Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WAFD INCWAFD · Entity 4319 | EVP & CFO | November 11, 2025 | November 12, 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.
WAFD INC
Report date November 11, 2025 · Filed November 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,027 |
Reported balance
After 2025-11-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-11 · Grant · Acquired 21,609 · Balance 114,027 F1: Restricted and performance stock grants vest ratably over three years beginning November 11, 2026, respectively, as follows: 8,674 shares, and 12,935 shares based upon certain performance criteria related to total shareholder return. F2: Includes 51,594 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.49 · Expires 2031-10-31 | Direct | 607 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 607 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.12 · Expires 2030-10-31 | Direct | 1,276 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,276 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.46 · Expires 2029-10-31 | Direct | 652 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 652 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.16 · Expires 2028-10-31 | Direct | 564 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 564 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted and performance stock grants vest ratably over three years beginning November 11, 2026, respectively, as follows: 8,674 shares, and 12,935 shares based upon certain performance criteria related to total shareholder return.
F2: Includes 51,594 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person.
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 |
|---|---|---|---|---|---|---|
| November 11, 2025 Filed Nov 12, 2025 19:26 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 21,609 | $30.56 | $660,371.04 |
DisclosureSEC source: 0001183910-25-000009 · wk-form4_1762975587.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,027 F1 · balance_after: Restricted and performance stock grants vest ratably over three years beginning November 11, 2026, respectively, as follows: 8,674 shares, and 12,935 shares based upon certain performance criteria related to total shareholder return. F2 · balance_after: Includes 51,594 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 19:56 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 3,090 | $29.03 | $89,702.70 |
DisclosureSEC source: 0001183910-25-000006 · wk-form4_1762286181.xml · nonDerivative · entry 2 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,418 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. F2 · balance_after: Includes 51,594 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 19:56 UTC | WAFD INC WAFD · Entity 4319 | Disposition to issuerCommon Stock | 10,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001183910-25-000006 · wk-form4_1762286181.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,508 Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:13 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 16,965 | $37.43 | $634,999.95 |
DisclosureSEC source: 0000936528-24-000159 · wk-form4_1731618821.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,846 F1 · balance_after: Includes 49,870 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 15:53 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 5,168 | $33.98 | $175,608.64 |
DisclosureSEC source: 0000936528-24-000139 · wk-form4_1730735633.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,881 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. F2 · balance_after: Includes 49,870 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:58 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 22,973 | $27.64 | $634,973.72 |
DisclosureSEC source: 0000936528-23-000200 · wk-form4_1700171896.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,140 F1 · shares: Restricted and performance stock grants vest ratably over three years beginning October 31, 2024, respectively, as follows: 9,222 shares, and 13,751 shares based upon certain performance criteria related to total shareholder return. F2 · balance_after: Includes 48,239 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| October 31, 2023 Filed Nov 3, 2023 00:14 UTC | WAFD INC WAFD · Entity 4319 | Tax withholdingCommon Stock | 1,225 | $24.68 | $30,233.00 |
DisclosureSEC source: 0000936528-23-000187 · wk-form4_1698970433.xml · nonDerivative · entry 2 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,167 F1 · balance_after: Includes 48,239 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person. Read SEC document |
| October 31, 2023 Filed Nov 3, 2023 00:14 UTC | WAFD INC WAFD · Entity 4319 | Disposition to issuerCommon Stock | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0000936528-23-000187 · wk-form4_1698970433.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,392 Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 22:13 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 47,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000936528-23-000076 · wf-form4_167874559502521.xml · nonDerivative · entry 1 HOLZ KELLI · CIK 0001183910 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,004 F1 · shares: Represents stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person based on a stock price of $31.71 per share. The stock units vest increasingly upon the reporting owner's retirement age as follows: 0% prior to retirement age of 62, 80% at age of 62, 90% at age 63, and 100% at age of 64. The stock units will be settled in shares of WAFD common stock in accordance with the terms of the SERP. 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.