Coastal Financial Ownership
| CCB Stock | USD 41.89 1.82 4.54% |
Shares in Circulation | First Issued 2017-03-31 | Previous Quarter 14 M | Current Value 14 M | Avarage Shares Outstanding 11.9 M | Quarterly Volatility 1.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Coastal |
Coastal Stock Ownership Analysis
About 19.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.74. Some equities with similar Price to Book (P/B) outperform the market in the long run. Coastal Financial Corp had not issued any dividends in recent years. Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. Coastal Financial Corporation was founded in 1997 and is headquartered in Everett, Washington. Coastal Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 433 people. For more info on Coastal Financial Corp please contact Eric Sprink at 425 257 9000 or go to https://www.coastalbank.com.Besides selling stocks to institutional investors, Coastal Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Coastal Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Coastal Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Coastal Financial Quarterly Liabilities And Stockholders Equity |
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Coastal Financial Insider Trades History
About 19.0% of Coastal Financial Corp are currently held by insiders. Unlike Coastal Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Coastal Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Coastal Financial's insider trades
Coastal Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Coastal Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Coastal Financial Corp backward and forwards among themselves. Coastal Financial's institutional investor refers to the entity that pools money to purchase Coastal Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Advisors Capital Management, Llc | 2023-12-31 | 144 K | Rmb Capital Management, Llc | 2023-09-30 | 135 K | Mendon Capital Advisors Corp | 2023-12-31 | 120 K | Jcsd Capital Llc | 2023-12-31 | 116.7 K | Ejf Capital Llc | 2023-12-31 | 115.7 K | Northern Trust Corp | 2023-12-31 | 113.9 K | Orion Portfolio Solutions, Llc | 2023-12-31 | 99.9 K | Jpmorgan Chase & Co | 2023-12-31 | 98.4 K | Amvescap Plc. | 2023-12-31 | 84.9 K | T. Rowe Price Investment Management,inc. | 2023-12-31 | 858 K | Blackrock Inc | 2023-12-31 | 831.3 K |
Coastal Financial Corp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Coastal Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Coastal Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Coastal Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Joel Edwards over a month ago Disposition of 800 shares by Joel Edwards of Coastal Financial at 5.5 subject to Rule 16b-3 | ||
Russ Keithley over two months ago Disposition of 2600 shares by Russ Keithley of Coastal Financial at 5.5 subject to Rule 16b-3 | ||
Jon Sand over two months ago Disposition of 200 shares by Jon Sand of Coastal Financial at 7.2 subject to Rule 16b-3 | ||
Eric Sprink over two months ago Sale by Eric Sprink of 1000 shares of Coastal Financial | ||
Eric Sprink over two months ago Acquisition by Eric Sprink of 13376 shares of Coastal Financial subject to Rule 16b-3 | ||
Andrew Stines over three months ago Coastal Financial exotic insider transaction detected | ||
Eric Sprink over six months ago Sale by Eric Sprink of 20000 shares of Coastal Financial |
Coastal Financial Corporate Filings
8K | 29th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of April 2024 Other Reports | ViewVerify | |
10K | 15th of March 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 12th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Pair Trading with Coastal Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Coastal Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Coastal Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Coastal Stock
| 0.65 | AX | Axos Financial Fiscal Year End 25th of July 2024 | PairCorr |
| 0.67 | BY | Byline Bancorp Financial Report 25th of July 2024 | PairCorr |
Moving against Coastal Stock
| 0.41 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
The ability to find closely correlated positions to Coastal Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coastal Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coastal Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Coastal Financial Corp to buy it.
The correlation of Coastal Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coastal Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coastal Financial Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coastal Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coastal Financial Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Coastal Financial Corp information on this page should be used as a complementary analysis to other Coastal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for Coastal Stock analysis
When running Coastal Financial's price analysis, check to measure Coastal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coastal Financial is operating at the current time. Most of Coastal Financial's value examination focuses on studying past and present price action to predict the probability of Coastal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coastal Financial's price. Additionally, you may evaluate how the addition of Coastal Financial to your portfolios can decrease your overall portfolio volatility.
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Is Coastal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coastal Financial. If investors know Coastal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coastal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.45) | Earnings Share 2.86 | Revenue Per Share 20.044 | Quarterly Revenue Growth 0.077 | Return On Assets 0.0107 |
The market value of Coastal Financial Corp is measured differently than its book value, which is the value of Coastal that is recorded on the company's balance sheet. Investors also form their own opinion of Coastal Financial's value that differs from its market value or its book value, called intrinsic value, which is Coastal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coastal Financial's market value can be influenced by many factors that don't directly affect Coastal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Coastal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coastal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coastal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.