Key facts
- This page summarizes Kelli Holz's Form 4 filing for WAFD INC (WAFD).
- 1 reported transaction and 4 derivative rows are listed below.
- Accepted by SEC: 03 Nov 2026, 19:40.
Kelli Holz - 31 Oct 2026 Form 4 Insider Report for WAFD INC (WAFD)
- Reporting relationship
- EVP & CFO
- Issuer ticker
- WAFD
- Reported as of
- 31 Oct 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 03 Nov 2026, 19:40:10 UTC
- Prior SEC filing
- 12 Nov 2025
- Source filing
- View source filing
- Reporting owner signature
- Kelli Holz
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Kelli Holz filed Form 4 for WAFD INC (WAFD) on 03 Nov 2026.
Change
- Previous filing in this sequence was filed on 12 Nov 2025.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001183910
Primary reporting owner
HOLZ KELLI
- Relationship
- EVP & CFO
- Address
- 425 PIKE STREET, SEATTLE
- Signature
- Kelli Holz
- Signature date
- 03 Nov 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
WAFD
transaction
Common Stock
Tax liability
- Transaction value
- Shares
- -2,231
- Change %
- -1.9%
- Price
- $29.35*
- Shares after
- 114,164
- Date
- 31 Oct 2026
- Ownership
- Direct
- Footnotes
- F1, F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
WAFD
holding
Derivative
Non-Qualified Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 607
- Date
- 31 Oct 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 607
- Exercise price
- $32.49
WAFD
holding
Derivative
Non-Qualified Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,276
- Date
- 31 Oct 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,276
- Exercise price
- $26.12
WAFD
holding
Derivative
Non-Qualified Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 652
- Date
- 31 Oct 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 652
- Exercise price
- $36.46
WAFD
holding
Derivative
Non-Qualified Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 564
- Date
- 31 Oct 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 564
- Exercise price
- $28.16
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Includes 53,269 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person.
Footnote F2
Holdings include shares acquired in dividend reinvestment transactions.