Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | Director | February 11, 2025 | February 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.
Waterstone Financial, Inc.
Report date February 11, 2025 · Filed February 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,078 |
Ending reported balance
After 2025-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-11 · Exercise / conversion · Acquired 6,211 · Balance 76,289 Row 2 · 2025-02-11 · Sale · Disposed 6,211 · Balance 70,078 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.81, 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 OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.75 · Expires 2025-03-04 | Direct | 0 |
Reported balance
After 2025-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-11 · Exercise / conversion · Disposed Not disclosed · 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 $13.75 to $13.81, 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 11, 2025 Filed Feb 12, 2025 08:55 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | Not disclosed | $0.00 Strike: $12.75 | $6,211.00 |
DisclosureSEC source: 0001437749-25-003497 · rdgdoc.xml · derivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,211 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 11, 2025 Filed Feb 12, 2025 08:55 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 6,211 | $13.79 | $85,644.10 |
DisclosureSEC source: 0001437749-25-003497 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.81, 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 11, 2025 Filed Feb 12, 2025 08:55 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 6,211 | $12.75 | $79,190.25 |
DisclosureSEC source: 0001437749-25-003497 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,289 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 06, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | Not disclosed | $0.00 Strike: $12.75 | $3,095.00 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · derivative · entry 9 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,211 Underlying: Common Stock · 3,097 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 06, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 3,097 | $13.75 | $42,589.63 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 6 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.76, 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 (2) to this Form 4. Read SEC document |
| February 06, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 3,097 | $12.75 | $39,486.75 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,175 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 05, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | Not disclosed | $0.00 Strike: $12.75 | $10,885.00 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · derivative · entry 8 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,308 Underlying: Common Stock · 10,885 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 05, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10,885 | $13.76 | $149,768.89 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.80, 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 (2) to this Form 4. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 10,885 | $12.75 | $138,783.75 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,963 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 04, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | Not disclosed | $0.00 Strike: $12.75 | $2,195.00 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · derivative · entry 7 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,193 Underlying: Common Stock · 2,195 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 04, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 2,195 | $13.76 | $30,212.20 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.795, 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 04, 2025 Filed Feb 6, 2025 17:40 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 2,195 | $12.75 | $27,986.25 |
DisclosureSEC source: 0001437749-25-003055 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,273 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 |
| January 31, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 14,928 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · derivative · entry 6 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,388 Underlying: Common Stock · 12,928 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 |
| January 31, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 14,928 | $13.80 | $205,942.21 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.86, 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 (2) to this Form 4. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 14,928 | $12.75 | $190,332.00 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,006 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 |
| January 30, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 12,291 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · derivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,316 Underlying: Common Stock · 12,291 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 |
| January 30, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 12,291 | $13.94 | $171,325.48 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $14.41, 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 |
| January 30, 2025 Filed Feb 3, 2025 14:32 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 12,291 | $12.75 | $156,710.25 |
DisclosureSEC source: 0001437749-25-002548 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,369 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 |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 478 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · derivative · entry 8 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,607 Underlying: Common Stock · 478 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 |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 23 | $15.16 | $348.68 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 7 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 65 | $15.15 | $984.75 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 6 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,101 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $15.13 | $1,512.50 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,166 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 101 | $15.12 | $1,527.12 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,266 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 8 | $15.11 | $120.84 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,367 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 181 | $15.10 | $2,733.10 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,375 Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 11:56 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 478 | $12.75 | $6,094.50 |
DisclosureSEC source: 0001437749-24-037303 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,556 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 |
| November 27, 2024 Filed Nov 29, 2024 11:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 259 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-24-036366 · rdgdoc.xml · derivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,085 Underlying: Common Stock · 259 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 |
| November 27, 2024 Filed Nov 29, 2024 11:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 121 | $15.29 | $1,850.09 |
DisclosureSEC source: 0001437749-24-036366 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 11:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 134 | $15.28 | $2,047.52 |
DisclosureSEC source: 0001437749-24-036366 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,199 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 11:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 4 | $15.25 | $61.00 |
DisclosureSEC source: 0001437749-24-036366 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,333 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 11:29 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 259 | $12.75 | $3,302.25 |
DisclosureSEC source: 0001437749-24-036366 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,337 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 |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 2,194 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · derivative · entry 11 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,344 Underlying: Common Stock · 2,194 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 |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 6 | $15.87 | $95.19 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 10 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 101 | $15.85 | $1,600.85 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 9 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,084 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 298 | $15.84 | $4,720.32 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 8 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,185 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $15.83 | $3,166.00 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 7 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,483 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 7 | $15.82 | $110.74 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 6 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,683 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 2 | $15.78 | $31.55 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,690 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 101 | $15.77 | $1,592.77 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,692 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 540 | $15.76 | $8,510.40 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,793 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 939 | $15.75 | $14,789.25 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,333 Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 10:14 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 2,194 | $12.75 | $27,973.50 |
DisclosureSEC source: 0001437749-24-036306 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,272 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 |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 7,280 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · derivative · entry 24 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,538 Underlying: Common Stock · 7,280 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 |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $15.61 | $4,683.00 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 23 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,078 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 18 | $15.52 | $279.36 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 22 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,378 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 64 | $15.46 | $989.44 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 21 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,396 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $15.45 | $1,544.50 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 20 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,460 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $15.44 | $1,544.00 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 19 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,560 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 139 | $15.43 | $2,144.77 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 18 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,660 Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 11:24 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 415 | $15.41 | $6,395.15 |
DisclosureSEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 17 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,799 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.