HOLZ KELLI enters WAFD INC with 22.66K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 1/4/2023ACC: 0000936528-23-000015
22.66K
Baseline shares
100% direct
22.66K
Direct ownership
1 position
3.10K
Derivative underlying
4 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Common Stock
DirectShares owned22.66K
Total
22.66K direct22.66K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 22.66K | Direct |
| Total | 22.66K | 22.66K direct |
Derivative Holdings4
Non-Qualified Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
652.00
Shares owned
N/A
Exercise price
36.46
Expiration
—
Exercise window
—
Non-Qualified Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
607.00
Shares owned
N/A
Exercise price
32.49
Expiration
—
Exercise window
—
Non-Qualified Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
564.00
Shares owned
N/A
Exercise price
28.16
Expiration
—
Exercise window
—
Non-Qualified Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
1.28K
Shares owned
N/A
Exercise price
26.12
Expiration
—
Exercise window
—
Total
Underlying
3.10K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Non-Qualified Stock Option (right to buy) Direct | Common Stock | 36.46 | — | — | 652.00 | N/A |
| Non-Qualified Stock Option (right to buy) Direct | Common Stock | 32.49 | — | — | 607.00 | N/A |
| Non-Qualified Stock Option (right to buy) Direct | Common Stock | 28.16 | — | — | 564.00 | N/A |
| Non-Qualified Stock Option (right to buy) Direct | Common Stock | 26.12 | — | — | 1.28K | N/A |
| Total | 3.10K | 0.00 | ||||