CCB COASTAL FINANCIAL CORPcompanySEC Filings & Insider Trading Activity 2026
Latest COASTAL FINANCIAL CORP (CCB) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on November 7, 2025, an 8-K current report filed on April 29, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for COASTAL FINANCIAL CORP (CCB) (SEC CIK 1437958), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Regional banking services focusing on deposit, lending, and equity compensation plans
- • New emphasis on equity compensation, with 118,881 options outstanding at $10.10 exercise price, 700,458 shares available for issuance
Risk Factors
- • Regulatory risk: potential enforcement actions under Bank Secrecy Act and anti-money laundering statutes
- • Macroeconomic threat: $1.29B commercial real estate loans (34.2% total portfolio) vulnerable to local Puget Sound market downturn
Management Discussion & Analysis
- • Revenue not explicitly stated, noninterest income $231.6M down 24.9% YoY from $308.2M, driven by lower BaaS indemnification income
- • Operating margin and net income not provided; effective tax rate rose to 23.3% in 2025 from 21.1% in 2024
Annual Reports Archive10-K
AI-powered analysis of COASTAL FINANCIAL CORP (CCB) 10-K annual reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of COASTAL FINANCIAL CORP (CCB) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Profitability | |||||
| Revenue | $83.1M | $192.2M | $330.4M | $396.8M | $429.6M |
| Net Income | $27.0M | $40.6M | $44.6M | $45.2M | $47.0M |
| Net Margin | 32.5% | 21.1% | 13.5% | 11.4% | 10.9% |
| Balance Sheet | |||||
| Total Assets | $2.6B | $3.1B | $3.8B | $4.1B | $4.7B |
| Equity | $201.2M | $243.5M | $295.0M | $438.7M | $491.0M |
| ROE | 13.4% | 16.7% | 15.1% | 10.3% | 9.6% |
Source: XBRL financial data from COASTAL FINANCIAL CORP (CCB) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 29, 2026 | — | — | — |
8-K | Apr 29, 2026 | — | — | — |
8-K | Apr 29, 2026 | — | — | — |
8-K | Mar 12, 2026 | — | Analysis | — |
10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
8-K | Jan 29, 2026 | — | — | |
8-K | Jan 29, 2026 | — | — | |
10-Q | Nov 7, 2025 | Sep 30, 2025 | — | |
10-Q | Aug 8, 2025 | Jun 30, 2025 | — | |
10-Q | May 9, 2025 | Mar 31, 2025 | — | |
10-K | Mar 17, 2025 | Dec 31, 2024 | — | |
10-Q | Nov 8, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 8, 2024 | Jun 30, 2024 | — | |
10-Q | May 9, 2024 | Mar 31, 2024 | — | |
10-K | Mar 15, 2024 | Dec 31, 2023 | — | |
10-Q | Nov 8, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 8, 2023 | Jun 30, 2023 | — | |
10-Q | May 10, 2023 | Mar 31, 2023 | — | |
10-K | Mar 16, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 9, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 5, 2022 | Jun 30, 2022 | — | |
10-Q | May 6, 2022 | Mar 31, 2022 | — | |
10-K | Mar 14, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 8, 2021 | Sep 30, 2021 | — | |
10-Q | Aug 6, 2021 | Jun 30, 2021 | — |
Frequently Asked Questions
What are the latest CCB SEC filings in 2026?
COASTAL FINANCIAL CORP (CCB) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on November 7, 2025, an 8-K current report on April 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did CCB file its most recent 10-K annual report?
COASTAL FINANCIAL CORP (CCB) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view CCB 10-Q quarterly reports?
COASTAL FINANCIAL CORP (CCB)'s most recent 10-Q quarterly report was filed on November 7, 2025. SignalX displays every CCB 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has CCB filed recently?
COASTAL FINANCIAL CORP (CCB)'s most recent 8-K was filed on April 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find CCB insider trading activity (Form 4)?
SignalX aggregates every CCB Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does CCB file with the SEC?
COASTAL FINANCIAL CORP (CCB) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CCB filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for COASTAL FINANCIAL CORP (CCB).
What is CCB's SEC CIK number?
COASTAL FINANCIAL CORP (CCB)'s SEC CIK (Central Index Key) number is 1437958. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1437958 to look up all CCB filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find CCB return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from COASTAL FINANCIAL CORP (CCB) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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