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Compiled from SEC Form N-PX filings and COASTAL FINANCIAL CORP.’s Form 8-K, filed 2025-05-30 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore COASTAL FINANCIAL CORP. in the interactive database Compare manager voting policies
These tallies are COASTAL FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-30 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Christopher D. Adams | 9,970,422 | -- | -- | 1,558,528 | 929,202 | Majority: yes |
| Elect Director: Steven D. Hovde | 10,956,805 | -- | -- | 572,145 | 929,202 | Majority: yes |
| Elect Director: Stephan Klee | 10,947,870 | -- | -- | 581,080 | 929,202 | Majority: yes |
| Elect Director: Thomas D. Lane | 7,153,933 | -- | -- | 4,375,017 | 929,202 | 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: | 10,872,569 | 616,149 | 40,232 | -- | -- | Majority: yes |
| The the Amended and Restated Bylaws of Coastal Financial Corporation was approved by the following vote: | 11,522,583 | 1,289 | 5,079 | -- | -- | Majority: yes |
Source: COASTAL FINANCIAL CORP., Form 8-K, filed with the SEC on 2025-05-30 — read the filing on EDGAR.
Each item below shows how the 212 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.
Combines 7 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
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:”): 10,872,569 for, 616,149 against, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 72% for, 4% against (77% of the company cast a for/against vote).
The 208 asset managers below cast 94% of the shares they voted on this item FOR (10,043,067 for, 625,605 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 2,083,955 | 0 | 0 | 0 | For |
| BlackRock | 842,559 | 4,394 | 0 | 0 | For |
| Fidelity | 795,439 | 0 | 0 | 0 | For |
| John Hancock | 751,046 | 0 | 0 | 0 | For |
| Vanguard | 723,060 | 0 | 0 | 0 | For |
| Azora Capital LP | 404,076 | 0 | 0 | 0 | For |
| State Street | 371,624 | 4,226 | 0 | 0 | For |
| ENDEAVOUR CAPITAL ADVISORS INC | 295,511 | 0 | 0 | 0 | For |
| American Century | 0 | 272,331 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 263,682 | 0 | 0 | 0 | For |
| Dimensional | 254,261 | 0 | 0 | 0 | For |
| Wellington | 183,471 | 0 | 0 | 0 | For |
| Charles Schwab | 181,834 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 181,199 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 139,510 | 22,153 | 0 | 0 | For |
| AllianceBernstein | 132,780 | 0 | 0 | 0 | For |
| WESTWOOD HOLDINGS GROUP INC | 127,950 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 111,794 | 0 | 0 | 0 | For |
| Allspring | 107,039 | 0 | 0 | 0 | For |
| JCSD Capital, LLC | 106,927 | 0 | 0 | 0 | For |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Stieven Capital Advisors, L.P. | 88,471 | 0 | 0 | 0 | For |
| Putnam | 86,958 | 0 | 0 | 0 | For |
| Nuveen | 84,809 | 0 | 0 | 0 | For |
Showing the 25 largest of 208 asset managers. See all 208 in the interactive database.
Combines 4 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Christopher D. Adams”): 9,970,422 for, 1,558,528 withheld, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 66% for, 10% withheld (77% of the company cast a for/withheld vote).
The 71 asset managers below cast 100% of the shares they voted on this item FOR (3,913,246 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 363,428 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 210,094 | 0 | Abstain |
| American Century | 134,786 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 0 | 0 | 120,997 | 0 | Abstain |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 84,311 | 0 | 0 | 0 | For |
| State Street | 74,267 | 0 | 3 | 0 | For |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 60,200 | 0 | 0 | 0 | For |
| Allspring | 53,445 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,500 | 0 | 0 | 0 | For |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 28,315 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 20,398 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Stephan Klee”): 10,947,870 for, 581,080 withheld, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 73% for, 4% withheld (77% of the company cast a for/withheld vote).
The 71 asset managers below cast 100% of the shares they voted on this item FOR (4,072,737 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 363,428 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 210,094 | 0 | Abstain |
| American Century | 134,786 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 84,311 | 0 | 0 | 0 | For |
| State Street | 74,267 | 0 | 3 | 0 | For |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 60,200 | 0 | 0 | 0 | For |
| Allspring | 53,445 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,500 | 0 | 0 | 0 | For |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 28,315 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 20,398 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 4 wordings of this item as funds reported it.
62% Majority: yes · of votes cast
COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Thomas D. Lane”): 7,153,933 for, 4,375,017 withheld, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 47.7% for, 29% withheld (77% of the company cast a for/withheld vote).
The 71 asset managers below cast 100% of the shares they voted on this item FOR (2,423,461 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 511,330 | 0 | 6,392 | 0 | For |
| BlackRock | 0 | 0 | 463,523 | 0 | Abstain |
| John Hancock | 10,888 | 0 | 352,540 | 0 | Abstain |
| Dimensional | 0 | 0 | 210,094 | 0 | Abstain |
| American Century | 0 | 0 | 134,786 | 0 | Abstain |
| Ultimus Managers Trust | 0 | 0 | 120,997 | 0 | Abstain |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 84,311 | 0 | Abstain |
| State Street | 1,852 | 0 | 72,418 | 0 | Abstain |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 0 | 60,200 | 0 | Abstain |
| Allspring | 0 | 0 | 53,445 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 50,500 | 0 | Abstain |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 0 | 0 | 30,966 | 0 | Abstain |
| RMB INVESTORS TRUST | 0 | 0 | 30,000 | 0 | Abstain |
| DRIEHAUS MUTUAL FUNDS | 0 | 0 | 28,315 | 0 | Abstain |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 20,398 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 19,353 | 0 | Abstain |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
COASTAL FINANCIAL CORP.’s own tally for this item (“Elect Director: Steven D. Hovde”): 10,956,805 for, 572,145 withheld, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 73% for, 4% withheld (77% of the company cast a for/withheld vote).
The 71 asset managers below cast 100% of the shares they voted on this item FOR (4,061,042 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 363,428 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 210,094 | 0 | Abstain |
| American Century | 134,786 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 84,311 | 0 | 0 | 0 | For |
| State Street | 74,267 | 0 | 3 | 0 | For |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 60,200 | 0 | 0 | 0 | For |
| Allspring | 53,445 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,500 | 0 | 0 | 0 | For |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 28,315 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 20,398 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 2 wordings of this item as funds reported it.
71% fund support · no official result
The 70 asset managers below cast 71% of the shares they voted on this item FOR (2,950,390 for, 1,213,832 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 759,185 | 964 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 10,888 | 352,540 | 0 | 0 | Against |
| Dimensional | 0 | 210,094 | 0 | 0 | Against |
| American Century | 0 | 134,786 | 0 | 0 | Against |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| Royce | 0 | 0 | 104,993 | 0 | Abstain |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 0 | 84,311 | 0 | 0 | Against |
| State Street | 1,852 | 72,418 | 0 | 0 | Against |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 60,200 | 0 | 0 | Against |
| Allspring | 0 | 53,445 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 50,500 | 0 | 0 | Against |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 0 | 43,472 | 0 | 0 | Against |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 30,000 | 0 | 0 | Against |
| DRIEHAUS MUTUAL FUNDS | 0 | 28,315 | 0 | 0 | Against |
| SEI | 20,398 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 12,752 | 0 | 0 | Against |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
99.9% Majority: yes · of votes cast
COASTAL FINANCIAL CORP.’s own tally for this item (“The the Amended and Restated Bylaws of Coastal Financial Corporation was approved by the following vote:”): 11,522,583 for, 1,289 against, per its Form 8-K filed 2025-05-30 (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 15,009,225 outstanding shares: 77% for, 0.1% against (77% of the company cast a for/against vote).
The 70 asset managers below cast 100% of the shares they voted on this item FOR (4,295,113 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 363,428 | 0 | 0 | 0 | For |
| Dimensional | 210,094 | 0 | 0 | 0 | For |
| American Century | 134,786 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 84,311 | 0 | 0 | 0 | For |
| State Street | 74,270 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 60,200 | 0 | 0 | 0 | For |
| Allspring | 53,445 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,500 | 0 | 0 | 0 | For |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 28,315 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 20,398 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
99.7% fund support · no official result
The 69 asset managers below cast 99.7% of the shares they voted on this item FOR (4,282,707 for, 12,406 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 760,149 | 0 | 0 | 0 | For |
| Vanguard | 681,380 | 0 | 0 | 0 | For |
| Fidelity | 517,722 | 0 | 0 | 0 | For |
| BlackRock | 463,523 | 0 | 0 | 0 | For |
| John Hancock | 363,428 | 0 | 0 | 0 | For |
| Dimensional | 210,094 | 0 | 0 | 0 | For |
| American Century | 134,786 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 120,997 | 0 | 0 | 0 | For |
| Royce | 104,993 | 0 | 0 | 0 | For |
| Charles Schwab | 90,904 | 0 | 0 | 0 | For |
| TIAA | 84,311 | 0 | 0 | 0 | For |
| State Street | 74,267 | 3 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 64,873 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 60,200 | 0 | 0 | 0 | For |
| Allspring | 53,445 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,500 | 0 | 0 | 0 | For |
| Northwestern Mutual | 50,199 | 0 | 0 | 0 | For |
| Putnam | 43,472 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 32,707 | 0 | 0 | 0 | For |
| Equitable | 30,966 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 30,000 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 28,315 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| SEI | 20,398 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,353 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (27,526 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TIMOTHY PLAN | 27,475 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 51 | 0 | 0 | 0 | For |
Ranked by the number of COASTAL FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 15,009,225 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 13.88% |
| 2 | BlackRock | 5.64% |
| 3 | Fidelity | 5.30% |
| 4 | John Hancock | 5.00% |
| 5 | Vanguard | 4.82% |
| 6 | Azora Capital LP | 2.69% |
| 7 | State Street | 2.50% |
| 8 | ENDEAVOUR CAPITAL ADVISORS INC | 1.97% |
| 9 | American Century | 1.81% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.76% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 6.98% | 13F |
| Vanguard Group | 4.93% | 13F |
| Wellington Management | 2.97% | 13F |
| State Street | 2.67% | 13F |
| Geode Capital | 1.98% | 13F |
| FMR (Fidelity) | 1.86% | 13F |
| Northern Trust | 0.77% | 13F |
| Charles Schwab | 0.66% | 13F |
| Nuveen | 0.64% | 13F |
Percentages above are of 15,009,225 shares outstanding, as reported by COASTAL FINANCIAL CORP. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 2025-03-31. 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 2025-05-28, in the 2024-2025 proxy season, 212 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,752 separate fund positions. Their filings are grouped here into 9 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 95% 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 2025-05-30.
COASTAL FINANCIAL CORP. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.