---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-23-005309"
form_type: "8-K/A"
ticker: "WSBF"
cik: "0001569994"
company_name: "Waterstone Financial, Inc."
filed_at: "2023-03-03T23:59:59+00:00"
generated_at: "2026-06-18T13:07:39.522227+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.25
calibrated_materiality_score: 0.25
confidence: "high"
source: SEC EDGAR
---

# Waterstone Financial dismisses CLA, appoints FORVIS as new auditor

## Summary
- CLA completed 2022 audit with no adverse opinion or qualification.
- No disagreements or reportable events during fiscal 2021-2022 or interim period.
- FORVIS appointed effective Feb 28, 2023 after competitive RFP process.
- No prior consultations with FORVIS on accounting or audit matters.

## SEC filing metadata
- accession: 0001437749-23-005309
- form_type: 8-K/A
- ticker: WSBF
- cik: 0001569994
- company_name: Waterstone Financial, Inc.
- filed_at: 2023-03-03T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.25
- calibrated_materiality_score: 0.25
- confidence: high
- sec_items: 4.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1569994/000143774923005309/0001437749-23-005309-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1569994/000143774923005309/wsbf20230302_8ka.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-23-005309
- JSON: https://secwatch.observer/filing/0001437749-23-005309.json
- Plain text: https://secwatch.observer/filing/0001437749-23-005309.txt

## Key facts
- Auditor Changes
  Waterstone Financial, Inc. engaged FORVIS, LLP as its auditor.
  - Action: engagement
  - Auditor: FORVIS, LLP
  source text: The appointment of FORVIS was effective upon completion of the audit of the Company's consolidated financial statements for the fiscal year ending December 31, 2022 by CLA, which occurred on February 28, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1569994/000143774923005309/0001437749-23-005309-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.