Data spanning the past 90 days through December 31, 2025 reveals that Coastal Financial's three principal insider shareholders consist of Director Steven D Hovde (1.73Mn shares), President Of Ccbx Brian T Hamilton (77.78K shares), Director Stephan Klee (2.78K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Steven D Hovde | 1,728,960 | 11 Dec, 2025 | |
| Eric M Sprink | Ceo | 211,896 | 19 Sep, 2025 |
| Thomas D Lane | 138,112 | 30 May, 2025 | |
| Brian T Hamilton | President Of Ccbx | 77,780 | 01 Dec, 2025 |
| Curt Queyrouze | President Community Bank Div | 73,476 | 02 Jun, 2025 |
| Andrew R Dale | 48,034 | 13 Sep, 2021 | |
| John J Dickson | Chief Operating Officer | 31,649 | 02 Mar, 2023 |
| Christopher D Adams | 28,363 | 30 May, 2025 | |
| Jonathan E Sand | Evp And Chief Credit Officer | 22,303 | 07 Feb, 2025 |
| Michael Culp | Chief Revenue Officer | 20,408 | 07 Feb, 2025 |
| Russ A Keithley | Chief Banking Officer | 17,349 | 07 Feb, 2025 |
| Tarah M Herger | Evp And Division Manager | 15,457 | 07 Feb, 2025 |
| Gregory A Tisdel | 14,981 | 30 May, 2025 | |
| Joel G Edwards | Chief Financial Officer | 12,762 | 19 Sep, 2025 |
| Andrew G Stines | Evp And Chief Risk Officer | 12,219 | 07 Feb, 2025 |
| Michael Robert Patterson | 6,890 | 30 May, 2025 | |
| Sadhana Akella-Mishra | 6,727 | 30 May, 2025 | |
| Rilla S Delorier | 5,391 | 30 May, 2025 | |
| Pamela Unger | 5,062 | 30 May, 2025 | |
| Andrew P Skotdal | 3,710 | 13 Mar, 2023 | |
| Stephan Klee | 2,780 | 17 Sep, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,500 | $116.00 | 1,715,960 | D | S |
| 10 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,500 | $118.50 | 13,000 | I | S |
| 09 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,500 | $115.50 | 14,500 | I | S |
| 05 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,611 | $112.00 | 1,715,960 | D | S |
| 05 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,000 | $112.50 | 20,000 | I | S |
| 08 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,500 | $113.50 | 19,000 | I | S |
| 08 Dec, 2025 | Steven D Hovde | Common Stock | D | 1,500 | $114.50 | 17,500 | I | S |
| 28 Nov, 2025 | Brian T Hamilton | Common Stock | D | 232 | $111.35 | 84,012 | D | F |
| 01 Dec, 2025 | Brian T Hamilton | Common Stock | D | 6,232 | $113.81 | 77,780 | D | F |
| 31 Oct, 2025 | Brian T Hamilton | Common Stock | D | 229 | $106.50 | 84,244 | D | F |
| 30 Sep, 2025 | Brian T Hamilton | Common Stock | D | 228 | $108.17 | 84,473 | D | F |
| 18 Sep, 2025 | Joel G Edwards | Common Stock | D | 9,425 | $114.67 | 12,762 | D | S |
| 18 Sep, 2025 | Eric M Sprink | Common Stock | D | 10,683 | $114.65 | 211,011 | D | S |
| 15 Sep, 2025 | Stephan Klee | - | - | 1,661 | D | |||
| 15 Sep, 2025 | Eric M Sprink | Common Stock | D | 10,500 | $108.82 | 230,694 | D | S |
| 15 Sep, 2025 | Brian T Hamilton | Common Stock | D | 1,708 | $109.10 | 84,701 | D | S |
| 15 Sep, 2025 | Stephan Klee | Common Stock | D | 4,350 | $109.14 | 1,661 | D | S |
| 15 Sep, 2025 | Joel G Edwards | Common Stock | D | 5,000 | $108.91 | 31,187 | D | S |
| 16 Sep, 2025 | Eric M Sprink | - | - | 226,694 | D | |||
| 16 Sep, 2025 | Eric M Sprink | Common Stock | D | 4,000 | $107.90 | 226,694 | D | S |