SEC Form 3 · accession 0001225208-18-011742
COASTAL FINANCIAL CORP · CCB
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Andrew R Dale
Director
Period of report
Jul 17, 2018
Accepted (ET)
Jul 17, 2018 · 11:34 am EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001437958
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | holding | — | — | — | 853,241 | I | By Montlake Capital II, LP | |
| Common StockF1 | holding | — | — | — | 643,265 | I | By Montlake Capital II-B, LP |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Mr. Dale is the Managing Director of Montlake Capital LLC, which holds all of the capital and voting interests in Montlake Capital Advisor II LLC, the sole general partner of Montlake Capital II, L.P., which owns 853,241 shares of common stock, and Montlake Capital II-B, L.P., which owns 643,265 shares of common stock. Mr. Dale disclaims beneficial ownership of such shares held by Montlake Capital II, L.P. and Montlake Capital II-B, L.P., except to the extent of his pecuniary interest therein.
Remarks
dalepoa.txt