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Schmidt Stephen J

Disclosed activity across 1 company

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83297
SEC CIK
0001336617

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Waterstone Financial, Inc.WSBF · Entity 5713DirectorFebruary 11, 2025February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect70,078 Ending reported balance After 2025-02-11 transaction · row 2
2 source rows · reconciled sequence

Row 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 2025-03-04Direct0 Reported balance After 2025-02-11 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,018 $15.40 $15,677.20
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 16

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,214

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 230 $15.38 $3,537.40
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 15

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,232

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 111 $15.38 $1,706.63
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 14

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,462

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 468 $15.37 $7,193.16
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 13

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,573

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 420 $15.36 $6,451.20
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 12

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,041

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 455 $15.35 $6,984.25
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 11

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,461

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 3 $15.34 $46.02
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 10

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,916

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 2 $15.34 $30.67
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 9

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,919

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 631 $15.32 $9,666.92
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 8

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,921

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 220 $15.30 $3,366.00
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 7

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,552

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 29 $15.29 $443.41
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 6

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,772

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 514 $15.28 $7,853.92
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 5

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,801

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 124 $15.27 $1,893.48
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 4

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,315

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 549 $15.26 $8,377.74
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 3

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,439

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,370 $15.25 $20,892.50
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 2

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,988

Read SEC document
November 22, 2024 Filed Nov 25, 2024 11:24 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionCommon Stock 7,280 $12.75 $92,820.00
Disclosure

SEC source: 0001437749-24-036121 · rdgdoc.xml · nonDerivative · entry 1

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,358

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 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionStock Option · Derivative 10,000 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · derivative · entry 28

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,818

Underlying: Common Stock · 10,000 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 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 17 $15.38 $261.46
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 26

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,078

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 122 $15.38 $1,875.75
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 25

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,095

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 787 $15.37 $12,096.19
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 24

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,217

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 8 $15.37 $122.92
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 23

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,004

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1 $15.36 $15.36
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 22

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,012

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 83 $15.36 $1,274.47
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 21

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,013

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 200 $15.35 $3,070.00
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 20

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,096

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 11 $15.35 $168.80
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 19

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,296

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 400 $15.34 $6,136.00
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 18

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,307

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 6 $15.33 $91.95
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 17

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,707

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 442 $15.32 $6,771.44
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 16

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,713

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 278 $15.32 $4,257.57
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 15

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,155

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 520 $15.31 $7,961.20
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 14

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,433

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 139 $15.31 $2,127.40
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 13

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,953

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,766 $15.30 $27,019.80
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 12

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,092

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 916 $15.29 $14,005.64
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 11

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,858

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 100 $15.29 $1,528.50
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 10

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,774

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 95 $15.28 $1,451.13
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 9

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,874

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,196 $15.27 $18,262.92
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 8

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,969

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 584 $15.27 $8,914.76
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 7

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,165

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,252 $15.26 $19,105.52
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 6

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,749

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 215 $15.26 $3,279.83
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 5

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,001

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 862 $15.25 $13,145.50
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 4

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,216

Read SEC document
November 21, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionCommon Stock 10,000 $12.75 $127,500.00
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 3

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,078

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 20, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionStock Option · Derivative 437 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · derivative · entry 27

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,818

Underlying: Common Stock · 437 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 20, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 437 $15.25 $6,664.25
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 2

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,078

Read SEC document
November 20, 2024 Filed Nov 22, 2024 11:42 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionCommon Stock 437 $12.75 $5,571.75
Disclosure

SEC source: 0001437749-24-036014 · rdgdoc.xml · nonDerivative · entry 1

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,515

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 13, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionStock Option · Derivative 1,249 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · derivative · entry 28

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,255

Underlying: Common Stock · 1,249 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 13, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 200 $15.77 $3,153.00
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · nonDerivative · entry 26

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,078

Read SEC document
November 13, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 11 $15.76 $173.36
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · nonDerivative · entry 25

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,278

Read SEC document
November 13, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 SaleCommon Stock 1,038 $15.75 $16,348.50
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · nonDerivative · entry 24

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,289

Read SEC document
November 13, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionCommon Stock 1,249 $12.75 $15,924.75
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · nonDerivative · entry 23

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,327

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 12, 2024 Filed Nov 14, 2024 13:06 UTC Waterstone Financial, Inc. WSBF · Entity 5713 Exercise / conversionStock Option · Derivative 2,687 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001437749-24-035193 · rdgdoc.xml · derivative · entry 27

Schmidt Stephen J · CIK 0001336617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,504

Underlying: Common Stock · 2,687 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.