Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sound Financial Bancorp, Inc.SFBC · Entity 6655 | Director | August 18, 2026 | August 25, 2026 |
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 August 18, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,074.51 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Gift · Disposed 4,920 · Balance 16,074.51 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.26 · Expires 2030-01-31 | Direct | 120 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 120 F1: Options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.46 · Expires 2031-01-27 | Direct | 300 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 300 F1: Options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.85 · Expires 2032-01-28 | Direct | 320 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 320 F1: Options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.13 · Expires 2033-01-27 | Direct | 320 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 320 F1: Options are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.89 · Expires 2034-10-26 | Direct | 265 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 265 F2: Options vest in three equal annual installments beginning on January 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Options are fully vested.
F2: Options vest in three equal annual installments beginning on January 26, 2025.
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 |
|---|---|---|---|---|---|---|
| August 18, 2026 Filed Aug 25, 2026 19:15 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GiftCommon Stock | 4,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-028900 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,074.51 Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 22:30 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-037587 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,994.51 Read SEC document |
| June 09, 2025 Filed Jun 9, 2025 21:39 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GiftCommon Stock | 3,785.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-019890 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,494.51 Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 21:39 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 250 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0001437749-24-034577 · rdgdoc.xml · derivative · entry 2 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250 shares Expires 2029-01-25 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 are fully vested. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 21:39 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 250 | $33.50 | $8,375.00 |
DisclosureSEC source: 0001437749-24-034577 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,280 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 |
| August 19, 2024 Filed Aug 20, 2024 16:53 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GiftCommon Stock | 2,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-027322 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,030 Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 22:01 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 265 | $0.00 Strike: $39.89 | $0.00 |
DisclosureSEC source: 0001437749-24-002576 · rdgdoc.xml · derivative · entry 7 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265 Underlying: Common Stock · 265 shares Expires 2034-10-26 F4 · derivative.exercise_date: Options vest in three equal annual installments beginning on January 26, 2025. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 22:01 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002576 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,653 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 22:30 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 320 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0001437749-23-002155 · rdgdoc.xml · derivative · entry 6 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 320 shares Expires 2033-01-27 F4 · derivative.exercise_date: Options vest in four equal annual installments beginning on January 27, 2023. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 22:30 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-002155 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,403 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 16:00 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 320 | $0.00 Strike: $42.85 | $0.00 |
DisclosureSEC source: 0001437749-22-002063 · rdgdoc.xml · derivative · entry 5 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 320 shares Expires 2032-01-28 F4 · derivative.exercise_date: Options vest in four equal annual installments beginning on January 28, 2022. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 16:00 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002063 · rdgdoc.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,203 Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 18:17 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 862 | $0.00 Strike: $18.36 | $0.00 |
DisclosureSEC source: 0000927089-21-000061 · edgar.xml · derivative · entry 4 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 862 shares Expires 2025-01-28 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 are fully exercisable. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 18:17 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,875 | $0.00 Strike: $16.80 | $0.00 |
DisclosureSEC source: 0000927089-21-000061 · edgar.xml · derivative · entry 3 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,825 shares Expires 2024-01-23 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 are fully exercisable. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 18:17 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 1,825 | $16.80 | $30,660.00 |
DisclosureSEC source: 0000927089-21-000061 · edgar.xml · nonDerivative · entry 2 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,003 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 02, 2021 Filed Feb 3, 2021 18:17 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 862 | $18.36 | $15,826.32 |
DisclosureSEC source: 0000927089-21-000061 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,178 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, 2021 Filed Jan 28, 2021 20:51 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 300 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001104659-21-008735 · tm214446-3_4seq1.xml · derivative · entry 6 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 300 shares Expires 2031-01-27 F4 · derivative.exercise_date: Options vest in four equal annual installments beginning on January 27, 2021. Read SEC document |
| January 27, 2021 Filed Jan 28, 2021 20:51 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-008735 · tm214446-3_4seq1.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,316 Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 21:45 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.80 | $0.00 |
DisclosureSEC source: 0000927089-20-000249 · edgar.xml · derivative · entry 2 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825 Underlying: Common Stock · 2,000 shares Expires 2024-01-23 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 are fully exercisable.. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 21:45 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 2,000 | $16.80 | $33,600.00 |
DisclosureSEC source: 0000927089-20-000249 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,168 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 31, 2020 Filed Feb 4, 2020 17:54 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 120 | $0.00 Strike: $36.26 | $0.00 |
DisclosureSEC source: 0000927089-20-000065 · edgar.xml · derivative · entry 5 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120 Underlying: Common Stock · 120 shares Expires 2030-01-31 F4 · derivative.exercise_date: Options vest in four equal annual installments beginning on January 31, 2020. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 17:54 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-20-000065 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,168 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:18 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 2,200 | $34.75 | $76,450.00 |
DisclosureSEC source: 0000927089-19-000339 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,968 Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:28 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,200 | $0.00 Strike: $16.80 | $0.00 |
DisclosureSEC source: 0000927089-19-000319 · edgar.xml · derivative · entry 2 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,825 Underlying: Common Stock · 2,200 shares Expires 2024-01-23 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 five equal installments beginning on January 23, 2015. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:28 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 2,200 | $16.80 | $36,960.00 |
DisclosureSEC source: 0000927089-19-000319 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,168 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 17:48 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 250 | $0.00 Strike: $33.50 | $0.00 |
DisclosureSEC source: 0000927089-19-000059 · edgar.xml · derivative · entry 4 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 shares Expires 2029-01-25 F3 · derivative.exercise_date: Options vest in five equal installments beginning on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 17:48 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000927089-19-000059 · edgar.xml · nonDerivative · entry 1 Jones Debra · CIK 0001410549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,968 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.