Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sound Financial Bancorp, Inc.SFBC · Entity 6655 | SVP, Chief Accounting Officer | January 26, 2024 | January 30, 2024 |
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 26, 2024 · Filed January 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 750 |
Reported balance
After 2024-01-26 transaction · row 1
1 source rowRow 1 · 2024-01-26 · Grant · Acquired 250 · Balance 750 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.89 · Expires 2034-01-26 | Direct | 100 |
Reported balance
After 2024-01-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-26 · Grant · Acquired 100 · Balance 100 F3: Options vest in three equal annual installments beginning on January 26, 2025. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.85 · Expires 2032-01-28 | Direct | 200 |
Reported balance
Holding disclosure · report date 2024-01-26 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 200 F1: Options vest in five equal annual installments beginning on January 28, 2022. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.13 · Expires 2033-01-27 | Direct | 175 |
Reported balance
Holding disclosure · report date 2024-01-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 175 F2: Options vest in five equal annual installments beginning on January 27, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 231 |
Reported balance
Holding disclosure · report date 2024-01-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 231 F4: Reflects shares allocated to the reporting person under the Company's Employee Stock Ownership Plan since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest in five equal annual installments beginning on January 28, 2022.
F2: Options vest in five equal annual installments beginning on January 27, 2023.
F3: Options vest in three equal annual installments beginning on January 26, 2025.
F4: Reflects shares allocated to the reporting person under the Company's Employee Stock Ownership Plan since the reporting person's last report.
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 26, 2024 Filed Jan 30, 2024 16:46 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 100 | $0.00 Strike: $39.89 | $0.00 |
DisclosureSEC source: 0001437749-24-002559 · rdgdoc.xml · derivative · entry 5 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100 Underlying: Common Stock · 100 shares Expires 2034-01-26 F3 · 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 16:46 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002559 · rdgdoc.xml · nonDerivative · entry 1 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 17:29 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 175 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0001437749-23-002152 · rdgdoc.xml · derivative · entry 3 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175 Underlying: Common Stock · 175 shares Expires 2033-01-27 F2 · derivative.exercise_date: Options vest in five equal annual installments beginning on January 27, 2023. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 17:29 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-002152 · rdgdoc.xml · nonDerivative · entry 1 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 10:50 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantStock Option (Right to Buy) · Derivative | 200 | $0.00 Strike: $42.85 | $0.00 |
DisclosureSEC source: 0001437749-22-002059 · rdgdoc.xml · derivative · entry 2 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 200 shares Expires 2032-01-28 F1 · derivative.exercise_date: Options vest in five equal annual installments beginning on January 28, 2022. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 10:50 UTC | Sound Financial Bancorp, Inc. SFBC · Entity 6655 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002059 · rdgdoc.xml · nonDerivative · entry 1 Mallon Jennifer L · CIK 0001860979 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 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.