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Executive ChangeItem 5.02 · 8-KMEDIUM RiskNeutral

COASTAL FINANCIAL CORPORATION

www.coastalsunbelt.com
Filed: Jul 22, 2026EverettCIK: 0001437958Banking
Full company profileView on SEC.gov

AI Executive Summary

AI-powered analysis of 8-K filing content

Brandon Soto, CFO and Executive Vice President of Coastal Financial Corporation, is stepping down effective August 15, 2026, to become CEO of a fintech banking subsidiary. The departure is amicable and includes a separation agreement with a $15,000 signing bonus repayment requirement.

Key Takeaways

CFO Brandon Soto departing on August 15, 2026, to pursue CEO role at a financial technology company banking subsidiary

Departure is amicable with no disagreements cited; formal Separation Agreement executed on July 22, 2026

2 more takeaways

Related Filings (4)

4 more filings from COASTAL FINANCIAL CORPORATION in the last 90 days

Filing Overview

Form Type8-K
Filing DateJul 22, 2026
Item5.02
CategoryExecutive Change
CIK0001437958
Accession #ck1437958-20260722
Risk LevelMEDIUM
SentimentNeutral
Signalinformational
Topics
executive departureleadership transition

What This Means

A senior executive (CEO, CFO, etc.) has joined, departed, or changed roles. Leadership changes can significantly impact strategy.
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