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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 2024-12-10 Investor Presentation
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
Investor Presentation 2024
Investor Presentation Classification · 95% confidence The document is titled 'Issuer Free Writing Prospectus' and is filed pursuant to Rule 433, which is a SEC rule related to free writing prospectuses used in securities offerings. It includes detailed information about a follow-on investor presentation for Coastal Financial Corporation, including legal disclaimers, offering summary, management team bios, strategic verticals, and financial highlights. The content is focused on presenting the company's business, strategy, and financial data to potential investors in connection with a securities offering. This type of document is a detailed presentation aimed at investors, not a formal regulatory report like an annual or quarterly report, nor is it a simple announcement or certification. Therefore, the appropriate classification is 'Investor Presentation' (IP). The document length (15,000 characters) and detailed content support this classification with high confidence.
2024-12-10 English
Capital/Financing Update 2024
Capital/Financing Update Classification · 95% confidence The document is a preliminary prospectus supplement and accompanying prospectus filed pursuant to Rule 424(b)(5) under the Securities Act of 1933. It includes detailed information about an offering of common stock, underwriting details, risk factors, use of proceeds, and other related information typical of a securities offering document. The presence of registration statement number, references to SEC filings, and detailed offering terms indicate this is a capital raising document. This matches the definition of a Capital/Financing Update (CAP), which covers updates on company fundraising and financing activities. The document is lengthy (15,000 characters) and contains substantive content about the offering, not just an announcement or a brief notice, so it is not a Report Publication Announcement (RPA) or Regulatory Filing (RNS). Therefore, the correct classification is CAP with high confidence.
2024-12-10 English
Major Shareholding Notification 2024
Major Shareholding Notification
2024-11-14 English
FORM 4
Director's Dealing
2024-11-13 English
FORM 4
Director's Dealing
2024-11-13 English
Major Shareholding Notification 2024
Major Shareholding Notification
2024-11-08 English

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