EWSB VP discloses initial share holdings
EWSB Bancorp vice president reports initial share holdings Kailee Vander Loop, VP HR Technology at EWSB Bancorp, filed an initial Form 3 reporting existing ownership of the company’s common stock.
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Form Type
3
Rhea-AI Filing Summary
EWSB Bancorp vice president reports initial share holdings
Kailee Vander Loop, VP HR Technology at EWSB Bancorp, filed an initial Form 3 reporting existing ownership of the company’s common stock. The filing lists 3,750 shares held directly and additional indirect holdings through a spouse IRA, personal IRAs, a Roth IRA, and a child’s account.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Vander Loop Kailee
Role
VP HR Technology
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,024 shares (Indirect, By Spouse IRA);
Common Stock — 3,097 shares (Indirect, By IRA);
Common Stock — 7,426 shares (Indirect, By Roth IRA);
Common Stock — 3,750 shares (Direct);
Common Stock — 750 shares (Indirect, By Child)
Key Figures
Direct common stock holdings: 3,750 shares
Spouse IRA holdings: 1,024 shares
IRA holdings: 3,097 shares
+2 more
5 metrics
Direct common stock holdings
3,750 shares
Total shares held directly as of reporting date
Spouse IRA holdings
1,024 shares
Common stock held indirectly via spouse IRA
IRA holdings
3,097 shares
Common stock held indirectly via IRA
Roth IRA holdings
7,426 shares
Common stock held indirectly via Roth IRA
Child account holdings
750 shares
Common stock held indirectly via child’s account
Key Terms
Form 3, indirect ownership, IRA, Roth IRA, +1 more
5 terms
Form 3 regulatory
"Kailee Vander Loop, VP HR Technology at EWSB Bancorp, filed an initial Form 3 reporting existing ownership"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
indirect ownership financial
"The filing lists 3,750 shares held directly and additional indirect holdings through a spouse IRA, personal IRAs, a Roth IRA, and a child’s account"
IRA financial
"The filing lists 1,024 shares held via a spouse IRA and 3,097 shares held via an IRA"
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
Roth IRA financial
"The Form 3 discloses 7,426 shares of EWSB Bancorp common stock in a Roth IRA"
A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.
Common Stock financial
"The filing lists 3,750 shares held directly and additional indirect holdings of the company’s common stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Kailee Vander Loop’s Form 3 for EWSB Bancorp report?
It reports initial ownership of EWSB Bancorp common stock by Kailee Vander Loop. The filing lists direct and indirect share holdings across personal, spouse, retirement, and child accounts, rather than new purchases or sales.
What indirect EWSB holdings are reported in spouse and personal IRAs?
The filing lists 1,024 shares held via a spouse IRA and 3,097 shares held via an IRA. Both positions are reported as indirect ownership of EWSB Bancorp common stock, reflecting retirement account holdings linked to the reporting person.
Does this EWSB Form 3 show insider buying or selling activity?
No, the Form 3 functions as an initial ownership report and shows holdings as of the reporting date. The transactions are coded as holdings, without explicit buy or sell codes, indicating disclosure of existing positions rather than market trades.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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