Waterstone Financial, Inc. (WSBF)
Wauwatosa, WI, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.91% | +0.71% | +2.72% | +3.93% | +18.20% | +11.84% | +43.38% | +36.91% | -7.22% | +27.83% | +80.59% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* 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.
| 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%)
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for WSBF
Short-term intention
Target Price Distribution
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