Coastal Financial Corp (CCB)
It posted a net loss of $3.7M. Operating cash flow minus capital spending left $246.1M of free cash flow in fiscal 2025. At September 30, 2026 it held $803.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Coastal Financial Corp
- Net worth
- Coastal Financial Corp has a market value (market cap) of $655.9M at the latest share price, and shareholders' equity of $478.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Cash flow
- In fiscal 2025 operations brought in $254.6M of cash; after $8.4M of capital spending, free cash flow was $246.1M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Coastal Financial Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Coastal Financial Corp does
Coastal Financial Corp is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on NASDAQ under the ticker CCB.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | n/a | $47M | $3.06 | $246.1M |
| 2024 | n/a | $45.2M | $3.26 | $249.9M |
| 2023 | n/a | $44.6M | $3.27 | $185.3M |
| 2022 | $157K | $40.6M | $3.01 | $64.3M |
| 2021 | $127K | $27M | $2.16 | $27.3M |
| 2020 | $122K | $15.1M | $1.24 | $14M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Latest SEC filings
What Coastal Financial Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026
- October 29, 2026
- October 29, 2026
- October 29, 2026
- September 28, 2026Other event 8-K
- August 7, 2026
- July 30, 2026
- July 30, 2026
- July 30, 2026
- July 23, 2026Other event 8-K
What is CCB worth? A DCF from its reported cash flow
Insider trades
What the people running Coastal Financial Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 3 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Hamilton Brian TPresident of CCBX, Director | Shares withheld for tax | 227 | $10K |
| October 1, 2026 | Hamilton Brian TPresident of CCBX, Director | Shares withheld for tax | 233 | $9.2K |
| September 1, 2026 | Hamilton Brian TPresident of CCBX, Director | Shares withheld for tax | 232 | $10.9K |
| August 7, 2026 | Adams Christopher DExecutive Chair, Director | Bought | 290 | $13.1K |
| August 6, 2026 | Hovde Steven DDirector, 10% owner | Boughtindirect | 10,000 | $438.3K |
| August 6, 2026 | Sprink Eric MCEO, Director | Bought | 10,000 | $444.5K |
| August 5, 2026 | Hovde Steven DDirector, 10% owner | Boughtindirect | 5,000 | $220K |
| August 3, 2026 | Hamilton Brian TPresident of CCBX, Director | Shares withheld for tax | 226 | $9.4K |
Who owns CCB
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Investment Management, Inc.13G, passive | 9% | February 14, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 194 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,102,172 | +128,313 |
| State Street Corp | 582,971 | +28,013 |
| Vanguard Capital Management LLC | 573,584 | +11,362 |
| Azora Capital LP | 457,333 | -201,284 |
| Endeavour Capital Advisors Inc | 429,702 | +156,100 |
| American Century Companies Inc | 420,240 | +1,566 |
| Fmr LLC | 378,992 | +8,236 |
| Dimensional Fund Advisors LP | 372,280 | +12,709 |
| Wellington Management Group Llp | 360,919 | -86,513 |
| Geode Capital Management, LLC | 341,127 | +21,602 |
| Manufacturers Life Insurance Company, The | 335,662 | -2,157 |
| Loomis Sayles & Co L P | 284,468 | -20,320 |
| Citadel Advisors LLC | 235,224 | +180,340 |
| Emerald Advisers, LLC | 216,333 | -4,849 |
| Kennedy Capital Management LLC | 168,282 | +9,519 |
| Emerald Mutual Fund Advisers Trust | 156,664 | 0 |
| Stieven Capital Advisors, L.P. | 155,771 | +45,200 |
| UBS Group AG | 151,313 | -8,399 |
| JCSD Capital, LLC | 145,140 | +5,000 |
| Ranger Investment Management, L.P. | 138,897 | -12,202 |
Insiders
16 insiders reported holding 2,208,673 shares in total, about $94.8M at the last price.
| Holder | Shares |
|---|---|
| Hovde Steven DDirector, 10% owner | 1,743,79326,500 held indirectly |
| Sprink Eric MCEO, Director | 173,238 |
| Lane Thomas DDirector | 85,306 |
| Hamilton Brian TPresident of CCBX, Director | 66,194 |
| Soto Brandon JohnCFO | 33,673 |
| Adams Christopher DExecutive Chair, Director | 30,407 |
| Tisdel Gregory ADirector | 16,174 |
| Rivas Freddy IChief Credit Officer | 11,884 |
| Edwards Joel GChief Financial Officer | 11,462 |
| Patterson Michael RobertDirector | 8,294 |
Questions about CCB
What does Coastal Financial Corp do?
Coastal Financial Corp is a company in the Finance sector, listed on NASDAQ as CCB. Its shares trade on NASDAQ under the ticker CCB.
What is Coastal Financial Corp's net worth?
Coastal Financial Corp has a market value (market cap) of $655.9M at the latest share price, and shareholders' equity of $478.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Coastal Financial Corp profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $3.7M.
When did Coastal Financial Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Coastal Financial Corp's next earnings report?
Coastal Financial Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare CCB with
Follow CCB
Get an email when Coastal Financial Corp files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Coastal Financial Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.