Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | Director | February 13, 2025 | February 14, 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.
Waterstone Financial, Inc.
Report date February 13, 2025 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,318 |
Ending reported balance
After 2025-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-13 · Exercise / conversion · Acquired 22,185 · Balance 49,503 Row 2 · 2025-02-13 · Sale · Disposed 22,185 · Balance 27,318 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.75 · Expires 2025-03-04 | Direct | 0 |
Reported balance
After 2025-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-13 · Exercise / conversion · Disposed Not disclosed · Balance 0 |
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 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10 | $18.05 | $180.45 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 8 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,796 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 25 | $18.04 | $451.00 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 7 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,806 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,706 | $18.03 | $30,759.18 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 6 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,831 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 49 | $18.02 | $882.98 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 5 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,537 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 69 | $18.02 | $1,243.04 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 4 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,586 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,417 | $18.01 | $25,520.17 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 3 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,655 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 136 | $18.01 | $2,448.68 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 2 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,072 Read SEC document |
| November 09, 2020 Filed Jan 11, 2021 16:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 9,110 | $18.00 | $163,980.00 |
DisclosureSEC source: 0001567619-21-000868 · doc1.xml · nonDerivative · entry 1 RAPPE KRISTINE A · CIK 0001278949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,208 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.