Coastal Financial Corporation
US ˙ NasdaqGS ˙ US19046P2092

SecurityCCB / Coastal Financial Corporation
InsiderJoel G Edwards
This page shows the track record and history of EDWARDS JOEL G insider trades in Coastal Financial Corporation. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Joel G Edwards in CCB / Coastal Financial Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CCB / Coastal Financial Corporation Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Joel G Edwards in CCB / Coastal Financial Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-05-16 3,128 88.4400 3,128 88.4400 276,640 32 82.3100 -19,174 -6.93
2024-05-24 11,380 43.4100 11,380 43.4100 494,006
2024-05-23 1,034 44.4500 1,034 44.4500 45,961

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CCB / Coastal Financial Corporation Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-09-17 2025-09-17 4 EDWARDS JOEL G CCB Common Stock S - Sale D 110.0500 -5,000 -550 22,187
2025-09-17 2025-09-16 4 EDWARDS JOEL G CCB Common Stock S - Sale D 107.9000 -4,000 -432 27,187
2025-09-17 2025-09-15 4 EDWARDS JOEL G CCB Common Stock S - Sale D 108.9100 -5,000 -545 31,187
2025-09-12 2025-09-12 4 EDWARDS JOEL G CCB Common Stock S - Sale D 110.5900 -2,000 -221 36,187
2025-09-12 2025-09-11 4 EDWARDS JOEL G CCB Common Stock S - Sale D 111.7100 -3,000 -335 38,187
2025-09-12 2025-09-10 4 EDWARDS JOEL G CCB Common Stock S - Sale D 110.9600 -2,000 -222 41,187
2025-06-23 2025-06-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 7.2000 1,800 13 43,187
2025-05-20 2025-05-16 4 EDWARDS JOEL G CCB Common Stock S - Sale D 88.4400 -3,128 -277 41,387
2025-02-07 2025-02-05 4 EDWARDS JOEL G CCB Common Stock F - Taxes D 88.9000 -419 -37 44,515
2025-02-07 2025-02-05 4 EDWARDS JOEL G CCB Common Stock A - Award D 1,424 44,934
2025-02-04 2025-02-03 4 EDWARDS JOEL G CCB Common Stock F - Taxes D 88.4000 -176 -16 43,510
2025-01-29 2025-01-27 4 EDWARDS JOEL G CCB Common Stock F - Taxes D 84.3800 -1,303 -110 43,686
2024-05-24 2024-05-24 4 EDWARDS JOEL G CCB Common Stock S - Sale D 43.4100 -11,380 -494 44,989
2024-05-24 2024-05-23 4 EDWARDS JOEL G CCB Common Stock S - Sale D 44.4500 -1,034 -46 56,369
2024-03-12 2024-03-12 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 800 4 57,403
2024-02-07 2024-02-05 4 EDWARDS JOEL G CCB Common Stock A - Award D 4,270 56,603
2023-03-14 2023-03-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 6.2500 1,200 8 52,333
2023-03-14 2023-03-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 7.2000 1,200 9 51,133
2023-03-14 2023-03-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 400 2 49,933
2023-01-26 2023-01-25 4 EDWARDS JOEL G CCB Common Stock A - Award D 4,113 49,533
2022-08-30 2022-08-29 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 4.2500 2,000 8 45,420
2022-01-27 2022-01-25 4 EDWARDS JOEL G CCB Common Stock A - Award D 3,202 43,420
2022-01-14 2022-01-14 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 4.25 -4,000 2,000
2022-01-14 2022-01-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 4.2500 4,000 17 40,218
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 7.20 -3,000 3,000
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 5.50 -400 1,200
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 6.25 -600 3,000
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 6.2500 600 4 36,218
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 7.2000 3,000 22 35,618
2021-03-19 2021-03-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 400 2 32,618
2021-01-27 2020-03-18 4 EDWARDS JOEL G CCB Common Stock A - Award D 6,177 32,218
2020-03-19 2020-03-18 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 6.25 -600 3,600
2020-03-19 2020-03-18 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 5.50 -400 1,600
2020-03-19 2020-03-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 6.2500 600 4 26,041
2020-03-19 2020-03-18 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 400 2 25,441
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 6.25 -1,800 4,200
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 4.25 -2,000 6,000
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 5.50 -1,600 2,000
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 6.2500 1,800 11 25,041
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 1,600 9 23,241
2020-03-04 2020-03-03 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 4.2500 2,000 8 21,641
2020-02-14 2020-02-03 4 EDWARDS JOEL G CCB Common Stock A - Award D 4,481 19,641
2019-03-18 2019-03-14 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 4.25 -2,000 8,000
2019-03-18 2019-03-14 4 EDWARDS JOEL G CCB Stock Options M - Exercise D 5.50 -400 3,600
2019-03-18 2019-03-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 5.5000 400 2 15,160
2019-03-18 2019-03-14 4 EDWARDS JOEL G CCB Common Stock M - Exercise D 4.2500 2,000 8 14,760
2019-02-15 2019-01-22 4 EDWARDS JOEL G CCB Stock Options A - Award D 14.91 10,000 10,000
2018-07-17 3 EDWARDS JOEL G CCB Common Stock D 25,520
2018-07-17 3 EDWARDS JOEL G CCB Common Stock D 25,520
2018-07-17 3 EDWARDS JOEL G CCB Common Stock D 25,520
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)