Fundz

Watching COASTAL FINANCIAL CORPORATION? See every signal: funding, hires, M&A, contracts, sentiment.

Book a demoChoose your plan
Funding, M&A and exec moves matched to your market, from $49/mo billed annually, or $79/mo quarterly. See plans and pricing.See plans →
Back to SEC Filings
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.
View Full Filing on SEC.govBrowse More Filings

COASTAL FINANCIAL CORPORATION filed with the SEC. Fundz turns 8-K material events into an alert with the right executive attached.

145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.