-----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, MS0Z0B27AJSrs6Tgj5/FwFvCYmUs3VENnxGc48eBzXtSw7/HiC93Aw+660mMYYJu mt6TwENO8OcPLrtH/8UaCw== 0000892917-09-000225.txt : 20090731 0000892917-09-000225.hdr.sgml : 20090731 20090731120944 ACCESSION NUMBER: 0000892917-09-000225 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090731 DATE AS OF CHANGE: 20090731 EFFECTIVENESS DATE: 20090731 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: 09976137 MAIL ADDRESS: STREET 1: 26 BROADWAY 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 stil13f090729.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: June 30, 2009 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 July 30, 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: 52 Form 13 Information Table Value Total: $10,567,395 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, L.P., Stilwell Value Partners I, L.P., Stilwell Value Partners II, L.P., Stilwell Value Partners III, L.P., Stilwell Value Partners IV, L.P., Stilwell Value Partners V, L.P., and Stilwell Value Partners VI, L.P. (together the "Value Funds"). Joseph Stilwell is also the general partner of Stilwell Partners L.P. ("SPLP"), the managing member of Stilwell Advisors LLC, which is the general partner of Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P. ("S.A.L.I."), and the managing member of Stilwell Management LLC, the manager of Stilwell Offshore Fund Ltd. ("Offshore" and, together with the Value Funds, SPLP and S.A.L.I., the "Funds"). The securities reported in this Form 13F are held by one or more of the Funds. None of the Value Funds, SPLP, S.A.L.I. or Offshore 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 - ---------------------------------- ---------- --------- ---------- ------- --------- -------- ---------- --------------------------- NAME OF ISSUER CUSIP MKT VALUE SHARES/ SH PRN PUT/CALL INV DISC OTHER MGRS VOTING AUTHORITY (000's) PRN AMT SOLE SHARED OTHER - ---------------------------------- ---------- --------- ---------- ------- --------- -------- ---------- --------- --------- ------- ABINGTON BANCORP INC 00350L109 314 39,400 SH Defined 39,400 ALLIANCE BANCORP INC PA 018921106 3,244 381,078 SH Defined 1 381,078 ALLIANCE BANCORP INC PA 018921106 102 12,000 SH Defined 12,000 AMERICAN PHYSICIANS CAPITAL INC 028884104 1,371 35,000 SH Defined 1 35,000 AMERICAN PHYSICIANS CAPITAL INC 028884104 33,442 853,976 SH Defined 853,976 ATLANTIC COAST FED CORP 048425102 37 17,393 SH Defined 17,393 BANK MUTUAL CORP NEW 063750103 174 20,000 SH Defined 20,000 BCSB BANCORP INC 055367106 161 20,000 SH Defined 20,000 BENEFICIAL MUTUAL BANCORP INC 08173R104 235 24,460 SH Defined 24,460 CENTRAL BANCORP INC-MASS 152418109 1,058 132,300 SH Defined 1 132,300 CLIFTON SVGS BANCORP INC 18712Q103 113 10,480 SH Defined 10,480 CMS BANCORP INC 12600U102 105 15,000 SH Defined 15,000 ESSA BANCORP INC 29667D104 478 35,000 SH Defined 35,000 FIRST CLOVER LEAF FINANCIAL CORP 31969M105 290 40,902 SH Defined 1 40,902 FIRST FINANCIAL NORTHWEST INC 32022K102 196 25,000 SH Defined 25,000 FIRST KEYSTONE FINANCIAL INC 320655103 762 82,390 SH Defined 1 82,390 FIRST PACTRUST BANCORP INC 33589V101 69 10,000 SH Defined 10,000 FIRST PACTRUST BANCORP INC 33589V101 721 106,219 SH Defined 1 106,219 FIRST SAVINGS FINANCIAL GROUP INC 33621E109 1,886 191,521 SH Defined 1 191,521 FIRST SAVINGS FINANCIAL GROUP INC 33621E109 197 20,000 SH Defined 20,000 FIRST SAVINGS FINANCIAL GROUP INC 33621E109 197 20,000 SH Defined 20,000 FOX CHASE BANCORP 35137P106 144 15,000 SH Defined 15,000 GS FINANCIAL CORP 362274102 1,444 88,612 SH Defined 1 88,612 HAMPDEN BANCORP INC 40867E107 198 20,000 SH Defined 20,000 HOPFED BANCORP INC 439734104 1,117 114,800 SH Defined 1 114,800 HOPFED BANCORP INC 439734104 97 10,000 SH Defined 10,000 IBERIABANK CORP 450828108 394 10,000 SH Defined 1 10,000 KINGSWAY FINANCIAL SERVICES INC 496904103 13,553 4,725,000 SH Defined 1 4,725,000 KINGSWAY FINANCIAL SERVICES INC 496904103 287 100,000 SH Defined 100,000 LAKE SHORE BANCORP INC 510700107 290 40,000 SH Defined 1 40,000 LOUISIANA BANCORP INC 54619P104 789 59,100 SH Defined 1 59,100 MALVERN FEDERAL BANCORP INC 561410101 195 20,000 SH Defined 20,000 MALVERN FEDERAL BANCORP INC 561410101 5,283 541,800 SH Defined 1 541,800 MALVERN FEDERAL BANCORP INC 561410101 185 19,000 SH Defined 19,000 MERIDIAN INTERSTAT BANCORP INC 58964Q104 596 80,000 SH Defined 80,000 MSB FINANCIAL CORP 55352P102 2,239 255,301 SH Defined 1 255,301 MUTUALFIRST FINL INC 62845B104 90 10,000 SH Defined 10,000 MUTUALFIRST FINL INC 62845B104 1,725 192,500 SH Defined 1 192,500 NAUGATUCK VY FINL CORP 639067107 80 13,975 SH Defined 13,975 NEWPORT BANCORP INC 651754103 180 15,000 SH Defined 15,000 NORTHEAST CMNTY BANCORP INC 664112109 81 10,000 SH Defined 10,000 NORTHEAST CMNTY BANCORP INC 664112109 8,684 1,070,800 SH Defined 1 1,070,800 NORTHWEST BANCORP INC PA 667328108 718 38,091 SH Defined 38,091 OSAGE BANCSHARES INC 68764U106 770 100,000 SH Defined 100,000 OSAGE BANCSHARES INC 68764U106 128 15,138 SH Defined 1 15,138 PRUDENTIAL BANCORP INC PA 744319104 6,868 581,525 SH Defined 1 581,525 ROMA FINANCIAL CORP 77581P109 637 50,000 SH Defined 50,000 SOUTHERN CONNECTICUT BANCORP INC 84264A102 471 86,500 SH Defined 1 86,500 TECHE HOLDING CO 878330109 1,240 37,452 SH Defined 1 37,452 TF FINANCIAL CORP 872391107 1,422 80,682 SH Defined 1 80,682 TFS FINL CORP 87240R107 531 50,000 SH Defined 50,000 WAYNE SVGS BANCSHARES INC NEW 94624Q101 147 25,000 SH Defined 25,000
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