Daphne Kelley

SFBC

EVP/CHIEF FINANCIAL OFFICER · SOUND FINANCIAL BANCORP, INC. · CIK 0001746034

FILING MIX · LIFETIME75%/25%

BUYS

SELLS

TOTAL VALUE

$55.8K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

1,470

AVG SELL PX

$35.98

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Daphne Kelley, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+0.00%	+0.44%	-0.39%	+0.83%	+0.83%	—
14d	2	+50.00%	+7.34%	+1.89%	+5.45%	+5.45%	—
30d	2	+50.00%	+11.09%	+3.14%	+7.95%	+7.95%	—
60d	2	+50.00%	+8.65%	+9.11%	-0.46%	-0.46%	—
90d	2	+50.00%	+17.36%	+12.34%	+5.02%	+5.02%	—
180d	2	+50.00%	+26.68%	+19.82%	+6.86%	+6.86%	—
1y	2	+50.00%	+44.86%	+27.24%	+17.63%	+17.63%	—
2y	2	+50.00%	+41.44%	+22.55%	+18.90%	+18.90%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

SFBC · 1,470 shares · as of Feb 24, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 3 buys / 1 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SFBC SOUND FINANCIAL BANCORP, INC.	SALE EVP/Chief Financial Officer	1,480	$35.98	$53.2K	1,470	Feb 24, 2021	Feb 25, 2021 ↗
SFBC SOUND FINANCIAL BANCORP, INC.	PURCHASE EVP/Chief Financial Officer	100	$25.27	$2.5K	2,950	May 12, 2020	May 12, 2020 ↗
SFBC SOUND FINANCIAL BANCORP, INC.	PURCHASEGRANT Stock grant	1,650	—	—	1,000	Jan 31, 2020	Feb 4, 2020 ↗
SFBC SOUND FINANCIAL BANCORP, INC.	PURCHASEGRANT Stock grant	1,650	—	—	2,850	Jan 31, 2020	Feb 4, 2020 ↗

Other insiders · SFBC

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About this filer

CIK 0001746034

ROLE

EVP/Chief Financial Officer

PRIMARY

SFBC

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001746034DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Daphne Kelley

The morning brief, before the bell.