Waterstone Financial
Runs a southeastern Wisconsin bank and a multistate residential mortgage business.
$21.07
After-hours close0.00 (0.00%)
At close$21.07(0.00%)
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Breakdown13F · Form 4
Institutions 54.89%9.91M sharesInsiders 3.47%626.6K sharesOther 41.64%7.52M shares
Shares outstanding 18.05M · Float 14.90M · 82.6% free float
Institutions13F, as of Jun 30, 2026
124 holders · 9.91M shares · 17 new positions · 70 increased · 28 reduced · 14 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.64M | 9.09% | +135.8K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.42M | 7.85% | +4.4K | Aug 11, 2026 |
| Renaissance Technologies LLC | 1.05M | 5.82% | −42.9K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 641.0K | 3.55% | −59.2K | Aug 13, 2026 |
| State Street Corp | 398.4K | 2.21% | +3.9K | Aug 7, 2026 |
| Geode Capital Management, LLC | 388.5K | 2.15% | +21.8K | Aug 12, 2026 |
| American Century Companies Inc | 342.0K | 1.89% | +91.9K | Aug 12, 2026 |
| AQR Capital Management LLC | 259.1K | 1.44% | +34.3K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.10% | 1.31M | 13G | Jan 21, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Douglas S. Gordon | director | 556.8K | 3.08% | Feb 20, 2026 |
| Mark Raymond Gerke | officer: EVP/Chief Financial Officer | 30.0K | 0.17% | May 22, 2026 |
| Ryan J. Gordon | officer: EVP/Chief Credit Officer | 11.6K | 0.06% | Aug 17, 2026 |
| Julie Ann Glynn | officer: EVP/Chief Retail Officer | 9.1K | 0.05% | Feb 4, 2026 |
| Molly A. Mulroy | director | 8.8K | 0.05% | Oct 2, 2025 |
| Laura Ellen Piotrowski | director | 8.8K | 0.05% | Oct 2, 2025 |
| Michael L. Hansen | director | 1.5K | 0.01% | Oct 28, 2025 |
1 ten-percent owner holds 69.0K shares by Form 4, outside the officers-and-directors figure above · 10 people have not refiled in the last 18 months (253.2K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 13, 2026 | Ryan J. Gordonofficer: EVP/Chief Credit Officer | Sale · 3 lots | 8,157 | $21.14 | 11,611 |
| May 21, 2026 | Mark Raymond Gerkeofficer: EVP/Chief Financial Officer | Sale | 10,000 | $18.34 | 30,034 |
| Feb 18, 2026 | Douglas S. Gordondirector | Sale | 2,880 | $18.11 | 556,773 |
| Feb 6, 2026 | Douglas S. Gordondirector | Sale | 6,765 | $18.27 | 559,653 |
| Feb 5, 2026 | Douglas S. Gordondirector | Sale | 18,716 | $18.25 | 566,418 |
| Feb 4, 2026 | Douglas S. Gordondirector | Sale | 15,000 | $18.55 | 585,134 |
| Feb 4, 2026 | Patrick S. Lawtondirector | Sale | 19,255 | $18.64 | 0 |
| Feb 3, 2026 | Patrick S. Lawtondirector | Sale | 30,000 | $18.53 | 19,255 |
| Feb 2, 2026 | Julie Ann Glynnofficer: EVP/Chief Retail Officer | Sale · 2 lots | 20,929 | $18.19 | 9,071 |
| Oct 27, 2025 | Michael L. Hansendirector | Sale | 79,872 | $15.16 | 0 |
CongressHouse and Senate disclosures
Not reported.