Welcome to our dedicated page for Coastal Financial SEC filings (Ticker: CCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking Coastal Financial鈥檚 blend of community loans, Banking-as-a-Service (CCBX) partnerships, and dynamic interest-rate risk inside a single SEC report can feel overwhelming. Each 10-K details credit concentrations, while 8-K material event notices appear whenever a new fintech alliance signs on. Investors asking 鈥淲here can I find Coastal Financial quarterly earnings report 10-Q filing?鈥� or 鈥淗ow do I monitor Coastal Financial insider trading Form 4 transactions?鈥� need more than raw PDFs.
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Whether you鈥檙e looking for Coastal Financial SEC filings explained simply, interested in Coastal Financial proxy statement executive compensation, or focused on Coastal Financial 8-K material events explained, every document is indexed and searchable here. For deeper insight, try understanding Coastal Financial SEC documents with AI; interactive dashboards surface loan portfolio shifts and BaaS partner revenue in minutes. Subscribe for instant email or API feeds and receive complete coverage of all submissions, from shelf registrations to call reports, with timestamps direct from EDGAR. The result: clear insight into how this Puget Sound community bank monetizes deposits, scales its BaaS network, and manages risk鈥攚ithout spending hours parsing disclosures.
The Vanguard Group filed Amendment No. 8 to Schedule 13G disclosing that it beneficially owns 18,907,983 shares of Chewy, Inc. (CHWY) as of 30 June 2025, representing 9.67 % of the outstanding common stock.
Voting rights are minimal: 0 shares with sole voting power and 106,803 shares with shared voting power. However, Vanguard controls disposition of the stake, reporting 18.53 million shares with sole dispositive power and 375,033 shares with shared dispositive power.
The filing is made under Rule 13d-1(b) and classifies Vanguard as an investment adviser (IA), indicating a passive, ordinary-course holding rather than an attempt to influence control. No transaction details or prior-period comparisons are provided, but the amendment confirms Vanguard remains a top-10 shareholder, adding liquidity and signalling institutional confidence while exerting limited governance influence.
On 29 Jul 2025 Coastal Financial Corporation (Nasdaq: CCB) filed a Form 8-K to disclose that it has posted an investor presentation on its website and furnished it as Exhibit 99.1 under Item 7.01 (Regulation FD). The slides will be used in upcoming investor meetings and are provided for informational purposes only. As a furnished, not filed, exhibit, the materials are not subject to Exchange Act 搂18 liabilities and are not automatically incorporated into the company鈥檚 other SEC filings. No new financial results, guidance, or transaction details are contained in this filing. The company also included the Inline XBRL cover page file (Exhibit 104). The 8-K was signed by EVP & CFO Joel G. Edwards.
Coastal Financial Corporation (CCB) 鈥� Form 4 insider filing dated 07/01/2025 discloses a routine share-withholding transaction by Director and CCBX President Brian T. Hamilton.
- Transaction: On 06/30/2025, 228 common shares were automatically withheld (Transaction Code F) at $96.87 per share to satisfy payroll-tax obligations triggered by the partial vesting of a restricted-stock-unit (RSU) award granted 09/30/2024.
- Post-transaction holdings: Hamilton beneficially owns 86,866 CCB common shares, of which 19,768 are time-based RSUs and 38,895 are performance-based RSUs subject to future vesting through 04/30/2028. The filing reflects continued long-term alignment rather than an open-market sale.
- Context: Code F events are non-discretionary and generally considered neutral from a signaling perspective because the insider neither receives cash nor alters economic exposure. The share count involved (228) is <0.3 % of Hamilton鈥檚 total beneficial ownership.
No derivative securities were acquired or disposed of, and no new options or RSUs were granted. The filing therefore represents a standard administrative update with minimal market impact.
Coastal Financial Corp. (CCB) 鈥� Form 4 insider transaction
Chief Financial Officer Joel G. Edwards exercised 1,800 employee stock options at an exercise price of $7.20 on 18 Jun 2025, acquiring an equal number of common shares. After the transaction, his direct ownership stands at 43,187 shares.
The filing also discloses 10,962 time-based restricted stock units that vest over four tranches: 2,241 on 30 Jun 2025; 3,065 on 25 Jan 2026; 1,424 on 5 Feb 2026; and 4,232 on 1 Apr 2026. Each RSU converts into one share of common stock upon vesting.
The transaction was reported with code "M", indicating a non-open-market option exercise. Following the exercise, no derivative options remain outstanding for Mr. Edwards. No shares were sold, and there is no indication of a Rule 10b5-1 trading plan.
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