What does treasury & administration — loans held for sale mean?

The carrying value of loan assets that the treasury segment intends to sell in the secondary market rather than hold to maturity. This metric indicates the segment's involvement in mortgage banking or loan brokerage activities and its exposure to market price fluctuations before final sale.

Coastal Financial CCB Treasury & Administration — Loans held for sale

Other segment segments

CCBX

$124.04M+194%

Community Bank

$0—

Similar metrics at other companies

SMB

SMBKLoans Held For Sale

$7.28M+89.4%

PFSILoans held for sale

$9.95B+40.3%

ORRFLoans held for sale, at fair value

$3.37M-36.0%

FULTLoans held for sale

$11.89M-25.5%

TCBILoans held for sale

$21.33M—

SFBSLoans held for sale

$12.89M+13.2%

Other financials

Income statement

See full

Revenue$149.4M+7.1%

Net income$12.0M+23.5%

EPS (diluted)$0.78+23.8%

Balance sheet

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Cash & equivalents$1.5B+140%

Total debt$4.8M-9.3%

Total equity$503.8M+12.0%

Total assets$5.7B+30.5%

Cash flow

See full

Operating cash flow$76.0M+6.0%

CapEx$1.8M-33.3%

Free cash flow$74.1M+7.6%

Valuation

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Market cap$1.14B-11.7%

Enterprise value-$348.99M-152%

P/E23.2×-3.7×

P/S2.1×-0.2×

Profitability

See full

Net margin8.9%+0.5pp

FCF margin45.6%-0.5pp

Returns & leverage

See full

Return on equity10.3%-2.4pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept us-gaap:LoansReceivableHeldForSaleAmount.

The official record: Coastal Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Coastal Financial's treasury & administration — loans held for sale?: Coastal Financial (CCB) reported treasury & administration — loans held for sale of $0 in Q1 2026.
What does treasury & administration — loans held for sale mean?: The carrying value of loan assets that the treasury segment intends to sell in the secondary market rather than hold to maturity. This metric indicates the segment's involvement in mortgage banking or loan brokerage activities and its exposure to market price fluctuations before final sale.