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| Waterstone Financial Group Inc
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| CRD # | 10078 |
| SEC # | 801-62113 |
| CIK # | 0001329517, 0001569994 |
| AUM | |
| Employees | |
| Phone | 630-250-7000 |
| Address | 500 Park Blvd Itasca, IL 60143 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 28.0 |
| By Discretionary | ||
| Discretionary | 175 | 8.0 |
| Non-Discretionary | 255 | 20.0 |
| Total | 430 | 28.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.0 | |
| Total | 430 | 28.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001329517] | |
| 10-Q | [0001329517] | |
| 4 | [0001329517] | |
| 8-K | [0001329517] | |
| SC 13G | [0001329517] | |
| 10-K | [0001569994] | |
| 10-Q | [0001569994] | |
| 3 | [0001569994] | |
| 4 | [0001569994] | |
| 5 | [0001569994] | |
| 8-K | [0001569994] | |
| SC 13D | [0001569994] | |
| SC 13G | [0001569994] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-18 | Sell | 2,880 | $18.11 | 52,157 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-06 | Sell | 6,765 | $18.27 | 123,597 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-05 | Sell | 18,716 | $18.25 | 341,567 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-04 | Sell | 15,000 | $18.55 | 278,250 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-04 | Sell | 19,255 | $18.64 | 358,913 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-03 | Sell | 30,000 | $18.53 | 555,900 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-02 | Sell | 929 | $18.69 | 17,363 |
|
Waterstone Financial Inc WSBF
Stock Option · derivative
|
2026-02-02 | Option exercise | 20,000 | $0.00 | |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-02 | Sell | 20,000 | $18.17 | 363,400 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2026-02-02 | Option exercise | 20,000 | $17.35 | 347,000 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-10-27 | Sell | 1,541 | $15.16 | 23,362 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-10-27 | Sell | 79,872 | $15.16 | 1,210,860 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-08-13 | Sell | 109,527 | $14.05 | 1,538,854 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-08-12 | Sell | 35,290 | $13.92 | 491,237 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-08-11 | Sell | 2,757 | $13.80 | 38,047 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-07-25 | Sell | 100 | $13.82 | 1,382 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-07-25 | Sell | 761 | $13.81 | 10,509 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-07-25 | Sell | 100 | $13.81 | 1,381 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-07-24 | Sell | 36,465 | $13.83 | 504,311 |
|
Waterstone Financial Inc WSBF
Common Stock
|
2025-02-28 | Sell | 2,738 | $14.15 | 38,743 |
| showing 20 of 200 most recent transactions | |||||