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Coastal Financial

US · CCB #3604 by market cap Listed 2018
41.30 +0.37 +0.90%
Live - 5344 symbols - heartbeat 242s ago · 2026-10-08 10:10
Pre-market 41.07 +0.33%
After-hours 40.93 0.00%
Market cap
631.33M
P/E (TTM)
-147.50
P/B
1.36
EPS
3.06
Reader sentiment Are you bullish or bearish on CCB?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 20 in the most recent period (2026/Q3).
  • Total institutional ownership fell 28.9 percentage points.

Institutional ownership

Held by institutions
31.87% -28.90pp
Institutions
81 -20
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund26.82%
Individual/Insider13.76%
Hedge Fund4.61%
Insurance Company0.21%
Private Company0.16%
Other54.38%

Top holders as of 2026-08-06

Steven Hovde 11.41% · 1.74M sh
Vanguard Capital Management, LLC 4.37% · 668.78K sh
Cooper Creek Partners Management LLC 3.06% · 467.51K sh
FMR 2.74% · 418.30K sh
Emerald Advisers, LLC 2.44% · 373.00K sh
Geode Capital Management, LLC 2.23% · 341.13K sh
Dimensional Fund Advisors 2.11% · 322.38K sh
Loomis, Sayles & Company L.P. 1.86% · 284.47K sh
GW&K Investment Management, LLC 1.14% · 174.20K sh
American Century Investment Management 1.12% · 171.96K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 17 buys · 28 sells

NameRoleStake
Steven Hovde Independent Director 11.41%
Thomas Lane Independent Director 0.91%
Eric Sprink Chief Executive Officer 0.32%
Brian Hamilton Director 0.25%
Christopher Adams Chairperson 0.20%
Jonathan Sand Chief Credit Officer 0.11%
Gregory Tisdel Independent Director 0.11%
Russell Keithley Chief Banking Officer 0.07%
Michael Patterson Independent Director 0.05%
Sadhana Akella-Mishra Independent Director 0.05%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-30 Brian Hamilton Director Sale to Issuer -233 $39.46
2026-08-31 Brian Hamilton Director Sale to Issuer -232 $46.85
2026-08-14 Joel Edwards Chief Financial Officer Initial Statement of Beneficial 0 --
2026-08-06 Christopher Adams Chairperson Open Market Acquisition +290 $45.15
2026-08-05 Steven Hovde Independent Director Open Market Acquisition +15,000 $43.83–44.00
2026-08-05 Eric Sprink Chief Executive Officer Open Market Acquisition +10,000 $44.45
2026-08-02 Brian Hamilton Director Sale to Issuer -226 $41.80
2026-08-02 Freddy Rivas Chief Credit Officer Sale to Issuer -166 $41.80
2026-06-30 Brian Hamilton Director Sale to Issuer -229 $77.72
2026-06-01 Brian Hamilton Director Sale to Issuer -230 $71.42
2026-06-01 Brian Hamilton Director Automatic Disposition -7,000 $71.42
2026-05-25 Steven Hovde Independent Director Other Acquisition +1,333 --
2026-05-25 Rilla Delorier Independent Director Other Acquisition +1,193 --
2026-05-25 Thomas Lane Independent Director Other Acquisition +1,474 --
2026-05-25 Gregory Tisdel Independent Director Other Acquisition +1,193 --
2026-05-25 Stephan Klee Independent Director Other Acquisition +1,369 --
2026-05-25 Christopher Adams Chairperson Other Acquisition +1,754 --
2026-05-25 Sadhana Akella-Mishra Independent Director Other Acquisition +1,369 --
2026-05-25 Pamela Unger Independent Director Other Acquisition +1,193 --
2026-05-25 Michael Patterson Independent Director Other Acquisition +1,404 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 10:10:38 · For reference only, not investment advice and not tailored to your situation.