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COASTAL FINANCIAL CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and COASTAL FINANCIAL CORP.’s Form 8-K, filed 2024-05-28 (Item 5.07 on EDGAR). Page generated 02 October 2026.

8Reported items
164Asset managers
1,527Fund votes
2024-05-22Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore COASTAL FINANCIAL CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by COASTAL FINANCIAL CORP.

These tallies are COASTAL FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-28 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

COASTAL FINANCIAL CORP. — official shareholder meeting results, meeting held 2024-05-22
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Sadhana Akella-Mishra	6,534,777	--	--	2,997,623	1,237,278	Majority: yes
Elect Director: Brian T. Hamilton	9,596,595	--	--	15,284	1,157,799	Majority: yes
Elect Director: Eric M. Sprink	9,283,977	--	--	326,372	1,159,329	Majority: yes
Elect Director: Pamela R. Unger	7,456,308	--	--	2,076,092	1,237,278	Majority: yes
Proposal 2: The advisory non-binding vote on executive compensation paid to our named executive officers was approved by the shareholders by the following vote:	9,266,515	119,619	225,745	--	--	Majority: yes
One-year was selected on the advisory non-binding vote on the frequency of future votes on executive compensation by the following vote:	10,734,192	30,711	4,773	--	--	Majority: yes

Source: COASTAL FINANCIAL CORP., Form 8-K, filed with the SEC on 2024-05-28 — read the filing on EDGAR.

How asset managers voted at the COASTAL FINANCIAL CORP. 2023-2024 meeting

Each item below shows how the 164 asset managers that disclosed a COASTAL FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of COASTAL FINANCIAL CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory (non-binding) approval of the compensation paid to named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 9 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 9,266,515AGAINST: 119,619

COASTAL FINANCIAL CORP.’s own tally for this item (“Proposal 2: The advisory non-binding vote on executive compensation paid to our named executive officers was approved by the shareholders by the following vote:”): 9,266,515 for, 119,619 against, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 69% for, 0.9% against (70% of the company cast a for/against vote).

The 162 asset managers below cast 99.8% of the shares they voted on this item FOR (8,858,330 for, 11,387 against).

FOR 99.8%

FOR: 8,858,330 (99.8%)AGAINST: 11,387 (0.1%)UNKNOWN: 1,939 (0.0%)

Largest asset managers voting on “Advisory (non-binding) approval of the compensation paid to named executive officers.” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
T. Rowe Price	1,450,160	For
ENDEAVOUR CAPITAL ADVISORS INC	750,685	For
John Hancock	744,225	For
BlackRock	731,331	For
Putnam	649,682	For
Vanguard	597,630	For
Dimensional	320,098	For
GEODE CAPITAL MANAGEMENT, LLC	265,556	For
Fidelity	258,524	For
KENNEDY CAPITAL MANAGEMENT LLC	230,332	For
American Century	219,663	For
AllianceBernstein	217,820	For
State Street	202,428	For
JACOBS ASSET MANAGEMENT, LLC	184,722	For
GW&K Investment Management, LLC	159,839	For
JPMorgan	138,777	For
Orion Porfolio Solutions, LLC	121,315	For
Orion Portfolio Solutions, LLC	121,315	For
Invesco	113,065	For
RMB INVESTORS TRUST	100,000	For
SEI	82,361	For
NORDEA INVESTMENT MANAGEMENT AB	80,988	For
NEIMAN FUNDS	67,000	For
1919 Investment Counsel, LLC	65,000	For
Advisor Managed Portfolios	65,000	For

Showing the 25 largest of 162 asset managers. See all 162 in the interactive database.

2. Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 6 wordings of this item as funds reported it.

100% fund support · no official result

ONE YEAR 72%1 YEAR 22%

The 158 asset managers below cast 100% of the shares they voted on this item FOR (246,322 for, 0 against).

FOR: 246,322 (2.8%)ONE YEAR: 6,248,971 (71.7%)1 YEAR: 1,894,933 (21.7%)THREE YEARS: 322,413 (3.7%)3 YEARS: 4,116 (0.0%)1: 1,939 (0.0%)

Largest asset managers voting on “Advisory (non-binding) approval of the frequency of future advisory votes on compensation paid to named execut” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
T. Rowe Price	0	One Year
ENDEAVOUR CAPITAL ADVISORS INC	0	One Year
John Hancock	0	One Year
BlackRock	0	One Year
Putnam	0	1 Year
Vanguard	0	One Year
Dimensional	0	Three Years
GEODE CAPITAL MANAGEMENT, LLC	0	One Year
Fidelity	0	One Year
KENNEDY CAPITAL MANAGEMENT LLC	0	One Year
American Century	0	One Year
AllianceBernstein	0	One Year
State Street	0	One Year
JACOBS ASSET MANAGEMENT, LLC	184,722	For
GW&K Investment Management, LLC	0	1 Year
Orion Porfolio Solutions, LLC	0	One Year
Orion Portfolio Solutions, LLC	0	One Year
Invesco	0	One Year
RMB INVESTORS TRUST	0	One Year
SEI	0	1 Year
JPMorgan	0	1 Year
NEIMAN FUNDS	0	1 Year
1919 Investment Counsel, LLC	0	One Year
Advisor Managed Portfolios	0	1 Year
EJF Capital LLC	0	1 Year

Showing the 25 largest of 158 asset managers. See all 158 in the interactive database.

3. To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Sadhana Akella-Mishra

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

69% Majority: yes · of votes cast

FOR 69%WITHHELD 31%

FOR: 6,534,777WITHHELD: 2,997,623

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Sadhana Akella-Mishra”): 6,534,777 for, 2,997,623 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 48.7% for, 22% withheld (71% of the company cast a for/withheld vote).

The 58 asset managers below cast 100% of the shares they voted on this item FOR (1,604,906 for, 0 against).

FOR 47.9%ABSTAIN 52.1%

FOR: 1,604,906 (47.9%)ABSTAIN: 1,742,726 (52.1%)

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Sadhana Akella-Mishra” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	0	408,924	Abstain
John Hancock	0	352,269	Abstain
Dimensional	0	277,721	Abstain
Fidelity	252,772	5,360	For
American Century	0	109,478	Abstain
RMB INVESTORS TRUST	0	100,000	Abstain
State Street	76	67,522	Abstain
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	0	65,000	Abstain
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	0	54,784	Abstain
SEI	0	40,251	Abstain
First Trust	0	37,641	Abstain
Charles Schwab	0	29,633	Abstain
TIAA	0	25,520	Abstain
Equitable	0	24,974	Abstain
QUANTITATIVE MASTER SERIES LLC	0	19,245	Abstain
Lincoln Financial	5,640	11,060	Abstain
Voya	0	11,372	Abstain
ETF Series Solutions	0	10,098	Abstain
FINANCIAL INVESTORS TRUST	0	10,010	Abstain
New York Life	0	8,780	Abstain

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

4. To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Brian T. Hamilton

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 9,596,595WITHHELD: 15,284

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Brian T. Hamilton”): 9,596,595 for, 15,284 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 72% for, 0.2% withheld (72% of the company cast a for/withheld vote).

The 58 asset managers below cast 100% of the shares they voted on this item FOR (3,337,622 for, 0 against).

FOR 99.7%

FOR: 3,337,622 (99.7%)ABSTAIN: 10,010 (0.3%)

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Brian T. Hamilton” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	277,721	0	For
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,598	0	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	16,700	0	For
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	0	10,010	Abstain
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

5. To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Eric M. Sprink

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 9,283,977WITHHELD: 326,372

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Eric M. Sprink”): 9,283,977 for, 326,372 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 69% for, 2% withheld (72% of the company cast a for/withheld vote).

The 58 asset managers below cast 100% of the shares they voted on this item FOR (3,053,452 for, 0 against).

FOR 91%9%

FOR: 3,053,452 (91.2%)ABSTAIN: 294,180 (8.8%)

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Eric M. Sprink” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	0	277,721	Abstain
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,580	18	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	14,940	1,760	For
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	0	10,010	Abstain
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

6. To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Pamela R. Unger

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

78% Majority: yes · of votes cast

FOR 78%WITHHELD 22%

FOR: 7,456,308WITHHELD: 2,076,092

COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Pamela R. Unger”): 7,456,308 for, 2,076,092 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 56% for, 15% withheld (71% of the company cast a for/withheld vote).

The 58 asset managers below cast 100% of the shares they voted on this item FOR (2,207,304 for, 0 against).

FOR 66%ABSTAIN 34%

FOR: 2,207,304 (65.9%)ABSTAIN: 1,140,328 (34.1%)

Largest asset managers voting on “To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Pamela R. Unger” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	0	352,269	Abstain
Dimensional	0	277,721	Abstain
Fidelity	258,132	0	For
American Century	0	109,478	Abstain
RMB INVESTORS TRUST	0	100,000	Abstain
State Street	76	67,522	Abstain
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	0	65,000	Abstain
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	0	37,641	Abstain
Charles Schwab	29,633	0	For
TIAA	0	25,520	Abstain
Equitable	18,824	6,150	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	14,940	1,760	For
Voya	0	11,372	Abstain
ETF Series Solutions	0	10,098	Abstain
FINANCIAL INVESTORS TRUST	0	10,010	Abstain
New York Life	0	8,780	Abstain

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

7. To ratify the selection of Moss Adams LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (3,347,622 for, 10 against).

FOR: 3,347,622 (100.0%)AGAINST: 10 (0.0%)

Largest asset managers voting on “To ratify the selection of Moss Adams LLP as the independent registered public accounting firm for the fiscal ” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
T. Rowe Price	583,408	0	For
Vanguard	567,280	0	For
BlackRock	408,924	0	For
John Hancock	352,269	0	For
Dimensional	277,721	0	For
Fidelity	258,132	0	For
American Century	109,478	0	For
RMB INVESTORS TRUST	100,000	0	For
State Street	67,588	10	For
NEIMAN FUNDS	67,000	0	For
Advisor Managed Portfolios	65,000	0	For
JPMorgan	64,248	0	For
Putnam	58,972	0	For
Invesco	54,784	0	For
SEI	40,251	0	For
First Trust	37,641	0	For
Charles Schwab	29,633	0	For
TIAA	25,520	0	For
Equitable	24,974	0	For
QUANTITATIVE MASTER SERIES LLC	19,245	0	For
Lincoln Financial	16,700	0	For
Voya	11,372	0	For
ETF Series Solutions	10,098	0	For
FINANCIAL INVESTORS TRUST	10,010	0	For
New York Life	8,780	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

8. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 10,734,192AGAINST: 30,711

COASTAL FINANCIAL CORP.’s own tally for this item (“One-year was selected on the advisory non-binding vote on the frequency of future votes on executive compensation by the following vote:”): 10,734,192 for, 30,711 against, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 13,407,320 outstanding shares: 80% for, 0.3% against (80% of the company cast a for/against vote).

The 2 asset managers below cast 100% of the shares they voted on this item FOR (80,988 for, 0 against).

FOR 54.9%ONE YEAR 45.1%

FOR: 80,988 (54.9%)ONE YEAR: 66,407 (45.1%)

Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at COASTAL FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
NORDEA INVESTMENT MANAGEMENT AB	80,988	0	0	0	For
JPMorgan	0	0	0	0	One Year

Largest COASTAL FINANCIAL CORP. shareholders voting in 2023-2024

Ranked by the number of COASTAL FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 13,407,320 shares outstanding at the time of that meeting.

Top COASTAL FINANCIAL CORP. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	T. Rowe Price	10.82%
2	ENDEAVOUR CAPITAL ADVISORS INC	5.60%
3	John Hancock	5.55%
4	BlackRock	5.45%
5	Putnam	4.85%
6	Vanguard	4.46%
7	Dimensional	2.39%
8	GEODE CAPITAL MANAGEMENT, LLC	1.98%
9	Fidelity	1.93%
10	KENNEDY CAPITAL MANAGEMENT LLC	1.72%

Reported COASTAL FINANCIAL CORP. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

COASTAL FINANCIAL CORP. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	7.22%	13F
Vanguard Group	5.71%	13F
Dimensional Fund Advisors	2.53%	13F
FMR (Fidelity)	2.44%	13F
State Street	2.14%	13F
Geode Capital	2.00%	13F
Northern Trust	0.83%	13F
Millennium Management	0.73%	13F
Goldman Sachs	0.69%	13F
Franklin Templeton	0.44%	13F

Percentages above are of 13,407,320 shares outstanding, as reported by COASTAL FINANCIAL CORP. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from COASTAL FINANCIAL CORP.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At COASTAL FINANCIAL CORP.'s shareholder meeting held 2024-05-22, in the 2023-2024 proxy season, 164 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,527 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory (non-binding) approval of the compensation paid to named executive officers. — FOR was 99% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: COASTAL FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-28.

COASTAL FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.