undamentalytics Newsletter

Coastal Financial Corp insider trading

Every open-market purchase and sale by Coastal Financial Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Coastal Financial Corp insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Coastal Financial Corp’s insiders pay?

From July 20, 2018 to August 7, 2026, 18 insiders reported 22 open-market purchases and 31 sales not made under a pre-set plan in Coastal Financial Corp. Twelve months after each purchase was reported, the shares were −8.3% against the S&P 500 on average (median −17.7%), over 19 purchases with a full year of prices; 26% beat the index. After sales, the shares moved +24.3% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on September 17, 2018 into $12,694 by November 2, 2026, +3.0% a year. It held shares 66% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $20,158 (+9.0% a year), and held throughout $29,603 (+14.3%).

$0$10.0k$20.0k$30.0k 201820192020202120222023202420252026 $29.6k$20.2k$12.7k
Copying Coastal Financial Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Coastal Financial Corp's insiders from September 17, 2018, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 66% of the time.
Coastal Financial Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Skotdal Andrew P Director 6 −4.6% (6) 33% 5 +67.5% (5) March 14, 2023
Hovde Steven D Director 2 −33.6% (1) 0% 6 +99.3% (3) August 7, 2026
Lane Thomas D Director 5 +2.4% (5) 40% 1 — May 11, 2026
Sprink Eric M CEO 1 — — 4 +4.0% (4) August 7, 2026
Dickson John J Chief Operating Officer 0 — — 4 −9.4% (4) November 22, 2022
Lee Daniel J EVP & Chief Credit & Risk Off. 4 −19.6% (4) 0% 0 — November 6, 2019
Edwards Joel G Chief Financial Officer 0 — — 3 +18.6% (2) January 28, 2026
Patterson Michael Robert Director 2 −12.1% (2) 50% 0 — March 14, 2023
Adams Christopher D Executive Chair 1 — — 0 — August 7, 2026
Dale Andrew R Other 0 — — 1 +50.9% (1) September 13, 2021
Hamilton Brian T President of CCBX 0 — — 1 −79.3% (1) September 17, 2025
Haugen John M Jr Director 1 −5.2% (1) 0% 0 — November 16, 2018
Keithley Russ A Chief Banking Officer 0 — — 1 +0.2% (1) August 22, 2022
Klee Stephan Director 0 — — 1 −79.3% (1) September 17, 2025
Sand Jonathan E EVP, Chief Credit Officer 0 — — 1 +26.3% (1) November 12, 2024
Stines Andrew G EVP, Chief Risk Officer 0 — — 1 +109.7% (1) February 7, 2024
Thompson Jack T Director 0 — — 1 −13.8% (1) July 20, 2018
Tisdel Gregory A Director 0 — — 1 −35.4% (1) April 15, 2025

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Coastal Financial Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Coastal Financial Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 4 buying crowds with six months of prices, it averaged +9.3% against the index. After 1 selling crowd, −36.3%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 31, 20263 buyingnot yetnot yetnot yet
March 31, 20234 buying−0.4%+14.7%−23.5%
December 30, 20223 selling−33.7%−36.3%−34.4%
May 31, 20222 buying+3.7%+28.3%−14.7%
December 31, 20213 buying−4.5%−3.1%+10.1%
November 30, 20182 buying+5.3%−2.8%−10.5%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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