waterstone bank, established in 1921, offers a full suite of personal and business banking products. the community bank has branches in wauwatosa, brookfield, fox point/north shore, franklin/hales corners, germantown/menomonee falls, greenfield, oak creek, oconomowoc/lake country, pewaukee, waukesha/brookfield and west allis, wisconsin along with a commercial lending branch in minneapolis, minnesota. waterstone bank is the parent company to waterstone mortgage, which offers mortgage banking offices in 21 states. for more information about waterstone bank, go to wsbonline.com. waterstone bank is proud to have been named a top 100 workplace in southeastern wisconsin by the milwaukee journal sentinel every year since 2010.
Company profile
Ticker
WSBF
Exchange
CEO
Douglas Gordon
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Wauwatosa Investments, Inc. • Waterstone Mortgage Corporation • Main Street Real Estate Holdings, LLC ...
WSBF stock data
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
25 Apr 24
8-K
Other Events
23 Apr 24
ARS
2023 FY
Annual report to shareholders
11 Apr 24
DEF 14A
Definitive proxy
11 Apr 24
8-K
Waterstone Financial Declares Regular Quarterly Cash Dividend
22 Mar 24
10-K
2023 FY
Annual report
6 Mar 24
8-K
Results of Operations and Financial Condition
30 Jan 24
8-K
Waterstone Financial Declares Regular Quarterly Cash Dividend
21 Dec 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Results of Operations and Financial Condition
24 Oct 23
Latest ownership filings
4
Douglas S Gordon
25 Apr 24
4
Jeffrey R McGuiness
25 Apr 24
4
Jeffrey R McGuiness
19 Mar 24
4
Julie Ann Glynn
8 Mar 24
4
William F Bruss
8 Mar 24
4
Douglas S Gordon
8 Mar 24
4
Ryan J Gordon
8 Mar 24
4
Mark Raymond Gerke
8 Mar 24
3
Julie Ann Glynn
8 Mar 24
SC 13G/A
RENAISSANCE TECHNOLOGIES LLC
13 Feb 24
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
52.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 91 |
Opened positions | 11 |
Closed positions | 12 |
Increased positions | 29 |
Reduced positions | 32 |
13F shares | Current |
---|---|
Total value | 112.63 bn |
Total shares | 10.37 mm |
Total puts | 0.00 |
Total calls | 300.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Dimensional Fund Advisors | 1.70 mm | $18.57 bn |
BLK Blackrock | 1.54 mm | $16.85 bn |
Renaissance Technologies | 1.34 mm | $14.73 bn |
Vanguard | 1.01 mm | $11.08 bn |
rhino investment partners | 556.34 k | $6.09 bn |
STT State Street | 474.67 k | $5.20 bn |
Geode Capital Management | 398.23 k | $4.36 bn |
Bridgeway Capital Management | 372.60 k | $4.08 bn |
FHI Federated Hermes Inc - Ordinary Shares | 191.35 k | $2.10 bn |
Foundry Partners | 165.59 k | $1.81 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
23 Apr 24 | Douglas S Gordon | Common Stock | Grant | Acquire A | No | No | 0 | 50,000 | 0.00 | 591,129 |
23 Apr 24 | Jeffrey R McGuiness | Stock Options Common Stock | Grant | Acquire A | No | No | 11.55 | 30,000 | 346.50 k | 30,000 |
6 Mar 24 | Julie Ann Glynn | Common Stock | Payment of exercise | Dispose F | No | No | 12.15 | 514 | 6.25 k | 929 |
6 Mar 24 | Julie Ann Glynn | Common Stock | Grant | Acquire A | No | No | 0 | 1,443 | 0.00 | 1,443 |
6 Mar 24 | William F Bruss | Common Stock | Payment of exercise | Dispose F | No | No | 12.15 | 695 | 8.44 k | 27,720 |
6 Mar 24 | William F Bruss | Common Stock | Grant | Acquire A | No | No | 0 | 2,289 | 0.00 | 28,415 |
6 Mar 24 | Douglas S Gordon | Common Stock | Grant | Acquire A | No | No | 0 | 5,332 | 0.00 | 541,129 |