As of April 11, 2026, Waterstone Financial's top three insider holders are Douglas S Gordon (Ceo, 556.77K shares), Stephen J Schmidt (Director, 70.08K shares), Thomas E Dalum (Director, 38.53K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Douglas S Gordon | Ceo | 556,773 | 0 | 20 Feb, 2026 |
| Stephen J Schmidt | - | 70,078 | 0 | 12 Feb, 2025 |
| Thomas E Dalum | - | 38,531 | 0 | 03 Jan, 2022 |
| Mark Raymond Gerke | Evp/Chief Financial Officer | 30,334 | 0 | 03 Mar, 2025 |
| William F Bruss | Coo/General Counsel | 27,720 | 0 | 08 Mar, 2024 |
| Kristine A Rappe | - | 27,318 | 0 | 14 Feb, 2025 |
| Ellen Syburg Bartel | - | 15,000 | 0 | 16 Sep, 2024 |
| Julie Ann Glynn | Evp/Chief Retail Officer | 9,071 | 0 | 04 Feb, 2026 |
| Jeffrey R Mcguiness | Subsidary President | 3,842 | 0 | 19 Mar, 2024 |
| Ryan J Gordon | Evp/Chief Credit Officer | 1,380 | 0 | 08 Mar, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Feb, 2026 | Douglas S Gordon | Common Stock | D | 2,880 | $18.11 | 556,773 | D | S |
| 06 Feb, 2026 | Douglas S Gordon | Common Stock | D | 6,765 | $18.27 | 559,653 | D | S |
| 04 Feb, 2026 | Douglas S Gordon | Common Stock | D | 15,000 | $18.55 | 585,134 | D | S |
| 05 Feb, 2026 | Douglas S Gordon | Common Stock | D | 18,716 | $18.25 | 566,418 | D | S |
| 03 Feb, 2026 | Patrick S Lawton | Common Stock | D | 30,000 | $18.53 | 19,255 | D | S |
| 04 Feb, 2026 | Patrick S Lawton | Common Stock | D | 19,255 | $18.64 | 0 | D | S |
| 02 Feb, 2026 | Julie Ann Glynn | Common Stock | A | 20,000 | $17.35 | 30,000 | D | M |
| 02 Feb, 2026 | Julie Ann Glynn | Common Stock | D | 20,000 | $18.17 | 10,000 | D | S |
| 02 Feb, 2026 | Julie Ann Glynn | Common Stock | D | 929 | $18.69 | 9,071 | D | S |
| 02 Feb, 2026 | Julie Ann Glynn | Stock Option | D | 20,000 | $0.00 | 0 | D | M |
| 27 Oct, 2025 | Michael L Hansen | Common Stock | D | 1,541 | $15.16 | 0 | I | S |
| 27 Oct, 2025 | Michael L Hansen | Common Stock | D | 79,872 | $15.16 | 0 | D | S |
| 12 Aug, 2025 | Michael L Hansen | Common Stock | D | 35,290 | $13.92 | 111,068 | I | S |
| 13 Aug, 2025 | Michael L Hansen | Common Stock | D | 109,527 | $14.05 | 1,541 | I | S |
| 11 Aug, 2025 | Michael L Hansen | Common Stock | D | 2,757 | $13.80 | 146,358 | I | S |
| 24 Jul, 2025 | Michael L Hansen | Common Stock | D | 36,465 | $13.83 | 150,076 | I | S |
| 25 Jul, 2025 | Michael L Hansen | Common Stock | D | 100 | $13.81 | 149,976 | I | S |
| 25 Jul, 2025 | Michael L Hansen | Common Stock | D | 761 | $13.81 | 149,215 | I | S |
| 25 Jul, 2025 | Michael L Hansen | Common Stock | D | 100 | $13.82 | 149,115 | I | S |
| 28 Feb, 2025 | Patrick S Lawton | Common Stock | A | 37,500 | $12.75 | 86,631 | D | M |