Through the 90-day period concluding December 31, 2025, Waterstone Financial's top three insider stakeholders include Director Stephen J Schmidt (70.08K shares), Director Patrick S Lawton (49.13K shares), Evp/Chief Financial Officer Mark Raymond Gerke (30.33K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Douglas S Gordon | 591,129 | 25 Apr, 2024 | |
| Stephen J Schmidt | 70,078 | 12 Feb, 2025 | |
| Patrick S Lawton | 49,131 | 03 Mar, 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 | |
| Jeffrey R Mcguiness | Subsidary President | 3,842 | 19 Mar, 2024 |
| Ryan J Gordon | Evp/Chief Credit Officer | 1,380 | 08 Mar, 2024 |
| Julie Ann Glynn | Senior Vice President | 929 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $13.80 | 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 | Mark Raymond Gerke | Common Stock | A | 5,000 | $12.75 | 33,072 | D | M |
| 28 Feb, 2025 | Mark Raymond Gerke | - | - | 33,072 | D | |||
| 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 |
| 28 Feb, 2025 | Mark Raymond Gerke | - | - | 30,334 | D | |||
| 28 Feb, 2025 | Mark Raymond Gerke | Common Stock | D | 2,738 | $14.14 | 30,334 | D | S |
| 13 Feb, 2025 | Kristine A Rappe | Common Stock | A | 22,185 | $12.75 | 49,503 | D | M |
| 13 Feb, 2025 | Kristine A Rappe | - | - | 49,503 | D | |||
| 13 Feb, 2025 | Kristine A Rappe | Common Stock | D | 22,185 | $14.25 | 27,318 | D | S |
| 11 Feb, 2025 | Stephen J Schmidt | - | - | 76,289 | D | |||
| 11 Feb, 2025 | Stephen J Schmidt | Common Stock | A | 6,211 | $12.75 | 76,289 | D | M |