Coastal Financial Corp/wa (CCB) 13F Holdings Overview (Q2 2026)

Coastal Financial Corp (Nasdaq: CCB) issued its second-quarter 2026 earnings release on July 30, 2026, covering the three months ended June 30, 2026. The company is also hosting an earnings call the same morning at 8:00 a.m. Eastern. This 8-K is essentially the formal notice that the results are out — the actual numbers live in the press release attached as Exhibit 99.1, which wasn't part of the excerpt we saw. It's a routine "furnished, not filed" earnings disclosure, meaning the material is provided for information rather than formally submitted under SEC filing requirements.

Coastal Financial Corporation (ticker: CCB) posted the slides it will use for upcoming investor meetings on July 30, 2026. The slides are available on the company's website and attached to this 8-K as Exhibit 99.1. This is a routine Regulation FD disclosure, meaning the materials are "furnished" but not "filed" with the SEC.

Coastal Financial Corp (ticker: CCB) announced on July 29, 2026 that board member Christopher D. Adams is stepping up from outside director to Executive Chair, effective the same day. The company signed a five-year employment agreement with him at a $750,000 base salary, subject to annual review. The board also named Thomas Lane as Lead Independent Director and amended the bylaws to define the roles of Executive Chair and Lead Independent Director.

Coastal Financial Corp (CCB) announced that CFO Brandon Soto will step down on August 15, 2026 to become CEO of a privately held fintech bank subsidiary. His departure is amicable. The company appointed former CFO Joel Edwards as interim CFO, effective the same day, with a monthly salary of $100,000. A search for a permanent CFO is underway.

Coastal Financial Corp (ticker: CCB) issued a press release on July 23, 2026, announcing that it will release its second quarter 2026 financial results before market open on Thursday, July 30, 2026, and will host an earnings call the same day at 8:00 a.m. ET. The press release is attached as Exhibit 99.1 to this 8-K filing.