$236.86KCovered current disclosed holdings
1Covered reporting owners
1Covered direct positions
1Source ownership filings
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Aug 17, 2026 · values through Sep 25, 2026.
Covered reporting owners
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
Reporting-owner research graph
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|
| Waterstone Financial, Inc. (WSBF)Nasdaq · Current company | EVP/Chief Credit Officer | 11,611 sharesCommon Stock, $0.01 Par Value | $236.86K | Aug 17, 2026 | |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
SEC transaction evidence ledger
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|
| Aug 13, 2026Transaction date | Ryan J. GordonResearch disclosed relationships | SaleSEC code S | Common Stock, $0.01 Par Value | 6,237 shares | $21.145 | 11,611 shares | 11,611 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Ryan J. GordonResearch disclosed relationships | SaleSEC code S | Common Stock, $0.01 Par Value | 1,300 shares | $21.11 | 17,848 shares | 11,611 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Ryan J. GordonResearch disclosed relationships | SaleSEC code S | Common Stock, $0.01 Par Value | 620 shares | $21.1 | 19,148 shares | 11,611 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Ryan J. GordonResearch disclosed relationships | AcquisitionSEC code M | Common Stock, $0.01 Par Value | 10,000 shares | $17.2 | 19,768 shares | 11,611 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 4 of 4 source candidates under the current reviewed security-resolution rules.
Covered securities
| Security | Instrument family | Covered positions | Covered value |
|---|
| Common Stock, $0.01 Par Value | ordinary-share | 1 | $236.86K |
Coverage and interpretation
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
Published ownership evidence chronology
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|
| Aug 17, 2026Latest represented filing date | Waterstone Financial, Inc. (WSBF)Nasdaq | Current covered snapshotEVP/Chief Credit OfficerValuation observation Sep 25, 2026 | Common Stock, $0.01 Par Value: 11,611 sharesCurrent covered company value: $236.86K | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 17, 2026Filed date | Waterstone Financial, Inc. (WSBF)Nasdaq | AcquisitionSEC code MEffective Aug 13, 2026 · transaction dateReported units 10,000 shares · reported price 17.2 | Common Stock, $0.01 Par ValueReported position after transaction: 19,768 shares | 4 filing0001437749-26-028174 |
| Aug 17, 2026Filed date | Waterstone Financial, Inc. (WSBF)Nasdaq | SaleSEC code SEffective Aug 13, 2026 · transaction dateReported units 620 shares · reported price 21.1 | Common Stock, $0.01 Par ValueReported position after transaction: 19,148 shares | 4 filing0001437749-26-028174 |
| Aug 17, 2026Filed date | Waterstone Financial, Inc. (WSBF)Nasdaq | SaleSEC code SEffective Aug 13, 2026 · transaction dateReported units 1,300 shares · reported price 21.11 | Common Stock, $0.01 Par ValueReported position after transaction: 17,848 shares | 4 filing0001437749-26-028174 |
| Aug 17, 2026Filed date | Waterstone Financial, Inc. (WSBF)Nasdaq | SaleSEC code SEffective Aug 13, 2026 · transaction dateReported units 6,237 shares · reported price 21.145 | Common Stock, $0.01 Par ValueReported position after transaction: 11,611 shares | 4 filing0001437749-26-028174 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 4 published transaction rows for this exact reporting-owner CIK appear in the chronology.
Continue this ownership research
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|
| Waterstone Financial, Inc. (WSBF)Nasdaq · Current company | | 5Published chronology observationsLatest represented evidence Aug 17, 2026 | |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.