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Compiled from SEC Form N-PX filings and Coastal Financial Corporation’s Form 8-K, filed May 29, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of May 27, 2026: 6 items on Coastal Financial Corporation’s Form 8-K, filed May 29, 2026: 4 elected · 2 approved.
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
Explore Coastal Financial Corporation in the interactive database Compare manager voting policies
These tallies are Coastal Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 29, 2026 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Rilla R. Delorier | 11,904,655 | -- | -- | 841,585 | 1,107,319 | 93% | Elected | — |
| Elect Director: Steven D. Hovde | 6,374,067 | -- | -- | 6,372,171 | 1,107,321 | 50.1% | Elected | — |
| Elect Director: Michael R. Patterson | 11,913,486 | -- | -- | 832,753 | 1,107,320 | 93% | Elected | — |
| Elect Director: Gregory A. Tisdel | 11,098,242 | -- | -- | 1,647,996 | 1,107,321 | 87% | Elected | — |
| 2. Selection of Baker Tilly US, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 | 13,810,457 | 41,938 | 1,162 | -- | 2 | 99.6% | Approved | — |
| 3. Advisory non-binding vote on executive compensation paid to our named executive officers | 12,261,568 | 344,062 | 140,608 | -- | 1,107,321 | 97% | Approved | — |
Source: Coastal Financial Corporation, Form 8-K, filed with the SEC on May 29, 2026 — read the filing on EDGAR.
Each item below shows how the 228 asset managers that disclosed a Coastal Financial Corporation 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 Corporation’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.
Combines 3 wordings of this item as funds reported it.
87% Majority: yes · of votes cast
Description as filed by funds: To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Gregory A. Tisdel
Coastal Financial Corporation’s own tally for this item (“Elect Director: Gregory A. Tisdel”): 11,098,242 for, 1,647,996 withheld, per its Form 8-K filed May 29, 2026 (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: 87% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 3,875,651 for, 532,997 withheld, 2 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 651,854 | 0 | 2 | 465 | For |
| Fidelity | 619,235 | 0 | 0 | 3,683 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| John Hancock | 326,065 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 0 | 239,886 | Withhold |
| Loomis Sayles | 170,523 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 85,363 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 0 | 85,218 | Withhold |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 59,045 | Withhold |
| Principal | 985 | 0 | 0 | 54,857 | Withhold |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 52,400 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Michael R. Patterson
Coastal Financial Corporation’s own tally for this item (“Elect Director: Michael R. Patterson”): 11,913,486 for, 832,753 withheld, per its Form 8-K filed May 29, 2026 (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: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 4,179,133 for, 229,516 withheld, 1 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 651,855 | 0 | 1 | 465 | For |
| Fidelity | 622,918 | 0 | 0 | 0 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| John Hancock | 326,065 | 0 | 0 | 0 | For |
| BlackRock | 239,886 | 0 | 0 | 0 | For |
| Loomis Sayles | 170,523 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 85,363 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 0 | 85,218 | Withhold |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 59,045 | Withhold |
| Principal | 985 | 0 | 0 | 54,857 | Withhold |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 52,400 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Rilla R. Delorier
Coastal Financial Corporation’s own tally for this item (“Elect Director: Rilla R. Delorier”): 11,904,655 for, 841,585 withheld, per its Form 8-K filed May 29, 2026 (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: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 4,177,863 for, 229,051 withheld, 1 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 652,320 | 0 | 1 | 0 | For |
| Fidelity | 622,918 | 0 | 0 | 0 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| John Hancock | 326,065 | 0 | 0 | 0 | For |
| BlackRock | 239,886 | 0 | 0 | 0 | For |
| Loomis Sayles | 170,523 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 85,363 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 0 | 85,218 | Withhold |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 59,045 | Withhold |
| Principal | 985 | 0 | 0 | 54,857 | Withhold |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 52,400 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 3 wordings of this item as funds reported it.
50.1% Majority: yes · of votes cast
Description as filed by funds: To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Steven D. Hovde
Coastal Financial Corporation’s own tally for this item (“Elect Director: Steven D. Hovde”): 6,374,067 for, 6,372,171 withheld, per its Form 8-K filed May 29, 2026 (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: 50.1% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 1,695,077 for, 2,713,563 withheld, 10 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 48,406 | 0 | 0 | 692,816 | Mixed |
| Vanguard | 651,846 | 0 | 10 | 465 | For |
| Fidelity | 619,235 | 0 | 0 | 3,683 | For |
| American Century | 0 | 0 | 0 | 327,452 | Withhold |
| John Hancock | 0 | 0 | 0 | 326,065 | Withhold |
| BlackRock | 0 | 0 | 0 | 239,886 | Withhold |
| Loomis Sayles | 0 | 0 | 0 | 170,523 | Withhold |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 0 | 0 | 0 | 85,363 | Withhold |
| RBB FUND, INC. | 0 | 0 | 0 | 85,218 | Withhold |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 66,240 | Withhold |
| Allspring | 0 | 0 | 0 | 59,377 | Withhold |
| Dimensional | 0 | 0 | 0 | 59,045 | Withhold |
| Principal | 0 | 0 | 0 | 55,842 | Withhold |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 0 | 0 | 52,400 | Withhold |
| First Trust | 0 | 0 | 0 | 48,044 | Withhold |
| Northwestern Mutual | 0 | 0 | 0 | 45,684 | Withhold |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 0 | 0 | 0 | 39,380 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 39,338 | Withhold |
| TIAA | 0 | 0 | 0 | 35,775 | Withhold |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 0 | 29,431 | Withhold |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 2 wordings of this item as funds reported it.
98% of fund votes cast · no official result
Description as filed by funds: To elect one Director to the class of Directors to serve for a 2-year term until the 2028 meeting of shareholders: Jeffrey M. Chapman
The 57 asset managers below reported 3,310,257 for, 54,857 withheld, 1 abstained. 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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 652,320 | 0 | 1 | 0 | For |
| Fidelity | 622,918 | 0 | 0 | 0 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 59,045 | 0 | 0 | 0 | For |
| Principal | 985 | 0 | 0 | 54,857 | Withhold |
| Royce | 55,680 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
| Equitable | 29,050 | 0 | 0 | 0 | For |
| Empower | 23,988 | 0 | 0 | 0 | For |
| Russell Investments | 22,185 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 19,673 | 0 | 0 | 0 | For |
| Direxion Shares ETF Trust | 19,237 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 18,953 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 5 wordings of this item as funds reported it.
97% Approved · of votes cast
Description as filed by funds: Advisory (non-binding) approval of the compensation paid to named executive officers.
Coastal Financial Corporation’s own tally for this item (“3. Advisory non-binding vote on executive compensation paid to our named executive officers”): 12,261,568 for, 344,062 against — passed, per its Form 8-K filed May 29, 2026 (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: 97% 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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 652,320 | 0 | 0 | 0 | For |
| Fidelity | 622,918 | 0 | 0 | 0 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| John Hancock | 326,065 | 0 | 0 | 0 | For |
| BlackRock | 239,886 | 0 | 0 | 0 | For |
| Loomis Sayles | 170,523 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 85,363 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 85,218 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 59,045 | 0 | 0 | 0 | For |
| Principal | 55,842 | 0 | 0 | 0 | For |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 52,400 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
Fund voting reports, all 72 managers: 4,394,307 for, 14,342 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 1,333,286 | 0 | 0 | 0 | For |
| Azora Capital LP | 447,633 | 0 | 0 | 0 | For |
| UBS | 388,323 | 0 | 0 | 0 | For |
| BlackRock | 367,936 | 2,974 | 0 | 0 | For |
| Fidelity | 366,785 | 0 | 0 | 0 | For |
| American Century | 355,246 | 0 | 0 | 0 | For |
| John Hancock | 337,819 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 318,858 | 0 | 0 | 0 | For |
| Loomis Sayles | 274,993 | 24,238 | 0 | 0 | Mixed |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 184,226 | 0 | 0 | 0 | For |
| WESTWOOD HOLDINGS GROUP INC | 177,608 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 0 | 0 | 0 | 0 | -- |
| Ranger Investment Management, L.P. | 127,604 | 0 | 0 | 0 | For |
| D.A. DAVIDSON & CO. | 125,539 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 102,287 | 17,471 | 0 | 0 | Mixed |
| EMERALD ADVISERS, LLC | 115,164 | 0 | 0 | 0 | For |
| AllianceBernstein | 115,031 | 0 | 0 | 0 | For |
| Stieven Capital Advisors, L.P. | 110,251 | 0 | 0 | 0 | For |
| Vanguard | 108,329 | 0 | 0 | 0 | For |
| Charles Schwab | 107,690 | 0 | 0 | 0 | For |
| Fisher Asset Management, LLC | 100,866 | 0 | 0 | 0 | For |
| Northern Trust | 93,366 | 1,946 | 0 | 0 | For |
| ENDEAVOUR CAPITAL ADVISORS INC | 90,696 | 0 | 0 | 0 | For |
| EMERALD MUTUAL FUND ADVISERS TRUST | 75,446 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
Institutional-manager reports, all 178 managers: 6,866,652 for, 150,003 against, 16,800 abstained, 27,263 not voted, 139,551 mixed. Showing the 25 largest; see all in the interactive database.
99.6% Approved · of votes cast
Description as filed by funds: TO RATIFY THE SELECTION OF BAKER TILLY US, LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2026.
Coastal Financial Corporation’s own tally for this item (“2. Selection of Baker Tilly US, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026”): 13,810,457 for, 41,938 against — passed, per its Form 8-K filed May 29, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The selection of Baker Tilly US, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified by the shareholders by the following vote:”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 4,408,650 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 741,222 | 0 | 0 | 0 | For |
| Vanguard | 652,321 | 0 | 0 | 0 | For |
| Fidelity | 622,918 | 0 | 0 | 0 | For |
| American Century | 327,452 | 0 | 0 | 0 | For |
| John Hancock | 326,065 | 0 | 0 | 0 | For |
| BlackRock | 239,886 | 0 | 0 | 0 | For |
| Loomis Sayles | 170,523 | 0 | 0 | 0 | For |
| Charles Schwab | 107,675 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 85,363 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 85,218 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 66,240 | 0 | 0 | 0 | For |
| Allspring | 59,377 | 0 | 0 | 0 | For |
| Dimensional | 59,045 | 0 | 0 | 0 | For |
| Principal | 55,842 | 0 | 0 | 0 | For |
| Royce | 55,680 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 52,400 | 0 | 0 | 0 | For |
| First Trust | 48,044 | 0 | 0 | 0 | For |
| Northwestern Mutual | 45,684 | 0 | 0 | 0 | For |
| Putnam | 45,572 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 45,024 | 0 | 0 | 0 | For |
| Brighthouse | 39,380 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 39,338 | 0 | 0 | 0 | For |
| TIAA | 35,775 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| Victory Capital | 29,431 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
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 15,241,491 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 4.86% |
| 2 | Vanguard | 4.28% |
| 3 | Fidelity | 4.09% |
| 4 | American Century | 2.15% |
| 5 | John Hancock | 2.14% |
| 6 | BlackRock | 1.57% |
| 7 | Loomis Sayles | 1.12% |
| 8 | Charles Schwab | 0.71% |
| 9 | Ultimus Managers Trust | 0.56% |
| 10 | RBB FUND, INC. | 0.56% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 8.75% |
| 2 | Azora Capital LP | 2.94% |
| 3 | UBS | 2.55% |
| 4 | BlackRock | 2.43% |
| 5 | Fidelity | 2.41% |
| 6 | American Century | 2.33% |
| 7 | John Hancock | 2.22% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.09% |
| 9 | Loomis Sayles | 1.96% |
| 10 | COOPER CREEK PARTNERS MANAGEMENT LLC | 1.21% |
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.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 6.39% | 13F |
| Vanguard Group | 5.15% | 13F |
| State Street | 3.64% | 13F |
| Wellington Management | 2.94% | 13F |
| FMR (Fidelity) | 2.43% | 13F |
| Dimensional Fund Advisors | 2.36% | 13F |
| Geode Capital | 2.10% | 13F |
| Northern Trust | 0.71% | 13F |
| Charles Schwab | 0.71% | 13F |
| Morgan Stanley | 0.66% | 13F |
Percentages above are of 15,241,491 shares outstanding, as reported by Coastal Financial Corporation on its Form 10-Q dated March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
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 Corporation’s 10-Q dated March 31, 2026. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At Coastal Financial Corporation's shareholder meeting held May 27, 2026, in the 2025-2026 proxy season, 228 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,524 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 Corporation's filing reports the proposal as approved, with 97% 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 Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 29, 2026.
Coastal Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.