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[8-K] Coastal Financial Corporation Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

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 §18 liabilities and are not automatically incorporated into the company’s 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.

Il 29 luglio 2025 Coastal Financial Corporation (Nasdaq: CCB) ha presentato un modulo 8-K per comunicare di aver pubblicato una presentazione per investitori sul proprio sito web, fornendola come Allegato 99.1 ai sensi del Punto 7.01 (Regolamento FD). Le slide saranno utilizzate nei prossimi incontri con investitori e sono fornite esclusivamente a scopo informativo. Essendo un allegato fornito e non depositato, i materiali non sono soggetti alle responsabilità previste dalla Sezione 18 del Exchange Act e non vengono automaticamente incorporati negli altri documenti SEC della società. Questa comunicazione non contiene nuovi risultati finanziari, previsioni o dettagli di transazioni. La società ha inoltre incluso il file della pagina di copertina Inline XBRL (Allegato 104). Il modulo 8-K è stato firmato dal EVP e CFO Joel G. Edwards.

El 29 de julio de 2025, Coastal Financial Corporation (Nasdaq: CCB) presentó un Formulario 8-K para informar que ha publicado una presentación para inversores en su sitio web y la ha proporcionado como Anexo 99.1 bajo el Punto 7.01 (Regulación FD). Las diapositivas se utilizarán en próximas reuniones con inversores y se ofrecen únicamente con fines informativos. Al ser un anexo proporcionado y no presentado, los materiales no están sujetos a las responsabilidades de la Sección 18 de la Ley de Intercambio y no se incorporan automáticamente en otros documentos presentados ante la SEC por la compañía. Esta presentación no contiene nuevos resultados financieros, pronósticos o detalles de transacciones. La compañía también incluyó el archivo de portada Inline XBRL (Anexo 104). El 8-K fue firmado por el EVP y CFO Joel G. Edwards.

2025� 7� 29�, Coastal Financial Corporation (나스�: CCB)은 8-K 양식� 제출하여 투자자용 레젠테이션� 웹사이트� 게시하고 이를 규정 FD� 항목 7.01� 따라 부속서 99.1� 제공했다� 공시했습니다. � 슬라이드� 향후 투자� 회의에서 사용� 예정이며 정보 제공 목적으로� 제공됩니�. 제출� 것이 아니� 제공� 부속서이므�, 자료� 증권거래� §18� 책임 대상이 아니� 회사� 다른 SEC 제출 문서� 자동으로 포함되지 않습니다. 이번 제출에는 새로� 재무 결과, 가이드라인 또는 거래 세부사항� 포함되어 있지 않습니다. 회사� 또한 Inline XBRL 표지 파일(부속서 104)� 포함했습니다. 8-K 양식은 EVP � CFO Joel G. Edwards가 서명했습니다.

Le 29 juillet 2025, Coastal Financial Corporation (Nasdaq : CCB) a déposé un formulaire 8-K pour annoncer la mise en ligne d'une présentation aux investisseurs sur son site web, fournie en tant qu'Exhibit 99.1 sous l'Item 7.01 (Règlement FD). Les diapositives seront utilisées lors des prochaines réunions avec les investisseurs et sont fournies à titre informatif uniquement. En tant que pièce jointe fournie et non déposée, ces documents ne sont pas soumis aux responsabilités prévues par la Section 18 du Exchange Act et ne sont pas automatiquement intégrés aux autres dépôts SEC de la société. Ce dépôt ne contient aucun nouveau résultat financier, prévision ou détail de transaction. La société a également inclus le fichier de page de couverture Inline XBRL (Exhibit 104). Le formulaire 8-K a été signé par le EVP et CFO Joel G. Edwards.

Am 29. Juli 2025 reichte Coastal Financial Corporation (Nasdaq: CCB) ein Formular 8-K ein, um bekannt zu geben, dass eine ԱٴǰԱäԳٲپDz auf ihrer Website veröffentlicht wurde und als Anhang 99.1 unter Punkt 7.01 (Regulation FD) bereitgestellt wird. Die Folien werden in bevorstehenden Investorenmeetings verwendet und dienen ausschließlich Informationszwecken. Da es sich um einen bereitgestellten, nicht eingereichten Anhang handelt, unterliegen die Materialien nicht den Haftungen gemäß Exchange Act §18 und werden nicht automatisch in andere SEC-Einreichungen des Unternehmens aufgenommen. Diese Einreichung enthält keine neuen Finanzergebnisse, Prognosen oder Transaktionsdetails. Das Unternehmen fügte außerdem die Inline XBRL-Titelseitendatei (Anhang 104) bei. Das 8-K wurde vom EVP und CFO Joel G. Edwards unterzeichnet.

Positive
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Negative
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Insights

TL;DR: Neutral housekeeping 8-K—company posts investor deck, no financial data or material events disclosed.

This Form 8-K simply meets Regulation FD requirements by making investor presentation slides publicly available. Because the exhibit is furnished, liability exposure is minimal and the content is excluded from incorporation into other filings unless expressly referenced. There are no earnings figures, guidance revisions, capital actions, or strategic transactions announced, so the document carries no direct valuation impact. Investors may review the deck for qualitative insights, but until the company releases quantitative updates, this disclosure is best viewed as routine.

Il 29 luglio 2025 Coastal Financial Corporation (Nasdaq: CCB) ha presentato un modulo 8-K per comunicare di aver pubblicato una presentazione per investitori sul proprio sito web, fornendola come Allegato 99.1 ai sensi del Punto 7.01 (Regolamento FD). Le slide saranno utilizzate nei prossimi incontri con investitori e sono fornite esclusivamente a scopo informativo. Essendo un allegato fornito e non depositato, i materiali non sono soggetti alle responsabilità previste dalla Sezione 18 del Exchange Act e non vengono automaticamente incorporati negli altri documenti SEC della società. Questa comunicazione non contiene nuovi risultati finanziari, previsioni o dettagli di transazioni. La società ha inoltre incluso il file della pagina di copertina Inline XBRL (Allegato 104). Il modulo 8-K è stato firmato dal EVP e CFO Joel G. Edwards.

El 29 de julio de 2025, Coastal Financial Corporation (Nasdaq: CCB) presentó un Formulario 8-K para informar que ha publicado una presentación para inversores en su sitio web y la ha proporcionado como Anexo 99.1 bajo el Punto 7.01 (Regulación FD). Las diapositivas se utilizarán en próximas reuniones con inversores y se ofrecen únicamente con fines informativos. Al ser un anexo proporcionado y no presentado, los materiales no están sujetos a las responsabilidades de la Sección 18 de la Ley de Intercambio y no se incorporan automáticamente en otros documentos presentados ante la SEC por la compañía. Esta presentación no contiene nuevos resultados financieros, pronósticos o detalles de transacciones. La compañía también incluyó el archivo de portada Inline XBRL (Anexo 104). El 8-K fue firmado por el EVP y CFO Joel G. Edwards.

2025� 7� 29�, Coastal Financial Corporation (나스�: CCB)은 8-K 양식� 제출하여 투자자용 레젠테이션� 웹사이트� 게시하고 이를 규정 FD� 항목 7.01� 따라 부속서 99.1� 제공했다� 공시했습니다. � 슬라이드� 향후 투자� 회의에서 사용� 예정이며 정보 제공 목적으로� 제공됩니�. 제출� 것이 아니� 제공� 부속서이므�, 자료� 증권거래� §18� 책임 대상이 아니� 회사� 다른 SEC 제출 문서� 자동으로 포함되지 않습니다. 이번 제출에는 새로� 재무 결과, 가이드라인 또는 거래 세부사항� 포함되어 있지 않습니다. 회사� 또한 Inline XBRL 표지 파일(부속서 104)� 포함했습니다. 8-K 양식은 EVP � CFO Joel G. Edwards가 서명했습니다.

Le 29 juillet 2025, Coastal Financial Corporation (Nasdaq : CCB) a déposé un formulaire 8-K pour annoncer la mise en ligne d'une présentation aux investisseurs sur son site web, fournie en tant qu'Exhibit 99.1 sous l'Item 7.01 (Règlement FD). Les diapositives seront utilisées lors des prochaines réunions avec les investisseurs et sont fournies à titre informatif uniquement. En tant que pièce jointe fournie et non déposée, ces documents ne sont pas soumis aux responsabilités prévues par la Section 18 du Exchange Act et ne sont pas automatiquement intégrés aux autres dépôts SEC de la société. Ce dépôt ne contient aucun nouveau résultat financier, prévision ou détail de transaction. La société a également inclus le fichier de page de couverture Inline XBRL (Exhibit 104). Le formulaire 8-K a été signé par le EVP et CFO Joel G. Edwards.

Am 29. Juli 2025 reichte Coastal Financial Corporation (Nasdaq: CCB) ein Formular 8-K ein, um bekannt zu geben, dass eine ԱٴǰԱäԳٲپDz auf ihrer Website veröffentlicht wurde und als Anhang 99.1 unter Punkt 7.01 (Regulation FD) bereitgestellt wird. Die Folien werden in bevorstehenden Investorenmeetings verwendet und dienen ausschließlich Informationszwecken. Da es sich um einen bereitgestellten, nicht eingereichten Anhang handelt, unterliegen die Materialien nicht den Haftungen gemäß Exchange Act §18 und werden nicht automatisch in andere SEC-Einreichungen des Unternehmens aufgenommen. Diese Einreichung enthält keine neuen Finanzergebnisse, Prognosen oder Transaktionsdetails. Das Unternehmen fügte außerdem die Inline XBRL-Titelseitendatei (Anhang 104) bei. Das 8-K wurde vom EVP und CFO Joel G. Edwards unterzeichnet.

0001437958FALSE00014379582025-07-292025-07-29

 
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)
Washington001-3858956-2392007
(State or other jurisdiction
of incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
5415 Evergreen Way, Everett, Washington 98203
(Address of principal executive offices, including zip code)
Registrant’s telephone number, including area code:  (425) 257-9000
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange on which registered
Common stock, no par value per shareCCBThe Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company  
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  



Item 7.01    Regulation FD Disclosures
On July 29, 2025 Coastal Financial Corporation (the “Company”) made available the slides for a presentation that the Company will utilize in connection with investor meetings which can be found on the Company’s website (the “Presentation Materials”). The Presentation Materials are furnished as Exhibit 99.1 and are incorporated by reference in this Item 9.01. The Presentation Materials provided in Item 7.01 of this report, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities under that Section. The information provided in Item 9.01 of this report shall not be deemed incorporated by reference into any filings the Company has made or may make under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Item 9.01    Financial Statements and Exhibits
Exhibits
Number
Description
99.1
Investor Presentation, dated July 29, 2025
104Cover Page Interactive Data File (Embedded within the Inline XBRL document)



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
COASTAL FINANCIAL CORPORATION
Date: July 29, 2025
By:/s/ Joel G. Edwards
Joel G. Edwards
Executive Vice President and Chief Financial Officer

FAQ

What did Coastal Financial Corporation (CCB) announce in its 8-K dated July 29 2025?

CCB furnished an investor presentation (Exhibit 99.1) that will be used in upcoming investor meetings.

Is the investor presentation considered "filed" with the SEC?

No. The slides are "furnished" under Regulation FD, meaning they are not subject to Exchange Act §18 liabilities.

Where can investors access the new Coastal Financial presentation?

The slides are posted on CCB’s website and attached to the 8-K as Exhibit 99.1.

Did the 8-K include any new financial results or guidance for CCB?

No. The filing contains no financial metrics, forecasts, or material transaction details.

Who signed the Form 8-K for Coastal Financial Corporation?

Executive Vice President and Chief Financial Officer Joel G. Edwards.
Coastal Financial

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