Skip to main content
COASTAL FINANCIAL CORP logo

COASTAL FINANCIAL CORP — Investor Relations & Filings

Ticker · CCB ISIN · US19046P2092 LEI · 549300XG5L36T6IU0B47 US Financial and insurance activities
Open in API
Filings indexed 559 across all filing types
Latest filing 2025-05-09 Interim / Quarterly Rep…
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
10-Q
Interim / Quarterly Report Q1 2025
2025-05-09 English
8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content specifically details the departure and retirement plans of an executive officer, Joel G. Edwards, including terms of his retention and severance. This fits the category of announcements related to changes in senior management or the board of directors. There are no financial statements or detailed financial data present, so it is not an Annual Report, Interim Report, or Earnings Release. The document is not a proxy statement, voting results, or a regulatory filing of another type. Therefore, the most appropriate classification is Board/Management Information (MANG). The document length and detail support a high confidence in this classification.
2025-05-07 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated April 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, and that these materials are made available on the company's website. There are no financial statements or detailed financial data included in the document itself. The document length is 3671 characters, which is relatively short and consistent with an announcement rather than a full report. According to the 'Menu vs Meal' rule, since this document announces the availability of a report (investor presentation) but does not contain the report itself, it should be classified as an Investor Presentation (IP). The document is not a full financial report like an Annual Report (10-K) or Interim Report (IR), nor is it a regulatory filing of miscellaneous nature (RNS) because it specifically references investor presentation materials. Therefore, the appropriate classification is Investor Presentation (IP) with high confidence.
2025-04-29 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated April 29, 2025, reporting the results of operations and financial condition for the fiscal quarter ended March 31, 2025. It includes a press release as Exhibit 99.1 announcing quarterly financial results. The document length is 3686 characters, which is relatively short and primarily serves as a current report announcing the earnings release rather than containing detailed financial statements or analysis itself. According to the rules, initial announcements of quarterly financial results (key highlights only) are classified as Earnings Release (ER). Therefore, this document is best classified as an Earnings Release (ER).
2025-04-29 English
ARS
Annual Report
2025-04-17 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A proxy statement filed with the SEC, specifically labeled as "Definitive Additional Materials" related to the 2025 Annual Meeting of Shareholders of Coastal Financial Corporation. It includes detailed information about the meeting agenda, director elections, advisory votes on executive compensation, amendments to incentive plans and bylaws, and ratification of the independent auditor. The document also provides instructions on how shareholders can vote and access proxy materials, including the Annual Report on Form 10-K for the year ended December 31, 2024, but it is not the Annual Report itself. The document is a proxy solicitation material, which corresponds to the category Proxy Solicitation & Information Statement (PSI). The length (6544 characters) and content confirm it is a full proxy statement rather than a brief notice or report publication announcement.
2025-04-17 English

Browse filings by year

18 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.