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Waterstone Financial, Inc. (WSBF)

USD19.62 +0.10 (+0.51%)
US NASDAQ Financial Services Banks - Regional
Address 11200 West Plank Court 53226
Wauwatosa, WI, US
CEO William F. Bruss
IPO 2005-10-05
CIK 1569994 ISIN US94188P1012

Explore sections of this company profile

Description

Waterstone Financial, Inc. functions as a bank holding company, with its principal operations conducted through its subsidiary, WaterStone Bank SSB. It offers a broad spectrum of financial services to customers situated in southeastern Wisconsin, USA. The firm's activities are structured into two key segments: Community Banking and Mortgage Banking. The Community Banking division caters to both individual and commercial clients with a suite of banking solutions. This encompasses diverse deposit and transactional offerings, such as checking accounts, digital banking and bill payment facilities, funds transfer services, and various credit, debit, and prepaid card options. Furthermore, it provides savings and investment vehicles, including savings accounts, money market deposits, individual retirement accounts, and certificates of deposit. Its lending portfolio extends to residential mortgages, home equity loans and lines of credit, personal and installment credit, real estate financing, and commercial loans and lines of credit. Additionally, the segment offers fixed and variable annuities, insurance policies, and trust and investment management accounts. Its deposit types span interest-bearing and non-interest-bearing transaction accounts, demand accounts, and time deposits. Beyond this, loan products encompass secured and unsecured lines of credit, commercial real estate construction financing, term loans for operational capital and inventory, and personal term loans, complemented by various investment services. The Mortgage Banking division focuses on originating residential mortgage loans, predominantly for sale within the secondary market. The company also maintains an investment portfolio containing a mix of securities, such as mortgage-backed securities, bonds from government-sponsored and private enterprises, collateralized mortgage and municipal obligations, and other debt instruments. Its operational footprint includes 14 full-service banking offices, a single drive-through facility, and 14 automated teller machines, strategically placed across Milwaukee, Washington, and Waukesha Counties in Wisconsin. Founded in 1921 and headquartered in Wauwatosa, Wisconsin, the firm was formerly known as Wauwatosa Holdings, Inc., adopting its current name, Waterstone Financial, Inc., in August 2008.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD19.62 +0.10 (+0.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
70.8K
Beta
0.74
Float Shares
14.92M
Free Float %
82.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.91% +0.71% +2.72% +3.93% +18.20% +11.84% +43.38% +36.91% -7.22% +27.83% +80.59%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Hold
Price Targets & DCF
Current price
19.62
DCF (Unlevered) 0.27 -98.6%
DCF (Levered) 26.81 +36.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.37
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.1% Q1'26: +12.1% (vs Q1'25)
  • EPS growth
    +46.5% Q1'26: +100.0% (vs Q1'25)
  • FCF margin
    Q1'26: -3.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +15.3% (vs Q1'25)
  • ROIC
    Q1'26: +3.3% (vs Q1'25)
  • Share dilution
    -3.9% Q1'26: -4.6% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 13.67× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.74) × ERP
WACC = 45% × Ke + 55% × Kd (14.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.27 Current price: 19.62
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2009
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Revenue
111.81M
est: 241.15M (-53.6%)
187.23M
est: 140.51M (+33.3%)
188.45M
est: 173.80M (+8.4%)
188.53M
est: 176.30M (+6.9%)
207.20M
est: 179.30M (+15.6%)
317.86M
est: 286.60M (+10.9%)
268.47M
est: 255.30M (+5.2%)
171.06M
est: 165.40M (+3.4%)
176.97M
est: 139.50M (+26.9%)
199.38M
est: 151.60M (+31.5%)
EBITDA
-9.47M
est: 181.51M (-105.2%)
45.21M
est: 50.84M (-11.1%)
46.59M
est: 57.51M (-19.0%)
45.01M
est: 58.48M (-23.0%)
52.27M
est: 39.59M (+32.0%)
113.72M
est: 93.53M (+21.6%)
98.16M
est: 84.32M (+16.4%)
28.51M
est: 94.02M (-69.7%)
14.33M
est: 103.42M (-86.1%)
26.48M
est: 27.65M (-4.3%)
EBIT
-11.44M
est: 48.67M (-123.5%)
41.99M
est: 28.36M (+48.1%)
44.43M
est: 35.08M (+26.7%)
40.28M
est: 35.58M (+13.2%)
47.57M
est: 36.19M (+31.5%)
108.12M
est: 57.84M (+86.9%)
92.11M
est: 51.52M (+78.8%)
24.48M
est: 33.38M (-26.7%)
11.03M
est: 28.15M (-60.8%)
24.00M
est: 25.31M (-5.2%)
Net Income
-10.14M
est: -55.95M (+81.9%)
25.53M
est: 19.91M (+28.2%)
25.96M
est: 23.44M (+10.8%)
30.75M
est: 28.62M (+7.5%)
35.90M
est: 23.98M (+49.7%)
81.15M
est: 52.90M (+53.4%)
70.79M
est: 52.98M (+33.6%)
19.49M
est: 59.99M (-67.5%)
9.38M
est: 65.99M (-85.8%)
18.69M
est: 18.05M (+3.6%)
SGA
20.32M
est: 83.32M (-75.6%)
99.26M
est: 79.80M (+24.4%)
101.98M
est: 96.64M (+5.5%)
103.52M
est: 100.06M (+3.5%)
106.96M
est: 89.36M (+19.7%)
142.74M
est: 106.57M (+33.9%)
138.64M
est: 109.89M (+26.2%)
103.54M
est: 101.38M (+2.1%)
87.88M
est: 111.52M (-21.2%)
84.63M
est: 62.80M (+34.8%)
EPS
-0.26
est: -0.13 (-108.0%)
0.94
est: 0.92 (+2.2%)
0.95
est: 1.03 (-7.8%)
1.12
est: 1.15 (-2.6%)
1.38
est: 1.29 (+7.0%)
3.32
est: 3.01 (+10.3%)
2.98
est: 2.75 (+8.4%)
0.89
est: 0.99 (-10.1%)
0.47
est: 0.69 (-31.9%)
1.01
est: 1.01 (+0.0%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-27 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-26 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-22 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-21 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-20 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-19 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-18 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-14 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-12 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-11 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-08 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-07 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-06 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-05 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-04 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-05-01 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-24 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-4.05M
OE per share TTM
-0.23
Owner's Yield
-1.26%
Maintenance CapEx ratio
7.90%
Maint CapEx / Avg PPE
9.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
119
Total invested
169.67M
Insider transactions (90d)
1
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 51-0099493 2.40M 9.66% 2.40M 2.40M EP Delaware 2022-02-07
2 30-0447847 1.86M 7.40% 1.81M 1.86M IA Delaware Limited Partnership 2022-02-08
3 (1) BlackRock, Inc. 1.82M 7.30% 1.73M 1.82M HC Delaware 2022-02-03
4 13-3127734 1.79M 7.23% 1.61M 1.79M HC Delaware 2022-02-11
5 26-0385758 1.79M 7.23% 1.61M 1.79M IA Delaware 2022-02-11
6 (. 1.74M 5.89% 1.62M 1.74M IA Delaware 2018-02-09
7 Dimensional Fund Advisors LP (Tax ID: 30-0447847) 1.47M 5.02% 1.37M 1.47M IA Delaware 2017-02-09
8 BARCLAYS GLOBAL INVESTORS, NA. 513.2K 5.00% 2.71M 2.71M BK Delaware 2015-02-05

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
119
+11 vs prev Q
New positions
23
Closed positions
12
Increased
64
Reduced
34
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.53M -44.1K (-2.8%) 25.37M +768.1K (+3.1%) 8.59% -0.173 pp 0.00% +0.000 pp USD14.54 +13.8% 6 qtrs
2 DIMENSIONAL FUND ADVISORS LP 1.42M -12.1K (-0.9%) 23.42M +1.2M (+5.2%) 8.10% +0.168 pp 0.00% +0.000 pp USD14.07 +17.6% 48 qtrs
3 RENAISSANCE TECHNOLOGIES LLC 1.12M -34.4K (-3.0%) 18.49M +524.7K (+2.9%) 6.26% -0.138 pp 0.03% +0.005 pp USD12.95 +27.8% 48 qtrs
4 VANGUARD GROUP INC 886.0K -23.1K (-2.5%) 14.66M +480.6K (+3.4%) 4.97% -0.087 pp 0.00% +0.000 pp USD14.17 +16.8% 48 qtrs
5 STATE STREET CORP 411.8K -11.5K (-2.7%) 6.82M +212.0K (+3.2%) 2.31% -0.044 pp 0.00% +0.000 pp USD14.91 +11.0% 49 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 370.7K -13.1K (-3.4%) 6.14M +148.0K (+2.5%) 2.08% -0.055 pp 0.00% +0.000 pp USD14.74 +12.3% 48 qtrs
7 AQR CAPITAL MANAGEMENT LLC 201.7K +35.8K (+21.6%) 3.34M +750.5K (+29.0%) 1.15% +0.233 pp 0.00% +0.000 pp USD15.22 +8.7% 47 qtrs
8 FOURTHSTONE LLC 199.7K +71.1K (+55.3%) 3.31M +1.3M (+64.8%) 1.14% +0.429 pp 0.62% +0.259 pp USD15.33 +8.0% 5 qtrs
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 199.6K -46.1K (-18.8%) 3.30M -530.2K (-13.8%) 1.12% -0.247 pp 0.07% -0.013 pp USD17.74 -6.7% 20 qtrs
10 AMERICAN CENTURY COMPANIES INC 199.0K +32.0K (+19.2%) 3.29M +688.6K (+26.4%) 1.12% +0.187 pp 0.00% +0.000 pp USD17.46 -5.2% 23 qtrs
11 CSM ADVISORS, LLC 191.3K +285.0 (+0.1%) 3.17M +189.0K (+6.3%) 1.07% +0.011 pp 0.09% +0.003 pp USD13.81 +19.8% 3 qtrs
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 188.5K -2.3K (-1.2%) 3.12M +143.6K (+4.8%) 1.06% -0.004 pp 0.00% +0.000 pp USD13.60 +21.7% 21 qtrs
13 GOLDMAN SACHS GROUP INC 180.1K +8.8K (+5.1%) 2.98M +308.4K (+11.5%) 1.01% +0.058 pp 0.00% +0.000 pp USD15.56 +6.4% 28 qtrs
14 MORGAN STANLEY 178.6K +10.6K (+6.3%) 2.96M +335.3K (+12.8%) 1.00% +0.068 pp 0.00% +0.000 pp USD15.07 +9.8% 48 qtrs
15 NORTHERN TRUST CORP 133.7K -8.8K (-6.1%) 2.21M -9.6K (-0.4%) 0.77% -0.026 pp 0.00% +0.000 pp USD12.90 +28.3% 48 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 132.3K -113.0 (-0.1%) 2.19M +123.9K (+6.0%) 0.76% +0.021 pp 0.00% +0.000 pp USD14.61 +13.3% 48 qtrs
17 QUANTINNO CAPITAL MANAGEMENT LP 128.6K +16.7K (+14.9%) 2.13M +382.5K (+21.9%) 0.74% +0.114 pp 0.00% -0.001 pp USD14.97 +10.6% 5 qtrs
18 DONALD SMITH & CO., INC. 127.8K +127.8K (+100.0%) 2.11M +2.1M (+100.0%) 0.72% +0.716 pp 0.04% +0.040 pp USD16.55 +0.0% 1 qtrs NEW
19 EMPOWERED FUNDS, LLC 110.0K +11.2K (+11.4%) 1.82M +279.6K (+18.2%) 0.62% +0.068 pp 0.01% -0.001 pp USD14.29 +15.8% 11 qtrs
20 BANK OF NEW YORK MELLON CORP 85.5K +5.2K (+6.4%) 1.42M +161.7K (+12.9%) 0.49% +0.043 pp 0.00% +0.000 pp USD15.05 +10.0% 48 qtrs
21 FMR LLC 83.7K +15.7K (+23.2%) 1.38M +324.9K (+30.7%) 0.48% +0.101 pp 0.00% +0.000 pp USD17.27 -4.2% 30 qtrs
22 TWO SIGMA INVESTMENTS, LP 75.7K -4.6K (-5.7%) 1.25M +878.0 (+0.1%) 0.42% -0.022 pp 0.00% 0.000 pp USD13.85 +19.5% 19 qtrs
23 JOHN G ULLMAN & ASSOCIATES INC 63.2K +6.8K (+11.9%) 1.05M +165.4K (+18.8%) 0.35% +0.041 pp 0.14% +0.021 pp USD14.76 +12.1% 12 qtrs
24 59.0K +— (+0.0%) 976.5K +56.1K (+6.1%) 0.33% +0.003 pp 0.68% +0.110 pp USD15.60 +6.1% 2 qtrs
25 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 49.8K +8.3K (+19.9%) 824.8K +176.3K (+27.2%) 0.29% +0.054 pp 0.00% +0.000 pp USD14.52 +14.0% 9 qtrs
26 TWO SIGMA ADVISERS, LP 47.4K -14.0K (-22.8%) 784.2K -173.4K (-18.1%) 0.27% -0.076 pp 0.00% 0.000 pp USD14.66 +12.9% 39 qtrs
27 D. E. SHAW & CO., INC. 45.9K -5.0K (-9.9%) 760.1K -34.8K (-4.4%) 0.26% -0.020 pp 0.00% +0.000 pp USD12.99 +27.4% 8 qtrs
28 HSBC HOLDINGS PLC 46.0K -5.8K (-11.2%) 758.6K -39.5K (-4.9%) 0.26% -0.030 pp 0.00% 0.000 pp USD13.71 +20.7% 4 qtrs
29 NUVEEN, LLC 43.3K +— (+0.0%) 716.5K +41.1K (+6.1%) 0.24% +0.002 pp 0.00% +0.000 pp USD13.45 +23.0% 4 qtrs
30 JPMORGAN CHASE & CO 41.6K -10.3K (-19.9%) 688.3K -121.3K (-15.0%) 0.23% -0.055 pp 0.00% +0.000 pp USD14.45 +14.5% 42 qtrs
31 BANK OF AMERICA CORP /DE/ 34.6K +858.0 (+2.5%) 572.4K +46.2K (+8.8%) 0.19% +0.006 pp 0.00% +0.000 pp USD15.65 +5.8% 48 qtrs
32 STATE OF WISCONSIN INVESTMENT BOARD 33.5K +7.5K (+28.8%) 554.4K +148.8K (+36.7%) 0.19% +0.047 pp 0.00% +0.000 pp USD17.05 -2.9% 22 qtrs
33 STRS OHIO 33.3K -3.7K (-10.0%) 551.1K -26.1K (-4.5%) 0.19% -0.019 pp 0.00% 0.000 pp USD16.67 -0.7% 19 qtrs
34 BARCLAYS PLC 30.9K +10.1K (+48.5%) 511.8K +205.7K (+67.2%) 0.17% +0.058 pp 0.00% +0.000 pp USD14.93 +10.9% 48 qtrs
35 IEQ CAPITAL, LLC 29.6K +5.2K (+21.4%) 489.3K +109.4K (+28.8%) 0.17% +0.034 pp 0.00% +0.000 pp USD15.77 +4.9% 2 qtrs
36 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29.0K +2.1K (+7.8%) 479.9K +60.2K (+14.3%) 0.17% +0.017 pp 0.00% +0.000 pp USD14.60 +13.4% 3 qtrs
37 ALLIANCEBERNSTEIN L.P. 25.9K +5.0K (+23.9%) 428.3K +102.6K (+31.5%) 0.15% +0.029 pp 0.00% +0.000 pp USD16.37 +1.1% 38 qtrs
38 RUSSELL INVESTMENTS GROUP, LTD. 24.7K -625.0 (-2.5%) 408.8K +13.7K (+3.5%) 0.14% +0.001 pp 0.00% +0.000 pp USD15.36 +7.7% 37 qtrs
39 COMMONWEALTH EQUITY SERVICES, LLC 23.4K -250.0 (-1.1%) 387.9K +17.9K (+4.8%) 0.13% 0.000 pp 0.00% +0.000 pp USD12.28 +34.8% 8 qtrs
40 RITHOLTZ WEALTH MANAGEMENT 21.6K +4.2K (+24.2%) 358.1K +86.3K (+31.7%) 0.12% +0.025 pp 0.01% +0.001 pp USD14.89 +11.1% 3 qtrs
41 GSA CAPITAL PARTNERS LLP 21.6K -1.6K (-6.8%) 358.0K -4.0K (-1.1%) 0.12% -0.008 pp 0.03% +0.001 pp USD14.15 +17.0% 8 qtrs
42 JANE STREET GROUP, LLC 21.5K -9.6K (-30.9%) 355.4K -129.5K (-26.7%) 0.12% -0.052 pp 0.00% +0.000 pp USD14.04 +17.9% 7 qtrs
43 RHUMBLINE ADVISERS 20.6K -2.8K (-11.8%) 341.4K -23.4K (-6.4%) 0.12% -0.014 pp 0.00% +0.000 pp USD14.79 +11.9% 49 qtrs
44 MARINER, LLC 19.5K +4.8K (+32.9%) 321.7K +93.1K (+40.7%) 0.11% +0.030 pp 0.00% +0.000 pp USD14.82 +11.7% 9 qtrs
45 MARTINGALE ASSET MANAGEMENT L P 19.4K +19.4K (+100.0%) 321.4K +321.4K (+100.0%) 0.11% +0.111 pp 0.01% +0.008 pp USD16.55 +0.0% 1 qtrs NEW
46 INVESCO LTD. 19.1K -4.4K (-18.6%) 316.3K -49.9K (-13.6%) 0.11% -0.023 pp 0.00% +0.000 pp USD14.27 +16.0% 48 qtrs
47 WELLS FARGO & COMPANY/MN 17.8K +4.7K (+35.7%) 294.0K +89.8K (+44.0%) 0.10% +0.027 pp 0.00% +0.000 pp USD15.08 +9.7% 48 qtrs
48 MILLENNIUM MANAGEMENT LLC 16.9K -10.8K (-38.9%) 279.5K -151.9K (-35.2%) 0.09% -0.059 pp 0.00% 0.000 pp USD14.46 +14.5% 6 qtrs
49 RMB CAPITAL MANAGEMENT, LLC 15.3K -1.2K (-7.2%) 253.1K -4.1K (-1.6%) 0.09% -0.004 pp 0.00% 0.000 pp USD16.81 -1.5% 33 qtrs
50 CWM, LLC 14.2K +2.0K (+16.3%) 234.0K +44.0K (+23.2%) 0.08% +0.012 pp 0.00% +0.000 pp USD15.18 +9.0% 13 qtrs
51 MERCER GLOBAL ADVISORS INC /ADV 14.1K +3.5K (+33.3%) 233.6K +68.4K (+41.4%) 0.08% +0.020 pp 0.00% +0.000 pp USD15.84 +4.5% 2 qtrs
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12.8K +12.8K (+100.0%) 212.5K +212.5K (+100.0%) 0.07% +0.072 pp 0.00% +0.000 pp USD16.55 +0.0% 5 qtrs
53 CANADA PENSION PLAN INVESTMENT BOARD 12.2K +12.2K (+100.0%) 201.9K +201.9K (+100.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11.4K +11.4K (+100.0%) 191.7K +191.7K (+100.0%) 0.06% +0.064 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
55 QUBE RESEARCH & TECHNOLOGIES LTD 11.5K +11.5K (+100.0%) 190.8K +190.8K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
56 CITADEL ADVISORS LLC 10.9K -53.9K (-83.1%) 181.2K -831.0K (-82.1%) 0.06% -0.299 pp 0.00% 0.000 pp USD13.51 +22.5% 5 qtrs
57 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 10.7K +— (+0.0%) 176.6K +10.1K (+6.1%) 0.06% +0.002 pp 0.00% +0.000 pp USD15.60 +6.1% 2 qtrs
58 BEESE FULMER INVESTMENT MANAGEMENT, INC. 10.0K +10.0K (+100.0%) 166.2K +166.2K (+100.0%) 0.06% +0.056 pp 0.01% +0.011 pp USD16.55 +0.0% 1 qtrs NEW
59 GAMCO INVESTORS, INC. ET AL 10.0K +— (+0.0%) 165.5K +9.5K (+6.1%) 0.06% +0.001 pp 0.00% +0.000 pp USD13.81 +19.8% 3 qtrs
60 METLIFE INVESTMENT MANAGEMENT, LLC 8.8K -782.0 (-8.1%) 146.1K -3.8K (-2.5%) 0.05% -0.003 pp 0.00% +0.000 pp USD17.67 -6.3% 33 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 8.1K +2.4K (+42.2%) 134.8K +45.5K (+50.9%) 0.05% +0.014 pp 0.00% +0.000 pp USD14.71 +12.5% 46 qtrs
62 SG AMERICAS SECURITIES, LLC 7.6K +7.6K (+100.0%) 126.0K +126.0K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 7.1K -328.0 (-4.4%) 116.8K +1.6K (+1.4%) 0.04% -0.001 pp 0.00% +0.000 pp USD13.09 +26.4% 7 qtrs
64 FARTHER FINANCE ADVISORS, LLC 3.4K -7.9K (-70.1%) 56.1K -120.5K (-68.2%) 0.02% -0.044 pp 0.00% -0.002 pp USD14.99 +10.4% 12 qtrs
65 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.3K -2.4K (-41.5%) 54.8K -33.6K (-38.0%) 0.02% -0.013 pp 0.00% 0.000 pp USD13.44 +23.1% 5 qtrs
66 VERSANT CAPITAL MANAGEMENT, INC 2.5K -252.0 (-9.3%) 40.9K -1.6K (-3.7%) 0.01% -0.001 pp 0.01% -0.001 pp USD13.90 +19.1% 5 qtrs
67 CITIGROUP INC 2.5K +2.0K (+405.7%) 40.8K +33.2K (+436.6%) 0.01% +0.011 pp 0.00% +0.000 pp USD16.11 +2.7% 37 qtrs
68 PNC FINANCIAL SERVICES GROUP, INC. 2.3K +202.0 (+9.6%) 38.3K +5.3K (+16.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD14.45 +14.5% 20 qtrs
69 SIMPLEX TRADING, LLC 2.3K +944.0 (+69.3%) 38.2K +17.2K (+81.7%) 0.01% +0.005 pp 0.00% +0.000 pp USD15.99 +3.5% 2 qtrs
70 ADVISOR GROUP HOLDINGS, INC. 2.3K -372.0 (-14.1%) 37.5K -2.4K (-5.9%) 0.01% -0.002 pp 0.00% +0.000 pp USD14.50 +14.1% 24 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 2.0K +— (+0.0%) 33.9K +1.9K (+6.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.59 +21.8% 43 qtrs
72 EVERSOURCE WEALTH ADVISORS, LLC 1.9K -281.0 (-12.7%) 32.1K -2.5K (-7.3%) 0.01% -0.002 pp 0.00% 0.000 pp USD13.97 +18.5% 10 qtrs
73 UBS GROUP AG 1.5K -8.5K (-85.1%) 24.5K -130.8K (-84.2%) 0.01% -0.047 pp 0.00% +0.000 pp USD13.88 +19.2% 45 qtrs
74 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.4K +25.0 (+1.8%) 23.0K +1.0K (+4.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD17.00 -2.6% 32 qtrs
75 PINNACLE WEALTH PLANNING SERVICES, INC. 1.3K +1.3K (+100.0%) 21.2K +21.2K (+100.0%) 0.01% +0.007 pp 0.00% +0.002 pp USD16.55 +0.0% 1 qtrs NEW
76 AMERITAS INVESTMENT PARTNERS, INC. 1.2K -589.0 (-32.3%) 20.4K -8.0K (-28.2%) 0.01% -0.003 pp 0.00% 0.000 pp USD18.25 -9.3% 36 qtrs
77 LEGAL & GENERAL GROUP PLC 1.2K -313.0 (-21.3%) 19.2K -3.8K (-16.5%) 0.01% -0.002 pp 0.00% +0.000 pp USD16.98 -2.5% 46 qtrs
78 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.2K +1.2K (+100.0%) 19.0K +19.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 932.00 -262.0 (-21.9%) 15.4K -3.2K (-17.2%) 0.01% -0.001 pp 0.00% +0.000 pp USD11.79 +40.4% 48 qtrs
80 STERLING CAPITAL MANAGEMENT LLC 875.00 -187.0 (-17.6%) 14.5K -2.1K (-12.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD14.77 +12.1% 6 qtrs
81 ROYAL BANK OF CANADA 796.00 -261.0 (-24.7%) 13.0K -3.0K (-18.8%) 0.00% -0.001 pp 0.00% +0.000 pp USD15.99 +3.5% 43 qtrs
82 TOWER RESEARCH CAPITAL LLC (TRC) 686.00 -706.0 (-50.7%) 11.4K -10.4K (-47.7%) 0.00% -0.004 pp 0.00% 0.000 pp USD13.01 +27.2% 25 qtrs
83 MASSMUTUAL TRUST CO FSB/ADV 504.00 -4.0 (-0.8%) 8.3K +416.0 (+5.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.54 +22.2% 10 qtrs
84 AMALGAMATED BANK 477.00 -267.0 (-35.9%) 8.0K -4.0K (-33.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD19.34 -14.4% 16 qtrs
85 SRS CAPITAL ADVISORS, INC. 460.00 -7.2K (-94.0%) 7.6K -111.2K (-93.6%) 0.00% -0.040 pp 0.00% -0.002 pp USD15.60 +6.1% 2 qtrs
86 OPTIVER HOLDING B.V. 276.00 +— (+0.0%) 4.6K +262.0 (+6.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.60 +6.1% 2 qtrs
87 BROWN BROTHERS HARRIMAN & CO 273.00 +273.0 (+100.0%) 4.5K +4.5K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
88 ALLWORTH FINANCIAL LP 256.00 +56.0 (+28.0%) 4.2K +1.1K (+35.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.24 +8.6% 3 qtrs
89 IFP ADVISORS, INC 222.00 +98.0 (+79.0%) 3.7K +1.7K (+90.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD15.23 +8.7% 3 qtrs
90 SMARTLEAF ASSET MANAGEMENT LLC 210.00 +— (+0.0%) 3.4K +160.0 (+4.9%) 0.00% +0.000 pp 0.00% 0.000 pp USD13.85 +19.5% 7 qtrs
91 CORNERSTONE PLANNING GROUP LLC 176.00 +160.0 (+1,000.0%) 3.0K +1.8K (+158.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.22 +2.0% 8 qtrs
92 GAMMA INVESTING LLC 180.00 -15.0 (-7.7%) 3.0K -63.0 (-2.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD13.96 +18.6% 5 qtrs
93 ROTHSCHILD INVESTMENT LLC 152.00 +17.0 (+12.6%) 2.5K +410.0 (+19.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.14 +9.3% 7 qtrs
94 LARSON FINANCIAL GROUP LLC 140.00 -1.8K (-92.8%) 2.3K -27.8K (-92.3%) 0.00% -0.010 pp 0.00% -0.001 pp USD15.59 +6.2% 2 qtrs
95 PRIVATE WEALTH MANAGEMENT GROUP, LLC 120.00 +— (+0.0%) 2.0K +114.0 (+6.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.35 +24.0% 9 qtrs
96 SIGNATUREFD, LLC 102.00 +102.0 (+100.0%) 1.7K +1.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
97 SBI SECURITIES CO., LTD. 95.00 -1.0 (-1.0%) 1.6K +74.0 (+4.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.43 +23.2% 5 qtrs
98 UBS ASSET MANAGEMENT AMERICAS INC 75.00 +75.0 (+100.0%) 1.2K +1.2K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.55 +0.0% 1 qtrs NEW
99 TRUE WEALTH DESIGN, LLC 65.00 +2.0 (+3.2%) 1.1K +93.0 (+9.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.88 +11.2% 5 qtrs
100 NISA INVESTMENT ADVISORS, LLC 60.00 +— (+0.0%) 993.00 +57.0 (+6.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.45 +23.0% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 80 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.19% 471.2K 0.12%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.14% 130.5K 0.63%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.10% 1.66M 0.47%
4 iShares Micro-Cap ETF IWC 0.07% 1.00M 0.60%
5 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 442.5K 0.20%
6 U.S. Micro Cap Portfolio ETF DFMC 0.03% 2.61M 0.43%
7 WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L 0.02% 54.8K 0.35%
8 WisdomTree US Equity Income UCITS ETF - Acc DHSA.L 0.02% 41.0K 0.29%
9 WisdomTree US Equity Income UCITS ETF DHSD.L 0.02% 41.0K 0.29%
10 WisdomTree US Equity Income UCITS ETF - EUR Hedged Acc WTDY.DE 0.02% 46.7K 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.50
Neutral
Buys
1
Sells
2
Shares acquired
10.0K
Shares disposed
20.0K
Cash buys
Cash sales
1.00
Net activity
-10,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-21 Gerke Mark Raymond Officer M-Exempt A Common Stock 10,000 14.98 149.8K 40,034 D
2026-02-18 Gordon Douglas S Director S-Sale D Common Stock 2,880 18.11 52.2K 556,773 D
2026-02-06 Gordon Douglas S Director S-Sale D Common Stock 6,765 18.27 123.6K 559,653 D
2026-02-05 Gordon Douglas S Director S-Sale D Common Stock 18,716 18.25 341.6K 566,418 D
2026-02-04 Lawton Patrick S Director S-Sale D Common Stock 19,255 18.64 358.9K 0 D
2026-02-04 Gordon Douglas S Director S-Sale D Common Stock 15,000 18.55 278.3K 585,134 D
2026-02-03 Lawton Patrick S Director S-Sale D Common Stock 30,000 18.53 555.9K 19,255 D
2026-02-02 Glynn Julie Ann Officer S-Sale D Common Stock 20,000 18.17 363.4K 10,000 D
2025-10-27 Hansen Michael L Director S-Sale D Common Stock 79,872 15.16 1.21M 0 D
2025-08-13 Hansen Michael L Director S-Sale D Common Stock 109,527 14.05 1.54M 1,541 I
2025-08-12 Hansen Michael L Director S-Sale D Common Stock 35,290 13.92 491.2K 111,068 I
2025-08-11 Hansen Michael L Director S-Sale D Common Stock 2,757 13.80 38.0K 146,358 I
2025-07-25 Hansen Michael L Director S-Sale D Common Stock 100 13.81 1.4K 149,976 I
2025-07-24 Hansen Michael L Director S-Sale D Common Stock 36,465 13.83 504.5K 150,076 I
2025-07-22 Piotrowski Laura Ellen Director Common Stock 0 0.00 8,798 D
2025-07-22 Mulroy Molly A Director Common Stock 0 0.00 8,798 D
2025-02-28 Lawton Patrick S Director S-Sale D Common Stock 37,500 14.03 526.1K 49,131 D
2025-02-28 Gerke Mark Raymond Officer M-Exempt D Stock Option 5,000 12.75 63.8K 0 D
2025-02-13 RAPPE KRISTINE A Director M-Exempt A Common Stock 22,185 12.75 282.9K 49,503 D
2025-02-11 Schmidt Stephen J Director M-Exempt A Common Stock 6,211 12.75 79.2K 76,289 D
2025-02-06 Schmidt Stephen J Director S-Sale D Common Stock 3,097 13.75 42.6K 70,078 D
2025-02-05 Schmidt Stephen J Director M-Exempt D Stock Options 0 12.75 9,308 D
2025-02-05 RAPPE KRISTINE A Director S-Sale D Common Stock 10,270 13.75 141.3K 27,318 D
2025-02-04 Schmidt Stephen J Director M-Exempt D Stock Options 0 12.75 20,193 D
2025-02-04 RAPPE KRISTINE A Director S-Sale D Common Stock 4,760 13.77 65.5K 27,318 D
2025-01-31 Schmidt Stephen J Director M-Exempt D Stock Options 14,928 12.75 190.3K 22,388 D
2025-01-31 RAPPE KRISTINE A Director M-Exempt A Common Stock 19,879 12.75 253.5K 47,197 D
2025-01-30 Schmidt Stephen J Director M-Exempt A Common Stock 12,291 12.75 156.7K 82,369 D
2025-01-30 RAPPE KRISTINE A Director S-Sale D Common Stock 13,931 13.89 193.4K 27,318 D
2024-12-11 Schmidt Stephen J Director S-Sale D Common Stock 101 15.12 1.5K 70,266 D
2024-11-27 Schmidt Stephen J Director M-Exempt A Common Stock 259 12.75 3.3K 70,337 D
2024-11-25 Schmidt Stephen J Director S-Sale D Common Stock 7 15.82 110.74 70,683 D
2024-11-22 Schmidt Stephen J Director S-Sale D Common Stock 468 15.37 7.2K 72,573 D
2024-11-21 Schmidt Stephen J Director S-Sale D Common Stock 83 15.36 1.3K 71,013 D
2024-11-20 Schmidt Stephen J Director M-Exempt D Stock Option 437 12.75 5.6K 69,818 D
2024-11-13 Schmidt Stephen J Director S-Sale D Common Stock 200 15.77 3.2K 70,078 D
2024-11-12 Schmidt Stephen J Director S-Sale D Common Stock 9 15.86 142.74 70,630 D
2024-11-11 Schmidt Stephen J Director S-Sale D Common Stock 9 15.89 143.01 70,169 D
2024-11-08 Schmidt Stephen J Director S-Sale D Common Stock 210 15.81 3.3K 70,783 D
2024-11-07 Schmidt Stephen J Director S-Sale D Common Stock 23 15.92 366.16 76,147 D
2024-11-06 RAPPE KRISTINE A Director S-Sale D Common Stock 1,174 16.61 19.5K 27,909 D
2024-09-13 Bartel Ellen Syburg Director S-Sale D Common Stock 105 14.96 1.6K 15,139
2024-09-05 Bartel Ellen Syburg Director S-Sale D Common Stock 307 15.01 4.6K 15,005
2024-09-04 Bartel Ellen Syburg Director S-Sale D Common Stock 80 15.00 1.2K 15,000
2024-09-03 Bartel Ellen Syburg Director S-Sale D Common Stock 203 15.04 3.1K 15,391
2024-08-30 Bartel Ellen Syburg Director S-Sale D Common Stock 176 15.02 2.6K 15,000
2024-08-29 Hansen Michael L Director M-Exempt A Common Stock 6,931 12.75 88.4K 86,803
2024-08-28 Hansen Michael L Director M-Exempt D Stock Option 5,569 12.75 71.0K 6,931
2024-04-23 McGuiness Jeffrey R Officer A-Award A Stock Options 30,000 11.55 346.5K 30,000
2024-04-23 Gordon Douglas S Director A-Award A Common Stock 50,000 0.00 591,129
2024-03-06 Gordon Ryan J Officer A-Award A Common Stock 1,380 0.00 1,380
2024-03-06 Gordon Douglas S Officer A-Award A Common Stock 5,332 0.00 541,129
2024-03-06 Glynn Julie Ann Officer F-InKind D Common Stock 514 12.15 6.2K 929
2024-03-06 Gerke Mark Raymond Officer A-Award A Common Stock 1,568 0.00 28,631
2024-03-06 Bruss William F Officer F-InKind D Common Stock 695 12.15 8.4K 27,720
2024-01-26 McGuiness Jeffrey R Officer F-InKind D Common Stock 3,290 14.04 46.2K 3,842
2023-10-26 Gordon Douglas S Officer P-Purchase A Common Stock 1 9.92 9.92 535,384
2023-04-06 Gordon Ryan J Officer I Common Stock 0 0.00 17,699
2022-03-14 Hansen Michael L Director S-Sale D Common Stock 398 19.68 7.8K 90,164
2021-12-28 Dalum Thomas E Director G-Gift D Common Stock 25,000 21.84 545.9K 38,531
2021-11-23 Dalum Thomas E Director S-Sale D Common Stock 100 21.76 2.2K 63,864
2021-11-22 Dalum Thomas E Director S-Sale D Common Stock 200 21.70 4.3K 72,600
2021-11-19 Dalum Thomas E Director S-Sale D Common Stock 2,861 21.52 61.6K 67,628
2021-06-03 Bruss William F Officer M-Exempt D Stock Options 24,331 12.75 310.2K 0
2021-05-18 Bruss William F Officer S-Sale D Common Stock 100 20.02 2.0K 26,637
2021-05-17 Bruss William F Officer S-Sale D Commons Stock 1,892 20.11 38.0K 26,336
2021-03-10 Bartel Ellen Syburg Director S-Sale D Common Stock 300 20.63 6.2K 15,321
2021-03-08 Hansen Michael L Director S-Sale D Common Stock 700 20.94 14.7K 79,972
2021-03-08 Bartel Ellen Syburg Director S-Sale D Common Stock 56 20.83 1.2K 24,939
2021-03-03 Gerke Mark Raymond Officer S-Sale D Common Stock 200 20.53 4.1K 36,241
2021-03-01 Hansen Michael L Director S-Sale D Common Stock 1,121 19.46 21.8K 109,049
2021-02-16 Tyus Derek L Director D Common Stock 0 0.00 6,440
2021-01-26 McGuiness Jeffrey R Officer D Common Stock 0 0.00 7,132
2020-12-31 RAPPE KRISTINE A Director 0 0.00 0
2020-12-28 Bartel Ellen Syburg Director S-Sale D Commons Stock 6,442 18.75 120.8K 32,500
2020-12-23 Lawton Patrick S Director G-Gift D Common Stock 136,489 0.00 114,573
2020-11-24 Bartel Ellen Syburg Director M-Exempt A Common Stock 20,773 12.75 264.9K 38,273
2020-11-16 Bartel Ellen Syburg Director S-Sale D Common Stock 9,762 18.10 176.7K 27,500
2020-11-11 Bartel Ellen Syburg Director M-Exempt D Stock Options 238 12.75 3.0K 99,477
2020-07-09 Lawton Patrick S Director M-Exempt A Common Stock 62,500 12.75 796.9K 251,062
2020-07-08 Gordon Douglas S Officer M-Exempt D Common Stock 110,784 12.75 1.41M 535,161
2020-03-13 Bartel Ellen Syburg Director S-Sale D Common Stock 50 15.82 791.01 20,950
2020-03-04 Gordon Douglas S Officer M-Exempt D Common Stock 7,844 12.75 100.0K 424,377
2020-02-27 Gerke Mark Raymond Officer M-Exempt A Common Stock 3,292 1.73 5.7K 31,741
2020-02-14 Bartel Ellen Syburg Director S-Sale D Stock Options 7 12.75 89.25 99,715
2020-02-13 Bartel Ellen Syburg Director S-Sale D Stock Options 278 12.75 3.5K 99,722
2020-02-12 Bruss William F Officer S-Sale D Common Stock 1,500 17.93 26.9K 26,126
2020-02-03 Lawton Patrick S Director S-Sale D Common Stock 2,287 17.53 40.1K 0
2019-06-24 Gerke Mark Raymond Officer F-InKind D Common Stock 1,325 16.91 22.4K 28,449
2019-06-03 Bruss William F Officer S-Sale D Common Stock 2,250 16.60 37.4K 27,626
2019-05-24 Bartel Ellen Syburg Director S-Sale D Common Stock 100 16.59 1.7K 22,300
2019-05-23 Bartel Ellen Syburg Director S-Sale D Common Stock 100 16.52 1.7K 26,400
2019-04-11 Glynn Julie Ann Officer D Common Stock 0 0.00 0
2019-03-20 Glynn Julie Ann Officer D Stock Options 20,000 17.35 347.0K 0
2019-03-12 Gordon Douglas S Officer M-Exempt D Common Stock 7,843 12.75 100.0K 416,533
2019-03-07 Gordon Douglas S Officer F-InKind D Common Stock 15,154 16.62 251.9K 408,690
2019-03-07 Bruss William F Officer F-InKind D Common Stock 2,043 16.62 34.0K 29,876
2019-01-24 Gordon Ryan J Officer D Stock Options 10,000 17.20 172.0K 0
2018-12-14 Egenhoefer Eric J S-Sale D Common Stock 1,700 16.18 27.5K 74,311
2018-12-11 Egenhoefer Eric J Officer S-Sale D Common Stock 6 16.50 99.00 84,437
2018-11-30 Bruss William F Officer S-Sale D Common Stock 1,200 16.85 20.2K 31,919
2018-09-11 Bartel Ellen Syburg Director S-Sale D Commn Stock 2,700 17.02 46.0K 0
2018-08-17 Bruss William F Officer S-Sale D Common Stock 2,423 17.00 41.2K 33,119
2018-08-16 Bruss William F Officer S-Sale D Common Stock 577 17.00 9.8K 35,542
2018-08-13 Egenhoefer Eric J Officer S-Sale D Common Stock 200 17.03 3.4K 84,437
2018-08-10 Egenhoefer Eric J Officer M-Exempt D Stock Options 7,601 12.75 96.9K 16,950
2018-08-09 Egenhoefer Eric J Officer M-Exempt A Common Stock 2,008 12.75 25.6K 86,445
2018-08-08 Egenhoefer Eric J Officer M-Exempt A Common Stock 20,643 12.75 263.2K 105,080
2018-08-07 Egenhoefer Eric J Officer M-Exempt A Common Stock 2,798 12.75 35.7K 87,235
2018-06-22 Gerke Mark Raymond Officer F-InKind D Common Stock 1,318 17.90 23.6K 29,774
2018-05-09 Gerke Mark Raymond Officer S-Sale D Common Stock 200 17.63 3.5K 31,392
2018-05-08 Bruss William F Officer S-Sale D Common Stock 4,600 17.45 80.3K 40,619
2018-05-02 Bruss William F Officer S-Sale D Common Stock 600 17.40 10.4K 48,363
2018-04-26 Bruss William F Officer S-Sale D Common Stock 200 17.45 3.5K 48,963
2018-03-06 Gordon Douglas S Officer M-Exempt D Stock Options 7,843 12.75 100.0K 126,471
2018-03-06 Bruss William F Officer F-InKind D Common Stock 2,056 17.70 36.4K 49,163
2018-03-05 Gordon Douglas S Officer M-Exempt A Common Stock 7,843 12.75 100.0K 438,986
2018-02-28 Arndt Rebecca M Officer F-InKind D Common Stock 1,248 17.20 21.5K 39,241
2017-10-25 Arndt Rebecca M Officer M-Exempt D Stock Options 6,000 12.75 76.5K 9,000
2017-06-22 Gerke Mark Raymond Officer F-InKind D Common Stock 1,467 18.45 27.1K 34,592
2017-05-30 Egenhoefer Eric J Officer M-Exempt D Stock Options 38,865 3.47 134.9K 0
2017-04-20 Bruss William F Officer M-Exempt A Common Stock 38,405 1.73 66.4K 66,415
2017-04-19 Arndt Rebecca M Officer M-Exempt A Common Stock 4,390 1.73 7.6K 40,489
2017-03-27 Gordon Douglas S Officer M-Exempt D Stock Options 15,686 12.75 200.0K 134,314
2017-03-15 Dalum Thomas E Director G-Gift A Common Stock 10,973 18.40 201.9K 36,596
2017-03-10 Arndt Rebecca M Officer S-Sale D Common Stock 1,500 18.15 27.2K 36,828
2017-03-06 Gordon Douglas S Officer F-InKind D Common Stock 16,640 18.15 302.0K 415,457
2017-03-06 Bruss William F Officer F-InKind D Common Stock 1,976 18.15 35.9K 28,010
2017-03-06 Arndt Rebecca M Officer F-InKind D Common Stock 1,271 18.15 23.1K 38,328
2017-01-05 Bruss William F Officer F-InKind D Common Stock 2,121 18.70 39.7K 29,986
2017-01-05 Arndt Rebecca M Officer F-InKind D Common Stock 1,272 18.70 23.8K 39,599
2016-12-14 Egenhoefer Eric J Officer F-InKind D Common Stock 2,946 18.85 55.5K 45,572
2016-12-07 Dalum Thomas E Director M-Exempt A Stock Appreciation Rights 54,865 16.11 883.9K 0
2016-12-05 Gordon Douglas S Officer G-Gift D Common Stock 12,000 0.00 432,097
2016-11-21 Gordon Douglas S Officer M-Exempt A Common Stock 31,048 16.11 500.2K 471,808
2016-11-18 Lawton Patrick S Director M-Exempt D Stock Appreciation Rights 54,865 16.11 883.9K 0
2016-08-31 Bartel Ellen Syburg Director P-Purchase A Common Stock 2,700 16.84 45.5K 2,700
2016-08-25 Schmidt Stephen J Director S-Sale D Common Stock 1,316 16.78 22.1K 71,936
2016-08-25 Bruss William F Officer S-Sale D Common Stock 21 16.77 352.07 41,095
2016-08-24 Schmidt Stephen J Director M-Exempt D Stock Options 54,865 16.11 883.9K 0
2016-08-24 Bruss William F Officer M-Exempt D Stock Options 54,865 16.11 883.9K 0
2016-08-23 Hansen Michael L Director S-Sale D Common Stock 100 16.74 1.7K 82,074
2016-08-23 Arndt Rebecca M Officer M-Exempt D Stock Appreciation Rights 27,432 16.11 441.9K 0
2016-08-22 Hansen Michael L Director S-Sale D Common Stock 3,000 16.73 50.2K 87,962
2016-08-19 Hansen Michael L Director S-Sale D Common Stock 2,515 16.69 42.0K 123,851
2016-08-18 Gordon Douglas S Officer F-InKind D Common Stock 232,318 16.87 3.92M 440,760
2016-08-18 Gerke Mark Raymond Officer M-Exempt D Stock Appreciation Rights 8,229 16.11 132.6K 0
2016-06-22 Gerke Mark Raymond Officer F-InKind D Common Stock 1,518 15.13 23.0K 35,689
2016-06-21 Gerke Mark Raymond Officer A-Award A Common Stock 20,000 0.00 37,207
2016-05-10 Bruss William F Officer S-Sale D Common Stock 300 14.14 4.2K 34,307
2016-03-07 Gordon Douglas S Officer F-InKind D Common Stock 16,648 14.02 233.4K 429,801
2016-03-07 Gerke Mark Raymond Officer S-Sale D Common Stock 485 14.05 6.8K 17,207
2016-03-07 Bruss William F Officer F-InKind D Common Stock 1,957 14.02 27.4K 34,607
2016-03-07 Arndt Rebecca M Officer M-Exempt A Common Stock 8,778 1.73 15.2K 39,693
2016-03-04 Gillespie Kevin P Officer D Stock Options 30,000 12.75 382.5K 0
2016-03-01 Gerke Mark Raymond Officer M-Exempt A Common Stock 3,292 1.73 5.7K 19,207
2016-03-01 Bruss William F Officer S-Sale D Common Stock 3,200 14.04 44.9K 36,564
2016-02-29 Arndt Rebecca M Officer S-Sale D Common Stock 4,601 14.15 65.1K 32,207
2015-12-31 Gordon Douglas S Officer A-Award A Common Stock 3,402 14.10 48.0K 26,961
2015-12-31 Gerke Mark Raymond Officer A-Award A Common Stock 2,034 14.10 28.7K 14,464
2015-08-28 Bruss William F Officer S-Sale D Common Stock 800 12.60 10.1K 41,885
2015-07-29 Arndt Rebecca M Officer S-Sale D Common Stock 1,600 13.00 20.8K 38,080
2015-07-27 Arndt Rebecca M Officer S-Sale D Common Stock 1,000 13.00 13.0K 39,780
2015-05-29 Gerke Mark Raymond Officer M-Exempt A Common Stock 9,875 1.73 17.1K 15,915
2015-05-05 Bartel Ellen Syburg Director L-Small A Common Stock 15 12.88 188.18 3,779
2015-04-28 Bruss William F Officer S-Sale D Common Stock 4,784 12.90 61.7K 44,649
2015-04-27 Bruss William F Officer S-Sale D Common Stock 4,400 12.86 56.6K 50,649
2015-03-06 Gordon Douglas S Officer F-InKind D Common Stock 16,641 12.72 211.7K 446,449
2015-03-04 Schmidt Stephen J Director A-Award A Common Stock 28,000 0.00 70,078
2015-03-04 RAPPE KRISTINE A Director A-Award A Common Stock 28,000 0.00 41,318
2015-03-04 Lawton Patrick S Director A-Award A Stock Options 100,000 12.75 1.28M 100,000
2015-03-04 Hosack Allan Robert Officer A-Award A Common Stock 25,000 0.00 25,000
2015-03-04 Hansen Michael L Director A-Award A Common Stock 32,000 0.00 47,872
2015-03-04 Gordon Douglas S Director / Officer A-Award A Stock Options 150,000 12.75 1.91M 150,000
2015-03-04 Gerke Mark Raymond Officer A-Award A Stock Options 10,000 12.75 127.5K 10,000
2015-03-04 Egenhoefer Eric J A-Award A Stock Options 50,000 12.75 637.5K 50,000
2015-03-04 Dalum Thomas E Director A-Award A Stock Options 100,000 12.75 1.28M 100,000
2015-03-04 Bruss William F Officer A-Award A Common Stock 30,000 0.00 55,049
2015-03-04 Bartel Ellen Syburg Director A-Award A Stock Options 100,000 12.75 1.28M 100,000
2015-03-04 Arndt Rebecca M Officer A-Award A Stock Options 15,000 12.75 191.3K 15,000
2015-02-03 Bartel Ellen Syburg Director L-Small A Common Stock 14 12.99 187.32 3,764
2014-12-31 Gordon Douglas S Director / Officer A-Award A Common Stock 3,774 13.15 49.6K 23,559
2014-12-31 Bruss William F Officer A-Award A Common Stock 3,717 13.15 48.9K 27,961
2014-12-31 Arndt Rebecca M Officer A-Award A Common Stock 3,415 13.15 44.9K 17,249
2014-12-03 Schmidt Stephen J Director P-Purchase A Common Stock 3,000 12.40 37.2K 42,078
2014-11-18 RAPPE KRISTINE A Director P-Purchase A Common Stock 1,384 12.35 17.1K 13,318
2014-09-05 Hosack Allan Robert Officer P-Purchase A Common Stock 4,830 11.50 55.5K 34,330
2014-09-04 Hosack Allan Robert Officer P-Purchase A Common Stock 5,000 11.74 58.7K 29,500
2014-09-03 Hosack Allan Robert Officer P-Purchase A Common Stock 9,000 11.57 104.1K 24,500
2014-09-02 Hosack Allan Robert Officer P-Purchase A Common Stock 8,500 11.49 97.7K 15,500
2014-08-29 Hosack Allan Robert Officer P-Purchase A Common Stock 7,000 11.41 79.9K 7,000
2014-06-12 Bruss William F Officer S-Sale D Common Stock 700 10.90 7.6K 27,170
2014-06-03 RAPPE KRISTINE A Director P-Purchase A Common Stock 4,600 10.75 49.5K 9,318
2014-05-16 Bruss William F Officer S-Sale D Common Stock 4,500 10.59 47.7K 27,870
2014-05-15 Lawton Patrick S Director S-Sale D Common Stock 2,876 10.60 30.5K 2,500
2014-05-14 RAPPE KRISTINE A Director P-Purchase A Common Stock 2,358 10.59 25.0K 4,718
2014-05-13 Arndt Rebecca M Officer M-Exempt A Common Stock 8,778 1.73 15.2K 25,844
2014-05-12 Lawton Patrick S Director S-Sale D Common Stock 2,876 10.68 30.7K 2,500
2014-05-12 Bartel Ellen Syburg Director P-Purchase A Common Stock 3,750 10.68 40.1K 3,750
2014-05-08 Lawton Patrick S Director S-Sale D Common Stock 2,876 10.60 30.5K 2,500

Executive team

Top executives
EBIT / Employee
55.7K
Shares Outstanding
18.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 William F. Bruss President, Chief Executive Officer Chief Operating Officer and General Counsel (2022-2023) of Waterstone Financial and WaterStone Bank 439.0K 65.8K 214.6K 65.7K 785.2K 8.39%
2 2025 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 300.8K 45.1K 147.0K 68.3K 561.2K 8.04%
3 2025 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 276.5K 41.5K 130.5K 60.2K 508.6K 8.15%
4 2025 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 463.5K 33.3K 8.8K 505.5K 0.00%
5 2025 Ryan J. Gordon Senior Vice President and Chief Credit Officer of WaterStone Bank 264.6K 39.7K 122.1K 68.7K 495.0K 8.02%
6 2024 William F. Bruss President, Chief Executive Officer Chief Operating Officer and General Counsel (2022-2023) of Waterstone Financial and WaterStone Bank 426.3K 63.9K 167.5K 56.9K 714.6K 8.95%
7 2024 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 450.0K 60.3K 33.3K 33.7K 577.3K 10.45%
8 2024 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 292.0K 43.8K 106.0K 57.7K 499.5K 8.77%
9 2024 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 268.4K 40.3K 88.9K 52.4K 449.9K 8.95%
10 2024 Ryan J. Gordon Senior Vice President and Chief Credit Officer of WaterStone Bank 256.9K 38.5K 93.2K 58.0K 446.6K 8.63%
11 2023 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 875.0K 62.0K 131.2K 413.0K 75.0K 1.56M 8.43%
12 2023 William F. Bruss President, Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 387.5K 40.0K 58.1K 140.7K 68.2K 654.6K 8.88%
13 2023 William F. Bruss President, Chief Executive Officer Chief Operating Officer and General Counsel (2022-2023) of Waterstone Financial and WaterStone Bank 387.5K 40.0K 58.1K 140.7K 68.2K 654.6K 8.88%
14 2023 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 450.0K 135.0K 11.2K 461.2K 29.27%
15 2023 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 265.0K 30.0K 39.8K 89.2K 63.1K 457.1K 8.71%
16 2023 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 244.0K 29.0K 36.6K 82.0K 58.0K 420.6K 8.70%
17 2023 Ryan J. Gordon Senior Vice President and Chief Credit Officer of WaterStone Bank 235.5K 28.0K 35.0K 78.5K 62.7K 409.7K 8.55%
18 2022 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 875.0K 131.3K 262.5K 72.8K 1.34M 9.78%
19 2022 William F. Bruss President, Chief Executive Officer Chief Operating Officer and General Counsel (2022-2023) of Waterstone Financial and WaterStone Bank 376.0K 56.4K 82.7K 74.3K 629.4K 8.96%
20 2022 William F. Bruss President, Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 376.0K 56.4K 82.7K 74.3K 629.4K 8.96%
21 2022 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 376.0K 40.0K 56.4K 82.7K 74.3K 629.4K 8.96%
22 2022 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 257.5K 38.6K 51.5K 70.4K 448.1K 8.62%
23 2022 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 425.0K 10.3K 435.3K 0.00%
24 2022 Ryan J. Gordon Senior Vice President and Chief Credit Officer of WaterStone Bank 226.6K 34.0K 45.3K 74.1K 408.0K 8.33%
25 2022 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 236.9K 35.5K 35.5K 66.8K 403.8K 8.80%
26 2021 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 850.0K 127.5K 541.9K 78.0K 1.60M 7.98%
27 2021 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 400.0K 300.0K 14.3K 849.3K 0.00%
28 2021 William F. Bruss President and Secretary of Waterstone Financial and WaterStone Bank 365.0K 155.1K 54.8K 78.1K 652.9K 8.39%
29 2021 William F. Bruss President, Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 365.0K 54.8K 155.1K 78.1K 652.9K 8.39%
30 2021 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 365.0K 54.8K 55.1K 78.1K 652.9K 8.39%
31 2021 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 250.0K 37.5K 106.3K 75.7K 469.4K 7.99%
32 2021 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 229.8K 34.5K 73.6K 72.9K 410.8K 8.40%
33 2020 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 850.0K 562.9K 63.0K 1.48M 0.00%
34 2020 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 357.0K 166.5K 67.8K 591.3K 0.00%
35 2020 William F. Bruss President and Secretary of Waterstone Financial and WaterStone Bank 357.0K 166.5K 67.8K 591.3K 0.00%
36 2020 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 242.0K 45.6K 72.7K 360.3K 0.00%
37 2020 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 219.0K 82.1K 58.0K 359.1K 0.00%
38 2020 Jeffrey R. McGuiness President of Waterstone Mortgage Corporation 30.8K 325.0K 355.8K 0.00%
39 2020 Jeff McGuiness President of Waterstone Mortgage Corporation 30.8K 325.0K 355.8K 0.00%
40 2019 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 850.0K 181.7K 188.0K 1.22M 0.00%
41 2019 William F. Bruss President and Secretary of Waterstone Financial and WaterStone Bank 318.0K 68.0K 86.9K 472.9K 0.00%
42 2019 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 318.0K 68.0K 86.9K 472.9K 0.00%
43 2019 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 206.0K 44.0K 61.4K 311.4K 0.00%
44 2019 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 190.5K 73.3K 24.6K 288.5K 0.00%
45 2019 Andy Peach President of Waterstone Mortgage Corporation 117.2K 117.2K 0.00%
46 2018 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 850.0K 137.9K 987.9K 0.00%
47 2018 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 243.8K 11.4K 310.7K 565.9K 0.00%
48 2018 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 308.7K 74.3K 383.0K 0.00%
49 2018 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 197.3K 56.9K 254.3K 0.00%
50 2018 Julie Glynn Senior Vice President and Director of Retail of WaterStone Bank 132.2K 40.0K 72.8K 4.2K 252.2K 28.87%
51 2018 Julie A. Glynn Senior Vice President and Director of Retail of WaterStone Bank 132.2K 40.0K 72.8K 4.2K 249.2K 29.22%
52 2018 A.W. Pickel, III President of Waterstone Mortgage Corporation 150.0K 75.0K 5.7K 230.7K 0.00%
53 2017 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 850.0K 86.7K 936.7K 0.00%
54 2017 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 318.3K 568.6K 6.0K 892.8K 0.00%
55 2017 Kevin Gillespie Chief Operating Officer of Waterstone Mortgage Corporation 212.2K 203.2K 41.7K 457.1K 0.00%
56 2017 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 300.0K 65.9K 365.9K 0.00%
57 2017 Rebecca M. Arndt Vice President, Retail Operations of WaterStone Bank 176.7K 46.5K 223.2K 0.00%
58 2017 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 170.0K 52.4K 222.4K 0.00%
59 2016 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 309.0K 854.0K 6.0K 1.17M 0.00%
60 2016 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 825.0K 67.3K 892.3K 0.00%
61 2016 Kevin Gillespie Chief Operating Officer of Waterstone Mortgage Corporation 206.0K 427.0K 6.0K 639.0K 0.00%
62 2016 Mark R. Gerke Chief Financial Officer of Waterstone Financial and WaterStone Bank 165.0K 299.6K 31.9K 48.6K 545.1K 60.82%
63 2016 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 291.5K 78.2K 369.7K 0.00%
64 2016 Rebecca M. Arndt Vice President, Retail Operations of WaterStone Bank 171.5K 47.5K 219.0K 0.00%
65 2016 Allan R. Hosack Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 72.0K 999.00 72.9K 0.00%
66 2015 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 800.0K 3.19M 486.0K 56.0K 4.53M 81.10%
67 2015 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 300.0K 162.0K 507.3K 9.2K 978.5K 16.56%
68 2015 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 283.0K 382.5K 97.2K 64.7K 827.4K 57.98%
69 2015 Allan R. Hosack Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 237.0K 318.8K 129.6K 24.1K 709.4K 63.20%
70 2015 Kevin Gillespie Chief Operating Officer of Waterstone Mortgage Corporation 200.0K 97.2K 279.0K 6.0K 574.1K 16.93%
71 2015 Rebecca M. Arndt Vice President, Retail Operations of WaterStone Bank 166.5K 223.1K 48.6K 41.5K 479.8K 56.64%
72 2014 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 780.0K 700.0K 46.9K 1.53M 0.00%
73 2014 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 275.0K 81.9K 53.8K 410.6K 0.00%
74 2014 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 250.0K 50.0K 6.6K 306.6K 0.00%
75 2014 Allan R. Hosack Chief Financial Officer of Waterstone Financial and WaterStone Bank 190.2K 68.4K 11.0K 269.7K 0.00%
76 2014 Allan R. Hosack Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 190.2K 68.4K 11.0K 269.7K 0.00%
77 2014 Rebecca M. Arndt Bank Vice President, Retail Operations 161.5K 48.2K 37.2K 246.9K 0.00%
78 2014 Rebecca M. Arndt Vice President, Retail Operations of WaterStone Bank 161.5K 48.2K 37.2K 246.9K 0.00%
79 2014 Richard C. Larson Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 42.4K 139.2K 181.6K 0.00%
80 2013 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 780.0K 350.0K 32.2K 1.16M 0.00%
81 2013 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 250.0K 274.0K 6.6K 530.6K 0.00%
82 2013 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 241.8K 30.0K 41.6K 313.4K 0.00%
83 2013 Richard C. Larson Chief Financial Officer of Waterstone Financial and WaterStone Bank 240.0K 30.0K 37.5K 307.5K 0.00%
84 2013 Richard C. Larson Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 240.0K 30.0K 37.5K 307.5K 0.00%
85 2013 Rebecca M. Arndt Vice President, Retail Operations of WaterStone Bank 156.5K 20.0K 27.9K 204.5K 0.00%
86 2013 Rebecca M. Arndt Bank Vice President, Retail Operations 156.5K 20.0K 27.9K 204.5K 0.00%
87 2012 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 780.0K 350.0K 16.5K 1.15M 0.00%
88 2012 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 247.1K 879.4K 6.6K 1.13M 0.00%
89 2012 Richard C. Larson Chief Financial Officer of Waterstone Financial and WaterStone Bank 240.0K 30.0K 47.3K 37.5K 23.8K 378.5K 22.39%
90 2012 Richard C. Larson Former Chief Financial Officer of Waterstone Financial and WaterStone Bank 240.0K 30.0K 47.3K 37.5K 23.8K 378.5K 22.39%
91 2012 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 207.2K 30.0K 47.3K 43.8K 26.3K 354.5K 25.67%
92 2012 Rebecca M. Arndt Bank Vice President, Retail Operations 152.0K 20.0K 28.4K 25.0K 16.9K 242.2K 22.02%
93 2011 Douglas S. Gordon Chief Executive Officer of Waterstone Financial and WaterStone Bank 420.0K 16.3K 436.3K 0.00%
94 2011 Eric J. Egenhoefer President of Waterstone Mortgage Corporation 200.0K 80.0K 5.6K 285.6K 0.00%
95 2011 Richard C. Larson Chief Financial Officer of Waterstone Financial and WaterStone Bank 236.0K 21.5K 257.5K 0.00%
96 2011 William F. Bruss Chief Operating Officer and General Counsel of Waterstone Financial and WaterStone Bank 204.2K 21.4K 225.6K 0.00%
97 2011 Rebecca M. Arndt Bank Vice President, Retail Operations 148.0K 12.1K 160.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEF 14A
2025-04-10 DEF 14A
2024-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 4
2026-05-19 8-K
2026-05-07 10-Q
2026-04-27 8-K
2026-04-23 8-K
2026-04-09 DEF 14A
2026-04-09 ARS
2026-03-17 8-K
2026-02-26 10-K
2026-02-20 4

Executive team

NameTitleCompensationGender
William F. Bruss Chief Executive Officer, President, General Counsel & Secretary 719.3K male
Mark Raymond Gerke Executive Vice President, Chief Financial Officer & Chief Accounting Officer 516.1K male
Jeffrey R. McGuiness President & Chief Executive Officer of Waterstone Mortgage Corporation 505.5K male
Douglas S. Gordon Director 200.0K male
Kyle J. Mertz Controller male
ESG Rating
B
BANKS - REGIONAL
2023
E (Environmental)
60.8 / 64.3
Company / Sector avg.
S (Social)
67.3 / 76.5
Company / Sector avg.
G (Governance)
62.7 / 75.5
Company / Sector avg.
ESG Total
63.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits