Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | EVP & Chief Operating Officer | February 07, 2023 | February 09, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bankwell Financial Group, Inc.
Report date February 07, 2023 · Filed February 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,770 |
Reported balance
After 2023-02-07 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-02-07 · Grant · Acquired 685 · Balance 4,770 F1: 685 performance based shares were granted and vested on February 7, 2023 as a result of meeting performance metrics from previously issued grants. |
| Common StockSEC Table I · non-derivative | Direct | 4,128 |
Reported balance
After 2023-02-08 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2023-02-08 · Tax withholding · Disposed 642 · Balance 4,128 F2: 642 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,056 shares. F3: Range of reported sale price is $29.83 - $30.49. Reporting person agrees to provide individual transaction information to SEC upon request. |
| Common StockSEC Table I · non-derivative | Direct | 6,119 |
Reported balance
Holding disclosure · report date 2023-02-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,119 F4: 6,119 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 3,060 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2024 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 3,059 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. |
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2023-02-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,000 F5: 5,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on July 1, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. |
| Common StockSEC Table I · non-derivative | Direct | 2,740 |
Reported balance
Holding disclosure · report date 2023-02-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,740 F6: 4,111 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,056 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,055 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, 1,371 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 1,943 |
Reported balance
Holding disclosure · report date 2023-02-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,943 F7: 5,831 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,916 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on January 2, 2022 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,915 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, 3,888 shares have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 685 performance based shares were granted and vested on February 7, 2023 as a result of meeting performance metrics from previously issued grants.
F2: 642 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,056 shares.
F3: Range of reported sale price is $29.83 - $30.49. Reporting person agrees to provide individual transaction information to SEC upon request.
F4: 6,119 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 3,060 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2024 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 3,059 of those shares are performance restricted stock and may vest when and if the performance goal is achieved.
F5: 5,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on July 1, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved.
F6: 4,111 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,056 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,055 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, 1,371 shares have vested.
F7: 5,831 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,916 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on January 2, 2022 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,915 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, 3,888 shares have vested.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 08, 2023 Filed Feb 9, 2023 19:20 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 642 | $30.44 | $19,542.48 |
DisclosureSEC source: 0001505732-23-000088 · wf-form4_167597044554142.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,128 F2 · shares: 642 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,056 shares. F3 · price: Range of reported sale price is $29.83 - $30.49. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 19:20 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000088 · wf-form4_167597044554142.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,770 F1 · ownership.direct: 685 performance based shares were granted and vested on February 7, 2023 as a result of meeting performance metrics from previously issued grants. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 13:39 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 6,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000069 · wf-form4_167482676061152.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,119 F1 · ownership.direct: 6,119 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 3,060 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2024 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 3,059 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 20:01 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,702 | $28.37 | $48,285.74 |
DisclosureSEC source: 0001505732-23-000055 · wf-form4_167286246598822.xml · nonDerivative · entry 3 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,714 F3 · shares: 1,702 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 4,416 shares. F4 · price: Range of reported purchase price is $28.21 - $28.69. Reporting person agrees to provide individual transaction information to SEC upon request. F5 · ownership.direct: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on January 2, 2021 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the transaction date all shares have vested. F6 · ownership.direct: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date all shares have vested. Read SEC document |
| January 02, 2023 Filed Jan 4, 2023 20:01 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000055 · wf-form4_167286246598822.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416 F2 · ownership.direct: 500 performance based shares were granted and vested on January 2, 2023 as a result of meeting performance metrics from previously issued grants. Read SEC document |
| January 02, 2023 Filed Jan 4, 2023 20:01 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000055 · wf-form4_167286246598822.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,916 F1 · ownership.direct: 972 performance based shares were granted and vested on January 2, 2023 as a result of meeting performance metrics from previously issued grants. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 14:14 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,253 | $30.02 | $37,615.06 |
DisclosureSEC source: 0001505732-22-000255 · wf-form4_167033602803850.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 14:18 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,500 | $32.69 | $49,035.00 |
DisclosureSEC source: 0001505732-22-000184 · wf-form4_165944989066667.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 14:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000171 · wf-form4_165711715790735.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · ownership.direct: 5,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on July 1, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 18:10 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 251 | $33.86 | $8,498.86 |
DisclosureSEC source: 0001505732-22-000065 · wf-form4_164443022230678.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,753 F3 · shares: 251 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 799 shares. F4 · price: Range of reported sale price is $33.83 - $33.87. Reporting person agrees to provide individual transaction information to SEC upon request. F2 · ownership.direct: 2,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,000 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2020 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 667 shares have vested. 1,000 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, all shares have vested. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 18:10 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000065 · wf-form4_164443022230678.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 F1 · shares: An additional 133 performance based shares were granted and vested on February 7, 2022 as a result of meeting performance metrics from previously issued grants. F2 · ownership.direct: 2,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,000 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2020 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 667 shares have vested. 1,000 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, all shares have vested. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 18:33 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 4,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000053 · wf-form4_164218521986861.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,111 F1 · ownership.direct: 4,111 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,056 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,055 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 19:27 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,328 | $32.46 | $43,106.88 |
DisclosureSEC source: 0001505732-22-000020 · wf-form4_164141082399420.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205 F1 · shares: 1,328 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,533 shares. F2 · price: Range of reported sale price is $32.03 - $33.20. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 13:47 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,282 | $31.44 | $40,306.08 |
DisclosureSEC source: 0001505732-21-000269 · wf-form4_164018085943220.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 16:11 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 593 | $29.85 | $17,701.05 |
DisclosureSEC source: 0001505732-21-000190 · wf-form4_163059906164084.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,282 F1 · shares: 593 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,875 shares. F2 · price: Range of reported sale price is $29.76 - $29.89. Reporting person agrees to provide individual transaction information to SEC upon request. F3 · ownership.direct: 7,500 shares of restricted stock granted pursuant to the 2012 BNC Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on August 31, 2018 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, all shares have vested. Read SEC document |
| February 12, 2021 Filed Feb 12, 2021 19:56 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 2,364 | $20.52 | $48,509.28 |
DisclosureSEC source: 0001505732-21-000049 · wf-form4_161315971527936.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Range of reported sale price is $20.50 - $20.52. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 19:56 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 300 | $20.73 | $6,219.00 |
DisclosureSEC source: 0001505732-21-000049 · wf-form4_161315971527936.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,364 F1 · price: Range of reported sale price is $20.65 - $20.95. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 20:30 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 288 | $21.20 | $6,105.60 |
DisclosureSEC source: 0001505732-21-000035 · wf-form4_161298902330438.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664 F1 · shares: 288 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 833 shares. F2 · price: Range of reported sale price is $21.11 - $21.38. Reporting person agrees to provide individual transaction information to SEC upon request. F3 · ownership.direct: 3,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2019 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, all shares have vested. 1,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the transaction date, all shares have vested. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:17 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 5,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-21-000015 · wf-form4_160996421751919.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,831 F3 · ownership.direct: 5,831 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 2,916 of those shares are restricted stock that will vest in three substantially equalannual installments, with the first installment to vest on January 2, 2022 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,915 of those shares areperformance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 20:17 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 184 | $19.34 | $3,558.56 |
DisclosureSEC source: 0001505732-21-000015 · wf-form4_160996421751919.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,119 F1 · shares: 184 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 500 shares. F2 · price: Range of reported sale price is $19.32 - $19.40. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 14:07 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 864 | $19.43 | $16,787.52 |
DisclosureSEC source: 0001505732-20-000187 · wf-form4_160855961338575.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,803 F1 · shares: 864 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,667 shares. F2 · price: Range of reported sale price is $19.43 - $19.44. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 18:41 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,875 | $15.26 | $28,612.50 |
DisclosureSEC source: 0001505732-20-000108 · wf-form4_159915847718694.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 F1 · price: Range of reported sale price is $15.21 - $15.34. Reporting person agrees to provide individual transaction information to SEC upon request. 601 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,875 shares. F2 · ownership.direct: 7,500 shares of restricted stock granted pursuant to the 2012 BNC Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on August 31, 2018 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 5,625 Shares have vested. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:28 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 530 | $28.83 | $15,279.90 |
DisclosureSEC source: 0001505732-20-000038 · wf-form4_158223410431845.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 21:56 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 304 | $28.55 | $8,678.32 |
DisclosureSEC source: 0001505732-20-000024 · wf-form4_158145819890902.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530 F1 · shares: 304 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 834 shares. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 18:35 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-19-000060 · wf-form4_157712608813055.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F2 · ownership.direct: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 18:35 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-19-000060 · wf-form4_157712608813055.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · ownership.direct: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on January 2, 2021 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 17:37 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,875 | $25.64 | $48,066.19 |
DisclosureSEC source: 0001505732-19-000021 · wf-form4_156770500349791.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · price: Range of reported sale price is $25.50 - $25.82. Reporting person agrees to provide individual transaction information to SEC upon request. 603 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,875 shares. F2 · ownership.direct: 7,500 shares of restricted stock granted pursuant to the 2012 BNC Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on August 31, 2018 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. 3,750 shares have vested. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 13:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 315 | $28.50 | $8,977.50 |
DisclosureSEC source: 0001567619-19-012856 · doc1.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 17:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007284 · doc1.xml · nonDerivative · entry 6 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · ownership.direct: 2,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,000 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2020 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 1,000 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 17:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007284 · doc1.xml · nonDerivative · entry 5 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · ownership.direct: 2,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,000 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2020 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 1,000 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 16:45 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 185 | $28.74 | $5,316.90 |
DisclosureSEC source: 0001567619-19-003142 · doc1.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315 F2 · shares: On 2/8/19 - 185 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover tax liability with respect to the vesting of restricted stock previously reported. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 19:56 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,265 | $31.30 | $39,589.44 |
DisclosureSEC source: 0001567619-18-002386 · doc1.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 F1 · price: Range of reported sale price is $31.25 - $31.40. Reporting person agrees to provide individual transaction information to SEC upon request. F2 · ownership.direct: 7,500 shares of restricted stock granted pursuant to the 2012 BNC Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on August 31, 2018 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. 1,875 Shares have vested. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:46 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 610 | $31.17 | $19,011.32 |
DisclosureSEC source: 0001567619-18-002198 · doc1.xml · nonDerivative · entry 1 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,890 F1 · shares: On 9/4/18 - 610 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover tax liability with respect to the vesting of restricted stock previously reported. F2 · price: Range of reported purchase price is $31.15 - $31.24. Reporting person agrees to provide individual transaction information to SEC upon request. F3 · ownership.direct: 7,500 shares of restricted stock granted pursuant to the 2012 BNC Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on August 31, 2018 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. 1,875 Shares have vested. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:27 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009608 · doc1.xml · nonDerivative · entry 3 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F2 · ownership.direct: 3,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2019 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 1,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:27 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009608 · doc1.xml · nonDerivative · entry 2 Waitz Laura · CIK 0001718796 · EVP & Chief of Staff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F2 · ownership.direct: 3,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 1,500 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2019 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 1,500 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.