Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sound Financial Bancorp, Inc.SFBC · Entity 6655 | Director | January 06, 2025 | January 07, 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 January 06, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,796 |
Reported balance
After 2025-01-06 transaction · row 1
1 source rowRow 1 · 2025-01-06 · Exercise / conversion · Acquired 300 · Balance 7,796 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.36 · Expires 2025-01-28 | Direct | 0 |
Reported balance
After 2025-01-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-01-06 · Exercise / conversion · Disposed 300 · Balance 0 F1: Options are fully exercisable. |
| 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 2025-01-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 2025-01-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 120 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 2025-01-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 320 F2: Options vest in four equal annual installments beginning on January 28, 2022. |
| 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 2025-01-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 300 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 2025-01-06 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 320 F3: 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 2025-01-06 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 265 F4: Options vest in three equal annual installments beginning on January 26, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBY IRA | 3,731 |
Reported balance
Holding disclosure · report date 2025-01-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,731 |
Filing footnotes · ownership attribution and instrument terms
F1: Options are fully exercisable.
F2: Options vest in four equal annual installments beginning on January 28, 2022.
F3: Options vest in four equal annual installments beginning on January 27, 2023.
F4: 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 |
|---|---|---|---|---|---|---|
| January 23, 2018 Filed Jan 24, 2018 15:39 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 649 | $9.72 | $6,308.28 |
DisclosureSEC source: 0001140361-18-003068 · doc1.xml · nonDerivative · entry 2 Carney Robert F · CIK 0001410553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,539 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 23, 2018 Filed Jan 24, 2018 15:39 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | Exercise / conversionCommon Stock | 649 | $8.41 | $5,458.09 |
DisclosureSEC source: 0001140361-18-003068 · doc1.xml · nonDerivative · entry 1 Carney Robert F · CIK 0001410553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,890 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 |
| November 10, 2016 Filed Nov 14, 2016 16:02 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | SaleCommon Stock | 433 | $24.90 | $10,781.70 |
DisclosureSEC source: 0001140361-16-086389 · doc1.xml · nonDerivative · entry 1 Carney Robert F · CIK 0001410553 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,241 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.