Stephan Klee Biography and Net Worth

Director of Coastal Financial

Stephan Klee is the Chief Financial Officer at Portag3 Ventures, which makes investments in innovative financial services companies. Prior to joining Portag3, Mr. Klee served as Chief Financial Officer of Zenbanx Holding, Inc. and remained in an executive capacity after its merger with SoFi, Inc., one of the largest U.S. fintech companies. Previously, Mr. Klee served as a Senior Vice President at Bank of Nova Scotia, at ING Direct Canada, where he was CFO and Treasurer from 2011 to 2014, and at ING Direct USA, where he served as Chief of Staff from 2002 to 2011. He began his career at Deutsche Bank in Germany. Mr. Klee attended the University of Applied Sciences in Germany before earning an MBA at the Ivey Business School. He is also an AMP graduate from Harvard Business School. Mr. Klee adds his expertise in emerging technologies and digital banking to the company’s board, bringing a new perspective as banking and customer access to banking services continues to evolve. He joined our board of directors in July 2018.

What is Stephan Klee's net worth?: The estimated net worth of Stephan Klee is at least $188.22 thousand as of September 15th, 2025. Klee owns 1,661 shares of Coastal Financial stock worth more than $188,225 as of December 7th. This net worth estimate does not reflect any other assets that Klee may own. Learn More about Stephan Klee's net worth.
How do I contact Stephan Klee?: The corporate mailing address for Klee and other Coastal Financial executives is 5415 Evergreen Way, Everett WA, 98203. Coastal Financial can also be reached via phone at (425) 257-9000 and via email at [email protected]. Learn More on Stephan Klee's contact information.
Has Stephan Klee been buying or selling shares of Coastal Financial?: Stephan Klee has not been actively trading shares of Coastal Financial during the last quarter. Most recently, Stephan Klee sold 4,350 shares of the business's stock in a transaction on Monday, September 15th. The shares were sold at an average price of $109.14, for a transaction totalling $474,759.00. Following the completion of the sale, the director now directly owns 1,661 shares of the company's stock, valued at $181,281.54. Learn More on Stephan Klee's trading history.
Who are Coastal Financial's active insiders?: Coastal Financial's insider roster includes Joel Edwards (CFO), Joel Edwards (CFO), Steven Hovde (Director), Steven Hovde (Director), Stephan Klee (Director), Eric Sprink (CEO), and Gregory Tisdel (Director). Learn More on Coastal Financial's active insiders.
Are insiders buying or selling shares of Coastal Financial?: During the last twelve months, insiders at the sold shares 14 times. They sold a total of 69,686 shares worth more than $7,613,372.02. The most recent insider tranaction occured on September, 18th when CEO Eric M Sprink sold 10,683 shares worth more than $1,224,805.95. Insiders at Coastal Financial own 14.1% of the company. Learn More about insider trades at Coastal Financial.
Information on this page was last updated on 9/18/2025.

Stephan Klee Insider Trading History at Coastal Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
9/15/2025	Sell	4,350	$109.14	$474,759.00	1,661

Stephan Klee Buying and Selling Activity at Coastal Financial

Coastal Financial Company Overview

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: $113.32

$110.15

$113.34

50 Day Range

MA: $106.99

$99.46

$116.79

2 Week Range

Now: $113.32

$73.80

$119.22

Volume

100,196 shs

Average Volume

106,740 shs

Market Capitalization

$1.71 billion

P/E Ratio

35.86

Dividend Yield

N/A

Beta

0.89