Highest-materiality recent filing
Christopher D. Adams appointed Executive Chair effective July 29, 2026; previously a non-employee director since 2016.
Coastal Financial posts investor presentation; no material details disclosed
Company made investor presentation slides available on its website on July 30, 2026.
Coastal Financial Q2 net loss $42.1M on $68.8M credit charge from single BaaS partner
Net loss of $42.1M ($2.76 diluted EPS) vs net income of $12.0M in Q1 2026 and $11.0M in Q2 2025.
Coastal Financial to report Q2 2026 results on July 30, 2026, and host conference call
Second quarter 2026 financial results will be released pre-market on Thursday, July 30, 2026.
Coastal Financial CFO Brandon Soto to step down Aug 15; Joel Edwards named interim CFO
Brandon Soto departs as CFO effective Aug 15, 2026, to become CEO of a fintech bank subsidiary.
Coastal Financial shareholders re-elect Hovde by razor-thin margin at 2026 annual meeting
Steven D. Hovde re-elected with 6,374,067 For vs 6,372,171 Withheld; other three directors won by wide margins.
Coastal Financial Q1 net income $12.0M ($0.78 dil. EPS); deposits grow 21.6%, CCBX fee income $10.9M
Net income $12.0M, diluted EPS $0.78 vs $0.82 prior Q and $0.63 year ago; net interest income $83.4M (+5% QoQ).
Coastal Financial posts Q1 2026 investor presentation; no material financial details disclosed
Company made investor presentation slides available on its website on April 29, 2026.
Coastal Financial's unit signs non-binding term sheet to buy certain Evolve BaaS programs
Coastal Community Bank entered a non-binding term sheet with Evolve Bank & Trust.
Coastal Financial appoints Jeffrey M. Chapman to Board of Directors
Jeffrey M. Chapman appointed to Board, effective March 11, 2026.
Coastal Financial Q4 net income $12.6M ($0.82 diluted EPS); BaaS deposits up 7.7%
Net income $12.6M ($0.82 diluted EPS) vs $13.6M ($0.88) in Q3 2025 and $13.4M ($0.94) in Q4 2024.
Coastal Financial Q4 2025 EPS $0.82, revenue down 4.6% QoQ; core net revenue up 6.8%
Diluted EPS $0.82 vs $0.88 LQ; net income $12.6M, down 7% QoQ and 5.4% YoY.
Coastal Financial Q3 2025 EPS $0.88, net income $13.6M; loans up 4.6%, BaaS fees up 11.3%
Net income $13.6M ($0.88 dil. EPS) vs prior Q2 $11.0M ($0.71) and Q3 2024 $13.5M ($0.97).
Coastal Financial Q3 2025 EPS $0.88, net income $13.6M; loans up 4.6% QoQ
Diluted EPS $0.88, net income $13.6M up 23.2% from prior quarter.
Andrew Stines resigns as EVP and Chief Risk Officer effective Oct 1, 2025, to pursue other professional opportunities.
Coastal Financial appoints Brandon Soto as CFO, effective October 1, 2025
Brandon Soto appointed CFO, succeeding Joel Edwards; effective Oct 1, 2025.
Coastal Community Bank President Curt T. Queyrouze resigns effective Sept 12, 2025
Queyrouze resigned to pursue other professional opportunities; no disagreement with Coastal or board.
Coastal Financial Q2 2025 net income $12.5M, EPS $0.92, loans up 18%
Q2 2025 net income $12.5 million; diluted EPS $0.92.
Coastal Financial Q2 2025 net income $11.0M ($0.71 EPS); provision for credit losses drops to $32.2M
Net income $11.0M ($0.71 diluted EPS) vs $9.7M ($0.63) Q1 2025 and $11.6M ($0.84) Q2 2024.
Moss Adams merged with Baker Tilly effective June 3, 2025; Moss Adams resigned and Baker Tilly appointed as successor independent auditor.
Coastal Financial removes director age cap, strengthens shareholder proposal rules
Removed Section 2.3 age restriction, allowing directors 72+ to serve.
All four director nominees elected: Adams (9.97M For), Hovde (10.96M), Klee (10.95M), Lane (7.15M); turnout ~83%.
Coastal Financial CFO Joel G. Edwards to retire; transition plan through April 2026
Joel G. Edwards, EVP and CFO, notified Company of retirement on May 7, 2025; effective upon successor or October 1, 2025.
Net income of $9.7M, diluted EPS $0.63, down from $0.94 in Q4 2024 but up from $0.50 YoY.
Coastal Financial Q1 2025 net income $9.7M ($0.63 EPS); deposits up 5.7% QoQ
Net income $9.7M ($0.63 diluted EPS), down 27.2% from LQ but up 43.1% from PYQ.
Coastal Financial Corp revises Q4 earnings; net income $13.4M, $0.94 EPS; $98M capital raise
Net income Q4 2024 $13.4M ($0.94 diluted EPS) vs $13.5M ($0.97) in Q3; full-year net income $45.2M vs $44.6M in 2023.
Corrected balance sheet, income statement, and cash flow items due to fintech partner accounting errors; net income and EPS unchanged for Q4 and FY2024.
Coastal Financial restates 2023-2024 financials; fintech loan errors, no NI impact
Restatement covers FY2023 and Q1-Q3 2024; adjustments to interest income, BaaS loan expense, and balance sheet items.
Coastal Financial Q4 net income $13.4M ($0.94 EPS); completes $98M capital raise
Net income $13.4M ($0.94 diluted EPS) vs $13.5M ($0.97) in Q3 2024; full year $45.2M vs $44.6M in 2023.
Coastal Financial Q4 2024 EPS $0.94, net income $13.4M, completes $98M equity raise
Diluted EPS $0.94 vs $0.97 LQ and $0.66 PYQ; net income $13.4M, up 48.3% YoY.
Coastal Financial prices 1.2M share offering at $71, gross proceeds $85.2M
Pricing of 1,200,000 shares at $71.00 per share; underwriters' option for 180,000 additional shares exercised in full.
Coastal Financial Q3 net income $13.5M ($0.97 EPS); loan sales $423.7M
Net income $13.5M up from $11.6M in Q2 2024 and $10.3M in Q3 2023; diluted EPS $0.97.
Coastal Financial makes investor presentation available; no specific financial data disclosed
Filed under Item 7.01 Regulation FD; presentation materials furnished as Exhibit 99.1.
Coastal Financial appoints Brian Hamilton as President of CCBX, its fintech division
Brian Hamilton appointed President of CCBX, Coastal's FinTech/BaaS division, effective Sept 30, 2024.
Coastal Financial Q2 net income $11.6M, EPS $0.84; BaaS fee income up 54% YoY
Q2 net income $11.6M ($0.84 diluted EPS) vs Q1 $6.8M ($0.50).
Coastal Financial Q2 net income $11.6M ($0.84 EPS), loans up 4% QoQ, NIM expands to 7.13%
Net income $11.6M ($0.84 diluted EPS) vs $6.8M ($0.50) in Q1; down from $12.9M ($0.95) YoY.
Coastal Financial Corp shareholders elect directors, approve say-on-pay at 2024 annual meeting
Elected Sadhana Akella-Mishra, Brian Hamilton, Eric Sprink, Pamela Unger as directors for three-year terms until 2027.
Slides for investor meetings posted on company website on April 29, 2024.
Net income fell to $6.8M vs $9.0M in Q4 2023 and $12.4M in Q1 2023; ROA 0.73% vs 0.97% QoQ.
Coastal Financial furnishes investor presentation; no specific financial data in filing text
Presentation slides posted on company website for investor meetings on January 30, 2024.
Coastal Financial Q4 net income $9.0M ($0.66 EPS), down sequentially; NIM 6.61%
Q4 net income $9.0M ($0.66 diluted EPS) vs Q3 $10.3M ($0.75) and Q4 2022 $13.1M ($0.96).
Coastal Financial appoints Brian Hamilton to Board of Directors effective Jan 1, 2024
Brian Hamilton joined the board effective January 1, 2024, expanding to 11 directors.
Coastal Financial posts routine investor presentation; no material new details disclosed
Filed under Item 7.01; presentation made available on company website.
Coastal Financial Q3 net income $10.3M ($0.75 EPS), down 20% QoQ
Net income $10.3M ($0.75 diluted EPS) vs $12.9M ($0.95) in Q2 2023 and $11.1M ($0.82) a year ago.
Presentation furnished as Exhibit 99.1, but the appended text is truncated and contains no financial figures.
Coastal Financial Q2 net income $12.9M; loan growth 6%, NIM expands to 7.58%
Net income of $12.9M, EPS $0.95, compared to $12.4M and $0.91 in Q1 2023.
Coastal Financial reports 2023 annual meeting results; directors re-elected
Shareholders elected Rilla R. Delorier, Michael R. Patterson, and Gregory S. Tisdel as directors for three-year terms.
Coastal Financial files 8-K furnishing investor presentation; no financial data in filing
Filed investor presentation slides for upcoming investor meetings.
Coastal Financial Q1 net income $12.4M ($0.91 EPS); assets up 9.7% to $3.45B
Net income $12.4M vs $13.1M in Q4 2022; diluted EPS $0.91 vs $0.96.
Coastal Financial Corporation COO John Dickson retired effective March 31, 2023
John Dickson retired as Chief Operating Officer of Coastal Community Bank on March 31, 2023.
Following the appointment of Mr. Adams as Executive Chair, the Board appointed Thomas Lane as Lead Independent Director, effective July 29, 2026.
On July 29, 2026, Coastal Financial Corporation (the “Company”) appointed Christopher D. Adams as Executive Chair of the Board of Directors of the Company (the “Board”), effective July 29, 2026.
On May 7, 2025, Joel G. Edwards, Executive Vice President and Chief Financial Officer of Coastal Financial Corporation (the “Company”), informed the Company of his intention to retire upon the appointment of a new Chief Financial Officer of the Company or if earlier, October 1, 2025.
Michael Barreiro, who has extensive experience as a software engineer and technology executive and has worked alongside Mr. Hamilton at Azlo and ONE, was appointed as the Bank’s Chief Technology Officer on September 30, 2024.
On September 30, 2024, Coastal Community Bank (the “Bank”), a subsidiary of Coastal Financial Corporation (the “Company”), appointed Brian Hamilton, a current member of the Company’s Board of Directors, as President of CCBX, the FinTech and banking-as-a-service division of the Bank.
On January 4, 2024, Coastal Financial Corporation (the “Company”) announced the appointment of Brian Hamilton to the Company’s Board of Directors, effective January 1, 2024.
On March 31, 2023, Coastal Financial Corporation, the bank holding company for Coastal Community Bank (the "Bank"), announced that John Dickson has retired from his role as Chief Operating Officer of the Bank, effective March 31, 2023.
On May 18, 2022, the Board of Directors of Coastal Financial Corporation (the “Company”) the holding company for Coastal Community Bank (the “Bank”), appointed Curt Queyrouze as President of the Company and Bank, effective June 1, 2022.
On September 28, 2021, Coastal Financial Corporation (the “Company”) appointed Michael Patterson as a director for the Company, effective October 1, 2021.
Max materiality 0.85 · Median 0.60 · Most common event earnings