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 |
|---|---|---|---|---|---|---|
| November 11, 2020 Filed Nov 17, 2020 15:43 UTC Amendment | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 238 | $18.10 | $4,307.80 |
DisclosureSEC source: 0001567619-20-019940 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| November 11, 2020 Filed Nov 17, 2020 15:43 UTC Amendment | Waterstone Financial, Inc. WSBF · Entity 5713 | Exercise / conversionCommon Stock | 238 | $12.75 | $3,034.50 |
DisclosureSEC source: 0001567619-20-019940 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,738 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 13, 2020 Filed Mar 16, 2020 18:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 3,450 | $15.82 | $54,579.00 |
DisclosureSEC source: 0001567619-20-006401 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 18:47 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 50 | $15.82 | $791.01 |
DisclosureSEC source: 0001567619-20-006401 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,950 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 15:01 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleStock Options · Derivative | 7 | $18.10 Strike: $12.75 | $126.70 |
DisclosureSEC source: 0001567619-20-004136 · doc1.xml · derivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,715 Underlying: Common Stock · 7 shares Expires 2025-03-04 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 15:01 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleStock Options · Derivative | 278 | $18.10 Strike: $12.75 | $5,031.80 |
DisclosureSEC source: 0001567619-20-004136 · doc1.xml · derivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,722 Underlying: Common Stock · 278 shares Expires 2025-03-04 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $16.62 | $1,662.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 20 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,100 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $16.62 | $1,661.50 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 19 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,100 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 500 | $16.60 | $8,300.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 18 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,200 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 400 | $16.60 | $6,638.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 17 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,700 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $16.59 | $3,318.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 16 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,100 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $16.59 | $1,658.50 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 15 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,300 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 400 | $16.58 | $6,632.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 14 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,400 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,000 | $16.58 | $16,575.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 13 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,800 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 495 | $16.57 | $8,202.15 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 12 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,800 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 400 | $16.56 | $6,624.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 11 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,295 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 300 | $16.56 | $4,966.50 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 10 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,695 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 400 | $16.55 | $6,620.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 9 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,995 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 500 | $16.55 | $8,272.50 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 8 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,395 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $16.54 | $3,308.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 7 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,895 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 105 | $16.53 | $1,735.65 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 6 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,095 Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 200 | $16.52 | $3,304.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 5 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,200 Read SEC document |
| May 23, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $16.52 | $1,652.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,400 Read SEC document |
| May 23, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 100 | $16.52 | $1,651.50 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,500 Read SEC document |
| May 23, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,000 | $16.51 | $16,510.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 2 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,600 Read SEC document |
| May 23, 2019 Filed May 28, 2019 20:00 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 400 | $16.50 | $6,600.00 |
DisclosureSEC source: 0001567619-19-012231 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,600 Read SEC document |
| September 11, 2018 Filed Sep 12, 2018 16:02 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 1,255 | $17.02 | $21,355.46 |
DisclosureSEC source: 0001567619-18-002430 · doc1.xml · nonDerivative · entry 4 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| September 11, 2018 Filed Sep 12, 2018 16:02 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommon Stock | 3,779 | $17.00 | $64,243.00 |
DisclosureSEC source: 0001567619-18-002430 · doc1.xml · nonDerivative · entry 3 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Read SEC document |
| September 11, 2018 Filed Sep 12, 2018 16:02 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | SaleCommn Stock | 2,700 | $17.02 | $45,966.42 |
DisclosureSEC source: 0001567619-18-002430 · doc1.xml · nonDerivative · entry 1 Bartel Ellen Syburg · CIK 0001598648 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 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.