secwatch / observer

Waterstone Financial, Inc. — fact timeline

Source-grounded facts extracted from Waterstone Financial, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

WSBF Waterstone Financial, Inc. JSON
Shareholder Votes

Waterstone Financial, Inc. shareholders approved An advisory, non-binding resolution with respect to the frequency of voting for our executive compensation. at the 2026-05-19 meeting.

“Proposal 4: "An advisory, non-binding resolution with respect to the frequency of voting for our executive compensation. " 1 Year 2 Years 3 Years Abstain 10,611,408 50,356 1,249,023 54,170”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved An advisory, non-binding resolution to approve the executive compensation. at the 2026-05-19 meeting.

“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation." For Against Abstain 11,280,893 549,962 134,102”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026. at the 2026-05-19 meeting.

“Proposal 2: "Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026." For Against Abstain 14,753,029 84,156 113,581”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved Election of the below named nominee to the Board of Directors of Waterstone Financial, Inc. at the 2026-05-19 meeting.

“Proposal 1: "Election of the below named nominee to the Board of Directors of Waterstone Financial, Inc." The following votes were cast in the proposal regarding Director Nominee: Director Nominee For Withheld Stephen Schmidt 11,296,357 668,600 Derek Tyus 11,644,708 320,249 Molly Mulroy 11,636,482 328,475”
Earnings Releases

Waterstone Financial, Inc. reported the quarter ended March 31, 2026 results: net income $6.0 million, EPS $0.34 per diluted share.

“for the Three Months Ended March 31, 2026 . WAUWATOSA, WI – 4/23/26– Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $6.0 million, or $0.34 per diluted share, for the quarter ended March 31, 2026 compared to $3.0 million, or $0.17 per diluted share, for the quarter ended March 31, 2025 . Net income totaled”

Michael Hansen retired as Director at Waterstone Financial, Inc..

“On April 17, 2025, Waterstone Financial, Inc. (the “Company”), announced today that Michael Hansen has decided to retire as a Director of the Company and its wholly-owned subsidiary WaterStone Bank SSB.”
Earnings Releases

Waterstone Financial, Inc. reported the quarter ended March 31, 2024 results: net income $3.0 million, EPS $0.16 per diluted share.

“reported net income of $3.0 million, or $0.16 per diluted share, for the quarter ended March 31, 2024”
Earnings Releases

Waterstone Financial, Inc. reported the twelve months ended December 31, 2023 results: EPS Net income per diluted share was $0.46 for the twelve months ended December 31, 2023.

“Net income per diluted share was $0.46 for the twelve months ended December 31, 2023 compared to net income per diluted share of $0.89 for the twelve months ended December 31, 2022”
Earnings Releases

Waterstone Financial, Inc. reported the quarter ended December 31, 2023 results: net income net loss of $40,000, or less than $0.01 per diluted share, EPS less than $0.01 per diluted share.

“reported a net loss of $40,000, or less than $0.01 per diluted share, for the quarter ended December 31, 2023”
Earnings Releases

Waterstone Financial, Inc. reported quarter ended September 30, 2023 results: net income $3.3 million, EPS $0.16 per diluted share.

“Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $3.3 million, or $0.16 per diluted share for the quarter ended September 30, 2023 compared to $5.3 million, or $0.25 per diluted share for the quarter ended September 30, 2022 .”
Earnings Releases

Waterstone Financial, Inc. reported the six months ended June 30, 2023 results: EPS $0.30 per diluted share.

“Net income per diluted share was $0.30 for the six months ended June 30, 2023 compared to net income per diluted share of $0.58 for the six months ended June 30, 2022.”
Earnings Releases

Waterstone Financial, Inc. reported the quarter ended June 30, 2023 results: net income $4.0 million, EPS $0.20 per diluted share.

“Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $4.0 million, or $0.20 per diluted share for the quarter ended June 30, 2023 compared to $8.0 million, or $0.36 per diluted share for the quarter ended June 30, 2022.”

William F. Bruss was elected as Chief Executive Officer at Waterstone Financial, Inc..

“On July 25, 2023, the Boards of Directors of the Company and the Bank elected William F. Bruss, to serve as the next CEO of the Company and the Bank effective January 1, 2024.”

Douglas S. Gordon departed as Chief Executive Officer at Waterstone Financial, Inc..

“On July 25, 2023, Douglas S. Gordon, Chief Executive Officer (“CEO”) of Waterstone Financial, Inc. (the “Company”) notified the Company of his intention to retire from his position as CEO of the Company and its wholly owned subsidiary, WaterStone Bank (the “Bank”), effective December 31, 2023.”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved An advisory, non-binding resolution to approve the executive compensation. at the 2023-05-16 meeting.

“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation." The following votes were cast: For Against Abstain 14,792,186 801,248 95,808”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved Ratification of the selection of Forvis, LLP as the Company's auditors for the year ending December 31, 2023. at the 2023-05-16 meeting.

“Proposal 2: "Ratification of the selection of Forvis, LLP as the Company's auditors for the year ending December 31, 2023." The following votes were cast: For Against Abstain 18,637,873 205,514 15,037”
Shareholder Votes

Waterstone Financial, Inc. shareholders approved Election of the below named nominees to the Board of Directors of Waterstone Financial, Inc. at the 2023-05-16 meeting.

“Proposal 1: "Election of the below named nominees to the Board of Directors of Waterstone Financial, Inc." The following votes were cast in the proposal regarding Director Nominees: Director Nominees For Withheld Michael Hansen 13,916,792 1,772,480 Stephen Schmidt 11,952,225 3,737,017 Derek Tyus 15,195,029 494,213”
Earnings Releases

Waterstone Financial, Inc. reported the quarter ended March 31, 2023 results: net income net income of $2.2 million, EPS $0.10 per diluted share.

“Waterstone Financial, Inc. Announces Results of Operations for the Quarter Ended March 31, 2023 . WAUWATOSA, WI – 4/25/2023 – Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $2.2 million, or $0.10 per diluted share for the quarter ended March 31, 2023 compared to $5.3 million, or $0.23 per diluted share for the quarter ended March 31, 2022 .”
Auditor Changes

Waterstone Financial, Inc. engaged FORVIS, LLP as its auditor.

“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.”
Earnings Releases

Waterstone Financial, Inc. reported for the twelve months ended December 31, 2021 results: EPS net income per diluted share of $2.96.

“compared to net income per diluted share of $2.96 for the twelve months ended December 31, 2021”
Earnings Releases

Waterstone Financial, Inc. reported for the twelve months ended December 31, 2022 results: EPS $0.89.

“Net income per diluted share was $0.89 for the twelve months ended December 31, 2022”
Earnings Releases

Waterstone Financial, Inc. reported for the quarter ended December 31, 2021 results: net income $12.6 million, EPS $0.53 per diluted share.

“compared to $12.6 million, or $0.53 per diluted share for the quarter ended December 31, 2021”
Earnings Releases

Waterstone Financial, Inc. reported for the quarter ended December 31, 2022 results: net income $935,000, EPS $0.04 per diluted share.

“Waterstone Financial, Inc. (NASDAQ: WSBF), holding company for WaterStone Bank, reported net income of $935,000, or $0.04 per diluted share for the quarter ended December 31, 2022”
Auditor Changes

Waterstone Financial, Inc. engaged FORVIS, LLP as its auditor.

“On January 17, 2023, the Audit Committee of the Board of Directors of Waterstone Financial, Inc. approved the appointment of FORVIS, LLP (“FORVIS”) to serve as the Company’s independent registered public accounting firm for the year ending December 31, 2023”
Auditor Changes

Waterstone Financial, Inc. dismissed CliftonLarsonAllen LLP as its auditor.

“Dismissal of Registrant’s Registered Public Accounting Firm CliftonLarsonAllen LLP (“CLA”), Waterstone Financial, Inc.’s (“the Company”) current independent public accountant, informed the Company that CLA would decline to stand for re-appointment after completion of the audit for the year ended December 31, 2022, as a result of CLA’s determination to cease providing certain audit services to SEC registrants upon completion of the 2022 audit cycle.”

Ryan Gordon was elected as Executive Vice President at Waterstone Financial, Inc..

“The Company further announced that Julie Glynn and Ryan Gordon were each elected Executive Vice Presidents of the Company and the Bank, joining Chief Financial Officer Mark Gerke in that capacity.”

Julie Glynn was elected as Executive Vice President at Waterstone Financial, Inc..

“The Company further announced that Julie Glynn and Ryan Gordon were each elected Executive Vice Presidents of the Company and the Bank, joining Chief Financial Officer Mark Gerke in that capacity.”

William Bruss was elected as President at Waterstone Financial, Inc..

“On January 25, 2022, the Board of Directors of Waterstone Financial, Inc. (the "Company") announced that on January 24, 2022, William Bruss was elected President of the Company and its wholly owned subsidiary WaterStone Bank SSB (the “Bank”).”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.