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Sound Financial Bancorp, Inc. (SFBC)
USD46.72
+0.41 (+0.87%)
US NASDAQ Financial Services Banks - Regional
Address
2400 3rd Avenue 98121
Seattle, WA, US
Seattle, WA, US
CEO
Laura Lee Stewart
Website
soundcb.com
IPO
2008-01-09
CIK 1541119 ISIN US83607A1007
Description
Sound Financial Bancorp, Inc. operates as the bank holding company for Sound Community Bank that provides banking and other financial services for consumers and businesses. It accepts various deposits products comprising savings, money market deposit, NOW, and demand accounts, as well as certificates of deposit. The company also provides loans secured by first and second mortgages on one-to-four family residences; home equity loans, including fixed-rate loans and variable-rate lines of credit; commercial and multifamily real estate loans; construction loans secured by single-family residences, and commercial and multifamily real estate; land loans; commercial business loans to finance commercial vehicles and equipment, as well as loans secured by accounts receivable and/or inventory; and secured and unsecured consumer loans, such as new and used manufactured homes, floating homes, automobiles, boats and recreational vehicle loans, and loans secured by deposit accounts, and insurance products and services. Sound Financial Bancorp, Inc. was founded in 1953 and is headquartered in Seattle, Washington.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD46.72
+0.41 (+0.87%)
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Volume Profile
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Liquidity & share structure
Average Volume
9.4K
Beta
0.01
Float Shares
1.71M
Free Float %
66.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.60% | -0.83% | +1.41% | -1.74% | -5.82% | -4.35% | -16.67% | +15.21% | -5.12% | +76.75% | +363.67% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
46.72
DCF (Unlevered)
68.80
+47.3%
DCF (Levered)
71.28
+52.6%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Quality scores
Altman Z-Score
0.40
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth-0.7% Q1'26: +4.2% (vs Q1'25)
-
EPS growth+54.4% Q1'26: +35.6% (vs Q1'25)
-
FCF margin— Q1'26: +9.5% (vs Q1'25)
-
EBIT margin— Q1'26: +12.7% (vs Q1'25)
-
ROIC— Q1'26: -45.3% (vs Q1'25)
-
Share dilution+0.4% Q1'26: -0.2% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.70× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-29 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
6.77M
OE per share TTM
2.63
Owner's Yield
6.33%
Maintenance CapEx ratio
6.61%
Maint CapEx / Avg PPE
21.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
49
Total invested
54.60M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Joseph Stilwell | 317.9K | 12.15% | — | 317.9K | — | 10.00 | IN | — | 2022-07-05 | ↗ |
| 2 | Stilwell Activist Fund, L.P. | 317.9K | 12.15% | — | 317.9K | — | 10.00 | PN | — | 2022-07-05 | ↗ |
| 3 | Stilwell Activist Investments, L.P. | 317.9K | 12.15% | — | 317.9K | — | 10.00 | PN | — | 2022-07-05 | ↗ |
| 4 | Stilwell Partners, L.P. | 317.9K | 12.15% | — | 317.9K | — | 10.00 | PN | — | 2022-07-05 | ↗ |
| 5 | Stilwell Value LLC | 317.9K | 12.15% | — | 317.9K | — | 10.00 | OO | — | 2022-07-05 | ↗ |
| 6 | Stilwell Value Partners VII, L.P. | 317.9K | 12.15% | — | 317.9K | — | 10.00 | PN | — | 2022-07-05 | ↗ |
| 7 | Stilwell Value Partners V, L.P. | 256.1K | 9.90% | — | 256.1K | — | 10.00 | PN | Delaware | 2013-05-02 | ↗ |
| 8 | FJ Capital Management LLC | 218.4K | 8.42% | — | 218.4K | — | — | IA | Delaware | 2021-02-10 | ↗ |
| 9 | Martin Friedman | 218.4K | 8.42% | — | 218.4K | — | — | IN | United States | 2021-02-10 | ↗ |
| 10 | 04-2683227 | 199.3K | 7.70% | — | 199.3K | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 11 | Wasatch Advisors, Inc. 87-0319391 | 168.6K | 6.40% | 168.6K | — | 168.6K | — | IA | — | 2022-02-11 | ↗ |
| 12 | JasonA. Stock | 166.0K | 6.35% | — | 166.0K | — | 166.0K | IN | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-05-31 | ↗ |
| 13 | M3F,INC. | 166.0K | 6.35% | — | 166.0K | — | 166.0K | IA, CO | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-05-31 | ↗ |
| 14 | Sound Financial Bancorp, Inc. Employee Stock Ownership Plan | 150.5K | 5.80% | — | 150.5K | — | 150.5K | EP | — | 2022-02-10 | ↗ |
| 15 | 13-4064930 | 140.9K | 5.50% | 140.9K | — | 140.9K | — | IA | Delaware | 2024-02-14 | ↗ |
| 16 | Martin S. Friedman | 134.1K | 5.28% | — | 134.1K | — | — | IN | Delaware | 2018-09-18 | ↗ |
| 17 | 37-1406661 | 130.9K | 5.06% | — | 130.9K | — | — | PN | Delaware | 2012-10-26 | ↗ |
| 18 | Wellington Management Group LLP | 114.1K | 4.56% | — | 114.1K | — | 114.1K | HC | Massachusetts | 2017-02-09 | ↗ |
| 19 | Financial Hybrid Opportunity SPV I LLC | 88.0K | 3.39% | — | 88.0K | — | — | OO | Delaware | 2021-02-10 | ↗ |
| 20 | Financial Opportunity Fund LLC | 59.3K | 2.28% | — | 59.3K | — | — | OO | Delaware | 2021-02-10 | ↗ |
| 21 | Financial Hybrid Opportunity Fund LLC | 56.3K | 2.17% | — | 56.3K | — | — | OO | Delaware | 2021-02-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
49
+2 vs prev Q
New positions
8
Closed positions
6
Increased
23
Reduced
12
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | STILWELL VALUE LLC | 410.0K +— (+0.0%) | 17.89M -996.3K (-5.3%) | 16.03% -0.003 pp | 9.86% +1.512 pp | USD25.85 +68.8% | 44 qtrs — |
| 2 | ALLIANCEBERNSTEIN L.P. | 157.5K +65.5K (+71.2%) | 6.87M +2.6M (+62.2%) | 6.16% +2.560 pp | 0.00% +0.001 pp | USD37.38 +16.7% | 48 qtrs — |
| 3 | BLACKROCK, INC. | 92.4K -17.6K (-16.0%) | 4.03M -1.0M (-20.5%) | 3.61% -0.691 pp | 0.00% +0.000 pp | USD47.81 -8.7% | 6 qtrs — |
| 4 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 90.3K +66.3K (+275.4%) | 3.94M +2.8M (+255.6%) | 3.53% +2.592 pp | 3.62% +2.493 pp | USD43.87 -0.5% | 9 qtrs — |
| 5 | KENNEDY CAPITAL MANAGEMENT LLC | 52.4K +— (+0.0%) | 2.28M -127.2K (-5.3%) | 2.05% -0.001 pp | 0.05% -0.005 pp | USD47.25 -7.7% | 6 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 49.2K -129.0 (-0.3%) | 2.15M -125.5K (-5.5%) | 1.92% -0.005 pp | 0.00% +0.000 pp | USD44.40 -1.7% | 20 qtrs — |
| 7 | VANGUARD GROUP INC | 47.2K +369.0 (+0.8%) | 2.06M -97.7K (-4.5%) | 1.85% +0.014 pp | 0.00% +0.000 pp | USD42.92 +1.7% | 35 qtrs — |
| 8 | PACIFIC SAGE PARTNERS, LLC | 36.2K +30.8K (+573.8%) | 1.58M +1.3M (+538.3%) | 1.42% +1.205 pp | 0.25% +0.209 pp | USD42.94 +1.6% | 9 qtrs — |
| 9 | OPPENHEIMER & CLOSE, LLC | 32.6K +— (+0.0%) | 1.42M -79.3K (-5.3%) | 1.28% 0.000 pp | 0.97% -0.045 pp | USD16.78 +160.0% | 50 qtrs — |
| 10 | STATE STREET CORP | 21.6K -361.0 (-1.6%) | 942.3K -69.1K (-6.8%) | 0.84% -0.014 pp | 0.00% +0.000 pp | USD45.66 -4.4% | 7 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 19.6K +35.0 (+0.2%) | 856.1K -46.2K (-5.1%) | 0.77% +0.001 pp | 0.00% +0.000 pp | USD39.18 +11.4% | 31 qtrs — |
| 12 | NORTHERN TRUST CORP | 16.4K -1.6K (-9.1%) | 714.0K -115.7K (-13.9%) | 0.64% -0.065 pp | 0.00% +0.000 pp | USD44.95 -2.9% | 9 qtrs — |
| 13 | PINNACLE HOLDINGS, LLC | 7.2K +— (+0.0%) | 313.3K -17.4K (-5.3%) | 0.28% 0.000 pp | 0.11% -0.010 pp | USD30.69 +42.2% | 22 qtrs — |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6.5K +— (+0.0%) | 281.4K -15.7K (-5.3%) | 0.25% 0.000 pp | 0.01% 0.000 pp | USD43.30 +0.8% | 17 qtrs — |
| 15 | EMPOWERED FUNDS, LLC | 6.5K +— (+0.0%) | 281.4K -15.7K (-5.3%) | 0.25% 0.000 pp | 0.00% -0.001 pp | USD36.47 +19.6% | 11 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.4K +— (+0.0%) | 279.8K -15.6K (-5.3%) | 0.25% 0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 6.2K +6.2K (+100.0%) | 270.5K +270.5K (+100.0%) | 0.24% +0.243 pp | 0.00% +0.000 pp | USD43.63 +0.0% | 1 qtrs NEW |
| 18 | BANK OF NEW YORK MELLON CORP | 5.4K -133.0 (-2.4%) | 234.6K -19.2K (-7.6%) | 0.21% -0.005 pp | 0.00% +0.000 pp | USD46.01 -5.2% | 3 qtrs — |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 5.2K -705.0 (-12.0%) | 225.5K -45.0K (-16.6%) | 0.20% -0.028 pp | 0.00% +0.000 pp | USD10.14 +330.3% | 54 qtrs — |
| 20 | MORGAN STANLEY | 5.0K +509.0 (+11.4%) | 216.9K +11.4K (+5.5%) | 0.19% +0.020 pp | 0.00% +0.000 pp | USD46.06 -5.3% | 13 qtrs — |
| 21 | BARCLAYS PLC | 4.4K +4.2K (+2,777.1%) | 192.1K +183.9K (+2,246.2%) | 0.17% +0.166 pp | 0.00% +0.000 pp | USD43.71 -0.2% | 3 qtrs — |
| 22 | WELLS FARGO & COMPANY/MN | 2.6K +759.0 (+40.6%) | 114.7K +28.6K (+33.2%) | 0.10% +0.030 pp | 0.00% +0.000 pp | USD45.33 -3.8% | 3 qtrs — |
| 23 | RHUMBLINE ADVISERS | 2.6K -556.0 (-17.8%) | 112.0K -31.8K (-22.1%) | 0.10% -0.022 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | 2.2K +— (+0.0%) | 96.0K -5.3K (-5.3%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 25 | CITIGROUP INC | 1.8K +1.8K (+5,858.1%) | 80.6K +79.2K (+5,547.1%) | 0.07% +0.071 pp | 0.00% +0.000 pp | USD43.67 -0.1% | 3 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 1.7K +795.0 (+85.5%) | 75.3K +32.4K (+75.7%) | 0.07% +0.031 pp | 0.00% +0.000 pp | USD44.96 -3.0% | 13 qtrs — |
| 27 | RUSSELL INVESTMENTS GROUP, LTD. | 1.4K +870.0 (+168.3%) | 60.5K +36.7K (+154.1%) | 0.05% +0.034 pp | 0.00% +0.000 pp | USD44.54 -2.0% | 2 qtrs — |
| 28 | JPMORGAN CHASE & CO | 1.4K -288.0 (-17.3%) | 60.2K -16.6K (-21.6%) | 0.05% -0.011 pp | 0.00% +0.000 pp | USD46.02 -5.2% | 3 qtrs — |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 975.00 -8.0 (-0.8%) | 42.5K -2.7K (-6.0%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 30 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 738.00 +— (+0.0%) | 32.2K -1.8K (-5.3%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD46.06 -5.3% | 2 qtrs — |
| 31 | ACADIAN ASSET MANAGEMENT LLC | 564.00 +564.0 (+100.0%) | 24.0K +24.0K (+100.0%) | 0.02% +0.022 pp | 0.00% +0.000 pp | USD43.63 +0.0% | 1 qtrs NEW |
| 32 | BNP PARIBAS ARBITRAGE, SNC | 508.00 +21.0 (+4.3%) | 22.2K -267.0 (-1.2%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD45.91 -5.0% | 3 qtrs — |
| 33 | UBS GROUP AG | 267.00 -469.0 (-63.7%) | 11.6K -22.3K (-65.6%) | 0.01% -0.018 pp | 0.00% +0.000 pp | USD49.85 -12.5% | 8 qtrs — |
| 34 | TOWER RESEARCH CAPITAL LLC (TRC) | 254.00 +13.0 (+5.4%) | 11.1K -18.0 (-0.2%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD45.93 -5.0% | 18 qtrs — |
| 35 | ROYAL BANK OF CANADA | 217.00 +195.0 (+886.4%) | 10.0K +9.0K (+900.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD43.87 -0.5% | 3 qtrs — |
| 36 | AMERITAS INVESTMENT PARTNERS, INC. | 219.00 +— (+0.0%) | 9.6K -532.0 (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 37 | LEGAL & GENERAL GROUP PLC | 193.00 +— (+0.0%) | 8.4K -469.0 (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 38 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 130.00 -4.0 (-3.0%) | 5.7K -500.0 (-8.1%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 39 | STERLING CAPITAL MANAGEMENT LLC | 123.00 -25.0 (-16.9%) | 5.4K -1.5K (-21.3%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD46.03 -5.2% | 3 qtrs — |
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 75.00 +69.0 (+1,150.0%) | 3.3K +3.0K (+1,085.5%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD43.81 -0.4% | 2 qtrs — |
| 41 | AMALGAMATED BANK | 67.00 -6.0 (-8.2%) | 3.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD46.00 -5.2% | 3 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 64.00 +64.0 (+100.0%) | 2.8K +2.8K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD43.63 +0.0% | 1 qtrs NEW |
| 43 | FARTHER FINANCE ADVISORS, LLC | 41.00 +— (+0.0%) | 1.8K -98.0 (-5.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD46.05 -5.3% | 3 qtrs — |
| 44 | JONES FINANCIAL COMPANIES LLLP | 41.00 +— (+0.0%) | 1.8K -168.0 (-8.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD46.05 -5.3% | 2 qtrs — |
| 45 | FMR LLC | 33.00 -244.0 (-88.1%) | 1.4K -11.3K (-88.7%) | 0.00% -0.010 pp | 0.00% +0.000 pp | USD46.03 -5.2% | 3 qtrs — |
| 46 | FNY INVESTMENT ADVISERS, LLC | — -2.0K (-100.0%) | — -92.0K (-100.0%) | 0.00% -0.078 pp | 0.00% -0.030 pp | USD— | 6 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 23 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.02% | 336.4K | 0.60% |
| 2 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.01% | 157.8K | 0.47% |
| 3 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 65.0K | 0.06% |
| 4 | Vanguard Russell 2000 ETF VTWO | 0.00% | 445.5K | 0.06% |
| 5 | Vanguard Extended Market ETF VXF | 0.00% | 931.3K | 0.05% |
| 6 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 9.3K | 0.15% |
| 7 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 31.7K | 0.43% |
| 8 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 51.2K | 0.28% |
| 9 | Dimensional - US Core Equity 2 ETF DFAC | 0.00% | 152.1K | 0.17% |
| 10 | Vanguard Russell 3000 ETF VTHR | 0.00% | 9.2K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
900.00
Cash buys
—
Cash sales
1.00
Net activity
-900
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Stewart Laura Lee | Director / Officer | S-Sale | D | Common Stock | 900 | 44.13 | 39.7K | 9,900 | I | ↗ |
| 2025-12-10 | Jones Debra | Director | G-Gift | D | Common Stock | 500 | 0.00 | — | 20,995 | D | ↗ |
| 2025-12-04 | Ochs Wes | Officer | M-Exempt | A | Common Stock | 900 | 28.34 | 25.5K | 7,245 | D | ↗ |
| 2025-11-13 | Sexton Heidi | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 28.34 | 70.9K | 0 | D | ↗ |
| 2025-08-06 | Haddad David S Jr | Director | G-Gift | D | Common Stock | 22 | 0.00 | — | 4,368 | D | ↗ |
| 2025-06-09 | Jones Debra | Director | G-Gift | D | Common Stock | 3,785 | 0.00 | — | 21,495 | D | ↗ |
| 2025-01-06 | Carney Robert F | Director | M-Exempt | A | Common Stock | 300 | 18.36 | 5.5K | 7,796 | D | ↗ |
| 2025-01-03 | Haddad David S Jr | Director | M-Exempt | A | Common Stock | 862 | 18.36 | 15.8K | 4,390 | D | ↗ |
| 2024-12-17 | Carney Robert F | Director | M-Exempt | A | Common Stock | 562 | 18.36 | 10.3K | 7,496 | D | ↗ |
| 2024-11-12 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 356 | 53.78 | 19.1K | 3,528 | D | ↗ |
| 2024-11-08 | Sweeney James E | Director | S-Sale | D | Common Stock | 592 | 52.57 | 31.1K | 2,942 | I | ↗ |
| 2024-11-08 | Jones Debra | Director | M-Exempt | D | Stock Option (Right to Buy) | 250 | 33.50 | 8.4K | 0 | D | ↗ |
| 2024-11-08 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 41 | 53.75 | 2.2K | 3,884 | D | ↗ |
| 2024-11-07 | Sweeney James E | Director | S-Sale | D | Common Stock | 239 | 52.42 | 12.5K | 3,534 | I | ↗ |
| 2024-11-06 | Sweeney James E | Director | S-Sale | D | Common Stock | 533 | 53.25 | 28.4K | 3,773 | I | ↗ |
| 2024-11-05 | Sweeney James E | Director | S-Sale | D | Common Stock | 78 | 53.58 | 4.2K | 4,306 | I | ↗ |
| 2024-11-05 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 3 | 54.04 | 162.12 | 3,925 | D | ↗ |
| 2024-11-04 | Sweeney James E | Director | S-Sale | D | Common Stock | 1,358 | 53.76 | 73.0K | 4,384 | I | ↗ |
| 2024-09-09 | Sweeney James E | Director | S-Sale | D | Common Stock | 200 | 53.80 | 10.8K | 13,496 | — | ↗ |
| 2024-08-19 | Jones Debra | Director | G-Gift | D | Common Stock | 2,623 | 0.00 | — | 25,030 | — | ↗ |
| 2024-08-16 | Stewart Laura Lee | Director / Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 60,402 | — | ↗ |
| 2024-08-12 | Carney Robert F | Director | S-Sale | D | Common Stock | 925 | 45.00 | 41.6K | 6,934 | — | ↗ |
| 2024-08-07 | Stewart Laura Lee | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 11,864 | 18.36 | 217.8K | 0 | — | ↗ |
| 2024-05-29 | Porcelli Corissa B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-14 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 564 | 39.30 | 22.2K | 3,928 | — | ↗ |
| 2024-05-09 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 236 | 39.70 | 9.4K | 4,492 | — | ↗ |
| 2024-02-01 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,303 | 39.00 | 50.8K | 216,625 | — | ↗ |
| 2024-01-26 | Sweeney James E | Director | A-Award | A | Stock Option (Right to Buy) | 265 | 39.89 | 10.6K | 265 | — | ↗ |
| 2024-01-26 | Stewart Laura Lee | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 259 | 39.89 | 10.3K | 259 | — | ↗ |
| 2024-01-26 | Sexton Heidi | Officer | A-Award | A | Stock Option (Right to Buy) | 900 | 39.89 | 35.9K | 900 | — | ↗ |
| 2024-01-26 | Riojas Rogelio | Director | A-Award | A | Common Stock | 250 | 0.00 | — | 36,344 | — | ↗ |
| 2024-01-26 | Ochs Wes | Officer | A-Award | A | Stock Option (Right to Buy) | 900 | 39.89 | 35.9K | 900 | — | ↗ |
| 2024-01-26 | Myers Tyler K | Director | A-Award | A | Common Stock | 250 | 0.00 | — | 20,646 | — | ↗ |
| 2024-01-26 | Mallon Jennifer L | Officer | A-Award | A | Stock Option (Right to Buy) | 100 | 39.89 | 4.0K | 100 | — | ↗ |
| 2024-01-26 | Jones Debra | Director | A-Award | A | Stock Option (Right to Buy) | 265 | 39.89 | 10.6K | 265 | — | ↗ |
| 2024-01-26 | Haddad David S Jr | Director | A-Award | A | Stock Option (Right to Buy) | 265 | 39.89 | 10.6K | 265 | — | ↗ |
| 2024-01-26 | Carney Robert F | Director | A-Award | A | Stock Option (Right to Buy) | 265 | 39.89 | 10.6K | 265 | — | ↗ |
| 2024-01-03 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 500 | 39.43 | 19.7K | 215,322 | — | ↗ |
| 2024-01-02 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 238 | 39.00 | 9.3K | 214,822 | — | ↗ |
| 2024-01-02 | Carney Robert F | Director | M-Exempt | D | Stock Option (Right to Buy) | 925 | 16.80 | 15.5K | 0 | — | ↗ |
| 2023-12-29 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 404 | 39.00 | 15.8K | 214,584 | — | ↗ |
| 2023-12-28 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 7 | 38.75 | 271.25 | 214,180 | — | ↗ |
| 2023-12-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 873 | 38.50 | 33.6K | 214,173 | — | ↗ |
| 2023-12-13 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 7 | 37.00 | 259.00 | 213,300 | — | ↗ |
| 2023-12-07 | Stewart Laura Lee | Director / Officer | G-Gift | D | Common Stock | 3,500 | 0.00 | — | 56,348 | — | ↗ |
| 2023-12-06 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.15 | 7.2K | 213,293 | — | ↗ |
| 2023-12-05 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.19 | 7.2K | 213,093 | — | ↗ |
| 2023-12-04 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1 | 36.00 | 36.00 | 212,893 | — | ↗ |
| 2023-12-01 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 582 | 36.00 | 21.0K | 212,892 | — | ↗ |
| 2023-11-30 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,510 | 36.00 | 90.4K | 212,310 | — | ↗ |
| 2023-11-29 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,563 | 36.00 | 56.3K | 209,800 | — | ↗ |
| 2023-11-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.23 | 7.2K | 208,237 | — | ↗ |
| 2023-11-22 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 36.25 | 90.6K | 208,037 | — | ↗ |
| 2023-11-21 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 549 | 36.35 | 20.0K | 205,537 | — | ↗ |
| 2023-11-20 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 232 | 36.36 | 8.4K | 204,988 | — | ↗ |
| 2023-11-13 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.36 | 7.3K | 204,756 | — | ↗ |
| 2023-11-13 | Carney Robert F | Director | S-Sale | D | Common Stock | 516 | 35.84 | 18.5K | 6,684 | — | ↗ |
| 2023-11-08 | Sweeney James E | Director | S-Sale | D | Common Stock | 475 | 35.75 | 17.0K | 15,471 | — | ↗ |
| 2023-11-08 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 3,418 | 35.93 | 122.8K | 204,556 | — | ↗ |
| 2023-11-07 | Stewart Laura Lee | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,937 | 16.80 | 49.3K | 0 | — | ↗ |
| 2023-11-07 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 96 | 36.25 | 3.5K | 201,138 | — | ↗ |
| 2023-11-06 | Carney Robert F | Director | S-Sale | D | Common Stock | 484 | 36.75 | 17.8K | 7,200 | — | ↗ |
| 2023-11-03 | Sexton Heidi | Officer | M-Exempt | D | Stock Option (Right to Buy) | 500 | 22.31 | 11.2K | 0 | — | ↗ |
| 2023-11-03 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.84 | 7.4K | 201,042 | — | ↗ |
| 2023-10-31 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 36.82 | 92.0K | 200,842 | — | ↗ |
| 2023-10-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 4,470 | 35.78 | 159.9K | 198,342 | — | ↗ |
| 2023-10-25 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,502 | 36.50 | 91.3K | 193,872 | — | ↗ |
| 2023-10-12 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,302 | 36.75 | 84.6K | 191,370 | — | ↗ |
| 2023-10-11 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 36.89 | 7.4K | 189,068 | — | ↗ |
| 2023-10-06 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,035 | 36.75 | 74.8K | 188,868 | — | ↗ |
| 2023-10-05 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 152 | 36.75 | 5.6K | 186,833 | — | ↗ |
| 2023-10-03 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 758 | 36.75 | 27.9K | 186,681 | — | ↗ |
| 2023-10-02 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 184 | 36.75 | 6.8K | 185,923 | — | ↗ |
| 2023-09-29 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 285 | 36.75 | 10.5K | 185,739 | — | ↗ |
| 2023-09-28 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 268 | 36.90 | 9.9K | 185,454 | — | ↗ |
| 2023-09-28 | Carney Robert F | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,000 | 16.80 | 16.8K | 925 | — | ↗ |
| 2023-09-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,077 | 36.75 | 39.6K | 185,186 | — | ↗ |
| 2023-09-26 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 172 | 36.75 | 6.3K | 184,109 | — | ↗ |
| 2023-09-21 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 37.20 | 7.4K | 183,937 | — | ↗ |
| 2023-09-20 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 848 | 36.75 | 31.2K | 183,737 | — | ↗ |
| 2023-09-18 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 292 | 36.50 | 10.7K | 182,889 | — | ↗ |
| 2023-09-15 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 37.00 | 92.5K | 182,597 | — | ↗ |
| 2023-09-14 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 37.00 | 92.5K | 180,097 | — | ↗ |
| 2023-08-15 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 370 | 37.25 | 13.8K | 4,608 | — | ↗ |
| 2023-08-09 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 200 | 37.26 | 7.5K | 177,597 | — | ↗ |
| 2023-08-03 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,000 | 37.18 | 37.2K | 177,397 | — | ↗ |
| 2023-08-01 | Carney Robert F | Director | S-Sale | D | Common Stock | 1,000 | 36.75 | 36.8K | 3,731 | — | ↗ |
| 2023-07-28 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,932 | 36.73 | 71.0K | 176,397 | — | ↗ |
| 2023-07-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,000 | 36.75 | 36.7K | 174,465 | — | ↗ |
| 2023-07-26 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 209 | 36.25 | 7.6K | 173,465 | — | ↗ |
| 2023-07-25 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,989 | 36.00 | 71.6K | 173,256 | — | ↗ |
| 2023-07-24 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,933 | 36.00 | 69.6K | 171,267 | — | ↗ |
| 2023-07-20 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 35.99 | 72.0K | 169,334 | — | ↗ |
| 2023-07-19 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 334 | 35.75 | 11.9K | 167,334 | — | ↗ |
| 2023-07-18 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 6 | 35.50 | 213.00 | 167,000 | — | ↗ |
| 2023-07-06 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 250 | 34.75 | 8.7K | 166,994 | — | ↗ |
| 2023-06-22 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,850 | 33.75 | 62.4K | 166,744 | — | ↗ |
| 2023-06-16 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,275 | 34.09 | 43.5K | 26,714 | — | ↗ |
| 2023-06-15 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 5,000 | 35.25 | 176.3K | 158,669 | — | ↗ |
| 2023-06-14 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 36.00 | 90.0K | 153,669 | — | ↗ |
| 2023-05-23 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 840 | 36.60 | 30.7K | 4,978 | — | ↗ |
| 2023-05-22 | Myers Tyler K | Director | M-Exempt | D | Stock Option (Right to Buy) | 862 | 18.36 | 15.8K | 0 | — | ↗ |
| 2023-05-22 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 24 | 36.00 | 864.00 | 5,818 | — | ↗ |
| 2023-05-18 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 5 | 36.00 | 180.00 | 5,842 | — | ↗ |
| 2023-05-17 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 119 | 36.00 | 4.3K | 5,847 | — | ↗ |
| 2023-05-16 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 500 | 36.09 | 18.0K | 151,169 | — | ↗ |
| 2023-05-12 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 588 | 36.25 | 21.3K | 150,669 | — | ↗ |
| 2023-05-12 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 7 | 36.00 | 252.00 | 5,966 | — | ↗ |
| 2023-05-11 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 5 | 36.00 | 180.00 | 5,973 | — | ↗ |
| 2023-05-09 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 35.50 | 88.8K | 150,081 | — | ↗ |
| 2023-05-08 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,517 | 36.00 | 90.6K | 147,581 | — | ↗ |
| 2023-05-05 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,217 | 36.00 | 79.8K | 145,064 | — | ↗ |
| 2023-05-04 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 3,254 | 36.19 | 117.8K | 142,847 | — | ↗ |
| 2023-05-03 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 40 | 36.25 | 1.5K | 139,593 | — | ↗ |
| 2023-05-02 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,513 | 36.75 | 92.3K | 139,553 | — | ↗ |
| 2023-04-24 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,049 | 36.75 | 75.3K | 137,040 | — | ↗ |
| 2023-04-21 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 4 | 36.75 | 147.00 | 134,991 | — | ↗ |
| 2023-04-05 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 2,500 | 37.00 | 92.5K | 134,987 | — | ↗ |
| 2023-04-04 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 957 | 37.00 | 35.4K | 132,487 | — | ↗ |
| 2023-03-28 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 1,350 | 37.00 | 50.0K | 131,530 | — | ↗ |
| 2023-03-23 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 859 | 37.00 | 31.8K | 130,180 | — | ↗ |
| 2023-03-13 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 854 | 37.00 | 31.6K | 129,321 | — | ↗ |
| 2023-02-08 | Stewart Laura Lee | Director / Officer | F-InKind | D | Common Stock | 4,527 | 40.08 | 181.4K | 58,272 | — | ↗ |
| 2023-02-07 | Stewart Laura Lee | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 10,800 | 16.80 | 181.4K | 2,937 | — | ↗ |
| 2023-02-03 | Sweeney James E | Director | M-Exempt | A | Common Stock | 574 | 18.36 | 10.5K | 15,946 | — | ↗ |
| 2023-02-01 | Lance Brandon | Officer | — | D | Common Stock | 0 | 0.00 | — | 450 | — | ↗ |
| 2023-01-27 | Sweeney James E | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 12,695 | — | ↗ |
| 2023-01-27 | Stewart Laura Lee | Director / Officer | A-Award | D | Common Stock | 1,200 | 0.00 | — | 51,999 | — | ↗ |
| 2023-01-27 | Sexton Heidi | Officer | A-Award | A | Stock Option (Right to Buy) | 1,600 | 40.13 | 64.2K | 1,600 | — | ↗ |
| 2023-01-27 | Riojas Rogelio | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 36,094 | — | ↗ |
| 2023-01-27 | Ochs Wes | Officer | A-Award | A | Common Stock | 800 | 0.00 | — | 5,400 | — | ↗ |
| 2023-01-27 | Myers Tyler K | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 40.13 | 12.8K | 320 | — | ↗ |
| 2023-01-27 | Mallon Jennifer L | Officer | A-Award | A | Stock Option (Right to Buy) | 175 | 40.13 | 7.0K | 175 | — | ↗ |
| 2023-01-27 | Jones Debra | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 40.13 | 12.8K | 320 | — | ↗ |
| 2023-01-27 | Haddad David S Jr | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 40.13 | 12.8K | 320 | — | ↗ |
| 2023-01-27 | Carney Robert F | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 6,684 | — | ↗ |
| 2022-11-22 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 271 | 40.00 | 10.8K | 4,821 | — | ↗ |
| 2022-11-22 | Carney Robert F | Director | S-Sale | D | Common Stock | 1,000 | 40.15 | 40.2K | 6,484 | — | ↗ |
| 2022-11-21 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 29 | 40.00 | 1.2K | 5,092 | — | ↗ |
| 2022-11-08 | Sweeney James E | Director | M-Exempt | A | Common Stock | 670 | 16.80 | 11.3K | 12,495 | — | ↗ |
| 2022-10-04 | Carney Robert F | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,000 | 0.00 | — | 1,925 | — | ↗ |
| 2022-08-15 | Sweeney James E | Director | M-Exempt | A | Common Stock | 670 | 16.80 | 11.3K | 11,825 | — | ↗ |
| 2022-08-08 | Stewart Laura Lee | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 18.36 | 91.8K | 53,230 | — | ↗ |
| 2022-08-03 | Haddad David S Jr | Director | G-Gift | D | Common Stock | 15 | 0.00 | — | 5,121 | — | ↗ |
| 2022-06-28 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 13,176 | 36.03 | 474.7K | 36,030 | — | ↗ |
| 2022-06-27 | STILWELL PARTNERS L P | Director | P-Purchase | A | Common Stock | 436 | 36.00 | 15.7K | 18,015 | — | ↗ |
| 2022-06-27 | STILWELL JOSEPH | 10% Owner | P-Purchase | A | Common Stock | 436 | 36.00 | 15.7K | 18,015 | — | ↗ |
| 2022-05-10 | Sexton Heidi | Officer | M-Exempt | D | Stock Option (Right to Buy) | 1,000 | 0.00 | — | 500 | — | ↗ |
| 2022-02-23 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 450 | 40.25 | 18.1K | 5,146 | — | ↗ |
| 2022-02-22 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 40 | 41.00 | 1.6K | 5,596 | — | ↗ |
| 2022-02-04 | Haddad David S Jr | Director | M-Exempt | A | Common Stock | 2,013 | 16.80 | 33.8K | 5,636 | — | ↗ |
| 2022-01-28 | Sweeney James E | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 42.85 | 13.7K | 320 | — | ↗ |
| 2022-01-28 | Stewart Laura Lee | Director / Officer | A-Award | A | Common Stock | 500 | 0.00 | — | 48,230 | — | ↗ |
| 2022-01-28 | Sexton Heidi | Officer | A-Award | A | Stock Option (Right to Buy) | 2,000 | 42.85 | 85.7K | 2,000 | — | ↗ |
| 2022-01-28 | Riojas Rogelio | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 42.85 | 13.7K | 320 | — | ↗ |
| 2022-01-28 | Ochs Wes | Officer | A-Award | A | Stock Option (Right to Buy) | 2,000 | 42.85 | 85.7K | 2,000 | — | ↗ |
| 2022-01-28 | Myers Tyler K | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 0 | — | ↗ |
| 2022-01-28 | Mallon Jennifer L | Officer | A-Award | A | Stock Option (Right to Buy) | 200 | 42.85 | 8.6K | 200 | — | ↗ |
| 2022-01-28 | Jones Debra | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 27,203 | — | ↗ |
| 2022-01-28 | Haddad David S Jr | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 42.85 | 13.7K | 320 | — | ↗ |
| 2022-01-28 | Carney Robert F | Director | A-Award | A | Stock Option (Right to Buy) | 320 | 42.85 | 13.7K | 320 | — | ↗ |
| 2021-11-02 | Sweeney James E | Director | S-Sale | D | Common Stock | 3,000 | 42.00 | 126.0K | 5,742 | — | ↗ |
| 2021-08-09 | Sweeney James E | Director | M-Exempt | D | Stock Option (Right to Buy) | 288 | 18.36 | 5.3K | 574 | — | ↗ |
| 2021-08-09 | Myers Tyler K | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,190 | 16.80 | 20.0K | 2,395 | — | ↗ |
| 2021-05-25 | Myers Tyler K | Director | M-Exempt | A | Common Stock | 1,071 | 16.80 | 18.0K | 15,549 | — | ↗ |
| 2021-05-24 | Mallon Jennifer L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-07 | Sexton Heidi | Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,414 | 8.49 | 37.5K | 0 | — | ↗ |
| 2021-02-24 | Kelley Daphne | Officer | S-Sale | D | Common Stock | 1,480 | 35.98 | 53.2K | 1,470 | — | ↗ |
| 2021-02-24 | Carney Robert F | Director | S-Sale | D | Common Stock | 269 | 34.50 | 9.3K | 7,415 | — | ↗ |
| 2021-02-15 | Carney Robert F | Director | M-Exempt | A | Common Stock | 1,400 | 16.80 | 23.5K | 7,684 | — | ↗ |
| 2021-02-09 | Haddad David S Jr | Director | M-Exempt | A | Common Stock | 2,004 | 16.80 | 33.7K | 3,723 | — | ↗ |
| 2021-02-02 | Stewart Laura Lee | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,579 | 16.80 | 76.9K | 13,737 | — | ↗ |
| 2021-02-02 | Jones Debra | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,875 | 16.80 | 31.5K | 0 | — | ↗ |
| 2021-02-02 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 1,057 | 33.39 | 35.3K | 1,719 | — | ↗ |
| 2021-01-27 | Turner Charles L | Officer | A-Award | A | Common Stock (Right to Buy) | 1,900 | 32.46 | 61.7K | 1,900 | — | ↗ |
| 2021-01-27 | Sweeney James E | Director | A-Award | A | Stock Option (Right to Buy) | 300 | 32.46 | 9.7K | 300 | — | ↗ |
| 2021-01-27 | Stewart Laura Lee | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 300 | 32.46 | 9.7K | 300 | — | ↗ |
| 2021-01-27 | Sexton Heidi | Officer | A-Award | A | Stock Option (Right to Buy) | 1,900 | 32.46 | 61.7K | 1,900 | — | ↗ |
| 2021-01-27 | Riojas Rogelio | Director | A-Award | A | Common Stock | 148 | 0.00 | — | 35,694 | — | ↗ |
| 2021-01-27 | Ochs Wes | Officer | A-Award | A | Common Stock | 950 | 0.00 | — | 3,600 | — | ↗ |
| 2021-01-27 | Myers Tyler K | Director | A-Award | A | Stock Option (Right to Buy) | 300 | 32.46 | 9.7K | 300 | — | ↗ |
| 2021-01-27 | Jones Debra | Director | A-Award | A | Common Stock | 148 | 0.00 | — | 24,316 | — | ↗ |
| 2021-01-27 | Haddad David S Jr | Director | A-Award | A | Stock Option (Right to Buy) | 300 | 32.46 | 9.7K | 300 | — | ↗ |
| 2021-01-27 | Carney Robert F | Director | A-Award | A | Stock Option (Right to Buy) | 300 | 32.46 | 9.7K | 300 | — | ↗ |
| 2020-11-01 | Ochs Wes | Officer | — | — | Stock Option (Right to Buy) | 1,000 | 36.26 | 36.3K | 0 | D | ↗ |
| 2020-10-05 | STILWELL JOSEPH | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-08-12 | STILWELL JOSEPH | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 17,579 | — | ↗ |
| 2020-07-30 | Myers Tyler K | Director | M-Exempt | A | Common Stock | 1,369 | 16.80 | 23.0K | 14,330 | — | ↗ |
| 2020-06-23 | Turner Charles L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-05-27 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 431 | 25.00 | 10.8K | 2,628 | — | ↗ |
| 2020-05-12 | Kelley Daphne | Officer | P-Purchase | A | Common Stock | 100 | 25.27 | 2.5K | 2,950 | — | ↗ |
| 2020-05-11 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 336 | 25.50 | 8.6K | 3,059 | — | ↗ |
| 2020-05-07 | Haddad David S Jr | Director | S-Sale | D | Common Stock | 200 | 25.50 | 5.1K | 3,428 | — | ↗ |
| 2020-04-29 | Stewart Laura Lee | Director / Officer | M-Exempt | A | Common Stock | 1,749 | 8.49 | 14.8K | 44,654 | — | ↗ |
| 2020-04-27 | Jones Debra | Director | M-Exempt | A | Common Stock | 2,000 | 16.80 | 33.6K | 24,168 | — | ↗ |
| 2020-03-24 | Riojas Rogelio | Director | M-Exempt | A | Common Stock | 6,025 | 16.80 | 101.2K | 34,684 | — | ↗ |
| 2020-02-12 | Carney Robert F | Director | S-Sale | D | Common Stock | 1,700 | 37.00 | 62.9K | 6,136 | — | ↗ |
| 2020-02-10 | Haddad David S Jr | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,008 | 16.80 | 33.7K | 4,017 | — | ↗ |
| 2020-01-31 | Sweeney James E | Director | A-Award | A | Stock Option (Right to Buy) | 120 | 36.26 | 4.4K | 120 | — | ↗ |
| 2020-01-31 | Stewart Laura Lee | Director / Officer | A-Award | A | Common Stock | 1,000 | 0.00 | — | 43,486 | — | ↗ |
Executive team
Top executives
EBIT / Employee
74.1K
Shares Outstanding
2.57M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Laura Lee Stewart CEO | 533.3K | — | — | — | 266.6K | 84.4K | 884.4K | 0.00% | ↗ |
| 2 | 2025 | Wes Ochs President and CFO | 326.0K | — | — | — | 122.3K | 104.4K | 552.6K | 0.00% | ↗ |
| 3 | 2025 | Heidi Sexton EVP/COO | 315.1K | — | — | — | 118.2K | 85.3K | 518.5K | 0.00% | ↗ |
| 4 | 2024 | Laura Lee Stewart President and CEO | 515.0K | — | 9.7K | 2.9K | 282.1K | 198.1K | 1.01M | 1.25% | ↗ |
| 5 | 2024 | Laura Lee Stewart CEO | 515.0K | — | 9.7K | 2.9K | 282.1K | 198.1K | 1.01M | 1.25% | ↗ |
| 6 | 2024 | Wes Ochs EVP/CFO and CSO | 304.0K | — | 37.7K | 10.2K | 124.9K | 91.0K | 567.8K | 8.43% | ↗ |
| 7 | 2024 | Wes Ochs President and CFO | 304.0K | — | 37.7K | 10.2K | 124.9K | 91.0K | 567.8K | 8.43% | ↗ |
| 8 | 2024 | Heidi Sexton EVP/COO | 304.0K | — | 37.7K | 10.2K | 124.9K | 71.2K | 548.0K | 8.74% | ↗ |
| 9 | 2023 | Laura Lee Stewart President and CEO | 515.0K | 16.1K | 32.1K | 20.4K | 211.1K | 222.4K | 1.02M | 5.16% | ↗ |
| 10 | 2023 | Wes Ochs EVP/CFO and CSO | 301.9K | 6.4K | 25.7K | 18.1K | 93.4K | 85.3K | 530.9K | 8.25% | ↗ |
| 11 | 2023 | Heidi Sexton EVP/COO | 301.9K | 6.4K | 25.7K | 18.1K | 93.4K | 77.3K | 522.8K | 8.38% | ↗ |
| 12 | 2022 | Laura Lee Stewart President and CEO | 509.9K | 10.7K | 10.7K | — | 235.0K | 172.9K | 939.2K | 1.14% | ↗ |
| 13 | 2022 | Wes Ochs EVP/CFO and CSO | 275.3K | 8.6K | 34.3K | 19.9K | 95.5K | 93.9K | 527.4K | 10.27% | ↗ |
| 14 | 2022 | Heidi Sexton EVP/COO | 277.5K | 8.6K | 34.3K | 19.9K | 95.5K | 78.1K | 513.9K | 10.54% | ↗ |
| 15 | 2021 | Laura Lee Stewart President and CEO | 451.8K | 26.0K | — | 1.7K | 156.1K | 132.2K | 767.7K | 0.22% | ↗ |
| 16 | 2021 | Heidi Sexton EVP/COO | 260.1K | 6.2K | 24.7K | 10.7K | 74.1K | 69.2K | 444.9K | 7.95% | ↗ |
| 17 | 2021 | Wes Ochs EVP/CFO and CSO | 232.1K | 6.2K | 24.7K | 10.7K | 66.8K | 75.7K | 416.1K | 8.51% | ↗ |
| 18 | 2020 | Laura Lee Stewart President and CEO | 441.4K | 81.5K | — | 869.00 | 188.3K | 113.6K | 825.8K | 0.11% | ↗ |
| 19 | 2020 | Laura Lee Stewart President, CEO, Interim CFO and Director | 456.3K | 66.7K | — | 869.00 | 188.3K | 113.6K | 825.8K | 0.11% | ↗ |
| 20 | 2020 | Heidi Sexton EVP/COO | 247.4K | 43.1K | 54.2K | 9.8K | 89.5K | 75.5K | 519.6K | 12.32% | ↗ |
| 21 | 2020 | Daphne D. Kelley EVP/CFO | 243.0K | 12.1K | 48.4K | 7.2K | 87.4K | 65.3K | 463.4K | 12.00% | ↗ |
| 22 | 2019 | Laura Lee Stewart President, CEO, Interim CFO and Director | 413.3K | 2.0K | 8.0K | 1.8K | 143.1K | 70.6K | 638.9K | 1.54% | ↗ |
| 23 | 2019 | Laura Lee Stewart President, Chief Executive Officer and Director | 413.3K | — | 10.1K | 1.8K | 143.1K | 70.6K | 638.9K | 1.86% | ↗ |
| 24 | 2019 | Elliott L. Pierce Executive Vice President/ Chief Credit Officer | 262.0K | — | 62.0K | 10.9K | 74.7K | 41.0K | 450.6K | 16.17% | ↗ |
| 25 | 2019 | Heidi Sexton EVP/COO | 229.2K | 12.4K | 49.6K | 10.9K | 65.4K | 19.9K | 387.3K | 15.60% | ↗ |
| 26 | 2019 | Heidi Sexton Executive Vice President and Chief Operating Officer | 229.2K | — | 62.0K | 10.9K | 65.4K | 16.8K | 384.2K | 18.96% | ↗ |
| 27 | 2018 | Laura Lee Stewart President, Chief Executive Officer and Director | 395.4K | — | — | — | 142.3K | 67.3K | 605.0K | 0.00% | ↗ |
| 28 | 2018 | Elliott L. Pierce Executive Vice President/ Chief Credit Officer | 247.0K | — | — | — | 81.5K | 79.8K | 408.2K | 0.00% | ↗ |
| 29 | 2018 | Christina J. Gehrke Executive Vice President and Chief Administrative Officer | 201.2K | — | — | — | 66.4K | 79.2K | 346.8K | 0.00% | ↗ |
| 30 | 2017 | Laura Lee Stewart President, Chief Executive Officer and Director | 382.1K | — | — | — | 128.3K | 99.5K | 609.8K | 0.00% | ↗ |
| 31 | 2017 | Elliott L. Pierce Executive Vice President/ Chief Credit Officer | 239.1K | 1.8K | 3.6K | 39.7K | 66.2K | 86.7K | 437.1K | 9.91% | ↗ |
| 32 | 2017 | Elliott L. Pierce Executive Vice President, Chief Credit Officer | 239.1K | 1.8K | 3.6K | 39.7K | 66.2K | 86.7K | 437.1K | 9.91% | ↗ |
| 33 | 2017 | Christina J. Gehrke Executive Vice President and Chief Administrative Officer | 225.6K | 1.8K | 3.6K | 39.7K | 62.5K | 85.5K | 419.0K | 10.34% | ↗ |
| 34 | 2016 | Laura Lee Stewart President, Chief Executive Officer and Director | 369.4K | — | — | — | 135.8K | 49.5K | 552.7K | 0.00% | ↗ |
| 35 | 2016 | Elliott L. Pierce Executive Vice President, Chief Credit Officer | 229.9K | 8.9K | 17.8K | 26.1K | 70.1K | 25.8K | 378.7K | 11.60% | ↗ |
| 36 | 2016 | Elliott L. Pierce Executive Vice President – Chief Credit Officer | 229.9K | 8.9K | 17.8K | 26.1K | 70.1K | 25.8K | 378.7K | 11.60% | ↗ |
| 37 | 2016 | Matthew P. Deines Executive Vice President, Chief Financial and Secretary | 212.4K | — | — | — | 37.8K | 57.2K | 369.00 | 0.00% | ↗ |
| 38 | 2015 | Laura Lee Stewart President, Chief Executive Officer and Director | 329.2K | 21.8K | 59.4K | 80.6K | 98.8K | 39.4K | 629.2K | 22.25% | ↗ |
| 39 | 2015 | Matthew P. Deines Executive Vice President and CFO and Secretary | 183.9K | 30.3K | 19.5K | 44.8K | 56.4K | 29.2K | 364.0K | 17.67% | ↗ |
| 40 | 2015 | Matthew P. Deines Executive Vice President, Chief Financial and Secretary | 183.9K | 30.3K | 19.5K | 44.8K | 56.4K | 29.2K | 364.0K | 17.67% | ↗ |
| 41 | 2015 | Kelli Nielsen Senior Vice President Retail Banking and Marketing | 143.0K | 31.7K | 13.9K | 11.0K | 13.3K | 22.8K | 235.7K | 10.56% | ↗ |
| 42 | 2014 | Laura Lee Stewart President, Chief Executive Officer and Director | 318.1K | 35.6K | 142.5K | 67.1K | 101.1K | 36.1K | 700.6K | 29.92% | ↗ |
| 43 | 2014 | Matthew P. Deines Executive Vice President and CFO and Secretary | 178.5K | 55.9K | 110.1K | 53.0K | 56.2K | 29.1K | 482.8K | 33.78% | ↗ |
| 44 | 2014 | Matthew F. Moran Former Executive Vice President and Chief Credit Officer | 182.0K | — | 27.5K | 53.0K | 39.1K | 34.1K | 335.7K | 23.98% | ↗ |
| 45 | 2014 | Kelli Nielsen Senior Vice President Retail Banking and Marketing | 137.5K | 30.5K | 22.8K | 12.4K | 13.1K | 20.8K | 237.2K | 14.84% | ↗ |
| 46 | 2013 | Laura Lee Stewart President, Chief Executive Officer and Director | 306.4K | — | — | — | 109.5K | 32.9K | 448.9K | 0.00% | ↗ |
| 47 | 2013 | Matthew F. Moran Former Executive Vice President and Chief Credit Officer | 172.0K | 28.3K | — | — | 61.1K | 25.4K | 286.9K | 0.00% | ↗ |
| 48 | 2013 | Matthew P. Deines Executive Vice President and CFO and Secretary | 172.0K | 28.3K | — | — | 61.1K | 21.3K | 282.7K | 0.00% | ↗ |
| 49 | 2012 | Laura Lee Stewart President, Chief Executive Officer and Director | 297.5K | — | 13.6K | — | 41.8K | 28.9K | 381.8K | 3.55% | ↗ |
| 50 | 2012 | Matthew P. Deines Executive Vice President and CFO and Secretary | 166.0K | 28.3K | 10.1K | — | 22.3K | 20.0K | 246.8K | 4.09% | ↗ |
| 51 | 2012 | Matthew F. Moran Executive Vice President and Chief Credit Officer | 159.0K | 28.3K | 7.2K | — | 20.9K | 22.4K | 237.8K | 3.05% | ↗ |
| 52 | 2011 | Laura Lee Stewart President, Chief Executive Officer and Director | 292.2K | — | — | — | 43.6K | 18.5K | 354.4K | 0.00% | ↗ |
| 53 | 2011 | Matthew P. Deines Executive Vice President and CFO and Secretary | 160.2K | 28.3K | — | — | 23.3K | — | 218.6K | 0.00% | ↗ |
| 54 | 2011 | Matthew F. Moran Executive Vice President and Chief Credit Officer | 149.6K | 28.3K | — | — | 21.8K | 10.3K | 210.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Laura Lee Stewart | Chief Executive Officer & Director | 884.4K | female |
| Wesley Ochs | President, Chief Strategy Officer & Chief Financial Officer | 552.6K | male |
| Heidi J. Sexton | Executive VP, Corporate Secretary & COO | 518.5K | female |
| David A. Raney | Executive Vice President & Chief Banking Officer | — | male |
| Jennifer L. Mallon | Senior VP, Deputy CFO & Chief Accounting Officer | — | female |
| Patricia L. Floyd | Senior Vice President and Senior Vice President of Human Resources - Sound Community Bank | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SFBC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
