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CCB Smart Money

Coastal Financial Corporation
1W: +7.3% 1M: +0.6% 3M: -38.2% YTD: -60.2% 1Y: -56.7% 3Y: +9.8% 5Y: +34.6%
$45.66
+0.58 (+1.29%)
After Hours: $45.48 (-0.18, -0.41%)
Weekly Expected Move ±10.4%
$36 $41 $45 $50 $55
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 63 · $689.1M mcap · 13M float · 1.81% daily turnover · Short 56% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
215
Institutions Holding
-16 vs prior
129.1%
Ownership
+0.42%
35 New
70 Increased
81 Reduced
17 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-01 Hamilton Brian T officer: president of ccbx F-Tax Withholding 233 $39.46 $9K Filing
2026-09-01 Hamilton Brian T officer: president of ccbx F-Tax Withholding 232 $46.85 $11K Filing
2026-08-07 Adams Christopher D officer: executive chair P-Purchase 290 $45.15 $13K Filing
2026-08-06 HOVDE STEVEN D director P-Purchase 10,000 $43.83 $438K Filing
2026-08-06 Sprink Eric M officer: ceo P-Purchase 10,000 $44.45 $444K Filing
2026-08-05 HOVDE STEVEN D director P-Purchase 5,000 $44.00 $220K Filing
2026-08-03 Hamilton Brian T officer: president of ccbx F-Tax Withholding 226 $41.80 $9K Filing
2026-08-03 Rivas Freddy I officer: chief credit officer F-Tax Withholding 166 $41.80 $7K Filing
2026-07-01 Hamilton Brian T officer: president of ccbx F-Tax Withholding 229 $77.72 $18K Filing
2026-06-02 Hamilton Brian T officer: president of ccbx F-Tax Withholding 230 $71.42 $16K Filing
2026-06-02 Hamilton Brian T officer: president of ccbx S-Sale 7,000 $71.42 $500K Filing
2026-05-26 Chapman Jeffrey M director A-Grant/Award 1,532 $— $0 Filing
2026-05-26 Akella-Mishra Sadhana director A-Grant/Award 1,369 $— $0 Filing
2026-05-26 Adams Christopher D director A-Grant/Award 1,754 $— $0 Filing
2026-05-26 Unger Pamela director A-Grant/Award 1,193 $— $0 Filing
2026-05-26 Tisdel Gregory A director A-Grant/Award 1,193 $— $0 Filing
2026-05-26 Patterson Michael Robert director A-Grant/Award 1,404 $— $0 Filing
2026-05-26 Lane Thomas D director A-Grant/Award 1,474 $— $0 Filing
2026-05-26 Klee Stephan director A-Grant/Award 1,369 $— $0 Filing
2026-05-26 HOVDE STEVEN D director A-Grant/Award 1,333 $— $0 Filing
2026-05-26 Delorier Rilla S director A-Grant/Award 1,193 $— $0 Filing
2026-05-08 Lane Thomas D director S-Sale 300 $72.60 $22K Filing
2026-05-04 Sarvela Elizabeth Ann officer: chief risk officer F-Tax Withholding 68 $75.80 $5K Filing
2026-05-01 Hamilton Brian T officer: president of ccbx S-Sale 3,079 $75.44 $232K Filing
2026-05-01 Hamilton Brian T officer: president of ccbx F-Tax Withholding 230 $75.44 $17K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 1,102,172 $85M +128,313 2026-06-30 Filing
STATE STREET CORP 582,971 $45M +28,013 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 573,584 $44M +11,362 2026-06-30 Filing
COOPER CREEK PARTNERS MANAGEMENT LLC 467,511 $36M +17,377 2026-06-30 Filing
Azora Capital LP 457,333 $35M -201,284 2026-06-30 Filing
ENDEAVOUR CAPITAL ADVISORS INC 429,702 $33M +156,100 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 420,240 $33M +1,566 2026-06-30 Filing
FMR LLC 378,992 $29M +8,236 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 372,280 $29M +12,709 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 360,919 $28M -86,513 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 341,127 $26M +21,602 2026-06-30 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 335,662 $26M -2,157 2026-06-30 Filing
LOOMIS SAYLES & CO L P 284,468 $22M -20,320 2026-06-30 Filing
CITADEL ADVISORS LLC 235,224 $18M +180,340 2026-06-30 Filing
EMERALD ADVISERS, LLC 216,333 $17M -4,849 2026-06-30 Filing
GW&K Investment Management, LLC 174,198 $14M -7,790 2026-06-30 Filing
KENNEDY CAPITAL MANAGEMENT LLC 168,282 $13M +9,519 2026-06-30 Filing
EMERALD MUTUAL FUND ADVISERS TRUST 156,664 $12M — 2026-06-30 Filing
Stieven Capital Advisors, L.P. 155,771 $12M +45,200 2026-06-30 Filing
UBS Group AG 151,313 $12M -8,399 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms