Public ownership evidence

Coastal Financial Corporation (CCB) Ownership Disclosures

Read CCB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Coastal Financial Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,968
Value (USD)
$462,580
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CCB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CCB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Corient Private Wealth LP2026-06-302026-08-285,968$462,580None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2512,581$975,153None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25975,153$12,581,000None
Kings Path Partners LLC2026-03-312026-08-223,025$230,203None
Corient Private Wealth LP2026-06-302026-08-185,968$462,581None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,929$149,517None
SummitTX Capital, L.P.2026-06-302026-08-152,883$223,461None
SEI INVESTMENTS CO2026-06-302026-08-1523,527$1,823,578None
SEI INVESTMENTS CO2026-06-302026-08-15561$43,540None
Rafferty Asset Management, LLC2026-06-302026-08-1514,383$1,114,826None
Quarry LP2026-06-302026-08-1550$3,876None
Riverwater Partners LLC2026-06-302026-08-1519,899$1,542,371None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-151,353,593$104,917,000None
Militia Capital Partners, LP2025-12-312026-08-1519,000$2,177,210None
Militia Capital Partners, LP2025-09-302026-08-1510,000$1,081,700None
Militia Capital Partners, LP2025-06-302026-08-1532,900$3,187,023None
Militia Capital Partners, LP2025-03-312026-08-1511,000$994,510None
Militia Capital Partners, LP2024-12-312026-08-159,000$764,190None
XTX Topco Ltd2026-06-302026-08-1518,948$1,468,659None
Aquatic Capital Management LLC2026-06-302026-08-154,311$334,146None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15110,026$8,528,115None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15110,026$8,528,115None
ExodusPoint Capital Management, LP2026-06-302026-08-1526,638$2,064,711None
Qube Research & Technologies Ltd2026-06-302026-08-1567,416$5,225,414None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,407$109,054None
Arcus Capital Partners, LLC2026-06-302026-08-1524,182$1,874,347None
Squarepoint Ops LLC2026-06-302026-08-1513,436$1,041,424None
Trexquant Investment LP2026-06-302026-08-1552,968$4,105,550None
MetLife Investment Management, LLC2026-06-302026-08-157,639$592,099None
Engineers Gate Manager LP2026-06-302026-08-154,543$352,128None
JANE STREET GROUP, LLC2026-06-302026-08-152,900$224,779Put
JANE STREET GROUP, LLC2026-06-302026-08-157,900$612,329Call
Orion Porfolio Solutions, LLC2026-06-302026-08-1540,946$3,173,724None
BOOTHBAY FUND MANAGEMENT, LLC2026-06-302026-08-1548,518$3,760,630None
COOPER CREEK PARTNERS MANAGEMENT LLC2026-06-302026-08-15467,511$36,237,000None
Legal & General Group Plc2026-06-302026-08-159,851$763,552None
Legal & General Group Plc2026-06-302026-08-152,787$216,020None
Legal & General Group Plc2026-06-302026-08-151,284$99,523None
PMC FIG Opportunities LLC2026-06-302026-08-1526,612$2,062,696None
DRW Securities, LLC2026-06-302026-08-154,251$329,495None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,000$1,860,240Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,200$403,052Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,670$206,952None
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-1518,061$1,399,908None
Aigen Investment Management, LP2026-06-302026-08-153,078$238,576None
JACOBS ASSET MANAGEMENT, LLC2026-06-302026-08-15101,486$7,866,180None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1575,301$5,836,581None
VARCOV Co.2026-06-302026-08-152,667$206,719None
Numerai GP LLC2026-06-302026-08-1529,865$2,314,836None
Hamilton Capital Partners Inc.2026-06-302026-08-152,571$199,278None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Kings Path Partners LLC ↗Corient Private Wealth LP ↗AMERIFLEX GROUP, INC. ↗SummitTX Capital, L.P. ↗SEI INVESTMENTS CO ↗SEI INVESTMENTS CO ↗Rafferty Asset Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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