Sound Financial Bancorp, Inc.
SFBCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Sound Financial Bancorp, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BARCLAYS PLC | 2026-03-31 | 3,162 | $138K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 5,863 | $256K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 101,298 | $4.43M | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 525 | $22.9K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 738 | $32.3K | SEC filing |
| FMR LLC | 2026-03-31 | 169 | $7.39K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 21,855 | $955K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 2 | $87 | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 3,826 | Not shown | SEC filing |
| KENNEDY CAPITAL MANAGEMENT LLC | 2026-03-31 | 52,365 | $2.29M | SEC filing |
| Financial Insights, Inc. | 2026-03-31 | 14,897 | $651K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 5,831 | $255K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 71 | $3.1K | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 190 | $8K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 14,032 | $613K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 2,200 | $96.2K | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 6,450 | $282K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 8 | $335 | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 5,675 | $248K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 193 | $8.44K | SEC filing |
- Each value is checked against Sound Financial Bancorp, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Sound Financial Bancorp, Inc.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- UBS Group AG: 267 shares reported 2025-12-31; 716 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 2,628 shares reported 2025-12-31; 1,036 shares reported 2026-03-31.
- STILWELL VALUE LLC: 410,019 shares reported 2025-12-31; 410,019 shares reported 2026-03-31.
- Ameritas Investment Partners, Inc.: 219 shares reported 2025-12-31; 219 shares reported 2026-03-31.
- Pacific Sage Partners, LLC: 36,192 shares reported 2025-12-31; 36,191 shares reported 2026-03-31.
- PNC FINANCIAL SERVICES GROUP, INC.: 75 shares reported 2025-12-31; 15 shares reported 2026-03-31.
- GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 90,346 shares reported 2025-12-31; 108,616 shares reported 2026-03-31.
- DIMENSIONAL FUND ADVISORS LP: 19,623 shares reported 2025-12-31; 19,623 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 975 shares reported 2025-12-31; 1,009 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 1,379 shares reported 2025-12-31; 880 shares reported 2026-03-31.
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 64 shares reported 2025-12-31; 676 shares reported 2026-03-31.
- Oppenheimer & Close, LLC: 32,645 shares reported 2025-12-31; 32,645 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
8 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Sound Financial Bancorp, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-04 · Sweeney James E: Larger than 33 of the 36 other insider sales of Common Stock on file. SEC filing
- 2023-11-08 · Sweeney James E: Larger than 35 of the 36 other insider sales of Common Stock on file. SEC filing
- 2023-11-08 · STILWELL PARTNERS L P: Larger than 71 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2023-10-27 · STILWELL PARTNERS L P: Larger than 72 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2023-06-16 · STILWELL PARTNERS L P: Larger than 74 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2023-06-15 · STILWELL PARTNERS L P: Larger than 73 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2023-05-08 · STILWELL PARTNERS L P: Larger than 69 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2023-05-04 · STILWELL PARTNERS L P: Larger than 70 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2022-06-28 · STILWELL PARTNERS L P: Larger than all 76 other insider purchases of Common Stock on file. SEC filing
- 2022-06-28 · STILWELL PARTNERS L P: Larger than 75 of the 76 other insider purchases of Common Stock on file. SEC filing
- 2021-11-02 · Sweeney James E: Larger than all 36 other insider sales of Common Stock on file. SEC filing
- 2021-02-24 · Kelley Daphne: Larger than 34 of the 36 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-30 | Stewart Laura Lee · President and CEO | Common Stock | S — Open market or private sale | −900 | 42.60 | SEC filing |
| 2026-03-31 | Stewart Laura Lee · President and CEO | Common Stock | S — Open market or private sale | −900 | 44.13 | SEC filing |
| 2024-11-12 | Haddad David S Jr · Director | Common Stock | S — Open market or private sale | −356 | 53.78 | SEC filing |
| 2024-11-08 | Sweeney James E · Director | Common Stock | S — Open market or private sale | −592 | 52.57 | SEC filing |
| 2024-11-08 | Haddad David S Jr · Director | Common Stock | S — Open market or private sale | −41 | 53.75 | SEC filing |
| 2024-11-07 | Sweeney James E · Director | Common Stock | S — Open market or private sale | −239 | 52.42 | SEC filing |
| 2024-11-06 | Sweeney James E · Director | Common Stock | S — Open market or private sale | −533 | 53.25 | SEC filing |
| 2024-11-05 | Haddad David S Jr · Director | Common Stock | S — Open market or private sale | −3 | 54.04 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | Riojas Rogelio · Director | Common Stock | G — Bona fide gift | −28,916 | SEC filing |
| 2025-12-10 | Jones Debra · Director | Common Stock | G — Bona fide gift | −500 | SEC filing |
| 2025-12-04 | Ochs Wes · President and CFO | Common Stock | M — Exercise or conversion of derivative security | +900 | SEC filing |
| 2025-12-04 | Ochs Wes · President and CFO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −900 | SEC filing |
| 2025-12-04 | Ochs Wes · President and CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −577 | SEC filing |
| 2025-11-13 (amended) | Sexton Heidi · Executive Vice President/COO | Common Stock | M — Exercise or conversion of derivative security | +2,500 | SEC filing |
| 2025-11-13 (amended) | Sexton Heidi · Executive Vice President/COO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −2,500 | SEC filing |
| 2025-11-13 (amended) | Sexton Heidi · Executive Vice President/COO | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,584 | SEC filing |
Showing 8 of 37 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.