Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | EVP & Chief Admin Officer | January 02, 2026 | January 06, 2026 |
| Waterstone Financial, Inc.WSBF · Entity 5713 | Director | July 22, 2025 | October 02, 2025 |
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.
WEC ENERGY GROUP, INC.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,083.85 |
Last balance in matching sequence
After 2026-01-05 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-01-02 · Grant · Acquired 1,882 · Balance 7,744.85 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Row 2 · 2026-01-02 · Tax withholding · Disposed 508 · Balance 7,236.85 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Row 3 · 2026-01-05 · Tax withholding · Disposed 153 · Balance 7,083.85 F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.09 · Expires 2036-01-02 | Direct | 9,037 |
Reported balance
After 2026-01-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-01-02 · Grant · Acquired 9,037 · Balance 9,037 F3: Options vest 100% on the date indicated. |
| Common StockSEC Table I · non-derivative | IndirectBy revocable trust | 3,330 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,330 |
| Common StockSEC Table I · non-derivative | IndirectERSP | 4,389.751 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,389.751 F2: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
F2: Includes shares acquired under WEC Energy Group, Inc.'s Employee Retirement Savings Plan (ERSP) in transactions exempt from Section 16(b) pursuant to Rule 16b-3(c) and exempt from reporting pursuant to Rule 16a-3(f)(1)(i)(B). The number of shares in the ERSP attributable to any one participant varies with the price of the Common Stock. The information in this report is based on a plan statement dated as of December 31, 2025.
F3: Options vest 100% on the date indicated.
Waterstone Financial, Inc.
Report date July 22, 2025 · Filed October 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,798 |
Reported balance
Holding disclosure · report date 2025-07-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,798 |
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 |
|---|---|---|---|---|---|---|
| January 05, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 153 | $105.05 | $16,071.89 |
DisclosureSEC source: 0001875170-26-000002 · wk-form4_1767743832.xml · nonDerivative · entry 3 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,083.85 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 9,037 | $0.00 Strike: $106.09 | $0.00 |
DisclosureSEC source: 0001875170-26-000002 · wk-form4_1767743832.xml · derivative · entry 6 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,037 Underlying: Common Stock · 9,037 shares Expires 2036-01-02 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 508 | $106.09 | $53,892.70 |
DisclosureSEC source: 0001875170-26-000002 · wk-form4_1767743832.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,236.85 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:57 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001875170-26-000002 · wk-form4_1767743832.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,744.85 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 4,030 | $0.00 Strike: $50.93 | $0.00 |
DisclosureSEC source: 0000783325-25-000038 · wk-form4_1754427701.xml · derivative · entry 5 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,030 shares Expires 2026-01-04 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 |
| August 01, 2025 Filed Aug 5, 2025 21:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 4,030 | $110.33 | $444,610.56 |
DisclosureSEC source: 0000783325-25-000038 · wk-form4_1754427701.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,828.894 F2 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.21 to $110.43, inclusive. The reporting person undertakes to provide to WEC Energy Group (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:01 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 4,030 | $50.93 | $205,227.75 |
DisclosureSEC source: 0000783325-25-000038 · wk-form4_1754427701.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,858.894 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. F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 20:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 299 | $94.18 | $28,158.33 |
DisclosureSEC source: 0000107815-25-000073 · wk-form4_1736281058.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,795.536 Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 7,944 | $0.00 Strike: $94.55 | $0.00 |
DisclosureSEC source: 0000107815-25-000035 · wk-form4_1736209024.xml · derivative · entry 5 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,944 Underlying: Common Stock · 7,944 shares Expires 2035-01-02 F3 · derivative.exercise_date: Options vest 100% on date indicated. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 263 | $94.55 | $24,865.99 |
DisclosureSEC source: 0000107815-25-000035 · wk-form4_1736209024.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,094.536 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-25-000035 · wk-form4_1736209024.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,357.536 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 19:15 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 53 | $86.23 | $4,570.19 |
DisclosureSEC source: 0000107815-24-000059 · wk-form4_1704741335.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,351.07 Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 299 | $86.26 | $25,790.99 |
DisclosureSEC source: 0000107815-24-000042 · wk-form4_1704415025.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,404.07 Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 8,995 | $0.00 Strike: $85.05 | $0.00 |
DisclosureSEC source: 0000107815-24-000042 · wk-form4_1704415025.xml · derivative · entry 5 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,995 Underlying: Common Stock · 8,995 shares Expires 2034-01-02 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 00:37 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-24-000042 · wk-form4_1704415025.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,703.07 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transaction exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 22:20 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 53 | $94.79 | $5,023.87 |
DisclosureSEC source: 0000107815-23-000067 · wf-form4_167304361854098.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574.796 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:58 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 8,320 | $0.00 Strike: $93.69 | $0.00 |
DisclosureSEC source: 0000107815-23-000048 · wf-form4_167297389771302.xml · derivative · entry 5 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,320 Underlying: Common Stock · 8,320 shares Expires 2033-01-03 F3 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:58 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 198 | $93.69 | $18,550.62 |
DisclosureSEC source: 0000107815-23-000048 · wf-form4_167297389771302.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,627.796 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 02:58 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-23-000048 · wf-form4_167297389771302.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825.796 F1 · balance_after: Reflects the transfer of 262 shares to the reporting person's revocable trust, which resulted in a change in the form of beneficial ownership from direct to indirect. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 1,990 | $0.00 Strike: $52.90 | $0.00 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · derivative · entry 7 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,990 shares Expires 2025-01-02 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 19, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionStock Option (right to buy) · Derivative | 3,610 | $0.00 Strike: $41.03 | $0.00 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · derivative · entry 6 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,610 shares Expires 2024-01-02 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 19, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | SaleCommon Stock | 5,600 | $103.23 | $578,100.32 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · nonDerivative · entry 3 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,841.992 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.11 to $103.49, inclusive. The reporting person undertakes to provide to WEC Energy Group (WEC), any security holder of WEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 19, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 1,990 | $52.90 | $105,261.05 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,441.992 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 19, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Exercise / conversionCommon Stock | 3,610 | $41.03 | $148,100.25 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,451.992 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 18, 2022 Filed May 23, 2022 22:30 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000202 · wf-form4_165334504427589.xml · nonDerivative · entry 4 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By revocable trust Disclosed balance after: 3,068 Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 23:42 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 53 | $96.28 | $5,102.84 |
DisclosureSEC source: 0000107815-22-000074 · wf-form4_164151252960226.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839.976 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantStock Option (right to buy) · Derivative | 12,172 | $0.00 Strike: $96.04 | $0.00 |
DisclosureSEC source: 0000107815-22-000040 · wf-form4_164142821868788.xml · derivative · entry 5 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,172 Underlying: Common Stock · 12,172 shares Expires 2032-01-03 F2 · derivative.exercise_date: Options vest 100% on the date indicated. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Tax withholdingCommon Stock | 101 | $96.04 | $9,699.54 |
DisclosureSEC source: 0000107815-22-000040 · wf-form4_164142821868788.xml · nonDerivative · entry 2 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,892.976 Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 00:17 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-22-000040 · wf-form4_164142821868788.xml · nonDerivative · entry 1 Mulroy Molly A · CIK 0001875170 · EVP & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,993.976 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.