-----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, CuOFEoI2Yvlc+R6gZElorScmAyyUUsaKVBPqHV8hX3/zC9uOtjJjma2YA+OwKuny ae1wejYTBzz8pArDUyLRsQ== 0000892917-09-000284.txt : 20091106 0000892917-09-000284.hdr.sgml : 20091106 20091106132915 ACCESSION NUMBER: 0000892917-09-000284 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091106 DATE AS OF CHANGE: 20091106 EFFECTIVENESS DATE: 20091106 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: 091163843 MAIL ADDRESS: STREET 1: 26 BROADWAY 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 stil13f091103.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: September 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 November 3, 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: 49 Form 13F Information Table Value Total: $95,944 (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, 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. NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/ SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY CLASS (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE ABINGTON BANCORP INC COM 00350L109 305 39,400 SH DEFINED 39,400 ALLIANCE BANCORP INC OF PA COM 018921106 119 14,000 SH DEFINED 14,000 ALLIANCE BANCORP INC OF PA COM 018921106 3,348 391,907 SH DEFINED 1 391,907 AMERICAN PHYSICIANS CAPITAL INC COM 028884104 2,189 75,998 SH DEFINED 75,998 AMERICAN PHYSICIANS CAPITAL INC COM 028884104 32,151 1,115,966 SH DEFINED 1 1,115,966 ATLANTIC COAST FEDERAL CORP COM 048425102 35 17,393 SH DEFINED 17,393 BANK MUTUAL CORP COM 063750103 177 20,000 SH DEFINED 20,000 BCSB BANCORP INC COM 055367106 171 20,000 SH DEFINED 20,000 BENEFICIAL MUTUAL BANCORP INC COM 08173R104 223 24,460 SH DEFINED 24,460 CENTRAL BANCORP INC COM 152418109 56 7,000 SH DEFINED 7,000 CENTRAL BANCORP INC COM 152418109 1,115 132,300 SH DEFINED 1 132,300 CLIFTON SAVINGS BANCORP INC COM 18712Q103 103 10,480 SH DEFINED 10,480 CMS BANCORP INC COM 12600U102 107 15,000 SH DEFINED 15,000 ESSA BANCORP INC COM 29667D104 462 35,000 SH DEFINED 35,000 FIRST FINANCIAL NORTHWEST INC COM 32022K102 146 25,000 SH DEFINED 25,000 FIRST KEYSTONE FINANCIAL INC COM 320655103 51 6,000 SH DEFINED 6,000 FIRST KEYSTONE FINANCIAL INC COM 320655103 793 82,390 SH DEFINED 1 82,390 FIRST PACTRUST BANCORP INC COM 33589V101 147 23,000 SH DEFINED 23,000 FIRST PACTRUST BANCORP INC COM 33589V101 678 106,219 SH DEFINED 1 106,219 FIRST SAVINGS FINANCIAL GROUP INC COM 33621E109 305 28,550 SH DEFINED 28,550 FIRST SAVINGS FINANCIAL GROUP INC COM 33621E109 2,049 191,521 SH DEFINED 1 191,521 FOX CHASE BANCORP COM 35137P106 150 15,000 SH DEFINED 15,000 HAMPDEN BANCORP INC COM 40867E107 217 20,000 SH DEFINED 20,000 KINGSWAY FINANCIAL SVCS INC COM 496904103 1,223 287,000 SH DEFINED 287,000 KINGSWAY FINANCIAL SVCS INC COM 496904103 19,346 4,538,000 SH DEFINED 1 4,538,000 MALVERN FEDERAL BANCORP INC COM 561410101 369 39,000 SH DEFINED 39,000 MALVERN FEDERAL BANCORP INC COM 561410101 5,115 539,800 SH DEFINED 1 539,800 MERIDIAN INTERSTATE BANCORP INC COM 58964Q104 680 80,000 SH DEFINED 80,000 MSB FINANCIAL CORPORATION COM 55352P102 2,066 235,489 SH DEFINED 1 235,489 MSB FINANCIAL CORPORATION COM 55352P102 64 7,367 SH DEFINED 7,367 MUTUALFIRST FINANCIAL INC COM 62845B104 119 17,000 SH DEFINED 17,000 MUTUALFIRST FINANCIAL INC COM 62845B104 1,355 192,500 SH DEFINED 1 192,500 NAUGATUCK VALLEY FINL CORP COM 639067107 62 13,975 SH DEFINED 13,975 NEWPORT BANCORP INC COM 651754103 192 15,000 SH DEFINED 15,000 NORTHEAST CMNTY BANCORP INC COM 664112109 74 10,000 SH DEFINED 10,000 NORTHEAST CMNTY BANCORP INC COM 664112109 7,903 1,070,800 SH DEFINED 1 1,070,800 NORTHWEST BANCORP INC PA COM 667328108 870 38,091 SH DEFINED 38,091 OSAGE BANCSHARES INC COM 68764U106 770 100,000 SH DEFINED 100,000 OSAGE BANCSHARES INC COM 68764U106 204 26,527 SH DEFINED 1 26,527 PRUDENTIAL BANCORP INC OF PA COM 744319104 5,793 576,985 SH DEFINED 1 576,985 ROMA FINANCIAL CORP COM 77581P109 622 50,000 SH DEFINED 50,000 SOUTHERN CONNECTICUT BANCORP INC COM 84264A102 25 5,485 SH DEFINED 5,485 SOUTHERN CONNECTICUT BANCORP INC COM 84264A102 212 47,186 SH DEFINED 1 47,186 TECHE HOLDING CO COM 878330109 1,240 37,452 SH DEFINED 1 37,452 TF FINANCIAL CORP COM 872391107 122 6,500 SH DEFINED 6,500 TF FINANCIAL CORP COM 872391107 1,565 81,282 SH DEFINED 1 81,282 TFS FINANCIAL CORP COM 87240R107 595 50,000 SH DEFINED 50,000 WAYNE SAVINGS BANCSHARES INC COM 94624Q101 150 25,000 SH DEFINED 25,000 WAYNE SAVINGS BANCSHARES INC COM 94624Q101 111 18,600 SH DEFINED 1 18,600
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