Statistiche di base
LEI | 549300XG5L36T6IU0B47 |
CIK | 1437958 |
SEC Filings
SEC Filings (Chronological Order)
August 8, 2025 |
EXHIBIT 10.2 EMPLOYEE RETIREMENT AND RETENTION AGREEMENT This Employee Retirement and Retention Agreement ("Agreement") is executed by and between Coastal Financial Corporation and Community Bank (hereinafter, collectively, the "Employer") and Joel G. Edwards (hereinafter "Employee") effective as of May 7, 2025 (the "Effective Date"). WHEREAS, Employee is currently employed by Employer; WHEREAS, E |
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August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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July 29, 2025 |
EX-99.1 2 erccb-20250729xexx991.htm EX-99.1 Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2025 RESULTS Company Release: July 29, 2025 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”, "Coastal", "we", "our", or "us"), the holding company for Coastal Community Bank (the “Bank”), through which it operates a community-focused bank segment ("community bank |
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July 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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June 4, 2025 |
Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 3, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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June 4, 2025 |
Moss Adams Letter to the Securities Exchange Commission Exhibit 16.1 June 3, 2025 U.S. Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Ladies and Gentlemen: We have read the statements made by the Company Name included under Item 4.01 of its Current Report on Form 8-K dated June 3, 2025 to be filed with the Securities and Exchange Commission. We agree with the statements concerning our Firm contained therein. Sincerely, /s/ Mos |
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June 3, 2025 |
Third Amended and Restated Bylaws, effective May 28, 2025 EXHIBIT 3.1 THIRD AMENDED AND RESTATED BYLAWS OF COASTAL FINANCIAL CORPORATION (Incorporated Under the Laws of Washington) Section 1 SHAREHOLDERS’ MEETING 1.1 Place. Shareholders’ meetings will be held at such place, in or out of the State of Washington, as shall be determined by the Board of Directors and stated in the notice of meeting. 1.2 Annual Meeting. The annual meeting of the shareholders |
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June 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 28, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 30, 2025 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 28, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 29, 2025 |
First Quarter 2025 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER Important note regarding forward-looking statements: Statements made in this presentation (or conveyed orally) which are not purely historical are forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. This includes any statements regarding |
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April 29, 2025 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2025 RESULTS Company Release: April 29, 2025 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”, "Coastal", "we", "our", or "us"), the holding company for Coastal Community Bank (the “Bank”), through which it operates a community-focused bank segment ("community bank") with an industry leading banking as a ser |
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April 29, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 29, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: x Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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March 17, 2025 |
CFC Insider Trading Policy CFC Insider Trading Policy Adopted: 7/22/2019 Approving Body: Board of Directors Date Approved: 07/23/2024 Version: 3. |
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March 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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March 17, 2025 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER 2024 RESULTS Company Release: January 28, 2025 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”, "Coastal", "we", "our", or "us"), the holding company for Coastal Community Bank (the “Bank”), through which it operates a community-focused bank with an industry leading banking as a service ("BaaS") segment, t |
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March 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-385 |
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March 17, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K/A (Amendment No. |
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March 17, 2025 |
January 28, 2025 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER Important note regarding forward-looking statements: Statements made in this presentation (or conveyed orally) which are not purely historical are forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. This includes any statements regarding C |
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March 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K/A (Amendment No. |
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March 17, 2025 |
EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the " Agreement") dated as of September 30, 2024 (the "Effective Date"), is made by and between Coastal Community Bank (the "Bank"), a wholly owned subsidiary of Coastal Financial Corporation (the "Holding Company") and Brian Hamilton, an individual (the " Executive"). |
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February 13, 2025 |
COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 February 13, 2025 VIA EDGAR U. |
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January 28, 2025 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER 2024 RESULTS Company Release: January 28, 2025 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”, "Coastal", "we", "our", or "us"), the holding company for Coastal Community Bank (the “Bank”), through which it operates a community-focused bank with an industry leading banking as a service ("BaaS") segment, t |
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January 28, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 28, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2025 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 28, 2025 |
January 28, 2025 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER Important note regarding forward-looking statements: Statements made in this presentation (or conveyed orally) which are not purely historical are forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. This includes any statements regarding C |
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January 24, 2025 |
COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 January 24, 2025 VIA EDGAR U. |
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December 12, 2024 |
Exhibit 1.1 1,200,000 Shares COASTAL FINANCIAL CORPORATION Common Stock UNDERWRITING AGREEMENT December 10, 2024 KEEFE, BRUYETTE & WOODS, INC. 787 Seventh Avenue 4th Floor New York, New York 10019 (As representative of the Underwriters listed in Schedule I hereto) Ladies and Gentlemen: Coastal Financial Corporation, a Washington corporation (the “Company”), proposes to issue and sell to the severa |
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December 12, 2024 |
Coastal Financial Corporation Prices Public Offering of Common Stock Exhibit 99.2 Coastal Financial Corporation Prices Public Offering of Common Stock EVERETT, Wash., Dec. 10, 2024 (GLOBE NEWSWIRE) - Coastal Financial Corporation (NASDAQ: CCB) (“Coastal” or the “Company”), the holding company for Coastal Community Bank (the “Bank”), today announced the pricing of an underwritten public offering of 1,200,000 shares of its common stock, no par value per share (the “C |
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December 12, 2024 |
424B5 1 e24466ccb-424b5.htm Filed pursuant to Rule 424(b)(5) Registration Statement No. 333-279879 PROSPECTUS SUPPLEMENT (To Prospectus dated June 13, 2024) 1,200,000 Shares Common Stock We are offering 1,200,000 shares of our common stock, no par value per share. Our common stock is listed for trading on the Nasdaq Global Select Market, or Nasdaq, under the symbol “CCB.” On December 10, 2024, the |
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December 12, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 10, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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December 12, 2024 |
Coastal Financial Corporation Announces Proposed Public Offering of Common Stock Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: Joel Edwards CFO 425.357.6987 [email protected] Coastal Financial Corporation Announces Proposed Public Offering of Common Stock EVERETT, Wash., December 10, 2024 – Coastal Financial Corporation (NASDAQ: CCB) (“Coastal” or the “Company”), the holding company for Coastal Community Bank (the “Bank”), today announced the launch of a proposed underwri |
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December 10, 2024 |
SUBJECT TO COMPLETION, DATED DECEMBER 10, 2024 Filed pursuant to Rule 424(b)(5) Registration Statement No. 333-279879 This preliminary prospectus supplement and the accompanying prospectus are part of an effective registration statement filed with the U.S. Securities and Exchange Commission under the Securities Act of 1933, as amended, and the information in this preliminary prospectus supplement is not complete and may be changed. This prelim |
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December 10, 2024 |
Issuer Free Writing Prospectus Issuer Free Writing Prospectus Dated December 10, 2024 Filed Pursuant to Rule 433 Registration Statement No. |
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November 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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October 28, 2024 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2024 RESULTS Company Release: October 28, 2024 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”, "Coastal", "we", "our", or "us"), the holding company for Coastal Community Bank (the “Bank”), through which it operates a community-focused bank with an industry leading banking as a service ("BaaS") segment, to |
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October 28, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 28, 2024 | ||
October 3, 2024 |
Exhibit 99.1 Coastal Community Bank Appoints President to CCBX Division EVERETT, Wash., October 3, 2024 (GLOBE NEWSWIRE) - Coastal Financial Corporation (Nasdaq: CCB) (the “Company”), and its subsidiary, Coastal Community Bank (the “Bank”), announced that its role of President of the Bank is to be bifurcated to accommodate the Bank’s growth and plans for the future. The Bank announced the appointm |
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October 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 30, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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August 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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July 29, 2024 |
July 29, 2024 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal” or “CFC |
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July 29, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 29, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 29, 2024 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2024 RESULTS Company Release: July 29, 2024 Second Quarter 2024 Highlights: •Net income of $11.6 million, or $0.84 per diluted common share, for the three months ended June 30, 2024, compared to $6.8 million, or $0.50 per diluted common share, for the three months ended March 31, 2024. ◦Return on average assets ("ROA") of 1.21% fo |
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June 11, 2024 |
COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 June 11, 2024 Via EDGAR U. |
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May 31, 2024 |
EXHIBIT 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Coastal Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Fees to Be Paid Equity Commo |
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May 31, 2024 |
As filed with the Securities and Exchange Commission on May 31, 2024 As filed with the Securities and Exchange Commission on May 31, 2024 Registration No. |
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May 31, 2024 |
Form of Subordinated Debt Indenture. Exhibit 4.3 COASTAL FINANCIAL CORPORATION AS ISSUER, AND [], AS TRUSTEE, SUBORDINATED INDENTURE DATED AS OF [, ] SUBORDINATED DEBT SECURITIES CROSS-REFERENCE TABLE Reconciliation and tie between the Trust Indenture Act of 1939, as amended (the “Trust Indenture Act”), and the Indenture dated as of . SECTION OF Trust Indenture Act SECTION OF INDENTURE 310(a)(1) and (2) 7.09 310(a)(3) and (4) Not app |
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May 31, 2024 |
Form of Senior Debt Indenture. Exhibit 4.2 COASTAL FINANCIAL CORPORATION AS ISSUER, AND [], AS TRUSTEE, SENIOR INDENTURE DATED AS OF [, ] SENIOR DEBT SECURITIES CROSS-REFERENCE TABLE Reconciliation and tie between the Trust Indenture Act of 1939, as amended (the “Trust Indenture Act”), and the Indenture dated as of . SECTION OF Trust Indenture Act SECTION OF INDENTURE 310(a)(1) and (2) 7.09 310(a)(3) and (4) Not applicable 310( |
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May 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents, UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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April 29, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 29, 2024 |
April 29, 2024 INVESTOR PRESENTATION COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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April 29, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 29, 2024 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2024 RESULTS Company Release: April 29, 2024 First Quarter 2024 Highlights: •Net income of $6.8 million, or $0.50 per diluted common share, for the three months ended March 31, 2024, compared to $9.0 million, or $0.66 per diluted common share for the three months ended December 31, 2023 ◦Return on average assets ("ROA") of 0.73% fo |
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April 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 5, 2024 |
*** Exercise Your Right to Vote *** NOTICE OF INTERNET AVAILABILITY OF PROXY MATERIALS The 2024 Annual Meeting of Shareholders of Coastal Financial Corporation (the “Company”) to be held virtually on Wednesday, May 22, 2024 at 6:00 p. |
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March 15, 2024 |
Executive Compensation Clawback Policy EXHIBIT 97.1 Executive Compensation Clawback Policy Coastal Community Bank Adopted: 7/22/2019 Board Approved: 12/04/2023 Version: #3.0 Executive Compensation Clawback Policy 1. Purpose The Board of Directors (the “Board”) of Coastal Financial Corporation (the “Company”) has adopted this Executive Compensation Clawback Policy (the “Policy”) which provides for the recoupment of incentive-based compe |
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March 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-385 |
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February 14, 2024 |
CCB / Coastal Financial Corporation / ENDEAVOUR CAPITAL ADVISORS INC - SC 13G/A Passive Investment SC 13G/A 1 d698249dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A (Amendment No. 3)* Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the |
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January 30, 2024 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER AND FISCAL YEAR 2023 RESULTS Company Release: January 30, 2024 Fourth Quarter 2023 Highlights: •Net income of $9.0 million, or $0.66 per diluted common share, for the three months ended December 31, 2023, compared to $10.3 million, or $0.75 per diluted common share for the three months ended September 30, 2023. ◦Return on average |
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January 30, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 30, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 30, 2024 |
January 30, 2024 INVESTOR PRESENTATION COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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January 4, 2024 |
Exhibit 99.1 Brian Hamilton Joins Coastal Financial Corporation Board of Directors EVERETT, Wash., January 4, 2024 (GLOBE NEWSWIRE) - Coastal Financial Corporation (Nasdaq: CCB), the bank holding company for Coastal Community Bank announced that Brian Hamilton has joined its Board of Directors. Mr. Hamilton is a seasoned financial technology executive and business leader, with more than 25 years o |
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January 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 1, 2024 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents, UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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October 27, 2023 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2023 RESULTS Company Release: October 27, 2023 Third Quarter 2023 Highlights: •Net income of $10.3 million, or $0.75 per diluted common share, for the three months ended September 30, 2023, compared to $12.9 million, or $0.95 per diluted common share for the three months ended June 30, 2023. ◦Return on average assets ("ROA") of 1.1 |
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October 27, 2023 |
October 27, 2023 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal” or “ |
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October 27, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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August 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents, UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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July 28, 2023 |
July 27, 2023 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal” or “CFC |
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July 28, 2023 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2023 RESULTS Company Release: July 27, 2023 Second Quarter 2023 Highlights: •Net income of $12.9 million, or $0.95 per diluted common share, for the three months ended June 30, 2023, compared to $12.4 million, or $0.91 per diluted common share for the three months ended March 31, 2023. ◦Return on average assets ("ROA") of 1.52% fo |
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July 28, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 25, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 23, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents, UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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April 28, 2023 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2023 RESULTS Company Release: April 27, 2023 First Quarter 2023 Highlights: •Quarterly net income of $12.4 million, or $0.91 per diluted common share, for the three months ended March 31, 2023, compared to $13.1 million, or $0.96 per diluted common share for the three months ended December 31, 2022. •Total assets increased $306.6 m |
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April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 28, 2023 |
ipcoastalfinancialcorp-i April 27, 2023 INVESTOR PRESENTATION Exhibit 99.1 COASTAL FINANCIAL CORPORATION 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corp |
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April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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March 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-385 |
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March 16, 2023 |
Lease Amendment 4.0 dated as of January 31, 2023, between certain persons and Coastal Community Bank EXHIBIT 10.12 FOURTH AMENDMENT OF LEASE This FOURTH AMENDMENT OF LEASE is made to be effective the 31st day of January, 2023 (this “Amendment”), by and between Skotdal Brothers, LLC, a Washington limited liability company, successor in interest to Skotdal Revocable Living Trust and Arthur W. Skotdal; and MJS Everett LLC, a Washington limited liability company, successor in interest to Edwin McRory |
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February 14, 2023 |
CCB / COASTAL FINANCIAL CORP / ENDEAVOUR CAPITAL ADVISORS INC - SC 13G/A Passive Investment SC 13G/A 1 d421660dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A (Amendment No. 2)* Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the |
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January 27, 2023 |
January 27, 2023 INVESTOR PRESENTATION Exhibit 99.1 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal” or “CFC”)’s current views with res |
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January 27, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 27, 2023 |
Income / expense divided by average CCBX loans (2) Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER 2022 RESULTS Company Release: January 27, 2023 Fourth Quarter 2022 Highlights: •Quarterly net income of $13.1 million, or $0.96 per diluted common share, for the three months ended December 31, 2022, compared to $11.1 million, or $0.82 per diluted common share for the three months ended September 30, 2022. •Total assets increased |
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January 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2023 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents, UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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November 1, 2022 |
Form of Subordinated Note Purchase Agreement, dated as of November 1, 2022 EXHIBIT 10.1 SUBORDINATED NOTE PURCHASE AGREEMENT This SUBORDINATED NOTE PURCHASE AGREEMENT (this ?Agreement?) is dated as of November 1, 2022, and is made by and between Coastal Financial Corporation, a Washington corporation (the ?Company?), and the purchaser of the Subordinated Notes (as defined herein) identified on the signature page hereto (the ?Purchaser?). RECITALS WHEREAS, the Company has |
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November 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 1, 2022 |
EXHIBIT 99.1 FOR IMMEDIATE RELEASE Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Completes Private Placement of $20 million of Subordinated Notes EVERETT, Wash., November 1, 2022 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the completion of it |
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November 1, 2022 |
Form of 7.00% Fixed-to-Floating Rate Subordinated Note due November 1, 2032 EXHIBIT 4.1 SUBORDINATED NOTE COASTAL FINANCIAL CORPORATION 7.00% FIXED-TO-FLOATING RATE SUBORDINATED NOTE DUE NOVEMBER 1, 2032 THE INDEBTEDNESS EVIDENCED BY THIS SUBORDINATED NOTE IS SUBORDINATED AND JUNIOR IN RIGHT OF PAYMENT TO SENIOR INDEBTEDNESS (AS DEFINED IN SECTION 3 OF THIS SUBORDINATED NOTE) OF COASTAL FINANCIAL CORPORATION (THE ?COMPANY?), INCLUDING OBLIGATIONS OF THE COMPANY TO ITS GEN |
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October 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2022 |
October 27, 2022 INVESTOR PRESENTATION Exhibit 99.1 2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with res |
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October 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2022 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2022 RESULTS Company Release: October 27, 2022 Third Quarter 2022 Highlights: ?Second consecutive quarter of record net income. Quarterly net income of $11.1 million, or $0.82 per diluted common share, for the three months ended September 30, 2022, compared to $10.2 million, or $0.76 per diluted common share for the three months en |
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August 5, 2022 |
EXHIBIT 10.1 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the ?Agreement?) dated as of May 18, 2022 (the ?Effective Date?), is made by and among Coastal Financial Corporation (the ?Holding Company?), Everett, Washington, Coastal Community Bank (the ?Bank?), Everett, Washington, and Curt Queyrouze, an individual (the ?Executive?). RECITALS WHEREAS, the Holding Company and the Bank desire to hire |
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August 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q level452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-3858 |
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July 27, 2022 |
July 27, 2022 INVESTOR PRESENTATION Exhibit 99.1 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respect |
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July 27, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 27, 2022 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2022 RESULTS Company Release: July 27, 2022 Second Quarter 2022 Highlights: ? Record quarterly net income of $10.2 million, or $0.76 per diluted common share, for the three months ended June 30, 2022, compared to $6.2 million, or $0.46 per diluted common share for the three months ended March 31, 2022. ? Total assets increased $13 |
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July 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 26, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 18, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 19, 2022 |
EXHIBIT 99.1 For Immediate Release Contact: Joel Edwards Chief Financial Officer 425.357.3687 [email protected] EVERETT, Wash., May 18, 2022 (GLOBE NEWSWIRE) - Coastal Financial Corporation (Nasdaq: CCB) (the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), announced the hiring of Curt Queyrouze as President. Eric Sprink will continue as CEO as the Bank expands the E |
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May 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q 452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 CO |
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April 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 27, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 27, 2022 |
April 27, 2022 INVESTOR PRESENTATION Exhibit 99.1 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respect |
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April 27, 2022 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2022 RESULTS Company Release: April 27, 2022 First Quarter 2022 Highlights: ? Total assets increased $198.2 million, or 7.5%, to $2.83 billion for the quarter ended March 31, 2022, compared to $2.64 billion at December 31, 2021. ? Non-PPP loan growth of $283.8 million, or 17.3%, for the three months ended March 31, 2022, compared t |
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April 8, 2022 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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April 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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March 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38589 COASTAL FINANCI |
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March 14, 2022 |
Subsidiaries of Coastal Financial Corporation As of December 31, 2021 Exhibit 21.1 Subsidiaries of Coastal Financial Corporation As of December 31, 2021 Name of Entity Jurisdiction of Organization Coastal Community Bank Washington Coastal (WA) Statutory Trust I Delaware Arlington Olympic LLC Washington |
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February 28, 2022 |
CCB / COASTAL FINANCIAL CORP / EJF Capital LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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February 16, 2022 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. 2)* Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedul |
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February 14, 2022 |
EX-99.1 2 d238935dex991.htm EX-99.1 Page 9 of 9 Pages EXHIBIT 1 AGREEMENT OF JOINT FILING Endeavour Capital Advisors Inc., Laurence M. Austin, Mitchell J. Katz and Jonah Marcus hereby agree that the Statement on Schedule 13G to which this agreement is attached as an exhibit as well as all future amendments to such Statement, shall be filed jointly on behalf of each of them. This agreement is inten |
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February 14, 2022 |
CCB / COASTAL FINANCIAL CORP / ENDEAVOUR CAPITAL ADVISORS INC - SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A (Amendment No. 1)* Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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February 9, 2022 |
CCB / COASTAL FINANCIAL CORP / FJ Capital Management LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3) * Coastal Financial Corporation (CCB) (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) 12/31/2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whic |
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January 27, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 27, 2022 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER AND YEAR END 2021 RESULTS Company Release: January 27, 2022 Fourth Quarter 2021 Highlights: ? Non-PPP loan growth of $186.8 million, or 12.9%, for three months ended December 31, 2021, compared to the three months ended September 30, 2021. o CCBX loans increased $156.5 million, or 82.3%, o Community bank loans increased $30.3 mill |
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January 27, 2022 |
January 27, 2022 INVESTOR PRESENTATION Exhibit 99.1 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respe |
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January 27, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2022 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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December 20, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 13, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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December 20, 2021 |
Exhibit 99.1 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Announces Public Offering of Common Stock EVERETT, Wash., December 13, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the launch of an underwritten public offer |
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December 20, 2021 |
Exhibit 99.2 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Prices Public Offering of Common Stock EVERETT, Wash., December 14, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the pricing of an underwritten public offerin |
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December 20, 2021 |
Exhibit 99.3 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Closes Public Offering of Common Stock EVERETT, Wash., December 17, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the closing of its underwritten public offeri |
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December 20, 2021 |
Exhibit 1.1 740,742 Shares COASTAL FINANCIAL CORPORATION Common Stock UNDERWRITING AGREEMENT December 14, 2021 KEEFE, BRUYETTE & WOODS, INC. 787 Seventh Avenue 4th Floor New York, New York 10019 (As representative of the Underwriters listed in Schedule I hereto) Ladies and Gentlemen: Coastal Financial Corporation, a Washington corporation (the ?Company?), proposes to issue and sell to the several |
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December 17, 2021 |
Exhibit 1.1 740,742 Shares COASTAL FINANCIAL CORPORATION Common Stock UNDERWRITING AGREEMENT December 14, 2021 KEEFE, BRUYETTE & WOODS, INC. 787 Seventh Avenue 4th Floor New York, New York 10019 (As representative of the Underwriters listed in Schedule I hereto) Ladies and Gentlemen: Coastal Financial Corporation, a Washington corporation (the ?Company?), proposes to issue and sell to the several |
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December 17, 2021 |
Exhibit 99.1 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Announces Public Offering of Common Stock EVERETT, Wash., December 13, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the launch of an underwritten public offer |
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December 17, 2021 |
Exhibit 99.3 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Closes Public Offering of Common Stock EVERETT, Wash., December 17, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the closing of its underwritten public offeri |
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December 17, 2021 |
Exhibit 99.2 For Immediate Release Contact: Joel Edwards CFO 425.357.3687 [email protected] Coastal Financial Corporation Prices Public Offering of Common Stock EVERETT, Wash., December 14, 2021 ? Coastal Financial Corporation (NASDAQ: CCB) (?Coastal? or the ?Company?), the holding company for Coastal Community Bank (the ?Bank?), today announced the pricing of an underwritten public offerin |
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December 17, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 13, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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December 15, 2021 |
Filed pursuant to Rule 424(b)(5) Registration Statement No. 333-255210 PROSPECTUS SUPPLEMENT (To Prospectus dated April 22, 2021) $30,000,051 Common Stock We are offering 740,742 shares of our common stock, no par value per share. Our common stock is listed for trading on the Nasdaq Global Select Market, or Nasdaq, under the symbol ?CCB.? On December 14, 2021, the last reported sale price of our c |
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December 13, 2021 |
Follow - On Offering Investor Presentation December 2021 Issuer Free Writing Prospectus Dated December 13, 2021 Filed Pursuant to Rule 433 Registration Statement No. |
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December 13, 2021 |
SUBJECT TO COMPLETION PRELIMINARY PROSPECTUS SUPPLEMENT DATED DECEMBER 13, 2021 This preliminary prospectus supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. |
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December 13, 2021 | ||
November 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q 452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-3858 |
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October 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2021 |
October 27, 2021 INVESTOR PRESENTATION Exhibit 99.2 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respe |
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October 27, 2021 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2021 RESULTS Company Release: October 27, 2021 Third Quarter 2021 Highlights: ? Total assets increased $444.4 million, or 22.1%, to $2.45 billion for the quarter ended September 30, 2021, compared to $2.01 billion at June 30, 2021. ? Total deposits increased $421.9 million, or 23.4%, to $2.22 billion for the quarter ended September |
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October 7, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 4, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 7, 2021 |
EXHIBIT 10.1 SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT (the ?Agreement?) dated as of October 4, 2021 (the ?Effective Date?), is made by and among Coastal Financial Corporation (the ?Holding Company?), Everett, Washington, Coastal Community Bank (the ?Bank?), Everett, Washington, and Eric Sprink (the ?Executive?). WHEREAS, the Executive i |
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October 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 28, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 4, 2021 |
EXHIBIT 99.1 For Immediate Release Contact: Joel Edwards Chief Financial Officer 425.357.3687 [email protected] Michael Patterson Joins Coastal Financial Corporation Board of Directors EVERETT, Wash., October 4, 2021 (GLOBE NEWSWIRE) - Coastal Financial Corporation (Nasdaq: CCB), the bank holding company for Coastal Community Bank announced that Michael Patterson, CPA, has joined its Board |
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September 7, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 3, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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August 18, 2021 |
Form of Subordinated Note Purchase Agreement, dated as of August 18, 2021 Exhibit 10.1 SUBORDINATED NOTE PURCHASE AGREEMENT This SUBORDINATED NOTE PURCHASE AGREEMENT (this ?Agreement?) is dated as of August 18, 2021, and is made by and between Coastal Financial Corporation, a Washington corporation (the ?Company?), and the purchaser of the Subordinated Notes (as defined herein) identified on the signature page hereto (the ?Purchaser?). RECITALS WHEREAS, the Company has |
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August 18, 2021 |
Coastal Financial Corporation Completes Private Placement of $25 Million of Subordinated Notes Exhibit 99.1 For Immediate Release Contact: Joel Edwards CFO 425.357.6987 [email protected] Coastal Financial Corporation Completes Private Placement of $25 Million of Subordinated Notes EVERETT, Wash., August 17, 2021 ? Coastal Financial Corporation. (NASDAQ: CCB) (?Coastal?) (the ?Company?), the holding company for Coastal Community Bank, today announced the completion of its private plac |
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August 18, 2021 |
Form of 3.375% Fixed-to-Floating Rate Subordinated Note due September 1, 2031 Exhibit 4.1 FORM OF SUBORDINATED NOTE COASTAL FINANCIAL CORPORATION 3.375% FIXED-TO-FLOATING RATE Subordinated Note due September 1, 2031 THE INDEBTEDNESS EVIDENCED BY THIS SUBORDINATED NOTE IS SUBORDINATED AND JUNIOR IN RIGHT OF PAYMENT TO SENIOR INDEBTEDNESS (AS DEFINED IN SECTION 3 OF THIS SUBORDINATED NOTE) OF COASTAL FINANCIAL CORPORATION (THE ?COMPANY?), INCLUDING OBLIGATIONS OF THE COMPANY |
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August 18, 2021 |
Regulation FD Disclosure, Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 18, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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August 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q 452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COA |
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July 28, 2021 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2021 RESULTS Company Release: July 27, 2021 Second Quarter 2021 Highlights: ? Net income totaled $7.0 million for the quarter ended June 30, 2021, or $0.56 per diluted common share, an increase of 16.5% from $6.0 million, or $0.49 per diluted common share, for the quarter ended March 31, 2021. ? Basic earnings per share increased |
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July 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 27, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 27, 2021 |
July 27, 2021 INVESTOR PRESENTATION Exhibit 99.1 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respect |
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May 28, 2021 |
As filed with the Securities and Exchange Commission on May 28, 2021 As filed with the Securities and Exchange Commission on May 28, 2021 Registration No. |
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May 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 CERTIFICATION AND NOTICE OF TERMINATION OF REGISTRATION UNDER SECTION 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR SUSPENSION OF DUTY TO FILE REPORTS UNDER SECTIONS 13 AND 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 333-239501 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified |
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May 28, 2021 |
As filed with the Securities and Exchange Commission on May 28, 2021 As filed with the Securities and Exchange Commission on May 28, 2021 Registration No. |
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May 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 7, 2021 |
452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 CO |
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April 27, 2021 |
Round 1 and 2 - Originated in 2020 Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2021 RESULTS Company Release: April 27, 2021 First Quarter 2021 Highlights: ? Net income totaled $6.0 million for the quarter ended March 31, 2021, or $0.49 per diluted common share, an increase of 29.1% from $4.7 million, or $0.38 per diluted common share, for the quarter ended December 31, 2020. ? Basic earnings per share increas |
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April 27, 2021 |
April 27, 2021 INVESTOR PRESENTATION Exhibit 99.1 LEGAL INFORMATION AND DISCLAIMER This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (?Coastal? or ?CFC?)?s current views with respect |
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April 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 27, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 20, 2021 |
COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 April 20, 2021 COASTAL FINANCIAL CORPORATION 5415 Evergreen Way Everett, WA 98203 April 20, 2021 Via EDGAR U. |
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April 13, 2021 |
Form of Senior Debt Indenture. Exhibit 4.2 COASTAL FINANCIAL CORPORATION AS ISSUER, AND [], AS TRUSTEE, SENIOR INDENTURE DATED AS OF [, ] SENIOR DEBT SECURITIES CROSS-REFERENCE TABLE Reconciliation and tie between the Trust Indenture Act of 1939, as amended (the ?Trust Indenture Act?), and the Indenture dated as of , 2021. SECTION OF Trust Indenture Act SECTION OF INDENTURE 310(a)(1) and (2) 7.09 310(a)(3) and (4) Not applicabl |
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April 13, 2021 |
As filed with the Securities and Exchange Commission on April 13, 2021 Registration No. |
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April 13, 2021 |
Form of Subordinated Debt Indenture. Exhibit 4.3 COASTAL FINANCIAL CORPORATION AS ISSUER, AND [], AS TRUSTEE, SUBORDINATED INDENTURE DATED AS OF [, ] SUBORDINATED DEBT SECURITIES CROSS-REFERENCE TABLE Reconciliation and tie between the Trust Indenture Act of 1939, as amended (the ?Trust Indenture Act?), and the Indenture dated as of , 2021. SECTION OF Trust Indenture Act SECTION OF INDENTURE 310(a)(1) and (2) 7.09 310(a)(3) and (4) N |
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April 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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April 9, 2021 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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March 23, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 22, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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March 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANC |
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February 16, 2021 |
SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the r |
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February 11, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3) Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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February 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) * Coastal Financial Corporation (CCB) (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) 12/31/2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whic |
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February 4, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. 1) * Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedu |
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January 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 28, 2021 |
January 27, 2021 INVESTOR PRESENTATION Exhibit 99.1 Legal Information and Disclaimer This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal”)’s current views with respect to, am |
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January 27, 2021 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER AND YEAR END 2020 RESULTS Company Release: January 27, 2021 2020 Highlights: • Net income totaled $15.1 million for the year ended December 31, 2020, or $1.24 per diluted common share, an increase of 14.0% from $13.2 million, or $1.08 per diluted common share, for the year ended December 31, 2019. • Basic earnings per share increa |
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January 27, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2021 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 6, 2020 |
Amended Non-Employee Director Compensation Policy EXHIBIT 10.2 AMENDED NON-EMPLOYEE DIRECTOR COMPENSATION POLICY The Board of Directors of Coastal Financial Corporation (the “Company”) determines the compensation of the Company’s non-employee directors in conjunction with recommendations made by the Compensation Committee of the Company (the “Compensation Committee”) in accordance with this Director Compensation Policy (the “Policy”). The Company |
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November 6, 2020 |
452.9 No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-3858 |
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November 5, 2020 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 5, 2020 |
EXHIBIT 99.1 For Immediate Release Contact: Eric Sprink President and CEO 425.357.3659 [email protected] Rilla Delorier Joins Coastal Financial Corporation Board of Directors EVERETT, Wash., November 3, 2020 – Coastal Financial Corporation (Nasdaq: CCB), the bank holding company for Coastal Community Bank announced that Rilla Delorier has joined its Board of Directors. Delorier is an experie |
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November 2, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 2, 2020 |
Investor Presentation Dated October 30, 2020 Exhibit 99.1 Legal Information and Disclaimer This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal Financial Corporation (“Coastal”)’s current views with respect |
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October 27, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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October 27, 2020 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2020 RESULTS Company Release: October 27, 2020 Quarter Three 2020 Highlights: • Net income totaled $4.1 million for the quarter ended September 30, 2020, or $0.34 per diluted common share, an increase of 16.5% from $3.5 million, or $0.29 per diluted common share, for the quarter ended September 30, 2019. • A $2.2 million provision |
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August 7, 2020 |
First Amendment to the 2006 Stock Option and Equity Compensation Plan Exhibit 10.1 FIRST AMENDMENT TO THE COASTAL FINANCIAL CORPORATION 2006 STOCK OPTION AND EQUITY COMPENSATION PLAN WHEREAS, the Board of Directors (the “Board”) and shareholders of Coastal Financial Corporation (the “Company”) have adopted the Coastal Financial Corporation 2006 Stock Option and Equity Compensation Plan (the “Plan”); WHEREAS, the Board desires to amend the Plan to clarify the methods |
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August 7, 2020 |
No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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July 28, 2020 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2020 RESULTS Company Release: July 27, 2020 Quarter Two 2020 Highlights: • Net income totaled $3.7 million for the quarter ended June 30, 2020, or $0.30 per diluted common share, an increase of 12.2% from $3.3 million, or $0.27 per diluted common share, for the quarter ended June 30, 2019. • A $1.9 million provision for loan losse |
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July 28, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 28, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 28, 2020 |
Investor Presentation Dated July 27, 2020 New Arlington branch Opened in June 2020 Exhibit 99. |
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June 26, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 1 |
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June 26, 2020 |
Coastal Community Bank 401(k) Plan, as amended. Exhibit 99.1 COASTAL COMMUNITY BANK 401(K) PLAN 1 TABLE OF CONTENTS ARTICLE I DEFINITIONS ARTICLE II ADMINISTRATION 2.1POWERS AND RESPONSIBILITIES OF THE EMPLOYER21 2.2DESIGNATION OF ADMINISTRATIVE AUTHORITY22 2.3ALLOCATION AND DELEGATION OF RESPONSIBILITIES22 2.4POWERS AND DUTIES OF THE ADMINISTRATOR22 2.5RECORDS AND REPORTS24 2.6APPOINTMENT OF ADVISERS24 2.7PAYMENT OF EXPENSES24 2.8 CLAIMS PROCE |
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June 26, 2020 |
As filed with the Securities and Exchange Commission on June 26, 2020 Registration No. |
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May 20, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 18, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 8, 2020 |
COASTAL FINANCIAL CORPORATION ANNOUNCES 2020 Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES 2020 Annual Meeting of Shareholders Will be Held Solely by Means of Remote Communication Company Release: May 8, 2020 Everett, WA – Coastal Financial Corporation (Nasdaq: CCB) (the “Company”), the holding company for Coastal Community Bank, today announced that due to the public health impact of the COVID-19 (novel coronavirus) outbreak and rece |
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May 8, 2020 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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May 8, 2020 |
Form of Change in Control Severance Agreement Exhibit 10.1 COASTAL FINANCIAL CORPORATION COASTAL COMMUNITY BANK CHANGE IN CONTROL SEVERANCE AGREEMENT THIS CHANGE IN CONTROL SEVERANCE AGREEMENT (“Agreement”) is entered into by and between COASTAL FINANCIAL CORPORATION, a Washington corporation (“Company”), its wholly-owned subsidiary, COASTAL COMMUNITY BANK, a Washington state-chartered bank (“Bank”), and (“Executive”), as of . The Company, th |
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May 8, 2020 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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May 8, 2020 |
No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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May 1, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2020 COASTAL FINANCIAL CORPORATION (Exact name of Registrant as Specified in Its Charter) Washington 001-38589 56-2392007 (State or Other Jurisdiction of Incorporation) (Com |
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May 1, 2020 |
Investor Presentation Dated April 30, 2020 Exhibit 99.1 Legal Information and Disclaimer This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal’s current views with respect to, among other things, future event |
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April 28, 2020 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FIRST QUARTER 2020 RESULTS Company Release: April 27, 2020 Quarter One 2020 Highlights: • Net income totaled $2.7 million for the quarter ended March 31, 2020, or $0.22 per diluted common share, a decrease of 3.0% from $2.8 million or $0.23 per diluted common share for the quarter ended March 31, 2019. • Total assets were $1.18 billion and grew |
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April 28, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 3, 2020 |
CCB / COASTAL FINANCIAL CORP DEFA14A - - DEFA14A SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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April 3, 2020 |
CCB / COASTAL FINANCIAL CORP DEF 14A - - DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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March 12, 2020 |
CCB / COASTAL FINANCIAL CORP 10-K - Annual Report - 10-K 2019 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANC |
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March 12, 2020 |
Exhibit 4.2 Description of Registrant’s Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of December 31, 2019, Coastal Financial Corporation (the “Company,” “we,” “our” and “us”), had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): common stock, no par value per share (“Common Stock”) |
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March 12, 2020 |
Subsidiaries of Coastal Financial Corporation As of December 31, 2019 Exhibit 21.1 Subsidiaries of Coastal Financial Corporation As of December 31, 2019 Name of Entity Jurisdiction of Organization Coastal Community Bank Washington Coastal (WA) Statutory Trust I Delaware Arlington Olympic LLC Washington |
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February 18, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 18, 2020 COASTAL FINANCIAL CORPORATION (Exact name of Registrant as Specified in Its Charter) Washington 001-38589 56-2392007 (State or Other Jurisdiction of Incorporation) ( |
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February 18, 2020 |
Investor Presentation Dated February 18, 2020 Exhibit 99.1 Legal Information and Disclaimer This presentation and oral statements made regarding the subject of this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect Coastal’s current views with respect to, among other things, future ev |
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February 14, 2020 |
CCB / COASTAL FINANCIAL CORP / EJF Capital LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) Coastal Financial Corporation (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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February 13, 2020 |
CCB / COASTAL FINANCIAL CORP / FJ Capital Management LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) * Coastal Financial Corporation (CCB) (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) 12/31/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whic |
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February 12, 2020 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Coastal Financial Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 19046P209 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: X Rule |
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January 28, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 27, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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January 28, 2020 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES FOURTH QUARTER AND YEAR END 2019 RESULTS Company Release: January 27, 2020 2019 Highlights: • Net income totaled $13.2 million for the year ended December 31, 2019, or $1.08 per diluted common share, up 36.1% from $9.7 million or $0.91 per diluted common share for year ended December 31, 2018. • Total assets were $1.13 billion at December 31, 20 |
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January 24, 2020 |
Exhibit 99.1 For Immediate Release Contact: Joel Edwards Chief Financial Officer 425.357.3687 [email protected] Coastal Community Bank Announces Addition of Chief Risk Officer EVERETT, Wash. January 22, 2020 – Coastal Community Bank announces the addition of Andrew Stines as Chief Risk Officer. Stines has a degree in Business Management from the University of Colorado, a Masters in Finance |
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January 24, 2020 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 22, 2020 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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November 12, 2019 |
CCB / COASTAL FINANCIAL CORP 10-Q - Quarterly Report - 10-Q No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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November 2, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 1, 2019 COASTAL FINANCIAL CORPORATION (Exact name of Registrant as Specified in Its Charter) Washington 001-38589 56-2392007 (State or Other Jurisdiction of Incorporation) (C |
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October 29, 2019 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES THIRD QUARTER 2019 RESULTS Company release: October 28, 2019 Quarter Three 2019 Highlights: • Net income totaled $3.5 million for the quarter ended September 30, 2019, or $0.29 per diluted common share, up from $2.6 million, or $0.22 per diluted common share, for the quarter ended September 30, 2018. • Total assets were $1.1 billion at September |
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October 29, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2019 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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August 12, 2019 |
CCB / COASTAL FINANCIAL CORP 10-Q - Quarterly Report - 10-Q No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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July 30, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2019 COASTAL FINANCIAL CORPORATION (Exact name of Registrant as Specified in Its Charter) Washington 001-38589 56-2392007 (State or Other Jurisdiction of Incorporation) (Comm |
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July 29, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 26, 2019 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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July 29, 2019 |
Exhibit 99.1 COASTAL FINANCIAL CORPORATION ANNOUNCES SECOND QUARTER 2019 RESULTS Company release: July 26, 2019 Quarter Two 2019 Highlights: • Net income totaled $3.3 million for the quarter ended June 30, 2019, or $0.27 per diluted common share, up from $2.2 million, or $0.24 per diluted common share, for the quarter ended June 30, 2018. • Total assets were $1.0 billion at June 30, 2019, up 8.3% |
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June 7, 2019 |
CCB / COASTAL FINANCIAL CORP / HOVDE STEVEN D - SC 13G Passive Investment SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240. |
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June 5, 2019 |
CCB / COASTAL FINANCIAL CORP / Dale Andrew R - SC 13G Passive Investment SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240. |
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June 5, 2019 |
EX-99 2 d761191dex99.htm EX-99 Exhibit 99 AGREEMENT RELATING TO FILING OF JOINT STATEMENT PURSUANT TO RULE 13d-1(k) UNDER THE SECURITIES EXCHANGE ACT OF 1934 The Undersigned, Andrew R. Dale, Montlake Capital LLC, Montlake Capital Advisor II LLC, Montlake Capital II, L.P. and Montlake Capital II-B, L.P. hereby agree and acknowledge that the information required by this Statement of Schedule 13G, to |
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May 23, 2019 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 20, 2019 COASTAL FINANCIAL CORPORATION (Exact name of Registrant as Specified in Its Charter) Washington 001-38589 56-2392007 (State or Other Jurisdiction of Incorporation) (Commi |
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May 13, 2019 |
CCB / COASTAL FINANCIAL CORP 10-Q Quarterly Report 10-Q No UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38589 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 56-2392007 (State or other jurisdiction of incorporation or organization) (I. |
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May 7, 2019 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2019 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |
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April 29, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2019 COASTAL FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Washington 001-38589 56-2392007 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No. |