CCB Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 16.82%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $957,384.43

Coastal Financial Insider Trading History Chart

Coastal Financial Share Price & Price History

^$52.93

▲ +0.8 (1.53%)

As of 07/26/2024 01:00 AM ET

Days: 30 | 90 | 365

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Coastal Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/23/2024	Joel G Edwards	CFO	Sell	1,034	$44.45	$45,961.30	56,369
5/6/2024	Andrew G Stines	EVP	Sell	179	$41.47	$7,423.13	11,203
8/15/2023	Eric M Sprink	CEO	Sell	20,000	$45.20	$904,000.00	300,313
3/13/2023	Andrew P Skotdal	Director	Buy	1,000	$32.00	$32,000.00	2,710
2/27/2023	Eric M Sprink	CEO	Sell	5,000	$45.24	$226,200.00	280,519
1/11/2023	Eric M Sprink	CEO	Sell	429	$45.10	$19,347.90	268,788
1/9/2023	Eric M Sprink	CEO	Sell	3,000	$44.62	$133,860.00	274,217
1/5/2023	Eric M Sprink	CEO	Sell	4,000	$44.60	$178,400.00	281,217
1/3/2023	Eric M Sprink	CEO	Sell	1,000	$46.49	$46,490.00	286,217
12/29/2022	Eric M Sprink	CEO	Sell	2,826	$48.15	$136,071.90	287,217
12/27/2022	Eric M Sprink	CEO	Sell	1,000	$47.81	$47,810.00	290,043
12/21/2022	Eric M Sprink	CEO	Sell	5,884	$48.05	$282,726.20	296,043
12/19/2022	Eric M Sprink	CEO	Sell	3,000	$47.60	$142,800.00	305,088
12/16/2022	Eric M Sprink	CEO	Sell	5,000	$47.79	$238,950.00	308,088
12/14/2022	Eric M Sprink	CEO	Sell	7,192	$50.12	$360,463.04	316,088
12/12/2022	Andrew P Skotdal	Director	Sell	942	$52.11	$49,087.62	36,946
12/12/2022	Eric M Sprink	CEO	Sell	6,000	$51.45	$308,700.00	329,788
11/23/2022	Eric M Sprink	CEO	Sell	11,407	$48.77	$556,319.39	335,788
11/21/2022	Eric M Sprink	CEO	Sell	7,710	$47.82	$368,692.20	225,892
11/15/2022	John J Dickson	COO	Sell	890	$48.76	$43,396.40	32,492
9/9/2022	John J Dickson	COO	Sell	1,021	$40.64	$41,493.44	33,382
5/9/2022	Thomas D Lane	Director	Buy	1,285	$39.42	$50,654.70	78,287
5/2/2022	Thomas D Lane	Director	Buy	300	$42.17	$12,651.00	300
4/29/2022	Thomas D Lane	Director	Buy	1,192	$41.81	$49,837.52	77,002

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SEC Filings (Institutional Ownership Changes) for Coastal Financial (NASDAQ:CCB)

59.24% of Coastal Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Coastal Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	4,492	$0.21M	0.0%	+22,360.0%	0.033%
7/26/2024	Bank of New York Mellon Corp	48,794	$2.25M	0.0%	+11.6%	0.364%
7/24/2024	Arcus Capital Partners LLC	8,196	$0.38M	0.1%	N/A	0.061%
7/19/2024	Riverwater Partners LLC	8,265	$0.38M	0.3%	+6.4%	0.062%
7/17/2024	Capital Advisors Wealth Management LLC	4,514	$0.21M	0.0%	-24.3%	0.034%
7/16/2024	Cox Capital Mgt LLC	34,183	$1.58M	1.0%	-5.1%	0.255%
7/12/2024	Diversify Advisory Services LLC	6,317	$0.28M	0.0%	-66.2%	0.047%
7/9/2024	First Bank & Trust	21,514	$0.99M	0.2%	-1.2%	0.160%
5/16/2024	California State Teachers Retirement System	11,253	$0.44M	0.0%	-5.3%	0.084%
5/16/2024	EJF Capital LLC	84,309	$3.28M	2.3%	-27.1%	0.628%
5/16/2024	Janus Henderson Group PLC	12,350	$0.48M	0.0%	-5.8%	0.092%
5/16/2024	Kennedy Capital Management LLC	275,383	$10.70M	0.2%	+3.1%	2.052%
5/15/2024	Quadrature Capital Ltd	5,326	$0.21M	0.0%	N/A	0.040%
5/14/2024	EntryPoint Capital LLC	1,663	$65K	0.1%	+642.4%	0.012%
5/10/2024	Vanguard Group Inc.	598,601	$23.27M	0.0%	+0.9%	4.471%
5/9/2024	Orion Portfolio Solutions LLC	97,637	$3.80M	0.0%	-2.3%	0.729%
5/1/2024	BNP Paribas Financial Markets	11,572	$0.45M	0.0%	+18.0%	0.086%
5/1/2024	Diversify Advisory Services LLC	18,699	$0.71M	0.0%	N/A	0.140%
4/30/2024	Norden Group LLC	38,272	$1.49M	0.1%	N/A	0.286%
4/26/2024	Mesirow Financial Investment Management Inc.	6,371	$0.25M	0.0%	-25.7%	0.048%
4/19/2024	Norden Group LLC	38,272	$1.49M	0.0%	N/A	0.286%
4/19/2024	Mesirow Financial Investment Management Inc.	6,371	$0.25M	1.2%	-25.7%	0.048%
4/19/2024	Tradewinds Capital Management LLC	3,100	$0.12M	0.0%	-22.6%	0.023%
4/17/2024	First Bank & Trust	21,767	$0.85M	0.2%	+3.6%	0.163%
4/12/2024	Capital Advisors Wealth Management LLC	5,964	$0.23M	0.0%	-7.7%	0.045%
4/10/2024	Cox Capital Mgt LLC	36,010	$1.40M	0.9%	+1.6%	0.269%
2/23/2024	Mendon Capital Advisors Corp	120,000	$5.33M	2.2%	N/A	0.902%
2/14/2024	RMB Capital Management LLC	120,000	$5.33M	0.2%	-11.1%	0.902%
2/13/2024	Tower Research Capital LLC TRC	1,615	$72K	0.0%	-38.5%	0.012%
2/13/2024	The Manufacturers Life Insurance Company	532,237	$23.64M	0.0%	-5.0%	4.002%
2/9/2024	Orion Portfolio Solutions LLC	99,904	$4.30M	0.0%	-6.1%	0.751%
2/9/2024	GW&K Investment Management LLC	289,104	$12.84M	0.1%	-4.4%	2.174%
2/7/2024	BNP Paribas Financial Markets	9,806	$0.44M	0.0%	-3.0%	0.074%
2/6/2024	Swiss National Bank	22,265	$0.99M	0.0%	-10.5%	0.167%
2/6/2024	New York Life Investment Management LLC	9,590	$0.43M	0.0%	-2.9%	0.072%
2/2/2024	Truist Financial Corp	16,287	$0.72M	0.0%	-6.7%	0.122%
1/31/2024	Federated Hermes Inc.	6,562	$0.29M	0.0%	-69.5%	0.049%
1/16/2024	Portside Wealth Group LLC	5,272	$0.23M	0.0%	-17.2%	0.040%
1/12/2024	SG Americas Securities LLC	3,978	$0.18M	0.0%	+59.8%	0.030%
1/12/2024	Rosenthal Henry Capital Advisors Inc.	61,701	$2.74M	3.1%	-4.7%	0.464%
1/12/2024	First Bank & Trust	21,006	$0.93M	0.2%	-1.3%	0.158%
1/12/2024	Cox Capital Mgt LLC	35,454	$1.58M	1.0%	+79.8%	0.267%
1/10/2024	Dfpg Investments LLC	20,446	$0.88M	0.1%	-3.6%	0.154%
12/18/2023	Vanguard Group Inc.	577,945	$24.80M	0.0%	+1.6%	4.345%
12/6/2023	Citigroup Inc.	2,590	$0.11M	0.0%	-70.2%	0.019%
11/16/2023	Advisors Capital Management LLC	138,835	$5.96M	0.2%	-0.7%	1.044%
11/15/2023	Townsquare Capital LLC	38,236	$1.64M	0.0%	-32.7%	0.287%
11/15/2023	The Manufacturers Life Insurance Company	560,542	$24.05M	0.0%	-5.6%	4.215%
11/15/2023	Kennedy Capital Management LLC	263,688	$11.32M	0.3%	+17.2%	1.983%
11/15/2023	EJF Capital LLC	131,370	$5.64M	2.5%	-23.6%	0.988%
11/15/2023	Endeavour Capital Advisors Inc.	728,824	$31.27M	12.6%	-0.2%	5.480%
11/14/2023	Corton Capital Inc.	4,983	$0.21M	0.1%	N/A	0.037%
11/13/2023	Stifel Financial Corp	66,000	$2.83M	0.0%	-13.2%	0.496%
11/13/2023	Channing Capital Management LLC	7,406	$0.32M	0.0%	N/A	0.056%
11/13/2023	Rafferty Asset Management LLC	6,328	$0.27M	0.0%	-32.6%	0.048%
11/8/2023	Swiss National Bank	24,865	$1.07M	0.0%	+7.3%	0.187%
11/8/2023	New York Life Investment Management LLC	9,872	$0.42M	0.0%	-13.7%	0.074%
11/7/2023	Barclays PLC	16,825	$0.72M	0.0%	+3.9%	0.127%
11/7/2023	JCSD Capital LLC	116,711	$5.01M	10.3%	+11.2%	0.878%
11/1/2023	Simplex Trading LLC	7,826	$0.34M	0.0%	N/A	0.059%
11/1/2023	Orion Portfolio Solutions LLC	106,371	$4.56M	0.1%	-6.9%	0.800%
10/31/2023	Teacher Retirement System of Texas	11,127	$0.48M	0.0%	-21.3%	0.084%
10/26/2023	Punch & Associates Investment Management Inc.	52,000	$2.23M	0.1%	N/A	0.391%
10/24/2023	Bank of New York Mellon Corp	46,146	$1.98M	0.0%	+1.2%	0.347%
10/24/2023	Raymond James & Associates	5,041	$0.22M	0.0%	N/A	0.038%
10/18/2023	Riverwater Partners LLC	7,728	$0.33M	0.3%	N/A	0.058%
10/16/2023	Arcus Capital Partners LLC	5,200	$0.22M	0.1%	-5.5%	0.039%
10/13/2023	SG Americas Securities LLC	2,489	$0.11M	0.0%	N/A	0.019%
10/11/2023	First Bank & Trust	21,289	$0.91M	0.2%	-4.7%	0.160%
10/11/2023	Capital Advisors Wealth Management LLC	6,464	$0.28M	0.1%	-7.2%	0.049%
10/10/2023	Cox Capital Mgt LLC	19,724	$0.85M	0.6%	+15.6%	0.148%
9/1/2023	Portside Wealth Group LLC	6,304	$0.24M	0.0%	N/A	0.047%
8/15/2023	Jacobs Asset Management LLC	52,404	$1.97M	1.6%	+16.5%	0.394%
8/15/2023	Boothbay Fund Management LLC	125,414	$4.72M	0.1%	-7.1%	0.943%
8/11/2023	The Manufacturers Life Insurance Company	593,660	$22.35M	0.0%	-3.4%	4.464%
8/8/2023	JCSD Capital LLC	104,948	$3.95M	7.4%	+10.5%	0.791%
8/7/2023	New York Life Investment Management LLC	11,445	$0.43M	0.0%	-10.7%	0.086%
8/4/2023	Envestnet Asset Management Inc.	38,127	$1.44M	0.0%	-8.2%	0.287%
8/3/2023	Advisors Capital Management LLC	139,824	$5.26M	0.1%	+2.7%	1.054%
8/3/2023	Bank of New York Mellon Corp	45,596	$1.72M	0.0%	+4.6%	0.344%
8/1/2023	Portside Wealth Group LLC	138,688	$5.22M	0.0%	N/A	1.045%
8/1/2023	Truist Financial Corp	17,238	$0.65M	0.0%	+4.1%	0.130%
7/28/2023	Shell Asset Management Co.	2,089	$79K	0.0%	N/A	0.016%
7/27/2023	Virtu Financial LLC	7,156	$0.27M	0.0%	N/A	0.054%
7/24/2023	Dfpg Investments LLC	25,306	$1.12M	0.1%	+14.7%	0.191%
7/18/2023	Arcus Capital Partners LLC	5,500	$0.21M	0.1%	N/A	0.041%
7/18/2023	Madrona Financial Services LLC	18,465	$0.70M	0.3%	+8.6%	0.139%
7/17/2023	Mesirow Financial Investment Management Inc.	8,580	$0.32M	1.4%	-13.8%	0.065%
7/12/2023	First Bank & Trust	22,333	$0.84M	0.2%	+4.5%	0.168%
7/10/2023	Cox Capital Mgt LLC	17,063	$0.64M	0.5%	+2.6%	0.129%
5/15/2023	Boothbay Fund Management LLC	135,000	$4.86M	0.1%	+1.9%	1.017%
5/11/2023	Cornercap Investment Counsel Inc.	11,545	$0.42M	0.1%	N/A	0.087%
5/9/2023	Tower Research Capital LLC TRC	3,861	$0.14M	0.0%	+814.9%	0.029%
5/9/2023	GW&K Investment Management LLC	168,156	$6.06M	0.1%	+15.2%	1.267%
5/9/2023	Russell Investments Group Ltd.	9,734	$0.35M	0.0%	+102.8%	0.073%
5/8/2023	New York Life Investment Management LLC	12,810	$0.46M	0.0%	N/A	0.097%
5/8/2023	Federated Hermes Inc.	22,120	$0.80M	0.0%	+36.2%	0.167%
5/8/2023	Zurcher Kantonalbank Zurich Cantonalbank	1,062	$38K	0.0%	N/A	0.008%
5/4/2023	Summit Global Investments	10,900	$0.39M	0.0%	+31.3%	0.082%
5/4/2023	Barclays PLC	11,652	$0.42M	0.0%	+200.2%	0.088%

Data available starting January 2016

Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small and medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits, and money market accounts. The company also offers commercial and industrial loans, such as term loans, commercial lines of credit, capital call lines working capital loans, equipment financing, borrowing base loans, small business administration loans, and other loan products; owner and non-owner-occupied real estate loans, and multi-family residential loans; construction, land, and land development loans; residential real estate loans; and consumer and other loans, including automobile, boat and recreational vehicle, and secured term loans, as well as personal lines of credit, including overdraft protection. In addition, it provides remote deposit capture, online and mobile banking, and direct and reciprocal deposit services; and debit cards. Further, the company offers business accounts and cash management services, including business checking and savings accounts, and treasury services, as well as Banking as a Service (BaaS), a platform that allows broker dealers and digital financial service providers to offer their customers banking services. Coastal Financial Corporation was founded in 1997 and is headquartered in Everett, Washington.

Today's Range

Now: $52.93

$52.10

$52.97

50 Day Range

MA: $45.99

$43.00

$52.93

52 Week Range

Now: $52.93

$35.67

$52.97

Volume

150,802 shs

Average Volume

54,908 shs

Market Capitalization

$710.32 million

P/E Ratio

18.51

Dividend Yield

N/A

Beta

1.25

Who are the company insiders with the largest holdings of Coastal Financial?: Coastal Financial's top insider shareholders include:
Eric M Sprink (CEO)
Joel G Edwards (CFO)
Andrew P Skotdal (Director)
John J Dickson (COO)
Andrew G Stines (EVP)
Learn More about top insider investors at Coastal Financial.
Who are the major institutional investors of Coastal Financial?: Coastal Financial's top institutional investors include:
Bank of New York Mellon Corp — 0.36%
Cox Capital Mgt LLC — 0.25%
First Bank & Trust — 0.16%
Riverwater Partners LLC — 0.06%
Arcus Capital Partners LLC — 0.06%
Diversify Advisory Services LLC — 0.05%
Learn More about top institutional investors of Coastal Financial stock.
Which major investors are selling Coastal Financial stock?: Within the last quarter, CCB stock was sold by these institutional investors:
Diversify Advisory Services LLC
Cox Capital Mgt LLC
Capital Advisors Wealth Management LLC
First Bank & Trust
In the previous year, company insiders that have sold Coastal Financial company stock include:
Eric M Sprink (CEO)
Joel G Edwards (CFO)
Andrew P Skotdal (Director)
Learn More investors selling Coastal Financial stock.
Which major investors are buying Coastal Financial stock?: During the last quarter, CCB stock was bought by institutional investors including:
Arcus Capital Partners LLC
Bank of New York Mellon Corp
Allspring Global Investments Holdings LLC
Riverwater Partners LLC