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: 12 Nov 2025, 14:26.
Kelli Holz - 11 Nov 2025 Form 4 Insider Report for WAFD INC (WAFD)
- Reporting relationship
- EVP & CFO
- Issuer ticker
- WAFD
- Reported as of
- 11 Nov 2025
- Net transaction value
- +$660,371
- SEC form
- 4
- Accepted by SEC
- 12 Nov 2025, 14:26:30 UTC
- Prior SEC filing
- 04 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
Key filing fact
Kelli Holz filed Form 4 for WAFD INC (WAFD) on 12 Nov 2025.
Change
- Previous filing in this sequence was filed on 04 Nov 2025.
- Current net transaction value: +$660,371.
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
- 12 Nov 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
WAFD
transaction
Common Stock
Award
- Transaction value
- $660,371
- Shares
- +21,609
- Change %
- +23%
- Price
- $30.56
- Shares after
- 114,027
- Date
- 11 Nov 2025
- 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
- 11 Nov 2025
- 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
- 11 Nov 2025
- 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
- 11 Nov 2025
- 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
- 11 Nov 2025
- 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
Restricted and performance stock grants vest ratably over three years beginning November 11, 2026, respectively, as follows: 8,674 shares, and 12,935 shares based upon certain performance criteria related to total shareholder return.
Footnote F2
Includes 51,594 stock units awarded pursuant to a Supplemental Executive Retirement Plan ("SERP") for the benefit of the reporting person.