Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | EVP/Chief Financial Officer | May 21, 2026 | May 22, 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 May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,034 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Exercise / conversion · Acquired 10,000 · Balance 40,034 Row 2 · 2026-05-21 · Sale · Disposed 10,000 · Balance 30,034 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4." |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.98 · Expires 2026-06-21 | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-21 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy: ESOP | 42,545 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 42,545 F2: 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 401k | 1,881 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,881 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4."
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 22, 2026 12:45 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $14.98 | $0.00 |
DisclosureSEC source: 0001437749-26-018181 · rdgdoc.xml · derivative · entry 5 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2026-06-21 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 |
| May 21, 2026 Filed May 22, 2026 12:45 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10,000 | $18.34 | $183,435.00 |
DisclosureSEC source: 0001437749-26-018181 · rdgdoc.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,034 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4." Read SEC document |
| May 21, 2026 Filed May 22, 2026 12:45 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 10,000 | $14.98 | $149,800.00 |
DisclosureSEC source: 0001437749-26-018181 · rdgdoc.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,034 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 |
| February 28, 2025 Filed Mar 3, 2025 15:22 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 5,000 | $12.75 Strike: $12.75 | $63,750.00 |
DisclosureSEC source: 0001437749-25-005834 · rdgdoc.xml · derivative · entry 5 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-03-04 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 |
| February 28, 2025 Filed Mar 3, 2025 15:22 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 2,738 | $14.15 | $38,729.01 |
DisclosureSEC source: 0001437749-25-005834 · rdgdoc.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,334 Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 15:22 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 5,000 | $12.75 | $63,750.00 |
DisclosureSEC source: 0001437749-25-005834 · rdgdoc.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · EVP/Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,072 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 21:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Tax withholdingCommon Stock | 559 | $12.15 | $6,791.85 |
DisclosureSEC source: 0001437749-24-007178 · rdgdoc.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,072 Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | GrantCommon Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-007178 · rdgdoc.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,631 F2 · shares: On March 6, 2021 the reporting person was granted 1,807 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, 1,568 shares vested and were transferred to the executive. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $20.73 | $4,146.00 |
DisclosureSEC source: 0001567619-21-005702 · doc1.xml · nonDerivative · entry 4 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,241 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.71 | $2,071.00 |
DisclosureSEC source: 0001567619-21-005702 · doc1.xml · nonDerivative · entry 3 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,441 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 541 | $20.70 | $11,198.70 |
DisclosureSEC source: 0001567619-21-005702 · doc1.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,541 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 56 | $20.70 | $1,158.92 |
DisclosureSEC source: 0001567619-21-005702 · doc1.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,082 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · derivative · entry 31 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 10,000 shares Expires 2025-03-04 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 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 309 | $20.69 | $6,393.21 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 28 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,138 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 164 | $20.69 | $3,392.34 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 27 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,447 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 487 | $20.67 | $10,066.29 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 26 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,611 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 900 | $20.66 | $18,594.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 25 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,098 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 865 | $20.65 | $17,862.25 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 24 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,998 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 20 | $20.65 | $412.90 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 23 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,863 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 750 | $20.64 | $15,480.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 22 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,883 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10 | $20.64 | $206.35 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 21 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,633 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 292 | $20.63 | $6,023.96 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 20 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,643 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 498 | $20.63 | $10,271.25 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 19 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,935 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 220 | $20.62 | $4,536.40 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 18 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,433 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.62 | $2,061.50 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 17 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,653 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 40 | $20.61 | $824.40 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 16 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,753 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10 | $20.61 | $206.05 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 15 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,793 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 520 | $20.60 | $10,712.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 14 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,803 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 70 | $20.60 | $1,441.65 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 13 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,323 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 150 | $20.59 | $3,088.50 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 12 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,393 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 70 | $20.59 | $1,440.95 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 11 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,543 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $20.58 | $4,116.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 10 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,613 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 240 | $20.57 | $4,936.80 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 9 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,813 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 20 | $20.57 | $411.30 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 8 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,053 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 850 | $20.56 | $17,476.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 7 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,073 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 30 | $20.56 | $616.65 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 6 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,923 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 188 | $20.55 | $3,863.40 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 5 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,953 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.53 | $2,053.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 4 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,141 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $20.53 | $4,105.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 3 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,241 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $20.52 | $6,156.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,441 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 16:37 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 5,000 | $12.75 | $63,750.00 |
DisclosureSEC source: 0001567619-21-005699 · doc1.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,741 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 |
| February 27, 2020 Filed Feb 28, 2020 14:48 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,292 | $1.73 Strike: $1.73 | $5,695.16 |
DisclosureSEC source: 0001567619-20-005071 · doc1.xml · derivative · entry 6 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,292 shares Expires 2022-01-04 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 |
| February 27, 2020 Filed Feb 28, 2020 14:48 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 3,292 | $1.73 | $5,695.16 |
DisclosureSEC source: 0001567619-20-005071 · doc1.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,741 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 |
| June 24, 2019 Filed Jun 25, 2019 14:06 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Tax withholdingCommon Stock | 1,325 | $16.91 | $22,405.75 |
DisclosureSEC source: 0001567619-19-013919 · doc1.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,449 Read SEC document |
| June 22, 2018 Filed Jun 25, 2019 14:06 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Tax withholdingCommon Stock | 1,318 | $17.90 | $23,592.20 |
DisclosureSEC source: 0001567619-19-013919 · doc1.xml · nonDerivative · entry 1 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,774 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $17.65 | $5,295.00 |
DisclosureSEC source: 0001140361-18-022801 · doc1.xml · nonDerivative · entry 6 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,092 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $17.63 | $3,525.00 |
DisclosureSEC source: 0001140361-18-022801 · doc1.xml · nonDerivative · entry 5 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,392 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,500 | $17.60 | $26,400.00 |
DisclosureSEC source: 0001140361-18-022801 · doc1.xml · nonDerivative · entry 4 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,592 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $17.58 | $3,515.00 |
DisclosureSEC source: 0001140361-18-022801 · doc1.xml · nonDerivative · entry 3 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,092 Read SEC document |
| May 09, 2018 Filed May 10, 2018 20:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,200 | $17.55 | $21,060.00 |
DisclosureSEC source: 0001140361-18-022801 · doc1.xml · nonDerivative · entry 2 Gerke Mark Raymond · CIK 0001601016 · CFO / Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,292 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.