SecBot SecBot
DEFA14A ·Filed Apr 13, 2026

CCB

COASTAL FINANCIAL CORP
NEUTRAL
Impact 3/10
Horizondays Processed6mo ago SEC0001437958-26-000025
Proxy solicitation materials
Actionable Insight • Neutral

Routine annual meeting with no contested proposals or material changes. Investors should monitor voting results for any unexpected opposition to management recommendations, particularly on director elections or executive pay.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
CCB ▼ -7.25% at T+60d
NEUTRAL call -7.25% · α vs SPY -16.17% · entry $82.39 → $76.42
Entry = T+0 close
Apr 13, 2026
via day close
T+1d
-0.42%
call -0.42% · α -1.63%
$82.04
settled 7mo ago
T+5d
+0.38%
call +0.38% · α -2.91%
$82.71
settled 6mo ago
T+20d
-14.15%
call -14.15% · α -21.88%
$70.73
settled 6mo ago
T+60d
-7.25%
call -7.25% · α -16.17%
$76.42
settled 4mo ago

Price Chart

Loading chart...

Executive Summary

Coastal Financial Corporation is holding its 2026 Annual Meeting of Shareholders virtually on May 27, 2026, to vote on director elections, auditor ratification, and executive compensation. The board recommends voting in favor of all proposals.

Key Financial Metrics

Vote
director election
Meeting
2026-05-27
Seats Contested
5

Key Facts

  • Annual shareholder meeting scheduled for May 27, 2026, to be held virtually
  • Five directors up for election: four for 3-year terms, one for a 2-year term
  • Proposal to ratify Baker Tilly US, LLP as independent auditor for 2026
  • Advisory vote on executive compensation
  • Filing is definitive additional materials for the proxy statement

Financial Impact

No direct financial impact disclosed

governanceauditcompensation

Risk Factors

  • Low shareholder engagement could affect voting outcomes
  • Potential for proxy contest if voting results show significant opposition

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001437958-26-000025
Document: 0001437958-26-000025-index-headers.html0001437958-26-000025
Document: 0001437958-26-000025-index.html0001437958-26-000025
Document: 0001437958-26-000025.txt0001437958-26-000025
14 reports for CCB
Performance horizon
50% Hit rate @ T+20 2 of 4 directional calls Went positive at some point 2 of 4 best @ T+20▲ +6.72%Jun 11, 2026
Filters
Rows
Reports for CCB — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Press Release
NEUTRAL ★ 1/10
$44.90awaiting T+20—$45.08 (+0.40%)
Sep 28, 2026
28d ago
8-K
NEUTRAL ★ 4/10
$37.55 $45.08▲ +20.07%▲ +20.10%$45.08 (+20.07%)
Aug 26, 2026
8w ago
3
NEUTRAL ★ 2/10
$46.74 $43.62▼ −6.68%▼ −6.17%$45.08 (−3.55%)
Aug 7, 2026
11w ago
Insider Cluster
BULLISH ★ 5/10
$48.61 $49.47▲ +1.77%▲ +2.68%$45.08 (−7.26%)
Jul 30, 2026
12w ago
8-K
BEARISH ★ 6/10
$39.91 $46.74▼ −17.11%▼ −13.15%$45.08 (−12.95%)
Jul 30, 2026
12w ago
8-K
BEARISH ★ 8/10
$39.91 $46.74▼ −17.11%▼ −13.15%$45.08 (−12.95%)
Jul 23, 2026
13w ago
Press Release
NEUTRAL ★ 1/10
$72.19awaiting T+20—$45.08 (−37.55%)
Jul 22, 2026
13w ago
Press Release
NEUTRAL ★ 3/10
$71.41 $46.06▼ −35.51%▼ −38.81%$45.08 (−36.87%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$73.53 $78.47▲ +6.72%▲ +4.94%$45.08 (−38.69%)
May 1, 2026
25w ago
Insider Cluster
NEUTRAL ★ 2/10
$76.39 $71.34▼ −6.61%▼ −11.90%$45.08 (−40.99%)
Showing 10 of 14

US Market Status

Market Closed — Opens in 3h 12m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Apr 13, 2026