Waterstone Financial, Inc. insider trading
Every open-market purchase and sale by Waterstone Financial, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Waterstone Financial, Inc.’s insiders pay?
From May 7, 2014 to August 17, 2026, 14 insiders reported 8 open-market purchases and 82 sales not made under a pre-set plan in Waterstone Financial, Inc. Twelve months after each purchase was reported, the shares were +8.8% against the S&P 500 on average (median +10.0%), over 8 purchases with a full year of prices; 88% beat the index. After sales, the shares moved +0.6% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 14, 2014 into $18,809 by November 2, 2026, +5.2% a year. It held shares 21% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,750 (+4.2% a year), and held throughout $49,293 (+13.7%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Bruss William F | COO / General Counsel | 0 | — | — | 16 | +1.4% (16) | June 7, 2021 |
| Hansen Michael L | Director | 0 | — | — | 13 | +3.1% (13) | October 28, 2025 |
| Schmidt Stephen J | Director | 1 | +11.3% (1) | 100% | 12 | −0.9% (12) | February 12, 2025 |
| Bartel Ellen Syburg | Director | 2 | +2.2% (2) | 50% | 10 | −9.0% (10) | September 16, 2024 |
| Rappe Kristine A | Director | 3 | +10.3% (3) | 100% | 4 | +11.7% (4) | February 14, 2025 |
| Gerke Mark Raymond | EVP/Chief Financial Officer | 0 | — | — | 6 | +0.8% (5) | May 22, 2026 |
| Arndt Rebecca M | Sr. Vice President | 0 | — | — | 5 | +1.2% (5) | October 26, 2017 |
| Lawton Patrick S | Director | 0 | — | — | 5 | +8.7% (4) | February 5, 2026 |
| Dalum Thomas E | Director | 0 | — | — | 3 | −3.1% (3) | November 24, 2021 |
| Egenhoefer Eric J | Subsidiary President | 0 | — | — | 3 | −0.2% (3) | December 18, 2018 |
| Gordon Douglas S | Director | 0 | — | — | 3 | — | February 20, 2026 |
| Hosack Allan Robert | CFO | 2 | +11.8% (2) | 100% | 0 | — | September 5, 2014 |
| Glynn Julie Ann | EVP/Chief Retail Officer | 0 | — | — | 1 | — | February 4, 2026 |
| Gordon Ryan J | EVP/Chief Credit Officer | 0 | — | — | 1 | — | August 17, 2026 |
When several insiders traded Waterstone Financial, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Waterstone Financial, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged +3.1% against the index. After 9 selling crowds, −0.8%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| February 27, 2026 | 3 selling | −5.7% | +7.7% | not yet |
| March 31, 2025 | 4 selling | −5.5% | −1.1% | +22.9% |
| November 29, 2024 | 3 selling | −3.9% | −10.7% | −3.1% |
| March 31, 2021 | 3 selling | −8.7% | −4.1% | −13.9% |
| March 31, 2020 | 3 selling | −17.3% | −22.7% | −8.2% |
| September 28, 2018 | 3 selling | +12.0% | +0.5% | +2.7% |
| August 31, 2016 | 3 selling | +4.5% | −2.0% | −6.4% |
| March 31, 2016 | 3 selling | +9.6% | +17.8% | +21.4% |
| November 28, 2014 | 2 buying | +1.3% | +3.1% | +11.0% |
| May 30, 2014 | 3 selling | +0.7% | +7.8% | +11.1% |