in today's banking environment with constant mergers, name changes, and the revolving door of new people you've never seen, it's easy to feel alienated and unimportant. at coastal community bank, we firmly believe that banking is about relationships -- relationships built on trust. our bankers live within the communities they serve, which means they care about you and your needs because they are your neighbors. our bankers are seasoned, local professionals who know the landscape, the players, and what it takes to do business in north puget sound. we don't just provide banking services -- we are trusted advisers, providing information and knowledge to help you succeed. that's what we call the coastal difference.
Company profile
Ticker
CCB
Exchange
Website
CEO
Eric Sprink
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Arlington Olympic LLC ...
CCB stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
5 Apr 24
DEFA14A
Additional proxy soliciting materials
5 Apr 24
DEF 14A
Definitive proxy
5 Apr 24
10-K
2023 FY
Annual report
15 Mar 24
8-K
Coastal Financial Corporation Announces Fourth Quarter and Fiscal Year 2023 Results
30 Jan 24
8-K
January 30, 2024 INVESTOR PRESENTATION COASTAL FINANCIAL CORPORATION
30 Jan 24
8-K
Brian Hamilton Joins Coastal Financial Corporation Board of Directors
4 Jan 24
10-Q
2023 Q3
Quarterly report
8 Nov 23
8-K
Coastal Financial Corporation Announces Third Quarter 2023 Results
27 Oct 23
8-K
Regulation FD Disclosure
27 Oct 23
Latest ownership filings
4
JOEL G EDWARDS
12 Mar 24
4
Russ A Keithley
6 Mar 24
4
Michael Culp
29 Feb 24
4
Jonathan E Sand
29 Feb 24
SC 13G/A
ENDEAVOUR CAPITAL ADVISORS INC
14 Feb 24
SC 13G
T. Rowe Price Investment Management, Inc.
14 Feb 24
4
Michael Culp
7 Feb 24
4
JOEL G EDWARDS
7 Feb 24
4
Tarah M Herger
7 Feb 24
4
Eric M Sprink
7 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
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Diluted EPS |
Institutional ownership, Q3 2023
62.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 116 |
Opened positions | 18 |
Closed positions | 10 |
Increased positions | 35 |
Reduced positions | 38 |
13F shares | Current |
---|---|
Total value | 311.37 bn |
Total shares | 8.29 mm |
Total puts | 7.00 k |
Total calls | 4.80 k |
Total put/call ratio | 1.5 |
Largest owners | Shares | Value |
---|---|---|
T. Rowe Price Investment Management | 822.43 k | $35.22 bn |
BLK Blackrock | 738.16 k | $31.67 bn |
Endeavour Capital Advisors | 728.82 k | $31.27 bn |
MFC Manulife Financial | 669.62 k | $33.90 mm |
Vanguard | 577.95 k | $24.80 bn |
Manufacturers Life Insurance Company, The | 560.54 k | $24.05 bn |
GW&K Investment Management | 302.52 k | $12.98 mm |
Dimensional Fund Advisors | 294.89 k | $12.65 bn |
Kennedy Capital Management | 263.69 k | $11.31 bn |
STT State Street | 258.84 k | $11.11 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Mar 24 | Joel G Edwards | Common Stock | Option exercise | Acquire M | No | No | 5.5 | 800 | 4.40 k | 57,403 |
12 Mar 24 | Joel G Edwards | Stock Options Common Stock | Option exercise | Dispose M | No | No | 5.5 | 800 | 4.40 k | 0 |
5 Mar 24 | Russ A Keithley | Common Stock | Option exercise | Acquire M | No | No | 5.5 | 2,600 | 14.30 k | 17,510 |
5 Mar 24 | Russ A Keithley | Stock Options Common Stock | Option exercise | Dispose M | No | No | 5.5 | 2,600 | 14.30 k | 0 |
28 Feb 24 | Jonathan E Sand | Common Stock | Option exercise | Acquire M | No | No | 6.25 | 200 | 1.25 k | 20,611 |
28 Feb 24 | Jonathan E Sand | Common Stock | Option exercise | Acquire M | No | No | 7.1 | 200 | 1.42 k | 20,411 |
28 Feb 24 | Jonathan E Sand | Common Stock | Option exercise | Acquire M | No | No | 7.2 | 200 | 1.44 k | 20,211 |
28 Feb 24 | Jonathan E Sand | Common Stock | Option exercise | Acquire M | No | No | 6.5 | 200 | 1.30 k | 20,011 |
28 Feb 24 | Jonathan E Sand | Stock Options Common Stock | Option exercise | Dispose M | No | No | 6.25 | 200 | 1.25 k | 400 |
28 Feb 24 | Jonathan E Sand | Stock Options Common Stock | Option exercise | Dispose M | No | No | 7.1 | 200 | 1.42 k | 800 |