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COASTAL FINANCIAL CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and COASTAL FINANCIAL CORP.’s Form 8-K, filed May 28, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

7Reported items
164Asset managers
1,552Fund votes
May 22, 2024Meeting date

Results at a glance

Meeting of May 22, 2024: 6 items on COASTAL FINANCIAL CORP.’s Form 8-K, filed May 28, 2024: 4 elected · 2 approved.

Material dissent

Elect Director: Sadhana Akella-Mishra 69% of votes cast Elected Director under 80%
Elect Director: Pamela R. Unger 78% of votes cast Elected Director under 80%

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore COASTAL FINANCIAL CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by COASTAL FINANCIAL CORP.

These tallies are COASTAL FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 28, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

COASTAL FINANCIAL CORP. — official shareholder meeting results, meeting held May 22, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Sadhana Akella-Mishra	6,534,777	--	--	2,997,623	1,237,278	69%	Elected	—
Elect Director: Brian T. Hamilton	9,596,595	--	--	15,284	1,157,799	99.8%	Elected	—
Elect Director: Eric M. Sprink	9,283,977	--	--	326,372	1,159,329	97%	Elected	—
Elect Director: Pamela R. Unger	7,456,308	--	--	2,076,092	1,237,278	78%	Elected	—
2. Advisory non-binding vote on executive compensation paid to our named executive officers	9,266,515	119,619	225,745	--	1,157,799	99%	Approved	—
4. Selection of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024	10,734,192	30,711	4,773	--	2	99.7%	Approved	—

Source: COASTAL FINANCIAL CORP., Form 8-K, filed with the SEC on May 28, 2024 — read the filing on EDGAR.

How asset managers voted at the COASTAL FINANCIAL CORP. 2023-2024 meeting

Each item below shows how the 164 asset managers that disclosed a COASTAL FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of COASTAL FINANCIAL CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: Sadhana Akella-Mishra

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

69% Majority: yes · of votes cast

FOR 69%WITHHELD

FOR: 6,534,777WITHHELD: 2,997,623

Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Sadhana Akella-Mishra

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Sadhana Akella-Mishra”): 6,534,777 for, 2,997,623 withheld, per its Form 8-K filed May 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following individuals were elected as directors of the Company for a three-year term until the 2027 annual meeting of shareholders, or until their successors are elected, by the following vote:”
Support: 69% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 1,604,906 for, 1,742,726 withheld.

FORWITHHOLD

FOR: 1,604,906WITHHOLD: 1,742,726

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Sadhana Akella-Mishra” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Withheld	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	0	408,924	Withhold
John Hancock	0	352,269	Withhold
Dimensional	0	277,721	Withhold
Fidelity	252,772	5,360	For
American Century	0	109,478	Withhold
RMB INVESTORS TRUST	0	100,000	Withhold
State Street	76	67,522	Withhold
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	0	65,000	Withhold
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	0	54,784	Withhold
SEI	0	40,251	Withhold
First Trust	0	37,641	Withhold
Charles Schwab	0	29,633	Withhold
TIAA	0	25,520	Withhold
Equitable	0	24,974	Withhold
QUANTITATIVE MASTER SERIES LLC	0	19,245	Withhold
Lincoln Financial	5,640	11,060	Mixed
Voya	0	11,372	Withhold
ETF Series Solutions	0	10,098	Withhold
FINANCIAL INVESTORS TRUST	0	10,010	Withhold
New York Life	0	8,780	Withhold

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

2. Elect Director: Brian T. Hamilton

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 9,596,595WITHHELD: 15,284

Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Brian T. Hamilton

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Brian T. Hamilton”): 9,596,595 for, 15,284 withheld, per its Form 8-K filed May 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following individuals were elected as directors of the Company for a three-year term until the 2027 annual meeting of shareholders, or until their successors are elected, by the following vote:”
Support: 99.8% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,337,622 for, 10,010 withheld.

FOR

FOR: 3,337,622WITHHOLD: 10,010

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Brian T. Hamilton” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Withheld	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	277,721	0	For
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,598	0	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	16,700	0	For
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	0	10,010	Withhold
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

3. Elect Director: Eric M. Sprink

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 9,283,977WITHHELD: 326,372

Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Eric M. Sprink

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Eric M. Sprink”): 9,283,977 for, 326,372 withheld, per its Form 8-K filed May 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following individuals were elected as directors of the Company for a three-year term until the 2027 annual meeting of shareholders, or until their successors are elected, by the following vote:”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,053,452 for, 294,180 withheld.

FOR

FOR: 3,053,452WITHHOLD: 294,180

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Eric M. Sprink” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Withheld	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	0	277,721	Withhold
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,580	18	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	14,940	1,760	Mixed
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	0	10,010	Withhold
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

4. Elect Director: Pamela R. Unger

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

78% Majority: yes · of votes cast

FOR 78%WITHHELD

FOR: 7,456,308WITHHELD: 2,076,092

Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Pamela R. Unger

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Pamela R. Unger”): 7,456,308 for, 2,076,092 withheld, per its Form 8-K filed May 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “The following individuals were elected as directors of the Company for a three-year term until the 2027 annual meeting of shareholders, or until their successors are elected, by the following vote:”
Support: 78% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 2,207,304 for, 1,140,328 withheld.

FORWITHHOLD

FOR: 2,207,304WITHHOLD: 1,140,328

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Pamela R. Unger” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Withheld	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	0	352,269	Withhold
Dimensional	0	277,721	Withhold
Fidelity	258,132	0	For
American Century	0	109,478	Withhold
RMB INVESTORS TRUST	0	100,000	Withhold
State Street	76	67,522	Withhold
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	0	65,000	Withhold
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	0	37,641	Withhold
Charles Schwab	29,633	0	For
TIAA	0	25,520	Withhold
Equitable	18,824	6,150	Mixed
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	14,940	1,760	Mixed
Voya	0	11,372	Withhold
ETF Series Solutions	0	10,098	Withhold
FINANCIAL INVESTORS TRUST	0	10,010	Withhold
New York Life	0	8,780	Withhold

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

5. 2. Advisory non-binding vote on executive compensation paid to our named executive officers

Official result Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 10 wordings of this item as funds reported it.

99% Approved · of votes cast

FOR 99%

FOR: 9,266,515AGAINST: 119,619

Details: description as filed, official tally, votes by 163 asset managers

Description as filed by funds: Advisory (non-binding) approval of the compensation paid to named executive officers.

COASTAL FINANCIAL CORP.’s own tally for this item (“2. Advisory non-binding vote on executive compensation paid to our named executive officers”): 9,266,515 for, 119,619 against — passed, per its Form 8-K filed May 28, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The advisory non-binding vote on executive compensation paid to our named executive officers was approved by the shareholders by the following vote:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports: 58 asset managers voting on “Advisory (non-binding) approval of the compensation paid to named executive officers.” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
T. Rowe Price	583,408	For
Vanguard	567,280	For
BlackRock	408,924	For
John Hancock	352,269	For
Dimensional	277,721	For
Fidelity	258,132	For
American Century	109,478	For
RMB INVESTORS TRUST	100,000	For
State Street	67,598	For
NEIMAN FUNDS	67,000	For
Advisor Managed Portfolios	65,000	For
JPMorgan	64,248	For
Putnam	58,972	For
Invesco	54,784	For
SEI	40,251	For
First Trust	37,641	For
Charles Schwab	29,633	For
TIAA	25,520	For
Equitable	24,974	For
QUANTITATIVE MASTER SERIES LLC	19,245	For
Lincoln Financial	16,700	For
Voya	11,372	For
ETF Series Solutions	10,098	For
FINANCIAL INVESTORS TRUST	10,010	For
New York Life	8,780	For

Fund voting reports, all 58 managers: 3,347,632 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 125 asset managers voting on “Advisory (non-binding) approval of the compensation paid to named executive officers.” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
T. Rowe Price	866,752	For
ENDEAVOUR CAPITAL ADVISORS INC	750,685	For
Putnam	590,710	For
John Hancock	391,956	For
BlackRock	322,407	For
GEODE CAPITAL MANAGEMENT, LLC	265,556	For
KENNEDY CAPITAL MANAGEMENT LLC	230,332	For
AllianceBernstein	217,820	For
JACOBS ASSET MANAGEMENT, LLC	184,722	For
GW&K Investment Management, LLC	159,839	For
State Street	137,830	For
Orion Porfolio Solutions, LLC	121,315	For
Orion Portfolio Solutions, LLC	121,315	For
American Century	110,185	For
HARBOUR INVESTMENT MANAGEMENT LLC	101,615	For
JPMorgan	82,651	For
NORDEA INVESTMENT MANAGEMENT AB	80,988	For
1919 Investment Counsel, LLC	65,000	For
EJF Capital LLC	62,835	For
Invesco	58,281	For
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	56,700	For
Northern Trust	55,840	For
Stieven Capital Advisors, L.P.	55,413	For
Dimensional	42,377	For
MELLON INVESTMENTS Corp	42,274	For

Institutional-manager reports, all 125 managers: 5,623,435 for, 11,387 against, 5,323 1 year, 1,939 unknown. Showing the 25 largest; see all in the interactive database.

6. Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named executive…

No official match Fund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 6 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR

Details: description as filed, votes by 158 asset managers

Description as filed by funds: Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named executive officers.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 58 asset managers voting on “Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named execut” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
T. Rowe Price	0	0	0	0	--
Vanguard	0	0	0	0	--
BlackRock	0	0	0	0	--
John Hancock	0	0	0	0	--
Dimensional	0	0	0	0	--
Fidelity	0	0	0	0	--
American Century	0	0	0	0	--
RMB INVESTORS TRUST	0	0	0	0	--
State Street	0	0	0	0	--
NEIMAN FUNDS	0	0	0	0	--
Advisor Managed Portfolios	0	0	0	0	--
JPMorgan	0	0	0	0	--
Putnam	0	0	0	0	--
Invesco	0	0	0	0	--
SEI	0	0	0	0	--
First Trust	0	0	0	0	--
Charles Schwab	0	0	0	0	--
TIAA	0	0	0	0	--
Equitable	0	0	0	0	--
QUANTITATIVE MASTER SERIES LLC	0	0	0	0	--
Lincoln Financial	0	0	0	0	--
Voya	0	0	0	0	--
ETF Series Solutions	0	0	0	0	--
FINANCIAL INVESTORS TRUST	0	0	0	0	--
New York Life	0	0	0	0	--

Fund voting reports, all 58 managers: 3,063,480 1 year, 284,152 3 year. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 121 asset managers voting on “Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named execut” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
T. Rowe Price	0	--
ENDEAVOUR CAPITAL ADVISORS INC	0	--
Putnam	0	--
John Hancock	0	--
BlackRock	0	--
GEODE CAPITAL MANAGEMENT, LLC	0	--
KENNEDY CAPITAL MANAGEMENT LLC	0	--
AllianceBernstein	0	--
JACOBS ASSET MANAGEMENT, LLC	184,722	For
GW&K Investment Management, LLC	0	--
State Street	0	--
Orion Porfolio Solutions, LLC	0	--
Orion Portfolio Solutions, LLC	0	--
American Century	0	--
1919 Investment Counsel, LLC	0	--
EJF Capital LLC	0	--
Invesco	0	--
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0	--
Northern Trust	0	--
Stieven Capital Advisors, L.P.	55,413	For
Dimensional	0	--
MELLON INVESTMENTS Corp	0	--
SEI	0	--
ENVESTNET ASSET MANAGEMENT INC	0	--
Vanguard	0	--

Institutional-manager reports, all 121 managers: 246,322 for, 5,090,947 1 year, 42,377 3 year, 1,939 unknown. Showing the 25 largest; see all in the interactive database.

7. 4. Selection of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

99.7% Approved · of votes cast

FOR 99.7%

FOR: 10,734,192AGAINST: 30,711

Details: description as filed, official tally, votes by 58 asset managers

Description as filed by funds: To ratify the selection of Moss Adams LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024.

COASTAL FINANCIAL CORP.’s own tally for this item (“4. Selection of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024”): 10,734,192 for, 30,711 against — passed, per its Form 8-K filed May 28, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The selection of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified by the shareholders by the following vote:”
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 58 asset managers below reported 3,347,622 for, 10 against.

FOR

FOR: 3,347,622AGAINST: 10

Largest asset managers voting on “To ratify the selection of Moss Adams LLP as the independent registered public accounting firm for the fiscal ” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	277,721	0	For
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,588	10	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	16,700	0	For
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	10,010	0	For
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

Largest COASTAL FINANCIAL CORP. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 13,407,320 shares outstanding at the time of that meeting.

Fund voting reports: top COASTAL FINANCIAL CORP. shareholders by shares voted on “Advisory (non-binding) approval of the compensation paid to named executive officers.”, 2023-2024
#	Asset manager	% of shares outstanding
1	T. Rowe Price	4.35%
2	Vanguard	4.23%
3	BlackRock	3.05%
4	John Hancock	2.63%
5	Dimensional	2.07%
6	Fidelity	1.93%
7	American Century	0.82%
8	RMB INVESTORS TRUST	0.75%
9	State Street	0.50%
10	NEIMAN FUNDS	0.50%

Institutional-manager reports: top COASTAL FINANCIAL CORP. shareholders by shares voted on “Advisory (non-binding) approval of the compensation paid to named executive officers.”, 2023-2024
#	Asset manager	% of shares outstanding
1	T. Rowe Price	6.46%
2	ENDEAVOUR CAPITAL ADVISORS INC	5.60%
3	Putnam	4.41%
4	John Hancock	2.92%
5	BlackRock	2.40%
6	GEODE CAPITAL MANAGEMENT, LLC	1.98%
7	KENNEDY CAPITAL MANAGEMENT LLC	1.72%
8	AllianceBernstein	1.62%
9	JACOBS ASSET MANAGEMENT, LLC	1.38%
10	GW&K Investment Management, LLC	1.19%

Reported COASTAL FINANCIAL CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

COASTAL FINANCIAL CORP. holdings and ownership disclosed for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	7.22%	13F
Vanguard Group	5.71%	13F
Dimensional Fund Advisors	2.53%	13F
FMR (Fidelity)	2.44%	13F
State Street	2.14%	13F
Geode Capital	2.00%	13F
Northern Trust	0.83%	13F
Millennium Management	0.73%	13F
Goldman Sachs	0.69%	13F
Franklin Templeton	0.44%	13F

Percentages above are of 13,407,320 shares outstanding, as reported by COASTAL FINANCIAL CORP. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from COASTAL FINANCIAL CORP.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At COASTAL FINANCIAL CORP.'s shareholder meeting held May 22, 2024, in the 2023-2024 proxy season, 164 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,552 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory (non-binding) approval of the compensation paid to named executive officers. — COASTAL FINANCIAL CORP.'s filing reports the proposal as approved, with 99% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: COASTAL FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 28, 2024.

COASTAL FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.