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 |
|---|---|---|---|---|---|---|
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10 | $15.87 | $158.70 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 13 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,020 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 14 | $15.86 | $222.04 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 12 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,030 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 103 | $15.86 | $1,633.07 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 11 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,044 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 640 | $15.85 | $10,144.00 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 10 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,147 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 246 | $15.83 | $3,894.18 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 9 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,787 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 5 | $15.83 | $79.13 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 8 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,033 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 35 | $15.82 | $553.70 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 7 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,038 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 75 | $15.81 | $1,185.75 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 6 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,073 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1 | $15.81 | $15.81 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 5 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,148 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 893 | $15.80 | $14,109.40 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 4 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,149 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 21 | $15.76 | $330.96 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 3 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,042 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 205 | $15.75 | $3,228.75 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 2 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,063 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 12:54 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 9,190 | $12.75 | $117,172.50 |
DisclosureSEC source: 0001437749-24-034148 · rdgdoc.xml · nonDerivative · entry 1 Schmidt Stephen J · CIK 0001336617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,268 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.