Form D · Commercial Banking
COASTAL FINANCIAL CORP
Everett, WA · CIK 0001437958
Offering snapshot reported Nov 8, 2022 · SEC filing
- Reported sold
- $20M Offering amount: $20M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Nov 1, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 8, 2022 | Initial | $20,000,000 | No comparison | 2 | SEC filing |
| Sep 1, 2021 | Initial | $25,000,000 | No comparison | 1 | SEC filing |
| Aug 2, 2016 | Initial | $10,000,000 | No comparison | 1 | SEC filing |
| Jul 2, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jan 31, 2013 | Amendment | $548,532 | $493,532vs Jan 2, 2013 | 16 | SEC filing |
| Jan 2, 2013 | Amendment | $55,000 | $0vs Jan 2, 2013 | 2 | SEC filing |
| Jan 2, 2013 | Initial | $55,000 | No comparison | 2 | SEC filing |
| Mar 6, 2012 | Initial | $3,000,000 | No comparison | 2 | SEC filing |
| Apr 8, 2011 | Initial | $5,147,500 | No comparison | 10 | SEC filing |
| May 5, 2010 | Initial | $285,000 | No comparison | 3 | SEC filing |
| Jul 9, 2009 | Initial | $912,186 | No comparison | 14 | SEC filing |
| Jun 16, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $300K
- Finders' fees
- $0
- Form D file number
- 021-464136
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Keefe, Bruyette & Woods, Inc | 481 |
Source: Form D, filed Nov 8, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Christopher Adams | Director |
| Sadhana Akella Mishra | Director |
| Andy Dale | Director |
| Andrew Dale | Director |
| Rilla Delorier | Director |
| Kathy De Tuerk | Director |
| John Dickson | Executive |
| Joel Edwards | Executive |
| Pamela L. Hagenston | Executive |
| Pam Hagenston | Executive |
| John Haugen, Jr. | Director |
| Steven Hovde | Director |
| Russell Keithley | Executive |
| Stephan Klee | Director |
| Thomas Lane | Director |
| Tom Lane | Director |
| Chuck Nelson | Director |
| Charles Nelson | Director |
| Michael Patterson | Director |
| Lee Pintar | Director |
| Curt Queyrouze | Executive |
| James Shaffer | Director |
| Andy Skotdal | Director |
| Andrew Skotdal | Director |
| Erik Sprink | Director, Executive |
| Eric Sprink | Director, Executive |
| Jack Thompson | Director |
| Gregory Tisdel | Director |
| Greg Tisdel | Director |
| Pamela Unger | Director |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
5415 Evergreen Way
Everett, WA, 98203
Everett, WA, 98203