Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sound Financial Bancorp, Inc.SFBC · Entity 6655 | Director | August 06, 2025 | August 06, 2025 |
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 06, 2025 · Filed August 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,368 |
Reported balance
After 2025-08-06 transaction · row 2
1 source rowRow 2 · 2025-08-06 · Gift · Disposed 22 · Balance 4,368 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 13,548 |
Reported balance
Holding disclosure · report date 2025-08-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,548 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.50 · Expires 2029-01-25 | Direct | 250 |
Reported balance
Holding disclosure · report date 2025-08-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 250 F1: Options are fully exercisable. |
| 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 2025-08-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 120 F1: Options are fully exercisable. |
| 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 2025-08-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 300 F1: Options are fully exercisable. |
| 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 2025-08-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 320 F1: Options are fully exercisable. |
| 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 2025-08-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 320 F2: Options vest in four equal annual installments beginning on January 27, 2023. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.89 · Expires 2034-01-26 | Direct | 265 |
Reported balance
Holding disclosure · report date 2025-08-06 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 265 F3: Options vest in three equal annual installments beginning on January 26, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Options are fully exercisable.
F2: Options vest in four equal annual installments beginning on January 27, 2023.
F3: 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 |
|---|---|---|---|---|---|---|
| May 23, 2018 Filed May 24, 2018 13:01 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,623 | $8.41 Strike: $8.41 | $13,649.43 |
DisclosureSEC source: 0000927089-18-000245 · edgar.xml · derivative · entry 4 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,623 shares Expires 2019-01-27 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. F1 · security: Options vest in five equal installments beginning on January 27, 2010. F1 · derivative.exercise_date: Options vest in five equal installments beginning on January 27, 2010. Read SEC document |
| May 23, 2018 Filed May 24, 2018 13:01 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 1,623 | $8.41 | $13,649.43 |
DisclosureSEC source: 0000927089-18-000245 · edgar.xml · nonDerivative · entry 2 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,215 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 |
| May 23, 2018 Filed May 24, 2018 13:01 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 1,623 | $9.72 | $15,775.56 |
DisclosureSEC source: 0000927089-18-000245 · edgar.xml · nonDerivative · entry 1 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592 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 |
| May 17, 2018 Filed May 17, 2018 14:26 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 740 | $38.01 | $28,123.70 |
DisclosureSEC source: 0000927089-18-000242 · edgar.xml · nonDerivative · entry 2 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 969 Read SEC document |
| May 15, 2018 Filed May 17, 2018 14:26 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 30 | $38.75 | $1,162.50 |
DisclosureSEC source: 0000927089-18-000242 · edgar.xml · nonDerivative · entry 1 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 11:40 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 355 | $34.70 | $12,318.50 |
DisclosureSEC source: 0001140361-18-004595 · doc1.xml · nonDerivative · entry 1 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739 Read SEC document |
| February 13, 2017 Filed Feb 13, 2017 18:37 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 442 | $29.51 | $13,043.42 |
DisclosureSEC source: 0001140361-17-006353 · doc1.xml · nonDerivative · entry 1 Haddad David S Jr · CIK 0001410554 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094 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.