Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sound Financial Bancorp, Inc.SFBC · Entity 6655 | EVP/Chief Admin Officer | May 14, 2019 | May 16, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Sound Financial Bancorp, Inc.
Report date May 14, 2019 · Filed May 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,784 |
Ending reported balance
After 2019-05-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-14 · Exercise / conversion · Acquired 950 · Balance 2,407 Row 2 · 2019-05-14 · Tax withholding · Disposed 623 · Balance 1,784 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.34 · Expires 2027-01-27 | Direct | 3,290 |
Reported balance
After 2019-05-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-05-14 · Exercise / conversion · Disposed 950 · Balance 3,290 F2: All options are currently exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.50 · Expires 2029-01-25 | Direct | 225 |
Reported balance
Holding disclosure · report date 2019-05-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 225 F3: Options vest in five equal annual installments beginning on January 25, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,156 |
Reported balance
Holding disclosure · report date 2019-05-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,156 F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
F2: All options are currently exercisable.
F3: Options vest in five equal annual installments beginning on January 25, 2019.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 14, 2019 Filed May 16, 2019 19:07 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 950 | $0.00 Strike: $28.34 | $0.00 |
DisclosureSEC source: 0000927089-19-000209 · edgar.xml · derivative · entry 4 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 Underlying: Common Stock · 950 shares Expires 2027-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: All options are currently exercisable. Read SEC document |
| May 14, 2019 Filed May 16, 2019 19:07 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Tax withholdingCommon Stock | 623 | $34.11 | $21,250.53 |
DisclosureSEC source: 0000927089-19-000209 · edgar.xml · nonDerivative · entry 2 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Read SEC document |
| May 14, 2019 Filed May 16, 2019 19:07 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 950 | $28.34 | $26,923.00 |
DisclosureSEC source: 0000927089-19-000209 · edgar.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 01:29 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,760 | $0.00 Strike: $28.34 | $0.00 |
DisclosureSEC source: 0000927089-19-000100 · edgar.xml · derivative · entry 4 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,240 Underlying: Common Stock · 1,760 shares Expires 2027-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: All options are currently exercisable. Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 01:29 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Tax withholdingCommon Stock | 1,488 | $33.51 | $49,862.88 |
DisclosureSEC source: 0000927089-19-000100 · edgar.xml · nonDerivative · entry 2 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457 Read SEC document |
| February 08, 2019 Filed Feb 13, 2019 01:29 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 1,760 | $28.34 | $49,878.40 |
DisclosureSEC source: 0000927089-19-000100 · edgar.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 17:50 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 225 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0000927089-19-000061 · edgar.xml · derivative · entry 4 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225 Underlying: Common Stock · 225 shares Expires 2029-01-25 F3 · derivative.exercise_date: Options vest in five equal annual installments beginning on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 17:50 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000061 · edgar.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185 Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 01:41 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 480 | $0.00 Strike: $22.31 | $0.00 |
DisclosureSEC source: 0001140361-18-004006 · doc1.xml · derivative · entry 2 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480 shares Expires 2026-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options vest in three equal annual installments beginning on January 29, 2016 Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 01:41 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 480 | $22.31 | $10,708.80 |
DisclosureSEC source: 0001140361-18-004006 · doc1.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 885 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2018 Filed Feb 27, 2018 17:45 UTC Amendment | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 480 | $0.00 Strike: $22.31 | $0.00 |
DisclosureSEC source: 0001140361-18-010365 · doc1.xml · derivative · entry 2 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480 shares Expires 2026-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options vest in three equal annual installments beginning on January 29, 2016 Read SEC document |
| January 30, 2018 Filed Feb 27, 2018 17:45 UTC Amendment | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 480 | $22.31 | $10,708.80 |
DisclosureSEC source: 0001140361-18-010365 · doc1.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · EVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 885 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 17:55 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $28.34 | $0.00 |
DisclosureSEC source: 0001140361-17-003661 · doc1.xml · derivative · entry 3 Gehrke Christina Jane · CIK 0001655125 · SVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,480 Underlying: Common Stock · 6,000 shares Expires 2027-01-27 F2 · derivative.exercise_date: Options vest in three equal annual installments beginning on January 27, 2017 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 17:55 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003661 · doc1.xml · nonDerivative · entry 1 Gehrke Christina Jane · CIK 0001655125 · SVP/Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.