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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 2025-11-04 Regulatory Filings
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
Regulatory Filings 2025
Regulatory Filings
2025-11-04 English
FORM 4
Director's Dealing
2025-11-01 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated October 29, 2025. It primarily announces the availability of investor presentation slides related to upcoming investor meetings. The text explicitly states that the presentation materials are furnished as Exhibit 99.1 and are incorporated by reference. There is no substantive financial data or detailed report content within this document itself; it is an announcement of the presentation materials being made available. The document length is 3677 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, according to the 'Menu vs Meal' rule, this document should be classified as an Investor Presentation (IP) since it is about the presentation materials provided for investors.
2025-10-29 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated October 29, 2025. It announces the issuance of a press release regarding the company's results of operations and financial condition for the fiscal quarter ended September 30, 2025. The document itself does not contain the financial results but references a press release (Exhibit 99.1) that is furnished with the filing. The text explicitly states that the press release is furnished and not filed, and the Form 8-K is a current report used to announce material events. The document length is 3696 characters, which is relatively short and consistent with an announcement rather than a full financial report. According to the rules, a document that announces or furnishes a report but does not contain substantive financial data itself should be classified as a Regulatory Filing (RNS).
2025-10-29 English
Regulatory Filings 2025
Regulatory Filings Classification · 100% confidence The document is a Form S-8 Registration Statement filed with the SEC by Coastal Financial Corporation. Form S-8 is used to register securities to be offered under employee benefit plans, such as stock option plans or omnibus incentive plans. The document includes details about the registration of additional shares under the company's 2018 Omnibus Incentive Plan, amendments to the plan, incorporation by reference of prior filings (including annual and quarterly reports), and exhibits related to corporate governance documents and legal opinions. It is not a financial report, earnings release, or management discussion, but rather a regulatory filing related to securities registration for employee benefit plans. Therefore, it fits best under the category of Regulatory Filings (RNS), which is the fallback for miscellaneous SEC filings that do not fit other specific categories.
2025-10-24 English
FORM 3
Director's Dealing
2025-10-03 English

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