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Leadership changes · SEC Form 8-K, Item 5.02

Coastal Financial Corp executive changes

Every leadership change Coastal Financial Corp reported to the SEC under Item 5.02: who left, who was appointed, to what role and from when, quoted from each filing.

Filings2
Appointments named3
Latest filing2026-07-30

Coastal Financial Corp filed 2 current reports with the SEC under Item 5.02, which covers directors and officers leaving or being appointed, the latest on 2026-07-30. Between them they name 3 people. Each change below is quoted from the filing and linked to it.

Every change, newest first

Filed 2026-07-30 · 8-K

Appointed: Christopher D. Adams, Executive Chair, effective 2026-07-29

Appointment of Christopher D. Adams as Executive Chair On July 29, 2026, Coastal Financial Corporation (the "Company") appointed Christopher D. Adams as Executive Chair of the Board of Directors of the Company (the "Board"), effective July 29, 2026.

Appointed: Thomas Lane, Lead Independent Director, effective 2026-07-29

In addition, there are no familial relationships between Mr. Adams and any director or executive officer of the Company, and Mr. Adams has no direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K. Following the appointment of Mr. Adams as Executive Chair, the Board appointed Thomas Lane as Lead Independent Director, effective July 29, 2026.
Filed 2026-07-23 · 8-K

Appointed: Joel Edwards, Chief Financial Officer, effective 2026-08-15

Appointment of Joel Edwards, Interim Chief Financial Officer In connection with Mr. Soto's departure, the Company has appointed Joel Edwards as Interim Chief Financial Officer, effective August 15, 2026.
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Where this comes from

A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.

Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.

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Permanent URL: https://mentionfox.com/executive-changes/coastal-financial
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2
Coastal Financial Corp (CCB) executive changes: Christopher D. Adams appointed, Executive Chair. MentionFox, 2026-09-27. https://mentionfox.com/executive-changes/coastal-financial