Daniel Lee - Coastal Financial President
| CCB Stock | USD 41.43 0.54 1.32% |
President
Mr. Daniel J. Lee is Executive Vice President, Chief Credit and Risk Officer of the Company. Mr. Lee most recently served as Executive Vice President, Chief Credit Officer for Bank of the Cascades where he managed all credit administration and loan operations. After helping Bank of the Cascades to more than double its assets and loans in just five years, Bank of the Cascades was acquired by First Interstate Bank in 2017. Prior to that, Mr. Lee served in senior leadership roles of both public and privately held banks since 2018.
| Age | 61 |
| Tenure | 6 years |
| Professional Marks | MBA |
| Address | 5415 Evergreen Way, Everett, WA, United States, 98203-3646 |
| Phone | 425 257 9000 |
| Web | https://www.coastalbank.com |
Daniel Lee Latest Insider Activity
Tracking and analyzing the buying and selling activities of Daniel Lee against Coastal Financial stock is an integral part of due diligence when investing in Coastal Financial. Daniel Lee insider activity provides valuable insight into whether Coastal Financial is net buyers or sellers over its current business cycle. Note, Coastal Financial insiders must abide by specific rules, including filing SEC forms every time they buy or sell Coastal Financial'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Daniel Lee over three weeks ago Acquisition by Daniel Lee of 13513 shares of Full House subject to Rule 16b-3 |
Coastal Financial Management Efficiency
The company has Return on Asset of 0.0129 % which means that on every $100 spent on assets, it made $0.0129 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1656 %, implying that it generated $0.1656 on every 100 dollars invested. Coastal Financial's management efficiency ratios could be used to measure how well Coastal Financial manages its routine affairs as well as how well it operates its assets and liabilities. At present, Coastal Financial's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Capital Employed is expected to grow to 0.12, whereas Return On Assets are forecasted to decline to 0.01. At present, Coastal Financial's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Net Tangible Assets is expected to grow to about 294 M, whereas Other Assets are forecasted to decline to 0.95.Similar Executives
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Management Performance
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0129 |
Coastal Financial Corp Leadership Team
Elected by the shareholders, the Coastal Financial's board of directors comprises two types of representatives: Coastal Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Coastal. The board's role is to monitor Coastal Financial's management team and ensure that shareholders' interests are well served. Coastal Financial's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Coastal Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Tarah Herger, Executive Manager | ||
| Swee Oh, Company Secretary | ||
| Boon Chong, CFO | ||
| Curt Queyrouze, President | ||
| Eric Sprink, President CEO, Director | ||
| Stephan Klee, Director | ||
| Pieter Barnard, Director | ||
| Bruce Duncan, Executive Chairman of the Board, Interim President CEO | ||
| Erika Heer, Executive Officer | ||
| Vimala Menon, Senior Independent Non-Executive Director | ||
| Russ Keithley, Executive Vice President Chief Lending Officer | ||
| Kin Wong, CEO | ||
| Bill Rhodes, Executive Executive | ||
| Olga Nikitovic, CFO | ||
| Andrew Skotdal, Director | ||
| Laura Byers, Chief VP | ||
| Syed Mohamed, Non-Independent Non-Executive Deputy Chairman of the Board | ||
| Joel Edwards, CFO, Executive Vice President Corporate Secretary | ||
| Kien Lee, General Manager-Retail Operations | ||
| Bruce Coventry, Independent Director | ||
| Jon Sand, Executive Officer | ||
| Sulaiman Sujak, Independent Non-Executive Director | ||
| Gregory Tisdel, Director | ||
| Kok Yeap, Company Secretary | ||
| Rossana Rashid, Non-Independent Non-Executive Deputy Chairman of the Board | ||
| Wei Teng, Non-Independent Non-Executive Director | ||
| Jonathan Sand, Executive Officer | ||
| Greg Lipton, Independent Director | ||
| QianWen Wan, CFO | ||
| Sam Winkel, Member of the Management Board | ||
| Thomas Lane, Director | ||
| Andrew Stines, Executive Officer | ||
| Michael Culp, Executive Officer | ||
| Jason Wingo, Senior Management | ||
| Haslam Preeston, Non-Independent Non-Executive Director | ||
| JrgChristian Rehling, Deputy Chairman of the Supervisory Board | ||
| John Dickson, COO, Executive Vice President | ||
| Marco Gadmann, Member of the Supervisory Board | ||
| CHRISTOPHER ADAMS, Director | ||
| Russell Keithley, Executive Officer | ||
| John Haugen, Director | ||
| Jeff CAMS, Executive Officer | ||
| Andrew Dale, Director | ||
| Steven Hovde, Director | ||
| Tyler Ferguson, Executive CCBX | ||
| David Newbigging, Non-Independent Non-Executive Chairman of the Board | ||
| Daniel Lee, Executive Vice President and Chief Credit, Risk Officer | ||
| Brian Ferrell, Executive Compliance | ||
| Hagen Kohlmann, Chairman of the Supervisory Board | ||
| Reiner Ehlerding, Member of the Management Board |
Coastal Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Coastal Financial a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0129 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 98 M | |||
| Shares Outstanding | 13.39 M | |||
| Shares Owned By Insiders | 18.59 % | |||
| Shares Owned By Institutions | 61.00 % | |||
| Number Of Shares Shorted | 430.02 K | |||
| Price To Earning | 32.41 X |
Pair Trading with Coastal Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Coastal Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Coastal Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Coastal Stock
| 0.79 | AX | Axos Financial Earnings Call This Week | PairCorr |
| 0.86 | BY | Byline Bancorp Normal Trading | PairCorr |
Moving against Coastal Stock
| 0.77 | KB | KB Financial Group Earnings Call Today | PairCorr |
| 0.75 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
| 0.67 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
| 0.47 | TFC-PI | Truist Financial | PairCorr |
| 0.45 | CFG-PD | Citizens Financial | PairCorr |
The ability to find closely correlated positions to Coastal Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coastal Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coastal Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Coastal Financial Corp to buy it.
The correlation of Coastal Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coastal Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coastal Financial Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coastal Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coastal Financial Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Coastal Financial Corp information on this page should be used as a complementary analysis to other Coastal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Complementary Tools for Coastal Stock analysis
When running Coastal Financial's price analysis, check to measure Coastal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coastal Financial is operating at the current time. Most of Coastal Financial's value examination focuses on studying past and present price action to predict the probability of Coastal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coastal Financial's price. Additionally, you may evaluate how the addition of Coastal Financial to your portfolios can decrease your overall portfolio volatility.
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Is Coastal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coastal Financial. If investors know Coastal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coastal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.32) | Earnings Share 3.27 | Revenue Per Share 19.749 | Quarterly Revenue Growth 0.015 | Return On Assets 0.0129 |
The market value of Coastal Financial Corp is measured differently than its book value, which is the value of Coastal that is recorded on the company's balance sheet. Investors also form their own opinion of Coastal Financial's value that differs from its market value or its book value, called intrinsic value, which is Coastal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coastal Financial's market value can be influenced by many factors that don't directly affect Coastal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Coastal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coastal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coastal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.