Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | EVP/Chief Credit Officer | August 13, 2026 | August 17, 2026 |
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.
Waterstone Financial, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,611 |
Ending reported balance
After 2026-08-13 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-13 · Exercise / conversion · Acquired 10,000 · Balance 19,768 Row 2 · 2026-08-13 · Sale · Disposed 620 · Balance 19,148 Row 3 · 2026-08-13 · Sale · Disposed 1,300 · Balance 17,848 Row 4 · 2026-08-13 · Sale · Disposed 6,237 · Balance 11,611 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.20 · Expires 2028-01-24 | Direct | 0 |
Reported balance
After 2026-08-13 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-13 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 27,398 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 27,398 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 15,191 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15,191 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 17, 2026 19:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 10,000 | $17.20 Strike: $17.20 | $172,000.00 |
DisclosureSEC source: 0001437749-26-028174 · rdgdoc.xml · derivative · entry 7 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2028-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 19:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 6,237 | $21.15 | $131,881.37 |
DisclosureSEC source: 0001437749-26-028174 · rdgdoc.xml · nonDerivative · entry 4 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,611 Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 19:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,300 | $21.11 | $27,443.00 |
DisclosureSEC source: 0001437749-26-028174 · rdgdoc.xml · nonDerivative · entry 3 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,848 Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 19:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 620 | $21.10 | $13,082.00 |
DisclosureSEC source: 0001437749-26-028174 · rdgdoc.xml · nonDerivative · entry 2 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,148 Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 19:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 10,000 | $17.20 | $172,000.00 |
DisclosureSEC source: 0001437749-26-028174 · rdgdoc.xml · nonDerivative · entry 1 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,768 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:26 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | GrantCommon Stock | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-007179 · rdgdoc.xml · nonDerivative · entry 1 Gordon Ryan J · CIK 0001972558 · EVP/Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,380 F2 · shares: On March 6, 2021 the reporting person was granted 1,590 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. On March 6, 2024, 1,380 shares vested and were transferred to the executive. 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.