Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | EVP/Chief Retail Officer | February 02, 2026 | February 04, 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 February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,071 |
Ending reported balance
After 2026-02-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-02 · Exercise / conversion · Acquired 20,000 · Balance 30,000 Row 2 · 2026-02-02 · Sale · Disposed 20,000 · Balance 10,000 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.78 to $18.71, 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." Row 3 · 2026-02-02 · Sale · Disposed 929 · Balance 9,071 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.35 · Expires 2028-03-20 | Direct | 0 |
Reported balance
After 2026-02-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-02 · Exercise / conversion · Disposed 20,000 · Balance 0 |
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 $17.78 to $18.71, 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."
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 02, 2026 Filed Feb 4, 2026 14:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $17.35 | $0.00 |
DisclosureSEC source: 0001437749-26-002885 · rdgdoc.xml · derivative · entry 4 Glynn Julie Ann · CIK 0001770992 · EVP/Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2028-03-20 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 02, 2026 Filed Feb 4, 2026 14:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 929 | $18.69 | $17,361.62 |
DisclosureSEC source: 0001437749-26-002885 · rdgdoc.xml · nonDerivative · entry 3 Glynn Julie Ann · CIK 0001770992 · EVP/Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,071 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 14:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 20,000 | $18.17 | $363,412.00 |
DisclosureSEC source: 0001437749-26-002885 · rdgdoc.xml · nonDerivative · entry 2 Glynn Julie Ann · CIK 0001770992 · EVP/Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.78 to $18.71, 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 |
| February 02, 2026 Filed Feb 4, 2026 14:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 20,000 | $17.35 | $347,000.00 |
DisclosureSEC source: 0001437749-26-002885 · rdgdoc.xml · nonDerivative · entry 1 Glynn Julie Ann · CIK 0001770992 · EVP/Chief Retail Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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 21:33 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Tax withholdingCommon Stock | 514 | $12.15 | $6,245.10 |
DisclosureSEC source: 0001437749-24-007184 · rdgdoc.xml · nonDerivative · entry 2 Glynn Julie Ann · CIK 0001770992 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 929 Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:33 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | GrantCommon Stock | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-007184 · rdgdoc.xml · nonDerivative · entry 1 Glynn Julie Ann · CIK 0001770992 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,443 F2 · shares: On March 6, 2021 the reporting person was granted 1,663 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, 1,443 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.