Coastal Financial Corp (CCB) shareholders
CCBNasdaqState Commercial BanksFiscal year ends December 31
$42.57−0.67 (-1.55%)
Close on Nov 13, 2026Market cap $650.74MP/E –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% | $104.92M | +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% | $36.24M | +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% | $13.50M | −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)
188 funds held CCB in Q2 2026, 33% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 66,194 | 0.43% | Nov 3, 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 | Nov 2, 2026 | Tax withholding | −227 | $43.99 | $9.99K | 66,194 |
| Brian T. Hamilton President of CCBX, Director | Oct 1, 2026 | Tax withholding | −233 | $39.46 | $9.20K | 66,421 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
9.99%
1M shares short
Days to cover
5.8
At 0M shares a day
Change since last report
+2.3%
From 1M shares
Short volume, 20 days
46.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Coastal Financial's stock actually held short. Settlement fails (shares not delivered on time) peaked at 103 shares on Oct 6, 2026 over the last 90 days.
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 |
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