Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | Director | September 13, 2024 | September 16, 2024 |
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 September 13, 2024 · Filed September 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,000 |
Ending reported balance
After 2024-09-13 transaction · row 22
22 source rows · reconciled sequenceRow 1 · 2024-09-13 · Exercise / conversion · Acquired 4,166 · Balance 19,166 Row 2 · 2024-09-13 · Sale · Disposed 100 · Balance 19,066 Row 3 · 2024-09-13 · Sale · Disposed 434 · Balance 18,632 Row 4 · 2024-09-13 · Sale · Disposed 100 · Balance 18,532 Row 5 · 2024-09-13 · Sale · Disposed 200 · Balance 18,332 Row 6 · 2024-09-13 · Sale · Disposed 103 · Balance 18,229 Row 7 · 2024-09-13 · Sale · Disposed 390 · Balance 17,839 Row 8 · 2024-09-13 · Sale · Disposed 101 · Balance 17,738 Row 9 · 2024-09-13 · Sale · Disposed 100 · Balance 17,638 Row 10 · 2024-09-13 · Sale · Disposed 100 · Balance 17,538 Row 11 · 2024-09-13 · Sale · Disposed 470 · Balance 17,068 Row 12 · 2024-09-13 · Sale · Disposed 182 · Balance 16,886 Row 13 · 2024-09-13 · Sale · Disposed 566 · Balance 16,320 Row 14 · 2024-09-13 · Sale · Disposed 179 · Balance 16,141 Row 15 · 2024-09-13 · Sale · Disposed 400 · Balance 15,741 Row 16 · 2024-09-13 · Sale · Disposed 263 · Balance 15,478 Row 17 · 2024-09-13 · Sale · Disposed 134 · Balance 15,344 Row 18 · 2024-09-13 · Sale · Disposed 100 · Balance 15,244 Row 19 · 2024-09-13 · Sale · Disposed 105 · Balance 15,139 Row 20 · 2024-09-13 · Sale · Disposed 78 · Balance 15,061 Row 21 · 2024-09-13 · Sale · Disposed 23 · Balance 15,038 Row 22 · 2024-09-13 · Sale · Disposed 38 · Balance 15,000 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $12.75 · Expires 2025-03-04 | Direct | 0 |
Reported balance
After 2024-09-13 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2024-09-13 · Exercise / conversion · Disposed 4,166 · 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 |
|---|---|---|---|---|---|---|
| March 10, 2021 Filed Mar 10, 2021 21:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommons Stock | 100 | $20.59 | $2,059.00 |
DisclosureSEC source: 0001567619-21-005984 · doc1.xml · nonDerivative · entry 5 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,921 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 21:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommons Stock | 279 | $20.58 | $5,741.82 |
DisclosureSEC source: 0001567619-21-005984 · doc1.xml · nonDerivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,021 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 21:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.56 | $2,056.00 |
DisclosureSEC source: 0001567619-21-005984 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,300 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 21:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 22 | $20.54 | $451.88 |
DisclosureSEC source: 0001567619-21-005984 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 21:41 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 78 | $20.50 | $1,599.00 |
DisclosureSEC source: 0001567619-21-005984 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,422 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 12,500 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · derivative · entry 31 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 12,500 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 |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.95 | $2,095.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 30 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 752 | $20.94 | $15,746.88 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 29 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,600 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 601 | $20.93 | $12,578.93 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 28 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,352 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 153 | $20.92 | $3,200.76 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 27 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,953 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 58 | $20.92 | $1,213.07 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 26 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,106 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 833 | $20.91 | $17,418.03 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 25 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,164 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 3 | $20.91 | $62.72 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 24 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,997 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,229 | $20.90 | $25,686.10 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 23 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $20.89 | $6,267.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 22 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,229 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 700 | $20.88 | $14,616.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 21 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,529 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 121 | $20.87 | $2,524.67 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 20 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,229 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,301 | $20.86 | $27,138.86 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 19 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,350 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 345 | $20.85 | $7,193.25 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 18 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,651 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $20.85 | $6,253.50 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 17 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,996 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $20.84 | $4,168.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 16 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,296 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1 | $20.84 | $20.84 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 15 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,496 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 442 | $20.83 | $9,206.86 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 14 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,497 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 56 | $20.83 | $1,166.20 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 13 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,939 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 931 | $20.82 | $19,383.42 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 12 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,995 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,250 | $20.81 | $26,012.50 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 11 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,926 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 633 | $20.80 | $13,166.40 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 10 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,176 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 322 | $20.79 | $6,694.38 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 9 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,809 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.79 | $2,078.50 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 8 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,131 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $20.78 | $6,234.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 7 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,231 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 169 | $20.77 | $3,510.13 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 6 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,531 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommons Stock | 100 | $20.76 | $2,076.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 5 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,700 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommons Stock | 400 | $20.74 | $8,296.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,800 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $20.71 | $2,071.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,200 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 700 | $20.63 | $14,441.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,300 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 17:23 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 12,500 | $12.75 | $159,375.00 |
DisclosureSEC source: 0001567619-21-005886 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 28, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Option · Derivative | 21,442 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · derivative · entry 8 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 21,442 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 28, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 15,000 | $18.85 | $282,750.00 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 6 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommons Stock | 6,442 | $18.75 | $120,787.50 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 5 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommons Stock | 21,442 | $12.75 | $273,385.50 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,942 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 24, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 20,773 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · derivative · entry 7 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,942 Underlying: Common Stock · 20,773 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 24, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 15,000 | $18.50 | $277,500.00 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| November 24, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 5,773 | $18.75 | $108,243.75 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Read SEC document |
| November 24, 2020 Filed Dec 29, 2020 16:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 20,773 | $12.75 | $264,855.75 |
DisclosureSEC source: 0001567619-20-021626 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,273 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 |
| November 16, 2020 Filed Nov 17, 2020 16:05 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 19,762 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-20-019942 · doc1.xml · derivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,715 Underlying: Common Stock · 19,762 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 16, 2020 Filed Nov 17, 2020 16:05 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 10,000 | $18.30 | $183,000.00 |
DisclosureSEC source: 0001567619-20-019942 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 16:05 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 9,762 | $18.10 | $176,692.20 |
DisclosureSEC source: 0001567619-20-019942 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 16:05 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 19,762 | $12.75 | $251,965.50 |
DisclosureSEC source: 0001567619-20-019942 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,262 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 11, 2020 Filed Nov 12, 2020 17:19 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleStock Options · Derivative | 238 | $18.10 Strike: $12.75 | $4,307.80 |
DisclosureSEC source: 0001567619-20-019244 · doc1.xml · derivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,477 Underlying: Common Stock · 238 shares Expires 2025-03-04 Read SEC document |
| November 11, 2020 Filed Nov 17, 2020 15:43 UTC Amendment | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionStock Options · Derivative | 238 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001567619-20-019940 · doc1.xml · derivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,477 Underlying: Common Stock · 238 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.