| Due Diligence for Asset Managers |
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| Waterstone Financial Inc | |
|---|---|
| Ticker | WSBF |
| CIK # | 0001569994 |
| CUSIP | 94188P101 |
| Sector | Finance - Savings Institution, Federally Chartered |
| Address | 11200 West Plank Court, Wauwatosa, WI 53226 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001569994] | 10-K | |
| [0001569994] | 10-Q | |
| [0001569994] | 3 | |
| [0001569994] | 4 | |
| [0001569994] | 5 | |
| [0001569994] | 8-K | |
| [0001569994] | SC 13D | |
| [0001569994] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Dimensional Fund Advisors LP | Waterstone Financial Inc | [2017-02-09] | 5.02 |
| Renaissance Technologies LLC | Waterstone Financial Inc | [2016-02-12] | 7.09 |
| Wellington Management Group LLP | Waterstone Financial Inc | [2015-02-12] | 6.2 |
| Principal Financial Group Inc | Waterstone Financial Inc | [2015-02-05] | 7.88 |
| Mackey Warren A | Waterstone Financial Inc | [2014-05-01] | 2.4 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Gordon Douglas S
Common Stock
|
2026-02-18 | Sell | 2,880 | $18.11 | 52,157 |
|
Gordon Douglas S
Common Stock
|
2026-02-06 | Sell | 6,765 | $18.27 | 123,597 |
|
Gordon Douglas S
Common Stock
|
2026-02-05 | Sell | 18,716 | $18.25 | 341,567 |
|
Gordon Douglas S
Common Stock
|
2026-02-04 | Sell | 15,000 | $18.55 | 278,250 |
|
Lawton Patrick S
Common Stock
|
2026-02-04 | Sell | 19,255 | $18.64 | 358,913 |
|
Lawton Patrick S
Common Stock
|
2026-02-03 | Sell | 30,000 | $18.53 | 555,900 |
|
Glynn Julie Ann
Common Stock
|
2026-02-02 | Sell | 929 | $18.69 | 17,363 |
|
Glynn Julie Ann
Stock Option · derivative
|
2026-02-02 | Option exercise | 20,000 | $0.00 | |
|
Glynn Julie Ann
Common Stock
|
2026-02-02 | Sell | 20,000 | $18.17 | 363,400 |
|
Glynn Julie Ann
Common Stock
|
2026-02-02 | Option exercise | 20,000 | $17.35 | 347,000 |
|
Hansen Michael L
Common Stock
|
2025-10-27 | Sell | 1,541 | $15.16 | 23,362 |
|
Hansen Michael L
Common Stock
|
2025-10-27 | Sell | 79,872 | $15.16 | 1,210,860 |
|
Hansen Michael L
Common Stock
|
2025-08-13 | Sell | 109,527 | $14.05 | 1,538,854 |
|
Hansen Michael L
Common Stock
|
2025-08-12 | Sell | 35,290 | $13.92 | 491,237 |
|
Hansen Michael L
Common Stock
|
2025-08-11 | Sell | 2,757 | $13.80 | 38,047 |
|
Hansen Michael L
Common Stock
|
2025-07-25 | Sell | 100 | $13.82 | 1,382 |
|
Hansen Michael L
Common Stock
|
2025-07-25 | Sell | 761 | $13.81 | 10,509 |
|
Hansen Michael L
Common Stock
|
2025-07-25 | Sell | 100 | $13.81 | 1,381 |
|
Hansen Michael L
Common Stock
|
2025-07-24 | Sell | 36,465 | $13.83 | 504,311 |
|
Gerke Mark Raymond
Common Stock
|
2025-02-28 | Sell | 2,738 | $14.15 | 38,743 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 123 | 9,222,918 |
| 2025-12-31 | 112 | 9,033,936 |
| 2025-09-30 | 102 | 8,988,327 |
| 2025-06-30 | 97 | 9,131,648 |
| 2025-03-31 | 96 | 9,724,103 |
| 2024-12-31 | 93 | 9,752,442 |
| 2024-09-30 | 89 | 10,006,353 |
| 2024-06-30 | 83 | 9,940,019 |
| 2024-03-31 | 87 | 10,586,399 |
| 2023-12-31 | 89 | 10,529,640 |
| 2023-09-30 | 93 | 10,429,794 |
| 2023-06-30 | 94 | 11,302,943 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 274 | 16,824 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 3,270 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 2,472 | 2,472 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 1,159 | 1,159 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 504 | 504 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 421 | 421 |
| Gamma Investing LLC | [2026-06-30] | DFND | 194 | 194 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 65 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 45 | 45 |
| Capital Advisors Ltd LLC | [2026-06-30] | SOLE | 0 | 14 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 13 |
| Torren Management LLC | [2026-06-30] | SOLE | 0 | 1 | Prev | Page 1 | Next |