Banking as a Service (BaaS), enabling broker-dealers and digital financial service partners to provide banking services to their customers.

Recent filings

Filing Released Lang Actions
Major Shareholding Notification 2023
Major Shareholding Notification
2023-02-14 English
Major Shareholding Notification 2023
Major Shareholding Notification
2023-02-03 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated January 27, 2023. It announces the availability of an investor presentation (Exhibit 99.1) on the company's website and includes the presentation as an exhibit. The text explicitly states that the presentation materials are furnished and incorporated by reference, and that the information is not deemed filed for certain regulatory purposes. The document does not contain the full investor presentation text itself but rather announces and provides the presentation as an exhibit. The document length is 3697 characters, which is relatively short and consistent with an announcement rather than a full report. According to the rules, announcements of presentations or reports that are short and provide links or exhibits are classified as Investor Presentation (IP) if the presentation is included or referenced. Since the presentation is included as an exhibit and the document is primarily about the investor presentation, the correct classification is Investor Presentation (IP).
2023-01-27 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated January 27, 2023. It announces the issuance of a press release regarding the company's results of operations and financial condition for the fiscal quarter ended December 31, 2022. The document itself does not contain detailed financial statements or substantive financial data but rather furnishes the press release as an exhibit. The length of the document is 3695 characters, which is relatively short and consistent with an announcement rather than a full financial report. According to the 'MENU VS MEAL' rule, this is an announcement of a report (the press release) rather than the report itself. Therefore, the appropriate classification is Regulatory Filings (RNS), which is the fallback category for such filings that do not fit other specific categories.
2023-01-27 English
FORM 4
Director's Dealing
2023-01-27 English
FORM 4
Director's Dealing
2023-01-27 English

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