COASTAL FINANCIAL CORP. 2024-2025 Proxy Voting Records

Description as filed by funds: To elect three Directors to the class of Directors to serve for a 3-year term until the 2028 meeting of shareholders: Christopher D. Adams

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Christopher D. Adams”): 9,970,422 for, 1,558,528 withheld, per its Form 8-K filed May 30, 2025 (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.”
Support: 86% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 3,913,246 for, 261,920 withheld, 120,997 abstained.

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

Description as filed by funds: To elect three Directors to the class of Directors to serve for a 3-year term until the 2028 meeting of shareholders: Stephan Klee

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Stephan Klee”): 10,947,870 for, 581,080 withheld, per its Form 8-K filed May 30, 2025 (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.”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 4,072,737 for, 223,426 withheld.

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

Description as filed by funds: To elect three Directors to the class of Directors to serve for a 3-year term until the 2028 meeting of shareholders: Thomas D. Lane

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Thomas D. Lane”): 7,153,933 for, 4,375,017 withheld, per its Form 8-K filed May 30, 2025 (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.”
Support: 62% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 2,423,461 for, 1,751,705 withheld, 120,997 abstained.

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

Description as filed by funds: To elect one Director to the class of Directors to serve for a 1-year term until the 2026 meeting of shareholders: Steven D. Hovde

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Steven D. Hovde”): 10,956,805 for, 572,145 withheld, per its Form 8-K filed May 30, 2025 (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.”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 71 asset managers below reported 4,061,042 for, 235,121 withheld.

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

Description as filed by funds: To approve amendments to the Amended and Restated Bylaws of Coastal Financial Corporation, relating to the qualifications and terms of office of directors.

COASTAL FINANCIAL CORP.’s own tally for this item (“4. The Amended and Restated Bylaws of Coastal Financial Corporation”): 11,522,583 for, 1,289 against — passed, per its Form 8-K filed May 30, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The the Amended and Restated Bylaws of Coastal Financial Corporation was approved by the following vote:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 70 asset managers below reported 4,295,668 for.

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

Description as filed by funds: To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan.

COASTAL FINANCIAL CORP.’s own tally for this item (“3. Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, including an increase in the number of authorized shares under the 2018 Plan”): 8,768,836 for, 2,640,361 against — passed, per its Form 8-K filed May 30, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, including an increase in the number of authorized shares under the 2018 Plan was approved by the following vote:”
Support: 77% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

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).

Fund voting reports, all 70 managers: 2,976,783 for, 1,214,387 against, 104,993 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 2 managers: 108,555 for.

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”): 10,872,569 for, 616,149 against — passed, per its Form 8-K filed May 30, 2025 (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: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

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).

Fund voting reports, all 70 managers: 4,094,286 for, 201,877 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 159 managers: 5,960,034 for, 423,728 against, 16,361 abstained, 52 not voted. Showing the 25 largest; see all in the interactive database.

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, 2025.

COASTAL FINANCIAL CORP.’s own tally for this item (“5. Selection of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025”): 12,428,380 for, 28,733 against — passed, per its Form 8-K filed May 30, 2025 (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, 2025 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 70 asset managers below reported 4,283,262 for, 12,406 against.

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.