Data spanning the past 90 days through December 31, 2025 reveals that Sound Financial Bancorp's three principal insider shareholders consist of Executive Vice President/Coo Heidi Sexton (25.08K shares), Director Debra Jones (20.99K shares), Director David S Jr Haddad (18.16K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Laura Lee Stewart | President And Ceo | 74,171 | 19 Aug, 2024 |
| Tyler K Myers | 41,826 | 23 May, 2023 | |
| Rogelio Riojas | 36,344 | 30 Jan, 2024 | |
| Joseph Stilwell | 29,364 | 02 Feb, 2024 | |
| Heidi Sexton | Executive Vice President/Coo | 25,081 | 14 Nov, 2025 |
| Debra Jones | 20,995 | 11 Dec, 2025 | |
| David S Jr Haddad | 18,156 | 16 Aug, 2023 | |
| James E Sweeney | 16,388 | 08 Nov, 2023 | |
| Robert F Carney | 11,527 | 07 Jan, 2025 | |
| Wes Ochs | President And Cfo | 6,668 | 05 Dec, 2025 |
| Daphne Kelley | Evp/Chief Financial Officer | 1,470 | 25 Feb, 2021 |
| Jennifer L Mallon | Svp And Chief Accounting Officer | 750 | 30 Jan, 2024 |
| Charles L Turner | Svp And Chief Credit Officer | 350 | 01 Feb, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Debra Jones | Common Stock | D | 500 | $0.00 | 20,995 | D | G |
| 04 Dec, 2025 | Wes Ochs | Common Stock | A | 900 | $28.34 | 7,245 | D | M |
| 04 Dec, 2025 | Wes Ochs | Common Stock | D | 577 | $44.23 | 6,668 | D | F |
| 13 Nov, 2025 | Heidi Sexton | Common Stock | A | 2,500 | $28.34 | 17,657 | D | M |
| 13 Nov, 2025 | Heidi Sexton | Common Stock | D | 1,584 | $44.74 | 16,073 | D | F |
| 06 Aug, 2025 | David S Jr Haddad | Common Stock | D | 22 | $0.00 | 13,548 | I | G |
| 06 Aug, 2025 | David S Jr Haddad | - | - | 13,548 | I | |||
| 09 Jun, 2025 | Debra Jones | - | - | 21,495 | D | |||
| 09 Jun, 2025 | Debra Jones | Common Stock | D | 3,785 | $0.00 | 21,495 | D | G |
| 06 Jan, 2025 | Robert F Carney | - | - | 7,796 | D | |||
| 06 Jan, 2025 | Robert F Carney | Common Stock | A | 300 | $18.36 | 7,796 | D | M |
| 03 Jan, 2025 | David S Jr Haddad | Common Stock | A | 862 | $18.36 | 13,548 | I | M |
| 03 Jan, 2025 | David S Jr Haddad | - | - | 13,548 | I | |||
| 17 Dec, 2024 | Robert F Carney | Common Stock | A | 562 | $18.36 | 7,496 | D | M |
| 12 Nov, 2024 | David S Jr Haddad | Common Stock | D | 356 | $53.78 | 13,548 | I | S |
| 08 Nov, 2024 | Debra Jones | - | - | 25,280 | D | |||
| 08 Nov, 2024 | David S Jr Haddad | Common Stock | D | 41 | $53.75 | 13,548 | I | S |
| 08 Nov, 2024 | Debra Jones | Common Stock | A | 250 | $33.50 | 25,280 | D | M |
| 07 Nov, 2024 | James E Sweeney | Common Stock | D | 239 | $52.42 | 3,534 | I | S |
| 08 Nov, 2024 | James E Sweeney | Common Stock | D | 592 | $52.57 | 2,942 | I | S |