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Coastal Financial Corporation 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Coastal Financial Corporation’s Form 8-K, filed 2026-05-29 (Item 5.07 on EDGAR). Page generated 04 October 2026.

8Reported items
230Asset managers
1,549Fund votes
2026-05-27Meeting date

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

Explore Coastal Financial Corporation in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Coastal Financial Corporation

These tallies are Coastal Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-29 (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 Corporation — official shareholder meeting results, meeting held 2026-05-27
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Rilla R. Delorier	11,904,655	--	--	841,585	1,107,319	Majority: yes
Elect Director: Steven D. Hovde	6,374,067	--	--	6,372,171	1,107,321	Majority: yes
Elect Director: Michael R. Patterson	11,913,486	--	--	832,753	1,107,320	Majority: yes
Elect Director: Gregory A. Tisdel	11,098,242	--	--	1,647,996	1,107,321	Majority: yes
Proposal 2: The selection of Baker Tilly US, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified by the shareholders by the following vote:	13,810,457	41,938	1,162	--	--	Majority: yes
Proposal 3: The advisory non-binding vote on executive compensation paid to our named executive officers was approved by the shareholders by the following vote:	12,261,568	344,062	140,608	--	--	Passed

Source: Coastal Financial Corporation, Form 8-K, filed with the SEC on 2026-05-29 — read the filing on EDGAR.

How asset managers voted at the Coastal Financial Corporation 2025-2026 meeting

Each item below shows how the 230 asset managers that disclosed a Coastal Financial Corporation 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 Corporation’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 VOTESCompany result: Passed

Combines 5 wordings of this item as funds reported it.

97% Passed · of votes cast

FOR 97%

FOR: 12,261,568AGAINST: 344,062

Coastal Financial Corporation’s own tally for this item (“Proposal 3: The advisory non-binding vote on executive compensation paid to our named executive officers was approved by the shareholders by the following vote:”): 12,261,568 for, 344,062 against — passed, per its Form 8-K filed 2026-05-29 (Item 5.07). Of all 15,241,491 outstanding shares: 80% for, 2% against (83% of the company cast a for/against vote).

The 228 asset managers below cast 99% of the shares they voted on this item FOR (11,260,539 for, 163,865 against).

FOR 97%

FOR: 11,260,539 (97.0%)AGAINST: 163,865 (1.4%)ABSTAIN: 16,800 (0.1%)SPLIT: 139,551 (1.2%)NOT VOTED: 27,263 (0.2%)

Largest asset managers voting on “Advisory (non-binding) approval of the compensation paid to named executive officers.” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Against	Vote
T. Rowe Price	2,074,508	0	For
Fidelity	989,703	0	For
Vanguard	760,649	0	For
American Century	682,698	0	For
John Hancock	663,884	0	For
BlackRock	607,822	2,974	For
Loomis Sayles	445,516	24,238	For
Azora Capital LP	447,633	0	For
UBS	388,323	0	For
GEODE CAPITAL MANAGEMENT, LLC	318,858	0	For
Charles Schwab	215,365	0	For
COOPER CREEK PARTNERS MANAGEMENT LLC	184,226	0	For
WESTWOOD HOLDINGS GROUP INC	177,608	0	For
GW&K Investment Management, LLC	0	0	Split
Ranger Investment Management, L.P.	127,604	0	For
D.A. DAVIDSON & CO.	125,539	0	For
KENNEDY CAPITAL MANAGEMENT LLC	102,287	17,471	For
Allspring	118,754	0	For
EMERALD ADVISERS, LLC	115,164	0	For
AllianceBernstein	115,031	0	For
Stieven Capital Advisors, L.P.	110,251	0	For
Dimensional	106,389	0	For
Northern Trust	100,457	1,946	For
Fisher Asset Management, LLC	100,866	0	For
Putnam	91,159	0	For

Showing the 25 largest of 228 asset managers. See all 228 in the interactive database.

2. To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Gregory A. Tisdel

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%13%

FOR: 11,098,242WITHHELD: 1,647,996

Coastal Financial Corporation’s own tally for this item (“Elect Director: Gregory A. Tisdel”): 11,098,242 for, 1,647,996 withheld, per its Form 8-K filed 2026-05-29 (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 15,241,491 outstanding shares: 73% for, 11% withheld (84% of the company cast a for/withheld vote).

The 72 asset managers below cast 100% of the shares they voted on this item FOR (3,876,079 for, 0 against).

FOR 88%12%

FOR: 3,876,079 (87.9%)ABSTAIN: 532,152 (12.1%)

Largest asset managers voting on “To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareho” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
T. Rowe Price	741,222	0	For
Vanguard	651,854	467	For
Fidelity	619,235	3,683	For
American Century	327,452	0	For
John Hancock	326,065	0	For
BlackRock	0	239,886	Abstain
Loomis Sayles	170,523	0	For
Charles Schwab	107,675	0	For
Ultimus Managers Trust	85,363	0	For
RBB FUND, INC.	0	85,218	Abstain
AMERICAN BEACON FUNDS	66,240	0	For
Allspring	59,377	0	For
Dimensional	0	59,045	Abstain
Principal	985	54,857	Abstain
Royce	55,680	0	For
Advisor Managed Portfolios	52,400	0	For
First Trust	48,472	0	For
Northwestern Mutual	45,684	0	For
Putnam	45,572	0	For
OPTIMUM FUND TRUST	45,024	0	For
Brighthouse	39,380	0	For
AIG/SunAmerica	39,338	0	For
TIAA	35,775	0	For
RMB INVESTORS TRUST	30,000	0	For
Victory Capital	29,431	0	For

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.

3. To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Michael R. Patterson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 11,913,486WITHHELD: 832,753

Coastal Financial Corporation’s own tally for this item (“Elect Director: Michael R. Patterson”): 11,913,486 for, 832,753 withheld, per its Form 8-K filed 2026-05-29 (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 15,241,491 outstanding shares: 78% for, 5% withheld (84% of the company cast a for/withheld vote).

The 72 asset managers below cast 100% of the shares they voted on this item FOR (4,179,561 for, 0 against).

FOR 95%

FOR: 4,179,561 (94.8%)ABSTAIN: 228,670 (5.2%)

Largest asset managers voting on “To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareho” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
T. Rowe Price	741,222	0	For
Vanguard	651,855	466	For
Fidelity	622,918	0	For
American Century	327,452	0	For
John Hancock	326,065	0	For
BlackRock	239,886	0	For
Loomis Sayles	170,523	0	For
Charles Schwab	107,675	0	For
Ultimus Managers Trust	85,363	0	For
RBB FUND, INC.	0	85,218	Abstain
AMERICAN BEACON FUNDS	66,240	0	For
Allspring	59,377	0	For
Dimensional	0	59,045	Abstain
Principal	985	54,857	Abstain
Royce	55,680	0	For
Advisor Managed Portfolios	52,400	0	For
First Trust	48,472	0	For
Northwestern Mutual	45,684	0	For
Putnam	45,572	0	For
OPTIMUM FUND TRUST	45,024	0	For
Brighthouse	39,380	0	For
AIG/SunAmerica	39,338	0	For
TIAA	35,775	0	For
RMB INVESTORS TRUST	30,000	0	For
Victory Capital	29,431	0	For

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.

4. To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Rilla R. Delorier

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 11,904,655WITHHELD: 841,585

Coastal Financial Corporation’s own tally for this item (“Elect Director: Rilla R. Delorier”): 11,904,655 for, 841,585 withheld, per its Form 8-K filed 2026-05-29 (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 15,241,491 outstanding shares: 78% for, 6% withheld (84% of the company cast a for/withheld vote).

The 72 asset managers below cast 100% of the shares they voted on this item FOR (4,178,291 for, 0 against).

FOR 95%

FOR: 4,178,291 (94.8%)ABSTAIN: 228,205 (5.2%)

Largest asset managers voting on “To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareho” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
T. Rowe Price	741,222	0	For
Vanguard	652,320	1	For
Fidelity	622,918	0	For
American Century	327,452	0	For
John Hancock	326,065	0	For
BlackRock	239,886	0	For
Loomis Sayles	170,523	0	For
Charles Schwab	107,675	0	For
Ultimus Managers Trust	85,363	0	For
RBB FUND, INC.	0	85,218	Abstain
AMERICAN BEACON FUNDS	66,240	0	For
Allspring	59,377	0	For
Dimensional	0	59,045	Abstain
Principal	985	54,857	Abstain
Royce	55,680	0	For
Advisor Managed Portfolios	52,400	0	For
First Trust	48,472	0	For
Northwestern Mutual	45,684	0	For
Putnam	45,572	0	For
OPTIMUM FUND TRUST	45,024	0	For
Brighthouse	39,380	0	For
AIG/SunAmerica	39,338	0	For
TIAA	35,775	0	For
RMB INVESTORS TRUST	30,000	0	For
Victory Capital	29,431	0	For

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.

5. To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Steven D. Hovde

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

50.1% Majority: yes · of votes cast

FOR 50.1%WITHHELD 49.9%

FOR: 6,374,067WITHHELD: 6,372,171

Coastal Financial Corporation’s own tally for this item (“Elect Director: Steven D. Hovde”): 6,374,067 for, 6,372,171 withheld, per its Form 8-K filed 2026-05-29 (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 15,241,491 outstanding shares: 42% for, 42% withheld (84% of the company cast a for/withheld vote).

The 72 asset managers below cast 100% of the shares they voted on this item FOR (1,695,077 for, 0 against).

FOR 38%ABSTAIN 62%

FOR: 1,695,077 (38.5%)ABSTAIN: 2,713,154 (61.5%)

Largest asset managers voting on “To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareho” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
T. Rowe Price	48,406	692,816	Abstain
Vanguard	651,846	475	For
Fidelity	619,235	3,683	For
American Century	0	327,452	Abstain
John Hancock	0	326,065	Abstain
BlackRock	0	239,886	Abstain
Loomis Sayles	0	170,523	Abstain
Charles Schwab	107,675	0	For
Ultimus Managers Trust	0	85,363	Abstain
RBB FUND, INC.	0	85,218	Abstain
AMERICAN BEACON FUNDS	0	66,240	Abstain
Allspring	0	59,377	Abstain
Dimensional	0	59,045	Abstain
Principal	0	55,842	Abstain
Royce	55,680	0	For
Advisor Managed Portfolios	0	52,400	Abstain
First Trust	0	48,472	Abstain
Northwestern Mutual	0	45,684	Abstain
Putnam	45,572	0	For
OPTIMUM FUND TRUST	45,024	0	For
Brighthouse	0	39,380	Abstain
AIG/SunAmerica	0	39,338	Abstain
TIAA	0	35,775	Abstain
RMB INVESTORS TRUST	30,000	0	For
Victory Capital	0	29,431	Abstain

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.

6. TO RATIFY THE SELECTION OF BAKER TILLY US, LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2026.

AUDIT-RELATEDMajority of the votes cast: yes

99.6% Majority: yes · of votes cast

FOR 99.6%

FOR: 13,810,457AGAINST: 41,938

Coastal Financial Corporation’s own tally for this item (“Proposal 2: The selection of Baker Tilly US, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified by the shareholders by the following vote:”): 13,810,457 for, 41,938 against, per its Form 8-K filed 2026-05-29 (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 15,241,491 outstanding shares: 91% for, 0.3% against (91% of the company cast a for/against vote).

The 72 asset managers below cast 100% of the shares they voted on this item FOR (4,408,231 for, 0 against).

FOR 100%

FOR: 4,408,231 (100.0%)

Largest asset managers voting on “TO RATIFY THE SELECTION OF BAKER TILLY US, LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FI” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Vote
T. Rowe Price	741,222	For
Vanguard	652,321	For
Fidelity	622,918	For
American Century	327,452	For
John Hancock	326,065	For
BlackRock	239,886	For
Loomis Sayles	170,523	For
Charles Schwab	107,675	For
Ultimus Managers Trust	85,363	For
RBB FUND, INC.	85,218	For
AMERICAN BEACON FUNDS	66,240	For
Allspring	59,377	For
Dimensional	59,045	For
Principal	55,842	For
Royce	55,680	For
Advisor Managed Portfolios	52,400	For
First Trust	48,472	For
Northwestern Mutual	45,684	For
Putnam	45,572	For
OPTIMUM FUND TRUST	45,024	For
Brighthouse	39,380	For
AIG/SunAmerica	39,338	For
TIAA	35,775	For
RMB INVESTORS TRUST	30,000	For
Victory Capital	29,431	For

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.

7. To elect one Director to the class of Directors to serve for a 2-year term until the 2028 meeting of shareholders: Jeffrey M. Chapman

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 98%

The 57 asset managers below cast 100% of the shares they voted on this item FOR (3,309,838 for, 0 against).

FOR: 3,309,838 (98.4%)ABSTAIN: 54,858 (1.6%)

Largest asset managers voting on “To elect one Director to the class of Directors to serve for a 2-year term until the 2028 meeting of sharehold” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
T. Rowe Price	741,222	0	For
Vanguard	652,320	1	For
Fidelity	622,918	0	For
American Century	327,452	0	For
Charles Schwab	107,675	0	For
AMERICAN BEACON FUNDS	66,240	0	For
Allspring	59,377	0	For
Dimensional	59,045	0	For
Principal	985	54,857	Abstain
Royce	55,680	0	For
First Trust	48,472	0	For
Northwestern Mutual	45,684	0	For
Putnam	45,572	0	For
OPTIMUM FUND TRUST	45,024	0	For
Brighthouse	39,380	0	For
AIG/SunAmerica	39,338	0	For
TIAA	35,775	0	For
RMB INVESTORS TRUST	30,000	0	For
Victory Capital	29,431	0	For
Equitable	29,050	0	For
Empower	23,988	0	For
Russell Investments	22,185	0	For
Segall Bryant & Hamill Trust	19,673	0	For
Direxion Shares ETF Trust	19,237	0	For
TIMOTHY PLAN	18,953	0	For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

8. To elect four Directors to the class of Directors to serve for a 3- year term until the 2029 meeting of shareholders and To elect one Director to the class of Directors to serve for a 2-year term until the 2028 meeting of shareholders. Jeffrey M. Chapman

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 90%10%

The 15 asset managers below cast 100% of the shares they voted on this item FOR (937,728 for, 0 against).

FOR: 937,728 (89.9%)ABSTAIN: 105,807 (10.1%)

Largest asset managers voting on “To elect four Directors to the class of Directors to serve for a 3- year term until the 2029 meeting of shareh” at Coastal Financial Corporation, 2025-2026
Asset manager	For	Abstain	Vote
John Hancock	326,065	0	For
BlackRock	239,886	0	For
Loomis Sayles	170,523	0	For
Ultimus Managers Trust	85,363	0	For
RBB FUND, INC.	0	85,218	Abstain
Advisor Managed Portfolios	52,400	0	For
Jackson National	22,025	0	For
FINANCIAL INVESTORS TRUST	0	20,589	Abstain
QUANTITATIVE MASTER SERIES LLC	20,083	0	For
Bridge Builder Trust	11,165	0	For
LKCM Funds	5,004	0	For
TRUST FOR PROFESSIONAL MANAGERS	4,615	0	For
Allianz	449	0	For
WILSHIRE MUTUAL FUNDS INC	80	0	For
Harbor ETF Trust	70	0	For

Largest Coastal Financial Corporation shareholders voting in 2025-2026

Ranked by the number of Coastal Financial Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 15,241,491 shares outstanding at the time of that meeting.

Top Coastal Financial Corporation shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	T. Rowe Price	13.61%
2	Fidelity	6.49%
3	Vanguard	4.99%
4	American Century	4.48%
5	John Hancock	4.36%
6	BlackRock	4.01%
7	Loomis Sayles	3.08%
8	Azora Capital LP	2.94%
9	UBS	2.55%
10	GEODE CAPITAL MANAGEMENT, LLC	2.09%

Reported Coastal Financial Corporation ownership

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

Coastal Financial Corporation beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
BlackRock	6.39%	13F
Vanguard Group	5.15%	13F
State Street	3.64%	13F
Wellington Management	2.94%	13F
FMR (Fidelity)	2.43%	13F
Dimensional Fund Advisors	2.36%	13F
Geode Capital	2.10%	13F
Northern Trust	0.71%	13F
Charles Schwab	0.71%	13F
Morgan Stanley	0.66%	13F

Percentages above are of 15,241,491 shares outstanding, as reported by Coastal Financial Corporation on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Corporation’s 10-Q dated 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Coastal Financial Corporation's shareholder meeting held 2026-05-27, in the 2025-2026 proxy season, 230 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,549 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. — the proposal passed with 97% support 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). Source: Coastal Financial Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-29.

Coastal Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).