CCBNasdaqState Commercial BanksFiscal year ends December 31
COASTAL FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$42.02+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $640.53M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.8%
13M of 15M shares
Institutional holders
194
31 new, 17 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
4 buys · 24 sales
Net sold $6.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,322,325 | 9.00% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 1,069,693 | 7.20% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CCB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,353,593 | 8.85% | $104.92K | +78,559 | 0.07% |
| BlackRock, Inc. | 1,102,172 | 7.21% | $85.43M | +128,313 | 0.00% |
| State Street Corp | 582,971 | 3.81% | $45.19M | +28,013 | 0.00% |
| Vanguard Capital Management LLC | 573,584 | 3.75% | $44.46M | +11,362 | 0.00% |
| Cooper Creek Partners Management LLC | 467,511 | 3.06% | $36.24K | +17,377 | 0.86% |
| Azora Capital LP | 457,333 | 2.99% | $35.45M | −201,284 | 1.49% |
| Endeavour Capital Advisors Inc | 429,702 | 2.81% | $33.31M | +156,100 | 6.84% |
| American Century Companies Inc | 420,240 | 2.75% | $32.57M | +1,566 | 0.01% |
| FMR LLC | 378,992 | 2.48% | $29.38M | +8,236 | 0.00% |
| Dimensional Fund Advisors LP | 372,280 | 2.44% | $28.85M | +12,709 | 0.01% |
| Wellington Management Group Llp | 360,919 | 2.36% | $27.97M | −86,513 | 0.00% |
| Geode Capital Management, LLC | 341,127 | 2.23% | $26.45M | +21,602 | 0.00% |
| Manufacturers Life Insurance Company, The | 335,662 | 2.20% | $26.02M | −2,157 | 0.02% |
| Loomis Sayles & Co L P | 284,468 | 1.86% | $22.05M | −20,320 | 0.03% |
| Citadel Advisors LLC | 235,224 | 1.54% | $18.23M | +180,340 | 0.00% |
| Emerald Advisers, LLC | 216,333 | 1.42% | $16.77M | −4,849 | 0.39% |
| GW&K Investment Management, LLC | 174,198 | 1.14% | $13.50K | −7,790 | 0.11% |
| Kennedy Capital Management LLC | 168,282 | 1.10% | $13.04M | +9,519 | 0.23% |
| Emerald Mutual Fund Advisers Trust | 156,664 | 1.02% | $12.14M | – | 0.43% |
| Stieven Capital Advisors, L.P. | 155,771 | 1.02% | $12.07M | +45,200 | 2.30% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 194 | 13M | 83.8% | 31 / 71 | 64 / 17 | 1M | 1M |
| Q1 2026 | 183 | 13M | 85.4% | 30 / 65 | 64 / 51 | 3M | 2M |
| Q4 2025 | 208 | 13M | 86.9% | 37 / 68 | 70 / 10 | 2M | 0M |
| Q3 2025 | 186 | 12M | 79.7% | 34 / 55 | 70 / 23 | 2M | 1M |
| Q2 2025 | 176 | 11M | 73.5% | 19 / 61 | 67 / 18 | 1M | 1M |
| Q1 2025 | 177 | 11M | 71.9% | 25 / 70 | 62 / 16 | 2M | 1M |
| Q4 2024 | 169 | 10M | 66.6% | 41 / 59 | 50 / 17 | 3M | 1M |
| Q3 2024 | 146 | 9M | 55.9% | 27 / 51 | 45 / 4 | 2M | 0M |
| Q2 2024 | 125 | 8M | 53.4% | 25 / 42 | 39 / 17 | 1M | 1M |
| Q1 2024 | 119 | 8M | 52.9% | 19 / 42 | 40 / 13 | 1M | 1M |
| Q4 2023 | 116 | 8M | 53.5% | 12 / 39 | 40 / 12 | 1M | 0M |
| Q3 2023 | 117 | 8M | 50.9% | 18 / 36 | 39 / 10 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CCB | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 728,586 | 4.77% | $56.47M | 0.53% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 410,107 | 2.68% | $31.79M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 345,562 | 2.26% | $26.78M | 0.03% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 286,300 | 1.87% | $22.19M | 0.23% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 253,505 | 1.66% | $19.65M | 0.41% | Jun 30, 2026 |
| Regional Bank Fund | 155,622 | 1.02% | $6.38M | 0.66% | Jul 31, 2026 |
| Loomis Sayles Small Cap Growth Fund | 153,909 | 1.01% | $11.93M | 0.53% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 150,119 | 0.98% | $11.64M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 144,370 | 0.94% | $5.92M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 122,339 | 0.80% | $9.48M | 0.06% | Jun 30, 2026 |
| Small Cap Growth Fund | 109,209 | 0.71% | $4.48M | 0.08% | Jul 31, 2026 |
| Emerald Growth Fund | 81,218 | 0.53% | $6.14M | 0.44% | Apr 30, 2026 |
| Emerald Growth Fund | 81,218 | 0.53% | $3.33M | 0.22% | Jul 31, 2026 |
| Advisors Capital Small/Mid Cap Fund | 79,100 | 0.52% | $6.13M | 4.69% | Jun 30, 2026 |
| Fidelity Advisor Mid Cap II Fund | 70,800 | 0.46% | $5.49M | 0.24% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian T. Hamilton | President of CCBX, Director | 66,654 | 0.44% | Sep 1, 2026 |
| Eric M. Sprink | CEO, Director | 175,323 | 1.15% | Aug 7, 2026 |
| Christopher D. Adams | Executive Chair, Director | 32,218 | 0.21% | Aug 7, 2026 |
| Joel G. Edwards | Chief Financial Officer | 5,000 | 0.03% | Aug 26, 2026 |
| Freddy I. Rivas | Chief Credit Officer | 11,884 | 0.08% | Aug 4, 2026 |
| Elizabeth Ann Sarvela | Chief Risk Officer | 3,293 | 0.02% | May 4, 2026 |
| Brandon John Soto | CFO | 33,673 | 0.22% | Mar 13, 2026 |
| Curt Queyrouze | President - Community Bank Div | 73,476 | 0.48% | Jun 2, 2025 |
| Russ A. Keithley | Chief Banking Officer | 17,349 | 0.11% | Feb 7, 2025 |
| Michael Culp | Chief Revenue Officer | 20,408 | 0.13% | Feb 7, 2025 |
| Jonathan E. Sand | EVP, Chief Credit Officer | 22,303 | 0.15% | Feb 7, 2025 |
| Andrew G. Stines | EVP, Chief Risk Officer | 12,219 | 0.08% | Feb 7, 2025 |
| Tarah M. Herger | EVP, Division Manager | 14,565 | 0.10% | Feb 7, 2025 |
| Steven D. Hovde | Director, 10% owner | 1,743,793 | 11.41% | Aug 7, 2026 |
| Michael Robert Patterson | Director | 8,294 | 0.05% | May 28, 2026 |
| Pamela Unger | Director | 6,255 | 0.04% | May 28, 2026 |
| Sadhana Akella-Mishra | Director | 8,096 | 0.05% | May 28, 2026 |
| Gregory A. Tisdel | Director | 17,039 | 0.11% | May 28, 2026 |
| Thomas D. Lane | Director | 139,696 | 0.91% | May 28, 2026 |
| Stephan Klee | Director | 4,149 | 0.03% | May 28, 2026 |
| Jeffrey M. Chapman | Director | 1,532 | 0.01% | May 28, 2026 |
| Rilla S. Delorier | Director | 6,584 | 0.04% | May 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian T. Hamilton President of CCBX, Director | Sep 1, 2026 | Tax withholding | −232 | $46.85 | $10.87K | 66,654 |
| Christopher D. Adams Executive Chair, Director | Aug 7, 2026 | Buy | +290 | $45.15 | $13.09K | 30,407 |
| Eric M. Sprink CEO, Director | Aug 6, 2026 | Buy | +10,000 | $44.45 | $444.50K | 173,238 |
| Steven D. Hovde Director, 10% owner | Aug 6, 2026 | Buy | +10,000 | $43.83 | $438.30K | 26,500 |
| Steven D. Hovde Director, 10% owner | Aug 5, 2026 | Buy | +5,000 | $44.00 | $220.00K | 16,500 |
| Brian T. Hamilton President of CCBX, Director | Aug 3, 2026 | Tax withholding | −226 | $41.80 | $9.45K | 66,886 |
| Freddy I. Rivas Chief Credit Officer | Aug 3, 2026 | Tax withholding | −166 | $41.80 | $6.94K | 11,884 |
| Brian T. Hamilton President of CCBX, Director | Jul 1, 2026 | Tax withholding | −229 | $77.72 | $17.80K | 67,112 |
| Brian T. Hamilton President of CCBX, Director | Jun 2, 2026 | Sale(10b5-1 plan) | −7,000 | $71.42 | $499.94K | 67,571 |
| Brian T. Hamilton President of CCBX, Director | Jun 2, 2026 | Tax withholding | −230 | $71.42 | $16.43K | 67,341 |
| Michael Robert Patterson Director | May 26, 2026 | Award | +1,404 | – | – | 8,294 |
| Thomas D. Lane Director | May 26, 2026 | Award | +1,474 | – | – | 85,306 |
| Christopher D. Adams Director | May 26, 2026 | Award | +1,754 | – | – | 30,117 |
| Rilla S. Delorier Director | May 26, 2026 | Award | +1,193 | – | – | 6,584 |
| Sadhana Akella-Mishra Director | May 26, 2026 | Award | +1,369 | – | – | 8,096 |
| Jeffrey M. Chapman Director | May 26, 2026 | Award | +1,532 | – | – | 1,532 |
| Steven D. Hovde Director, 10% owner | May 26, 2026 | Award | +1,333 | – | – | 1,717,293 |
| Gregory A. Tisdel Director | May 26, 2026 | Award | +1,193 | – | – | 16,174 |
| Stephan Klee Director | May 26, 2026 | Award | +1,369 | – | – | 2,488 |
| Pamela Unger Director | May 26, 2026 | Award | +1,193 | – | – | 6,255 |
| Thomas D. Lane Director | May 8, 2026 | Sale | −300 | $72.60 | $21.78K | 0 |
| Elizabeth Ann Sarvela Chief Risk Officer | May 4, 2026 | Tax withholding | −68 | $75.80 | $5.15K | 3,293 |
| Brian T. Hamilton President of CCBX, Director | May 1, 2026 | Sale(10b5-1 plan) | −3,079 | $75.44 | $232.28K | 74,571 |
| Brian T. Hamilton President of CCBX, Director | May 1, 2026 | Tax withholding | −230 | $75.44 | $17.35K | 77,650 |
| Brian T. Hamilton President of CCBX, Director | Apr 1, 2026 | Tax withholding | −228 | $76.69 | $17.49K | 77,880 |
| Brian T. Hamilton President of CCBX, Director | Mar 30, 2026 | Tax withholding | −1,792 | $73.73 | $132.12K | 78,108 |
| Brian T. Hamilton President of CCBX, Director | Mar 11, 2026 | Award | +2,714 | – | – | 79,900 |
| Eric M. Sprink CEO, Director | Mar 11, 2026 | Award | +4,860 | – | – | 163,238 |
| Brandon John Soto CFO | Mar 11, 2026 | Award | +673 | – | – | 33,673 |
| Brian T. Hamilton President of CCBX, Director | Mar 3, 2026 | Sale(10b5-1 plan) | −146 | $72.37 | $10.57K | 77,186 |
| Brian T. Hamilton President of CCBX, Director | Feb 6, 2026 | Sale(10b5-1 plan) | −48 | $88.95 | $4.27K | 77,332 |
| Eric M. Sprink CEO, Director | Feb 5, 2026 | Tax withholding | −1,730 | $84.97 | $147.00K | 158,378 |
| Brian T. Hamilton President of CCBX, Director | Feb 4, 2026 | Sale(10b5-1 plan) | −171 | $89.67 | $15.33K | 77,380 |
| Eric M. Sprink CEO, Director | Feb 3, 2026 | Tax withholding | −733 | $89.50 | $65.60K | 160,108 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Option exercise | +2,673 | $14.91 | $39.85K | 169,917 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Option exercise | +2,854 | $7.10 | $20.26K | 163,862 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Option exercise | +1,882 | $6.25 | $11.76K | 161,008 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Option exercise | +3,382 | $6.50 | $21.98K | 167,244 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Tax withholding | −4,312 | $111.34 | $480.10K | 160,841 |
| Eric M. Sprink CEO, Director | Jan 26, 2026 | Tax withholding | −4,764 | $109.70 | $522.61K | 165,153 |
| Joel G. Edwards Chief Financial Officer | Jan 26, 2026 | Sale | −1,300 | $111.34 | $144.74K | 11,462 |
| Eric M. Sprink CEO, Director | Jan 22, 2026 | Sale(10b5-1 plan) | −4,000 | $116.01 | $464.04K | 159,126 |
| Eric M. Sprink CEO, Director | Jan 21, 2026 | Sale(10b5-1 plan) | −8,402 | $114.27 | $960.10K | 163,126 |
| Eric M. Sprink CEO, Director | Jan 16, 2026 | Sale(10b5-1 plan) | −3,000 | $114.15 | $342.45K | 171,528 |
| Eric M. Sprink CEO, Director | Jan 15, 2026 | Sale(10b5-1 plan) | −4,356 | $114.51 | $498.81K | 174,528 |
| Eric M. Sprink CEO, Director | Jan 9, 2026 | Sale(10b5-1 plan) | −2,000 | $118.50 | $237.00K | 178,884 |
| Eric M. Sprink CEO, Director | Jan 9, 2026 | Sale(10b5-1 plan) | −2,000 | $119.25 | $238.50K | 180,884 |
| Eric M. Sprink CEO, Director | Jan 7, 2026 | Sale(10b5-1 plan) | −3,000 | $117.60 | $352.80K | 182,884 |
| Eric M. Sprink CEO, Director | Jan 6, 2026 | Sale(10b5-1 plan) | −8,000 | $116.35 | $930.80K | 185,884 |
| Eric M. Sprink CEO, Director | Jan 5, 2026 | Sale(10b5-1 plan) | −8,778 | $114.95 | $1.01M | 193,884 |
| Eric M. Sprink CEO, Director | Jan 2, 2026 | Sale(10b5-1 plan) | −8,349 | $113.73 | $949.53K | 202,662 |
| Brian T. Hamilton President of CCBX, Director | Dec 31, 2025 | Tax withholding | −229 | $114.59 | $26.24K | 77,551 |
| Steven D. Hovde Director, 10% owner | Dec 10, 2025 | Sale | −1,500 | $118.50 | $177.75K | 11,500 |
| Steven D. Hovde Director, 10% owner | Dec 10, 2025 | Sale | −1,500 | $116.00 | $174.00K | 13,000 |
| Steven D. Hovde Director, 10% owner | Dec 9, 2025 | Sale | −1,500 | $115.50 | $173.25K | 14,500 |
| Steven D. Hovde Director, 10% owner | Dec 8, 2025 | Sale | −1,500 | $113.50 | $170.25K | 17,500 |
| Steven D. Hovde Director, 10% owner | Dec 8, 2025 | Sale | −1,500 | $114.50 | $171.75K | 16,000 |
| Steven D. Hovde Director, 10% owner | Dec 5, 2025 | Sale | −1,611 | $112.00 | $180.43K | 20,000 |
| Steven D. Hovde Director, 10% owner | Dec 5, 2025 | Sale | −1,000 | $112.50 | $112.50K | 19,000 |
| Brian T. Hamilton President of CCBX, Director | Dec 1, 2025 | Tax withholding | −6,232 | $113.81 | $709.26K | 77,780 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian T. Hamilton Officer | Aug 3, 2026 | 226 | $9.45K | Aug 3, 2026 | Restricted Stock |
| Brian T. Hamilton Officer | Jul 1, 2026 | 229 | $17.80K | Jul 1, 2026 | Restricted Stock |
| Brian T. Hamilton Officer | Jun 2, 2026 | 230 | $16.41K | Jun 2, 2026 | Restricted Stock |
| Brian T. Hamilton Officer | May 1, 2026 | 10,309 | $777.69K | May 1, 2026 | Restricted Stock |
| Brian T. Hamilton Officer | Apr 1, 2026 | 228 | $17.48K | Apr 1, 2026 | Restricted Stock |
| Brian T. Hamilton Officer | Mar 30, 2026 | 2,157 | $163.55K | Mar 30, 2026 | Restricted Stock |
| Andrew G. Stines Officer | Dec 8, 2025 | 7,997 | $891.67K | Dec 5, 2025 | Restricted Stock Units |
| Curt Queyrouze Officer | Nov 4, 2025 | 2,333 | $247.30K | Nov 4, 2025 | Restricted Stock Units |
| Brian T. Hamilton Officer | Sep 15, 2025 | 1,708 | $186.35K | Sep 15, 2025 | Restricted Stock Units |
| Stephan Klee Director | Sep 15, 2025 | 4,350 | $474.74K | Sep 15, 2025 | 6,011 |
| Joel G. Edwards Officer | May 16, 2025 | 3,128 | $276.65K | May 16, 2025 | Restricted Stock Units |
| Joel G. Edwards Officer | May 23, 2024 | 12,414 | $551.80K | May 23, 2024 | Options |
| Andrew G. Stines Affiliate | May 6, 2024 | 179 | $7.42K | May 6, 2024 | Restricted Stock Units |
| Andrew G. Stines Affiliate | Feb 5, 2024 | 790 | $30.02K | Feb 5, 2024 | Restricted Stock Units |
| Tarah M. Herger Affiliate | Feb 5, 2024 | 259 | $9.84K | Feb 5, 2024 | Restricted Stock Units |