Company Description
Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States.
It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, including checking accounts, online banking and bill pay services, money transfer services, as well as credit, debit, and pre-paid cards; investable funds solutions comprising savings, money market deposits, individual retirement accounts, and certificates of deposit; residential mortgages, home equity loans and lines of credit, personal and installment loans, real estate financing, business loans, and business lines of credit; and fixed and variable annuities, insurance products, and trust and investment management accounts.
It also provides transaction deposits, interest bearing transaction accounts, demand deposits, non-interest-bearing demand accounts, and time deposits; secured and unsecured lines; commercial real estate construction loans; term loans for working capital, inventory, and general corporate use; and personal term loans and investment services.
The Mortgage Banking segment offers residential mortgage loans for the purpose of sale in the secondary market.
It also invests in a portfolio of securities include mortgage-backed securities, government-sponsored and private-label enterprise bonds, collateralized mortgage and municipal obligations, and other debt securities.
The company was formerly known as Wauwatosa Holdings, Inc. and changed its name to Waterstone Financial, Inc. in August 2008.
The company was founded in 1921 and is based in Wauwatosa, Wisconsin.
| Country | United States |
| Founded | 1921 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 698 |
| CEO | William F. Bruss |
Contact Details
Address: 11200 West Plank Court Wauwatosa, Wisconsin 53226 United States | |
| Phone | (414) 761-1000 |
| Website | wsbonline.com |
Stock Details
| Ticker Symbol | WSBF |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001569994 |
| CUSIP Number | 94188P101 |
| ISIN Number | US94188P1012 |
| SIC Code | 6035 |
Key Executives
| Name | Position |
|---|---|
| William F. Bruss | Chief Executive Officer, President, General Counsel, Secretary and Director |
| Mark Raymond Gerke | Executive Vice President, Chief Financial Officer and Chief Accounting Officer |
| Julie A. Glynn | Executive Vice President |
| Ryan J. Gordon | Executive Vice President |
| Jeffrey R. McGuiness | President and Chief Executive Officer of Waterstone Mortgage Corporation |
| Kyle J. Mertz | Controller |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 11, 2024 | ARS | Filing |
| Apr 11, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 22, 2024 | 8-K | Current Report |
| Mar 6, 2024 | 10-K | Annual Report |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 9, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jan 30, 2024 | 8-K | Current Report |
| Jan 25, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Dec 21, 2023 | 8-K | Current Report |