Data spanning the past 90 days through February 10, 2026 reveals that Waterstone Financial's three principal insider shareholders consist of Director Douglas S Gordon (566.42K shares), Director Stephen J Schmidt (70.08K shares), Director Thomas E Dalum (38.53K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Douglas S Gordon | 566,418 | 06 Feb, 2026 | |
| Stephen J Schmidt | 70,078 | 12 Feb, 2025 | |
| Thomas E Dalum | 38,531 | 03 Jan, 2022 | |
| Mark Raymond Gerke | Evp/Chief Financial Officer | 30,334 | 03 Mar, 2025 |
| William F Bruss | Coo/General Counsel | 27,720 | 08 Mar, 2024 |
| Kristine A Rappe | 27,318 | 14 Feb, 2025 | |
| Ellen Syburg Bartel | 15,000 | 16 Sep, 2024 | |
| Julie Ann Glynn | Evp/Chief Retail Officer | 9,071 | 04 Feb, 2026 |
| Jeffrey R Mcguiness | Subsidary President | 3,842 | 19 Mar, 2024 |
| Ryan J Gordon | Evp/Chief Credit Officer | 1,380 | 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Feb, 2026 | Douglas S Gordon | Common Stock | D | 18,716 | $18.25 | 566,418 | D | S |
| 04 Feb, 2026 | Patrick S Lawton | Common Stock | D | 19,255 | $18.64 | 0 | D | S |
| 04 Feb, 2026 | Douglas S Gordon | Common Stock | D | 15,000 | $18.55 | 585,134 | D | S |
| 03 Feb, 2026 | Patrick S Lawton | Common Stock | D | 30,000 | $18.53 | 19,255 | 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 | 929 | $18.69 | 9,071 | D | S |
| 02 Feb, 2026 | Julie Ann Glynn | Common Stock | D | 20,000 | $18.17 | 10,000 | D | S |
| 27 Oct, 2025 | Michael L Hansen | - | - | 0 | I | |||
| 27 Oct, 2025 | Michael L Hansen | - | - | 0 | D | |||
| 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 |
| 13 Aug, 2025 | Michael L Hansen | Common Stock | D | 109,527 | $14.05 | 1,541 | I | S |
| 12 Aug, 2025 | Michael L Hansen | Common Stock | D | 35,290 | $13.92 | 111,068 | I | S |
| 11 Aug, 2025 | Michael L Hansen | Common Stock | D | 2,757 | $13.80 | 146,358 | I | S |
| 25 Jul, 2025 | Michael L Hansen | Common Stock | D | 100 | $13.82 | 149,115 | 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 | $13.80 | 149,976 | I | S |
| 24 Jul, 2025 | Michael L Hansen | Common Stock | D | 36,465 | $13.83 | 150,076 | I | S |
| 28 Feb, 2025 | Patrick S Lawton | Common Stock | A | 37,500 | $12.75 | 86,631 | D | M |
| 28 Feb, 2025 | Patrick S Lawton | Common Stock | D | 37,500 | $14.03 | 49,131 | D | S |