Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small and medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits, and money market accounts. The company also offers commercial and industrial loans, such as term loans, commercial lines of credit, capital call lines working capital loans, equipment financing, borrowing base loans, small business administration loans, and other loan products; owner and non-owner-occupied real estate loans, and multi-family residential loans; construction, land, and land development loans; residential real estate loans; and consumer and other loans, including automobile, boat and recreational vehicle, and secured term loans, as well as personal lines of credit, including overdraft protection. In addition, it provides remote deposit capture, online and mobile banking, and direct and reciprocal deposit services; and debit cards. Further, the company offers business accounts and cash management services, including business checking and savings accounts, and treasury services, as well as Banking as a Service (BaaS), a platform that allows broker dealers and digital financial service providers to offer their customers banking services. Coastal Financial Corporation was founded in 1997 and is headquartered in Everett, Washington.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-07-25 |
2024-06 |
0.81 |
N/A |
N/A |
N/A |
2024-04-29 |
2024-03 |
0.78 |
0.67 |
-0.11 |
-14.10% |
2024-01-30 |
2023-12 |
0.94 |
0.66 |
-0.28 |
-29.79% |
2024-01-30 |
2023-12 |
0.94 |
N/A |
N/A |
N/A |
2023-10-27 |
2023-09 |
0.87 |
N/A |
N/A |
N/A |
2023-10-27 |
2023-09 |
0.87 |
0.75 |
-0.12 |
-13.79% |
Date |
Firm |
Action |
From |
To |
2023-05-01 |
Stephens & Co. |
Upgrade |
|
Overweight |
2023-04-05 |
Keefe, Bruyette & Woods |
Upgrade |
|
Outperform |
2022-01-12 |
Raymond James |
Upgrade |
|
Strong Buy |
2021-07-07 |
Stephens & Co. |
Upgrade |
|
Overweight |
2018-08-12 |
Keefe, Bruyette & Woods |
Upgrade |
|
Market Perform |
Date |
Name |
Relation |
Quantity |
Description |
2024-02-26 |
CULP MICHAEL |
Officer |
20.10K |
Conversion of Exercise of derivative security |
2023-05-29 |
DELORIER RILLA S |
Director |
3.04K |
Stock Award(Grant) |
2024-05-23 |
EDWARDS JOEL GEORGE |
Chief Financial Officer |
44.99K |
Sale |
2024-02-05 |
HERGER TARAH M |
Officer |
14.91K |
Sale |
2024-03-04 |
KEITHLEY RUSS A |
Officer |
17.51K |
Conversion of Exercise of derivative security |
2023-05-31 |
LANE THOMAS D |
Director |
135.48K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
T. Rowe Price Investment Management, Inc. |
821.69K |
30.94M |
6.18% |
2023-06-29 |
Blackrock Inc. |
751.65K |
28.30M |
5.65% |
2023-06-29 |
Endeavour Capital Advisors Inc |
730.53K |
27.50M |
5.49% |
2023-06-29 |
Manufacturers Life Insurance Co. |
593.66K |
22.35M |
4.46% |
2023-06-29 |
Vanguard Group Inc |
568.70K |
21.41M |
4.28% |
2023-06-29 |
State Street Corporation |
275.03K |
10.35M |
2.07% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Price (T.Rowe) Small-Cap Value Fund |
563.62K |
21.22M |
4.24% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
308.38K |
11.61M |
2.32% |
2023-08-30 |
iShares Russell 2000 ETF |
252.61K |
11.13M |
1.90% |
2023-08-30 |
John Hancock Regional Bank Fund (Investors Tr) |
242.92K |
10.70M |
1.83% |
2023-06-29 |
Price (T.Rowe) U.S. Small-Cap Value Equity Trust |
242.24K |
9.12M |
1.82% |
2023-06-29 |
Vanguard Extended Market Index Fund |
160.48K |
6.04M |
1.21% |