| Due Diligence for Asset Managers |
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| Sound Financial Bancorp Inc | |
|---|---|
| Ticker | SFBC |
| CIK # | 0001541119 |
| CUSIP | 83607A100 |
| Sector | Finance - Savings Institution, Federally Chartered |
| Address | 2005 Fifth Avenue 2Nd Floor, Seattle, WA 98121 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Sound Financial Bancorp Inc | 2020-09-23 | 12.0 M | Exemption: 506(b) · Minimum: $250,000 · Duration: One year or less · Commission: $288,000 · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001541119] | 10-K | |
| [0001541119] | 10-Q | |
| [0001541119] | 3 | |
| [0001541119] | 4 | |
| [0001541119] | 8-K | |
| [0001541119] | D | |
| [0001541119] | SC 13D | |
| [0001541119] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Stewart Laura Lee
Common Stock
|
2026-03-31 | Sell | 900 | $44.13 | 39,717 |
|
Jones Debra
Common Stock
|
2025-12-10 | Gift | 500 | $0.00 | |
|
Ochs Wes
Common Stock
|
2025-12-04 | Tax withheld | 577 | $44.23 | 25,521 |
|
Ochs Wes
Stock Option (Right to Buy) · derivative
|
2025-12-04 | Option exercise | 900 | $0.00 | |
|
Ochs Wes
Common Stock
|
2025-12-04 | Option exercise | 900 | $28.34 | 25,506 |
|
Sexton Heidi
Stock Option (Right to Buy) · derivative
|
2025-11-13 | Option exercise | 2,500 | $0.00 | |
|
Common Stock
|
2025-11-13 | Tax withheld | 1,584 | $44.74 | 70,868 |
|
Stock Option (Right to Buy) · derivative
|
2025-11-13 | Option exercise | 2,500 | $0.00 | |
|
Sexton Heidi
Common Stock
|
2025-11-13 | Option exercise | 2,500 | $28.34 | 70,850 |
|
Common Stock
|
2025-11-13 | Option exercise | 2,500 | $28.34 | 70,850 |
|
Sexton Heidi
Common Stock
|
2025-11-13 | Tax withheld | 1,584 | $44.74 | 70,868 |
|
Haddad David S Jr
Common Stock
|
2025-08-06 | Gift | 22 | $0.00 | |
|
Jones Debra
Common Stock
|
2025-06-09 | Gift | 3,785.49 | $0.00 | |
|
Carney Robert F
Common Stock
|
2025-01-06 | Option exercise | 300 | $18.36 | 5,508 |
|
Carney Robert F
Stock Option (Right to Buy) · derivative
|
2025-01-06 | Option exercise | 300 | $0.00 | |
|
Haddad David S Jr
Stock Option (Right to Buy) · derivative
|
2025-01-03 | Option exercise | 862 | $0.00 | |
|
Haddad David S Jr
Common Stock
|
2025-01-03 | Option exercise | 862 | $18.36 | 15,826 |
|
Carney Robert F
Stock Option (Right to Buy) · derivative
|
2024-12-17 | Option exercise | 562 | $0.00 | |
|
Carney Robert F
Common Stock
|
2024-12-17 | Option exercise | 562 | $18.36 | 10,318 |
|
Haddad David S Jr
Common Stock
|
2024-11-12 | Sell | 356 | $53.78 | 19,146 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 49 | 1,249,632 |
| 2025-12-31 | 47 | 1,119,472 |
| 2025-09-30 | 45 | 968,481 |
| 2025-06-30 | 43 | 945,347 |
| 2025-03-31 | 28 | 920,214 |
| 2024-12-31 | 30 | 910,058 |
| 2024-09-30 | 30 | 906,866 |
| 2024-06-30 | 28 | 1,090,625 |
| 2024-03-31 | 26 | 1,099,611 |
| 2023-12-31 | 25 | 1,085,009 |
| 2023-09-30 | 24 | 1,063,231 |
| 2023-06-30 | 27 | 1,066,170 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Gamma Investing LLC | [2026-06-30] | DFND | 24 | 24 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 12 | Prev | Page 1 | Next |