Coastal Financial Corp (EVERETT)
CCB116.910USD
+0.590+0.51%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
1.77BMarket Cap
35.91P/E TTM
More Details of Coastal Financial Corp (EVERETT) Company
Coastal Financial Corporation is a bank holding company, whose wholly owned subsidiaries are Coastal Community Bank (Bank) and Arlington Olympic LLC (LLC). The Company operates through three segments: the community bank, CCBX and treasury & administration. The community bank segment includes all community banking activities, with a primary focus on providing a wide range of banking products and services to consumers and small to medium-sized businesses in the broader Puget Sound region in the state of Washington and through the Internet and its mobile banking application. The CCBX segment provides banking as a service (BaaS) that allows its broker-dealer and digital financial service partners to offer their customers banking services. The treasury & administration segment includes investments, debt and other reporting items that are not specific to the community bank or CCBX segments. It operates about 14 full-service banking locations, 12 of which are located in Snohomish County.
Coastal Financial Corp (EVERETT) Info
Ticker SymbolCCB
Company nameCoastal Financial Corp (EVERETT)
IPO dateJul 18, 2018
CEOSprink (Eric M)
Number of employees488
Security typeOrdinary Share
Fiscal year-endJul 18
Address5415 Evergreen Way
CityEVERETT
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code98203
Phone14252571652
Websitehttps://ir.coastalbank.com/overview/default.aspx
Ticker SymbolCCB
IPO dateJul 18, 2018
CEOSprink (Eric M)
Company Executives of Coastal Financial Corp (EVERETT)
Name
Name/Position
Position
Shareholding
Change
Mr. Steven D. Hovde
Mr. Steven D. Hovde
Independent Director
Independent Director
1.74M
+0.06%
Mr. Thomas D. (Tom) Lane
Mr. Thomas D. (Tom) Lane
Independent Director
Independent Director
138.52K
+0.88%
Mr. Brian T. Hamilton
Mr. Brian T. Hamilton
President of CCBX, Director
President of CCBX, Director
78.77K
-7.33%
Mr. Brandon Soto
Mr. Brandon Soto
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
33.00K
--
Ms. Sadhana Akella-Mishra
Ms. Sadhana Akella-Mishra
Independent Director
Independent Director
6.73K
+19.95%
Mr. Stephan Klee, CPA
Mr. Stephan Klee, CPA
Independent Director
Independent Director
1.66K
-72.37%
Ms. Rilla R. Delorier
Ms. Rilla R. Delorier
Independent Director
Independent Director
--
--
Mr. Gregory S. Tisdel
Mr. Gregory S. Tisdel
Independent Director
Independent Director
--
--
Ms. Pamela R. Unger
Ms. Pamela R. Unger
Independent Director
Independent Director
--
--
Mr. Michael R. Patterson
Mr. Michael R. Patterson
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Steven D. Hovde
Mr. Steven D. Hovde
Independent Director
Independent Director
1.74M
+0.06%
Mr. Thomas D. (Tom) Lane
Mr. Thomas D. (Tom) Lane
Independent Director
Independent Director
138.52K
+0.88%
Mr. Brian T. Hamilton
Mr. Brian T. Hamilton
President of CCBX, Director
President of CCBX, Director
78.77K
-7.33%
Mr. Brandon Soto
Mr. Brandon Soto
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
33.00K
--
Ms. Sadhana Akella-Mishra
Ms. Sadhana Akella-Mishra
Independent Director
Independent Director
6.73K
+19.95%
Mr. Stephan Klee, CPA
Mr. Stephan Klee, CPA
Independent Director
Independent Director
1.66K
-72.37%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hovde (Steven D)
11.56%
T. Rowe Price Investment Management, Inc.
9.13%
BlackRock Institutional Trust Company, N.A.
5.58%
The Vanguard Group, Inc.
5.05%
Azora Capital LP
3.91%
Other
64.77%
Shareholders
Shareholders
Proportion
Hovde (Steven D)
11.56%
T. Rowe Price Investment Management, Inc.
9.13%
BlackRock Institutional Trust Company, N.A.
5.58%
The Vanguard Group, Inc.
5.05%
Azora Capital LP
3.91%
Other
64.77%
Shareholder Types
Shareholders
Proportion
Investment Advisor
47.80%
Investment Advisor/Hedge Fund
21.67%
Individual Investor
16.23%
Hedge Fund
8.58%
Research Firm
2.20%
Pension Fund
0.93%
Bank and Trust
0.52%
Sovereign Wealth Fund
0.15%
Insurance Company
0.03%
Other
1.90%
Institutional Shareholding
Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
342
12.38M
80.78%
+914.00
2025Q3
349
12.40M
81.46%
+831.79K
2025Q2
337
11.46M
79.36%
+281.40K
2025Q1
330
11.19M
73.44%
+165.98K
2024Q4
321
10.36M
61.80%
+1.75M
2024Q3
294
8.60M
66.27%
+284.54K
2024Q2
280
8.31M
65.33%
+239.12K
2024Q1
271
8.07M
65.38%
-700.50K
2023Q4
263
8.04M
64.65%
+134.89K
2023Q3
260
8.03M
64.19%
+60.24K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hovde (Steven D)
1.74M
11.5%
+1.09K
+0.06%
May 28, 2025
T. Rowe Price Investment Management, Inc.
1.29M
8.57%
-44.94K
-3.36%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
869.53K
5.75%
-33.90K
-3.75%
Jun 30, 2025
The Vanguard Group, Inc.
759.19K
5.02%
+22.91K
+3.11%
Jun 30, 2025
Azora Capital LP
751.10K
4.97%
+156.96K
+26.42%
Jun 30, 2025
American Century Investment Management, Inc.
481.93K
3.19%
+275.50K
+133.46%
Jun 30, 2025
Wellington Management Company, LLP
446.21K
2.95%
--
--
Jun 30, 2025
State Street Investment Management (US)
408.74K
2.71%
+7.36K
+1.83%
Jun 30, 2025
Driehaus Capital Management, LLC
215.71K
1.43%
-1.17K
-0.54%
Jun 30, 2025
Westwood Management Corp. (Texas)
424.97K
2.81%
-24.15K
-5.38%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Invesco Dorsey Wright Financial Momentum ETF
1.36%
Even Herd Long Short ETF
0.91%
Invesco Dorsey Wright SmallCap Momentum ETF
0.77%
First Trust NASDAQ ABA Community Bank Index Fund
0.69%
Janus Henderson Small/Mid Cap Growth Alpha ETF
0.45%
First Trust Small Cap Growth AlphaDEX Fund
0.44%
State Street SPDR S&P Regional Banking ETF
0.37%
Direxion Daily Regional Banks Bull 3X Shares
0.34%
Janus Henderson Small Cap Growth Alpha ETF
0.31%
iShares Micro-Cap ETF
0.26%
View more
Invesco Dorsey Wright Financial Momentum ETF
Proportion1.36%
Even Herd Long Short ETF
Proportion0.91%
Invesco Dorsey Wright SmallCap Momentum ETF
Proportion0.77%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.69%
Janus Henderson Small/Mid Cap Growth Alpha ETF
Proportion0.45%
First Trust Small Cap Growth AlphaDEX Fund
Proportion0.44%
State Street SPDR S&P Regional Banking ETF
Proportion0.37%
Direxion Daily Regional Banks Bull 3X Shares
Proportion0.34%
Janus Henderson Small Cap Growth Alpha ETF
Proportion0.31%
iShares Micro-Cap ETF
Proportion0.26%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Coastal Financial Corp (EVERETT)?
The top five shareholders of Coastal Financial Corp (EVERETT) are:
Hovde (Steven D) holds 1.74M shares, accounting for 11.50% of the total shares.
T. Rowe Price Investment Management, Inc. holds 1.29M shares, accounting for 8.57% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 869.53K shares, accounting for 5.75% of the total shares.
The Vanguard Group, Inc. holds 759.19K shares, accounting for 5.02% of the total shares.
Azora Capital LP holds 751.10K shares, accounting for 4.97% of the total shares.
Hovde (Steven D) holds 1.74M shares, accounting for 11.50% of the total shares.
T. Rowe Price Investment Management, Inc. holds 1.29M shares, accounting for 8.57% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 869.53K shares, accounting for 5.75% of the total shares.
The Vanguard Group, Inc. holds 759.19K shares, accounting for 5.02% of the total shares.
Azora Capital LP holds 751.10K shares, accounting for 4.97% of the total shares.
What are the top three shareholder types of Coastal Financial Corp (EVERETT)?
The top three shareholder types of Coastal Financial Corp (EVERETT) are:
Hovde (Steven D)
T. Rowe Price Investment Management, Inc.
BlackRock Institutional Trust Company, N.A.
Hovde (Steven D)
T. Rowe Price Investment Management, Inc.
BlackRock Institutional Trust Company, N.A.
How many institutions hold shares of Coastal Financial Corp (EVERETT) (CCB)?
As of 2025Q4, 342 institutions hold shares of Coastal Financial Corp (EVERETT), with a combined market value of approximately 12.38M, accounting for 80.78% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.67%.
What is the biggest source of revenue for Coastal Financial Corp (EVERETT)?
In --, the -- business generated the highest revenue for Coastal Financial Corp (EVERETT), amounting to -- and accounting for --% of total revenue.
