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Waterstone Financial, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Waterstone Financial, Inc.’s Form 8-K, filed 2026-05-19 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 7Reported items
  • 157Asset managers
  • 1,063Fund votes
  • 2026-05-19Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Waterstone Financial, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Waterstone Financial, Inc.

These tallies are Waterstone Financial, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-19 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Waterstone Financial, Inc. — official shareholder meeting results, meeting held 2026-05-19
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Stephen Schmidt 11,296,357---- 668,600-- Majority: yes
Elect Director: Derek Tyus 11,644,708---- 320,249-- Majority: yes
Elect Director: Molly Mulroy 11,636,482---- 328,475-- Majority: yes
Proposal 2: "Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026." 14,753,02984,156113,581 ---- Majority: yes
Proposal 3: "An advisory, non-binding resolution to approve the executive compensation." 11,280,893549,962134,102 ---- Majority: yes

Source: Waterstone Financial, Inc., Form 8-K, filed with the SEC on 2026-05-19 — read the filing on EDGAR.

How asset managers voted at the Waterstone Financial, Inc. 2025-2026 meeting

Each item below shows how the 157 asset managers that disclosed a Waterstone Financial, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Waterstone Financial, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Approving an advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 11,280,893AGAINST: 549,962

Waterstone Financial, Inc.’s own tally for this item (“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation."”): 11,280,893 for, 549,962 against, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 62% for, 3% against (66% of the company cast a for/against vote).

The 154 asset managers below cast 99.8% of the shares they voted on this item FOR (7,400,509 for, 13,048 against).

FOR 99.8%
FOR: 7,400,509 (99.8%)AGAINST: 13,048 (0.2%)
Largest asset managers voting on “Approving an advisory, non-binding resolution to approve the executive compensation described in the Proxy Sta” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,3830 00For
Renaissance1,023,5190 00For
Vanguard880,2671 00For
Fidelity497,9100 00For
Dimensional489,7470 00For
American Century484,8160 00For
GEODE CAPITAL MANAGEMENT, LLC365,7840 00For
Charles Schwab252,3480 00For
AQR186,5760 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP167,0160 00For
Goldman Sachs125,1980 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC123,0440 00For
EA Series Trust122,3800 00For
Northern Trust122,3540 00For
BRIDGEWAY CAPITAL MANAGEMENT, LLC96,0930 00For
BRIDGEWAY FUNDS INC93,7930 00For
Two Sigma61,1260 00For
MELLON INVESTMENTS Corp59,3740 00For
TETON WESTWOOD FUNDS59,0000 00For
Connor, Clark & Lunn Investment Management Ltd.44,5460 00For
Nuveen43,6300 00For
TIAA42,9710 00For
Equitable42,5730 00For
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,9980 00For
STATE OF WISCONSIN INVESTMENT BOARD34,6000 00For

Showing the 25 largest of 154 asset managers. See all 154 in the interactive database.

2. Approving, on an advisory and non- binding basis, the frequency of future advisory votes on executive compensation.

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

ONE YEAR 63%1 YEAR 30%

The 154 asset managers below cast 100% of the shares they voted on this item FOR (8,908 for, 0 against).

FOR: 8,908 (0.1%)ONE YEAR: 4,672,320 (63.0%)1 YEAR: 2,201,507 (29.7%)THREE YEARS: 502,625 (6.8%)1-YEAR: 14,772 (0.2%)3 YEARS: 12,315 (0.2%)1.0: 1,073 (0.0%)3.0: 3 (0.0%)
Largest asset managers voting on “Approving, on an advisory and non- binding basis, the frequency of future advisory votes on executive compensa” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock00 001 Year
Renaissance00 00One Year
Vanguard00 00One Year
Fidelity00 00One Year
Dimensional00 00Three Years
American Century00 00One Year
GEODE CAPITAL MANAGEMENT, LLC00 00One Year
Charles Schwab00 001 Year
AQR00 00One Year
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP00 00One Year
Goldman Sachs00 00One Year
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00One Year
EA Series Trust00 001 Year
Northern Trust00 001 Year
BRIDGEWAY CAPITAL MANAGEMENT, LLC00 00One Year
BRIDGEWAY FUNDS INC00 00One Year
Two Sigma00 00One Year
MELLON INVESTMENTS Corp00 00One Year
TETON WESTWOOD FUNDS00 001 Year
Connor, Clark & Lunn Investment Management Ltd.00 00One Year
Nuveen00 00One Year
TIAA00 00One Year
Equitable00 00One Year
O'SHAUGHNESSY ASSET MANAGEMENT, LLC00 001 Year
STATE OF WISCONSIN INVESTMENT BOARD00 00One Year

Showing the 25 largest of 154 asset managers. See all 154 in the interactive database.

3. Ratifying the selection of Forvis Mazars, LLP as Waterstone Financial, Inc.'s independent registered public accounting firm.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%
FOR: 14,753,029AGAINST: 84,156

Waterstone Financial, Inc.’s own tally for this item (“Proposal 2: "Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026."”): 14,753,029 for, 84,156 against, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).

The 50 asset managers below cast 100% of the shares they voted on this item FOR (3,152,837 for, 0 against).

FOR 100%
FOR: 3,152,837 (100.0%)
Largest asset managers voting on “Ratifying the selection of Forvis Mazars, LLP as Waterstone Financial, Inc.'s independent registered public ac” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard777,6320 00For
BlackRock614,1300 00For
Fidelity414,4620 00For
Dimensional352,6990 00For
American Century240,4000 00For
Charles Schwab125,6760 00For
EA Series Trust122,3800 00For
BRIDGEWAY FUNDS INC93,7930 00For
TETON WESTWOOD FUNDS59,0000 00For
TIAA42,9710 00For
Equitable42,5730 00For
Goldman Sachs34,4390 00For
WisdomTree30,7360 00For
QUANTITATIVE MASTER SERIES LLC26,1850 00For
MASTER INVESTMENT PORTFOLIO24,2060 00For
UNIFIED SERIES TRUST18,0000 00For
Lincoln Financial16,9310 00For
Invesco11,4000 00For
Pacific Life10,1730 00For
John Hancock8,3440 00For
AIG/SunAmerica8,2190 00For
Jackson National7,6980 00For
Global X7,2120 00For
First Trust6,4960 00For
Bridge Builder Trust6,4370 00For

Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.

4. Election of Directors: Stephen Schmidt

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 11,296,357WITHHELD: 668,600

Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Stephen Schmidt”): 11,296,357 for, 668,600 withheld, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 63% for, 4% withheld (66% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,105,637 for, 0 against).

FOR 99%
FOR: 3,105,637 (98.6%)ABSTAIN: 44,286 (1.4%)
Largest asset managers voting on “Election of Directors: Stephen Schmidt” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard777,6310 10For
BlackRock614,1300 00For
Fidelity414,4620 00For
Dimensional352,6990 00For
American Century240,4000 00For
Charles Schwab125,6760 00For
EA Series Trust122,3800 00For
BRIDGEWAY FUNDS INC93,7930 00For
TETON WESTWOOD FUNDS59,0000 00For
TIAA00 42,9710Abstain
Equitable42,5730 00For
Goldman Sachs34,4390 00For
WisdomTree30,7360 00For
QUANTITATIVE MASTER SERIES LLC26,1850 00For
MASTER INVESTMENT PORTFOLIO24,2060 00For
UNIFIED SERIES TRUST18,0000 00For
Lincoln Financial16,9310 00For
Invesco11,4000 00For
Pacific Life10,1730 00For
John Hancock8,3440 00For
AIG/SunAmerica8,2190 00For
Jackson National7,6980 00For
Global X7,2120 00For
First Trust6,4960 00For
Bridge Builder Trust6,4370 00For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

5. Election of Directors: Derek Tyus

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 11,644,708WITHHELD: 320,249

Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Derek Tyus”): 11,644,708 for, 320,249 withheld, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 65% for, 2% withheld (66% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,149,923 for, 0 against).

FOR 100%
FOR: 3,149,923 (100.0%)
Largest asset managers voting on “Election of Directors: Derek Tyus” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard777,6320 00For
BlackRock614,1300 00For
Fidelity414,4620 00For
Dimensional352,6990 00For
American Century240,4000 00For
Charles Schwab125,6760 00For
EA Series Trust122,3800 00For
BRIDGEWAY FUNDS INC93,7930 00For
TETON WESTWOOD FUNDS59,0000 00For
TIAA42,9710 00For
Equitable42,5730 00For
Goldman Sachs34,4390 00For
WisdomTree30,7360 00For
QUANTITATIVE MASTER SERIES LLC26,1850 00For
MASTER INVESTMENT PORTFOLIO24,2060 00For
UNIFIED SERIES TRUST18,0000 00For
Lincoln Financial16,9310 00For
Invesco11,4000 00For
Pacific Life10,1730 00For
John Hancock8,3440 00For
AIG/SunAmerica8,2190 00For
Jackson National7,6980 00For
Global X7,2120 00For
First Trust6,4960 00For
Bridge Builder Trust6,4370 00For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

6. Election of Directors: Molly Mulroy

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 11,636,482WITHHELD: 328,475

Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Molly Mulroy”): 11,636,482 for, 328,475 withheld, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 64% for, 2% withheld (66% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,149,923 for, 0 against).

FOR 100%
FOR: 3,149,923 (100.0%)
Largest asset managers voting on “Election of Directors: Molly Mulroy” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard777,6320 00For
BlackRock614,1300 00For
Fidelity414,4620 00For
Dimensional352,6990 00For
American Century240,4000 00For
Charles Schwab125,6760 00For
EA Series Trust122,3800 00For
BRIDGEWAY FUNDS INC93,7930 00For
TETON WESTWOOD FUNDS59,0000 00For
TIAA42,9710 00For
Equitable42,5730 00For
Goldman Sachs34,4390 00For
WisdomTree30,7360 00For
QUANTITATIVE MASTER SERIES LLC26,1850 00For
MASTER INVESTMENT PORTFOLIO24,2060 00For
UNIFIED SERIES TRUST18,0000 00For
Lincoln Financial16,9310 00For
Invesco11,4000 00For
Pacific Life10,1730 00For
John Hancock8,3440 00For
AIG/SunAmerica8,2190 00For
Jackson National7,6980 00For
Global X7,2120 00For
First Trust6,4960 00For
Bridge Builder Trust6,4370 00For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

7. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

95% Majority: yes · of votes cast

FOR 95%
FOR: 11,280,893AGAINST: 549,962

Waterstone Financial, Inc.’s own tally for this item (“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation."”): 11,280,893 for, 549,962 against, per its Form 8-K filed 2026-05-19 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,053,082 outstanding shares: 62% for, 3% against (66% of the company cast a for/against vote).

The 3 asset managers below cast 100% of the shares they voted on this item FOR (2,345 for, 0 against).

UNKNOWN 96%
FOR: 2,345 (3.7%)UNKNOWN: 60,190 (96.3%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Waterstone Financial, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
CSM Advisors, LLC00 00Unknown
ALGERT GLOBAL LLC2,3030 00For
Coyle Financial Counsel LLC420 00For

Largest Waterstone Financial, Inc. shareholders voting in 2025-2026

Ranked by the number of Waterstone Financial, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 18,053,082 shares outstanding at the time of that meeting.

Top Waterstone Financial, Inc. shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1BlackRock 7.86%
2Renaissance 5.67%
3Vanguard 4.88%
4Fidelity 2.76%
5Dimensional 2.71%
6American Century 2.69%
7GEODE CAPITAL MANAGEMENT, LLC 2.03%
8Charles Schwab 1.40%
9AQR 1.03%
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.93%

Reported Waterstone Financial, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Waterstone Financial, Inc. beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
BlackRock 8.34% 13F
Dimensional Fund Advisors 7.83% 13F
Renaissance Technologies 6.06% 13F
Vanguard Group 4.91% 13F
State Street 2.19% 13F
Geode Capital 2.03% 13F
Goldman Sachs 1.41% 13F
AQR Capital 1.25% 13F
Morgan Stanley 0.99% 13F
Northern Trust 0.78% 13F

Percentages above are of 18,053,082 shares outstanding, as reported by Waterstone Financial, Inc. on its Form 10-Q dated 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Waterstone Financial, Inc.’s 10-Q dated 2026-04-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At Waterstone Financial, Inc.'s shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 157 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,063 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Approving an advisory, non-binding resolution to approve the executive compensation described… — FOR was 95% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Waterstone Financial, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-19.

Waterstone Financial, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).