Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WAFD INCWAFD · Entity 4319 | EVP Commercial Banking Manager | February 11, 2019 | February 12, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WAFD INC
Report date February 11, 2019 · Filed February 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,361 |
Reported balance
After 2019-02-11 transaction · row 1
1 source rowRow 1 · 2019-02-11 · Tax withholding · Disposed 447 · Balance 52,361 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 11, 2019 Filed Feb 12, 2019 18:00 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 447 | $29.46 | $13,168.62 |
DisclosureSEC source: 0001200836-19-000009 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP Commercial Banking Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,361 Read SEC document |
| October 31, 2018 Filed Nov 1, 2018 23:09 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 1,574 | $28.16 | $44,323.84 |
DisclosureSEC source: 0001200836-18-000027 · primary_doc.xml · nonDerivative · entry 2 Peters Robert D · CIK 0001692957 · EVP Commercial Banking Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,808 Read SEC document |
| October 31, 2018 Filed Nov 1, 2018 23:09 UTC | WAFD INC WAFD · Entity 4319 | Disposition to issuerCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200836-18-000027 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP Commercial Banking Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,382 Read SEC document |
| October 23, 2018 Filed Oct 24, 2018 21:34 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 17,500 | $27.71 | $484,925.00 |
DisclosureSEC source: 0001200836-18-000017 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,382 F1 · shares: Restricted and performance stock grants vest ratably over three years beginning October 31, 2019, respectively, as follows: 7,000 shares, and 10,500 shares based on certain performance criteria related to total shareholder return. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 19:00 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 447 | $35.15 | $15,712.05 |
DisclosureSEC source: 0001200836-18-000008 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP & Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,882 F1 · balance_after: 924 shares of the reporting person's beneficial holdings, previously reported as indirectly held, are directly held by the reporting person. This Form 4 corrects this error. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 21:38 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 2,118 | $34.80 | $73,706.40 |
DisclosureSEC source: 0001200836-17-000027 · primary_doc.xml · nonDerivative · entry 2 Peters Robert D · CIK 0001692957 · EVP & Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,405 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 21:38 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 15,000 | $34.60 | $519,000.00 |
DisclosureSEC source: 0001200836-17-000027 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP & Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,523 F1 · shares: Restricted and performance stock grants vest ratably over three years beginning October 31, 2018, respectively, as follows: 6,000 shares, and 9,000 shares based on certain performance criteria related to total shareholder return. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 23:43 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 477 | $33.55 | $16,003.35 |
DisclosureSEC source: 0001692957-17-000001 · primary_doc.xml · nonDerivative · entry 1 Peters Robert D · CIK 0001692957 · EVP/Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,447 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.