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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 2026-05-29 Declaration of Voting R…
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
8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 94% confidence The document is a Form 8-K “Current Report” filed under Item 5.07 “Submission of Matters to a Vote of Security Holders.” It provides the final vote tallies for director elections, auditor ratification, and an advisory vote on executive compensation from the 2026 annual meeting. These are official shareholder voting results, matching the definition of Declaration of Voting Results & Voting Rights Announcements (Code: DVA).
2026-05-29 English
10-Q - COASTAL FINANCIAL CORP (0001437958) (Filer)
Interim / Quarterly Report Q1 2026
2026-05-08 English
8-K - COASTAL FINANCIAL CORP (0001437958) (Filer)
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated April 29, 2026. It discloses a non-binding term sheet related to a potential acquisition of banking-as-a-service programs by Coastal Community Bank, a subsidiary of Coastal Financial Corporation. The document includes no detailed financial statements or comprehensive financial analysis but rather a disclosure of a material event or transaction. The length is 4106 characters, which is relatively short and consistent with a current report rather than a full financial report. The content fits the profile of a Regulatory Filing (RNS) as it is a general regulatory announcement about a material event, not a full annual or quarterly report, earnings release, or other specific report type.
2026-04-29 English
8-K - COASTAL FINANCIAL CORP (0001437958) (Filer)
Investor Presentation Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated April 29, 2026. 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 the document itself, only a notification of the presentation's availability. 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, this is an announcement of a report (investor presentation) rather than the report itself. Therefore, the correct classification is Investor Presentation (IP).
2026-04-29 English
8-K - COASTAL FINANCIAL CORP (0001437958) (Filer)
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated April 29, 2026, reporting the results of operations and financial condition for the fiscal quarter ended March 31, 2026. It includes a press release as Exhibit 99.1 announcing quarterly financial results. The document is relatively short (3686 characters) and primarily serves to furnish the press release rather than provide detailed financial statements or analysis itself. According to the rules, such a document announcing quarterly results via a press release in a Form 8-K is classified as an Earnings Release (ER).
2026-04-29 English
ARS - COASTAL FINANCIAL CORP (0001437958) (Filer)
Annual Report
2026-04-13 English

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