Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waterstone Financial, Inc.WSBF · Entity 5713 | Subsidary President | April 23, 2024 | April 25, 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 April 23, 2024 · Filed April 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.55 · Expires 2034-04-24 | Direct | 30,000 |
Reported balance
After 2024-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-04-23 · Grant · Acquired 30,000 · Balance 30,000 F1: Stock option vest at a rate of 1/3 per year commencing on December 31, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 3,842 |
Reported balance
Holding disclosure · report date 2024-04-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,842 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock option vest at a rate of 1/3 per year commencing on December 31, 2024.
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 |
|---|---|---|---|---|---|---|
| April 23, 2024 Filed Apr 25, 2024 13:25 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | GrantStock Options · Derivative | 30,000 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001437749-24-013149 · rdgdoc.xml · derivative · entry 2 McGuiness Jeffrey R · CIK 0001845099 · Subsidary President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2034-04-24 F1 · shares: Stock option vest at a rate of 1/3 per year commencing on December 31, 2024. F1 · derivative.underlying_shares: Stock option vest at a rate of 1/3 per year commencing on December 31, 2024. F1 · balance_after: Stock option vest at a rate of 1/3 per year commencing on December 31, 2024. Read SEC document |
| January 26, 2024 Filed Mar 19, 2024 20:16 UTC | Waterstone Financial, Inc. WSBF · Entity 5713 | Tax withholdingCommon Stock | 3,290 | $14.04 | $46,191.60 |
DisclosureSEC source: 0001437749-24-008520 · rdgdoc.xml · nonDerivative · entry 1 McGuiness Jeffrey R · CIK 0001845099 · Subsidary President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,842 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.