Data spanning the past 90 days through December 31, 2025 reveals that Wafd's three principal insider shareholders consist of President & Ceo Brent J Beardall (366.89K shares), Evp & Chief Operations Officer Kim E Robison (137.13K shares), Evp & Chief Credit Officer Ryan Mauer (126.74K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Brent J Beardall | President & Ceo | 366,892 | 30 Dec, 2025 |
| Kim E Robison | Evp & Chief Operations Officer | 137,126 | 12 Nov, 2025 |
| Ryan Mauer | Evp & Chief Credit Officer | 126,740 | 12 Nov, 2025 |
| Kelli Holz | Evp & Cfo | 114,027 | 12 Nov, 2025 |
| Mark Tabbutt | 100,163 | 04 Jan, 2024 | |
| Cathy E Cooper | Evp & Chief Consumer Banker | 99,752 | 12 Nov, 2025 |
| James Endrizzi | Svp & Regional Director | 95,043 | 21 Jan, 2025 |
| David K Grant | 63,951 | 06 Jan, 2025 | |
| Randall H Talbot | 63,201 | 06 Jan, 2025 | |
| Linda S Brower | 60,448 | 06 Jan, 2025 | |
| Vincent L Beatty | Evp & Chief Financial Officer | 37,819 | 02 Nov, 2022 |
| Barbara Smith | 33,348 | 03 Jan, 2022 | |
| Bradley M Shuster | 23,301 | 06 Jan, 2025 | |
| Sudhir Steven Singh | 19,581 | 06 Jan, 2025 | |
| Stephen Graham | 18,518 | 06 Jan, 2025 | |
| Sylvia Hampel | 13,419 | 06 Jan, 2025 | |
| Thomas J Kelley | 12,968 | 19 Jan, 2022 | |
| Cory D Stewart | Svp & Pao | 12,765 | 02 Nov, 2022 |
| Shawn Bice | 9,403 | 06 Jan, 2025 | |
| Sean Singleton | 9,118 | 22 Sep, 2025 | |
| Mario Max Yzaguirre | 8,086 | 06 Jan, 2025 | |
| Blayne Sanden | Svp & Pao | 4,383 | 04 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 29 Dec, 2025 | Brent J Beardall | Common Stock | D | 2,273 | $0.00 | 366,892 | D | G |
| 03 Dec, 2025 | Brent J Beardall | Depositary Shares of Series A Preferred Stock | A | 3,000 | $16.85 | 6,000 | D | P |
| 26 Nov, 2025 | Brent J Beardall | Depositary Shares of Series A Preferred Stock | A | 3,000 | $16.55 | 3,000 | D | P |
| 11 Nov, 2025 | Brent J Beardall | Common Stock | A | 83,116 | $30.56 | 368,124 | D | A |
| 11 Nov, 2025 | Kelli Holz | Common Stock | A | 21,609 | $30.56 | 114,027 | D | A |
| 11 Nov, 2025 | Cathy E Cooper | Common Stock | A | 21,609 | $30.56 | 99,752 | D | A |
| 11 Nov, 2025 | Ryan Mauer | Common Stock | A | 21,609 | $30.56 | 126,740 | D | A |
| 11 Nov, 2025 | Kim E Robison | Common Stock | A | 21,609 | $30.56 | 137,126 | D | A |
| 31 Oct, 2025 | Ryan Mauer | Common Stock | D | 11,296 | $0.00 | 108,113 | D | D |
| 31 Oct, 2025 | Blayne Sanden | Common Stock | D | 205 | $29.03 | 4,383 | D | F |
| 31 Oct, 2025 | Kim E Robison | Common Stock | D | 11,296 | $0.00 | 118,499 | D | D |
| 31 Oct, 2025 | Kelli Holz | Common Stock | D | 10,630 | $0.00 | 95,508 | D | D |
| 31 Oct, 2025 | Cathy E Cooper | Common Stock | D | 11,296 | $0.00 | 81,125 | D | D |
| 31 Oct, 2025 | Brent J Beardall | Common Stock | D | 50,960 | $0.00 | 299,864 | D | D |
| 31 Oct, 2025 | Kim E Robison | Common Stock | D | 2,982 | $29.03 | 115,517 | D | F |
| 31 Oct, 2025 | Brent J Beardall | Common Stock | D | 9,652 | $29.03 | 290,212 | D | F |
| 31 Oct, 2025 | Cathy E Cooper | Common Stock | D | 2,982 | $29.03 | 78,143 | D | F |
| 31 Oct, 2025 | Kelli Holz | Common Stock | D | 3,090 | $29.03 | 92,418 | D | F |
| 31 Oct, 2025 | Ryan Mauer | Common Stock | D | 2,982 | $29.03 | 105,131 | D | F |
| 31 Oct, 2025 | Brent J Beardall | Common Stock | D | 5,204 | $29.03 | 285,008 | D | J |