COASTAL FINANCIAL CORP

Annual Trend FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Revenue from contract with customer $8.3m $11.6m $12.9m $30.3m $36.3m $227.2m $332.0m $264.3m
Interest and fees on loans $36.5m $45.4m $61.9m $82.1m $183.4m $311.4m $372.0m $397.6m
Interest on interest earning deposits with other banks $1.4m $2.4m $663k $608k $6.7m $15.3m $21.3m $29.0m
Interest on investment securities $618k $635k $230k $79k $1.7m $3.2m $3.1m $2.5m
Dividends on other investments $156k $179k $235k $284k $345k $387k $435k $531k
Interest on deposits $3.1m $5.8m $4.3m $2.3m $19.0m $89.0m $120.9m $116.9m
Interest on borrowed funds $785k $774k $1.4m $1.3m $1.4m $2.6m $2.8m $2.6m
Net interest income $34.8m $42.0m $57.4m $79.4m $171.8m $238.7m $273.0m $310.1m
PROVISION FOR CREDIT LOSSES $9.9m $79.1m $184.0m $277.6m $192.6m
Service charges and fees $3.7m $3.8m $3.9m $3.7m $3.6m
Loan referral fees $2.1m $810k $683k $168k $0
Gain on sales of loans, net $264k $490k $82k $396k $0 $253k $0 $0
Unrealized gain (loss) on equity securities, net ($400k) $1.5m ($153k) $279k $27k ($414k)
Other income $519k $487k $141k $939k $1.1m $884k $1.5m $3.3m
Noninterest income, excluding BaaS program income and BaaS indemnification income $10.8m $5.8m $6.0m $5.5m $6.5m
Salaries and employee benefits $16.0m $19.0m $23.3m $37.1m $52.2m $66.5m $70.1m $85.8m
Occupancy $3.3m $3.8m $4.0m $4.1m $4.5m $4.9m $3.9m $4.0m
Data processing and software licenses $1.3m $2.8m $6.5m $8.6m $15.3m $23.5m
Excise taxes $559k $719k $1.1m $1.6m $2.2m $2.0m $1.2m $2.9m
Federal Deposit Insurance Corporation ("FDIC") assessments $295k $184k $522k $1.6m $2.9m $2.5m $2.9m $3.2m
Marketing $391k $393k $317k $451k $351k $517k $162k $631k
PROVISION FOR INCOME TAXES $2.5m $3.5m $4.0m $7.4m $10.0m $12.6m $12.1m $14.3m
Basic (in shares) $10.4m $11.9m $11.9m $12.0m $12.9m $13.3m $13.5m $15.1m
Diluted (in shares) $10.6m $12.2m $12.2m $12.5m $13.5m $13.6m $13.9m $15.4m
Total interest income $38.7m $48.6m $63.0m $83.1m $192.2m $330.4m $396.8m $429.6m
Total noninterest income $5.5m $8.3m $8.2m $28.1m $124.7m $207.2m $308.2m $231.6m
Income before provision for income taxes $12.2m $16.7m $19.1m $34.4m $50.6m $57.1m $57.3m $61.2m
NET INCOME $9.7m $13.2m $15.1m $27.0m $40.6m $44.6m $45.2m $47.0m
Basic earnings per common share (in usd per share) $0.93 $1.11 $1.27 $2.25 $3.14 $3.36 $3.35 $3.12
Diluted earnings per common share (in usd per share) $0.91 $1.08 $1.24 $2.16 $3.01 $3.27 $3.26 $3.06
Net interest income/(expense) after provision for credit losses $33.0m $39.5m $49.1m $69.5m $92.7m $54.7m ($4.6m) $117.4m
Legal and professional expenses $677k $1.1m $1.8m $3.1m $6.8m $14.8m $15.5m $20.3m
Point of sale expense $2.0m $2.1m $2.3m $3.0m $2.1m $3.5m $325k $350k
Director and staff expenses $701k $1.0m $800k $1.2m $1.7m $2.2m $2.1m $2.7m
Other expense $2.0m $2.4m $3.7m $3.8m $4.7m $5.2m $6.5m $7.5m
Noninterest expense, excluding BaaS loan and BaaS fraud expense $58.8m $83.9m $110.7m $117.9m $150.7m
BaaS loan and fraud expense $294k $4.5m $82.9m $94.1m $128.4m $137.1m
Total interest expense $3.9m $6.6m $5.7m $3.6m $20.4m $91.6m $123.7m $119.6m
Total noninterest expense $26.2m $31.1m $38.1m $63.3m $166.8m $204.8m $246.3m $287.8m