-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, OxpWubLJbPJuIYSRUTrNc1rZYClkozcjjwx2yoRUTPcNB787Lo/YdFcoUX3HCeCz YdDKg+kyike1B65ODgwgtQ== 0000892917-09-000064.txt : 20090210 0000892917-09-000064.hdr.sgml : 20090210 20090210142419 ACCESSION NUMBER: 0000892917-09-000064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090210 DATE AS OF CHANGE: 20090210 EFFECTIVENESS DATE: 20090210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STILWELL JOSEPH CENTRAL INDEX KEY: 0001113303 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12231 FILM NUMBER: 09585153 BUSINESS ADDRESS: BUSINESS PHONE: 2122695800 MAIL ADDRESS: STREET 1: 26 BROADWAY 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 stil13f020509.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM I3F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2008 Check here if Amendment [ ]; Amendment Number: __________ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Joseph Stilwell Address: 26 Broadway, 23rd Floor New York, NY 10004 Form 13F File Number: 028-12231 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Joseph Stilwell Title: --------------------- Phone: 212-269-5800 Signature, Place, and Date of Signing: /s/ Joseph Stilwell New York, NY February 9, 2009 - ------------------------ -------------------- -------------------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 58 Form 13 Information Table Value Total: $119,202 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 028-12466 Stilwell Value LLC (1) (1) Joseph Stilwell is the managing member of Stilwell Value LLC. Stilwell Value LLC is the general partner of Stilwell Associates, LP, Stilwell Value Partners I, LP, Stilwell Value Partners II, LP, Stilwell Value Partners III, LP, Stilwell Value Partners IV, LP, Stilwell Value Partners V, LP, and Stilwell Value Partners VI, LP (together the "Stilwell Value Funds"). Joseph Stilwell is also the general partner of Stilwell Partners LP ("SPLP" and, together with the Value Funds, the "Funds"). The securities reported in this Form 13F are held by one or more of the Funds. None of the Value Funds or SPLP individually maintains investment discretion over $100 million, but Stilwell Value LLC, by virtue of its general partnership interest in each of the Value Funds, has such discretion.
FORM 13F INFORMATION TABLE Value Title of (in Shares/ Put/ Inv. Other Voting Authority Name of Issuer Class CUSIP 000's) PRN Amt SH/PRN Call Disc. Mgrs. Sole Shared None - --------------------------------- ----- ----- ------ -------- ------ ---- ----- ----- ---- ------ ---- ABINGTON BANCORP INC COM 00350L109 364 39,400 SH DEFINED 39,400 ALLIANCE BANCORP INC PA COM 018921106 2,336 311,505 SH DEFINED 1 311,505 AMERICAN PHYSICIANS CAPITAL INC COM 028884104 1,684 35,000 SH DEFINED 35,000 AMERICAN PHYSICIANS CAPITAL INC COM 028884104 41,317 858,976 SH DEFINED 1 858,976 AMERICAN BANCORP NJ INC COM 02407E104 356 29,940 SH DEFINED 1 29,940 ATLANTIC COAST FED CORP COM 048425102 68 17,393 SH DEFINED 17,393 AUBURN BANCORP INC COM 050254101 67 10,000 SH DEFINED 10,000 BANK MUTUAL CORP COM 063750103 231 20,000 SH DEFINED 20,000 BCSB BANCORP INC COM 055367106 174 20,000 SH DEFINED 20,000 BENEFICIAL MUTUAL BANCORP INC COM 08173R104 275 24,460 SH DEFINED 24,460 BENJAMIN FRANKLIN BANCORP INC COM 082073107 224 15,000 SH DEFINED 15,000 CENTRAL BANCORP INC-MASS COM 152418109 364 73,038 SH DEFINED 1 73,038 CHICOPEE BANCORP INC COM 168565109 238 20,000 SH DEFINED 20,000 CLIFTON SVGS BANCORP INC COM 18712Q103 124 10,480 SH DEFINED 10,480 CMS BANCORP INC COM 12600U102 105 15,000 SH DEFINED 15,000 DANVERS BANCORP INC COM 236442109 267 20,000 SH DEFINED 20,000 DELANCO BANCORP INC COM 245534102 17 10,000 SH DEFINED 10,000 EASTERN INSURANCE HOLDINGS INC COM 276534104 803 100,000 SH DEFINED 100,000 EASTERN INSURANCE HOLDINGS INC COM 276534104 314 39,089 SH DEFINED 1 39,089 ESSA BANCORP INC COM 29667D104 495 35,000 SH DEFINED 35,000 FIRST FINANCIAL NORTHWEST INC COM 32022K102 234 25,000 SH DEFINED 25,000 FIRST KEYSTONE FINANCIAL INC COM 320655103 683 86,900 SH DEFINED 1 86,900 FIRST PACTRUST BANCORP INC COM 33589V101 97 10,000 SH DEFINED 10,000 FIRST PACTRUST BANCORP INC COM 33589V101 773 80,200 SH DEFINED 1 80,200 FIRST SAVINGS FINANCIAL GROUP INC COM 33621E109 1,570 159,995 SH DEFINED 1 159,995 FIRST SAVINGS FINANCIAL GROUP INC COM 33621E109 196 20,000 SH DEFINED 20,000 FOX CHASE BANCORP COM 35137P106 165 15,000 SH DEFINED 15,000 GS FINANCIAL CORP COM 362274102 786 62,845 SH DEFINED 1 62,845 HAMPDEN BANCORP INC COM 40867E107 183 20,000 SH DEFINED 20,000 HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 1,642 100,000 SH DEFINED 1 100,000 HEARTLAND BANCSHARES INC/IN COM 42234A107 411 68,500 SH DEFINED 1 68,500 HOME FEDERAL BANCORP INC MD COM 43710G105 269 25,100 SH DEFINED 25,100 KINGSWAY FINANCIAL SERVICES INC COM 496904103 25,216 4,675,000 SH DEFINED 1 4,675,000 LOUISIANA BANCORP INC COM 54619P104 756 59,100 SH DEFINED 1 59,100 MALVERN FEDERAL BANCORP INC COM 561410101 184 20,000 SH DEFINED 20,000 MALVERN FEDERAL BANCORP INC COM 561410101 5,113 555,800 SH DEFINED 1 555,800 MERIDIAN INTERSTATE BANCORP INC COM 58964Q104 740 80,000 SH DEFINED 80,000 MSB FINANCIAL CORP COM 55352P102 2,507 246,980 SH DEFINED 1 246,980 MUTUALFIRST FINANCIAL INC COM 62845B104 68 10,000 SH DEFINED 10,000 MUTUALFIRST FINANCIAL INC COM 62845B104 250 37,029 SH DEFINED 1 37,029 NAUGATUCK VALLEY FINANCIAL CORP COM 639067107 71 13,975 SH DEFINED 13,975 NEWPORT BANCORP INC COM 651754103 172 15,000 SH DEFINED 15,000 NORTH PENN BANCORP INC COM 661454207 206 28,420 SH DEFINED 28,420 NORTH PENN BANCORP INC COM 661454207 374 51,630 SH DEFINED 1 51,630 NORTHEAST COMMUNITY BANCORP INC COM 664112109 69 10,000 SH DEFINED 10,000 NORTHEAST COMMUNITY BANCORP INC COM 664112109 7,778 1,120,800 SH DEFINED 1 1,120,800 NORTHWEST BANCORP INC PA COM 667328108 814 38,091 SH DEFINED 38,091 OSAGE BANCSHARES INC COM 68764U106 725 100,000 SH DEFINED 100,000 OSAGE BANCSHARES INC COM 68764U106 105 14,304 SH DEFINED 1 14,304 PRUDENTIAL BANCORP INC PA COM 744319104 205 20,000 SH DEFINED 20,000 PRUDENTIAL BANCORP INC PA COM 744319104 10,719 1,044,700 SH DEFINED 1 1,044,700 ROMA FINANCIAL CORP COM 77581P109 630 50,000 SH DEFINED 50,000 SOUND FINANCIAL INC COM 83607Y108 178 25,000 SH DEFINED 25,000 TF FINANCIAL CORP COM 872391107 1,013 52,500 SH DEFINED 1 52,500 TFS FINANCIAL CORP COM 87240R107 645 50,000 SH DEFINED 50,000 WAYNE SAVINGS BANCSHARES INC COM 94624Q101 188 25,000 SH DEFINED 25,000 WILLIAM PENN BANCORP INC COM 96925V101 338 25,000 SH DEFINED 25,000 WILLIAM PENN BANCORP INC COM 96925V101 3,306 244,868 SH DEFINED 1 244,868
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