Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | Director | December 30, 2022 | January 04, 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 December 30, 2022 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,560 |
Reported balance
After 2022-12-30 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2022-12-30 · Grant · Acquired 350 · Balance 30,560 F1: 350 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. All shares have vested as of January 2, 2023. F2: 1,000 shares of restricted stock granted on March 22, 2018, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2019 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. All shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 1,600 |
Reported balance
After 2022-12-30 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2022-12-30 · Grant · Acquired 1,600 · Balance 1,600 F3: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. |
| Common StockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,200 F4: 1,600 shares of restricted stock granted on December 31, 2021, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of January 2, 2023, 400 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,000 F5: 2,000 shares of restricted stock granted on December 8, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 1,000 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 3,520 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,520 F6: 3,520 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 300 F7: 1,200 shares of restricted stock granted on December 20, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2021 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of January 2, 2023, 900 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 300 F8: 1,200 shares of restricted stock granted on March 4, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2020 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 900 shares have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 350 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. All shares have vested as of January 2, 2023.
F2: 1,000 shares of restricted stock granted on March 22, 2018, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2019 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. All shares have vested.
F3: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter.
F4: 1,600 shares of restricted stock granted on December 31, 2021, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of January 2, 2023, 400 shares have vested.
F5: 2,000 shares of restricted stock granted on December 8, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 1,000 shares have vested.
F6: 3,520 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025.
F7: 1,200 shares of restricted stock granted on December 20, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2021 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of January 2, 2023, 900 shares have vested.
F8: 1,200 shares of restricted stock granted on March 4, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2020 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the transaction date, 900 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 |
|---|---|---|---|---|---|---|
| December 30, 2022 Filed Jan 4, 2023 12:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000044 · wf-form4_167285514205448.xml · nonDerivative · entry 2 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F3 · ownership.direct: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 12:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000044 · wf-form4_167285514205448.xml · nonDerivative · entry 1 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,560 F1 · ownership.direct: 350 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. All shares have vested as of January 2, 2023. F2 · ownership.direct: 1,000 shares of restricted stock granted on March 22, 2018, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2019 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. All shares have vested. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 15:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000037 · wf-form4_164150160111872.xml · nonDerivative · entry 1 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · ownership.direct: 1,600 shares of restricted stock granted on December 31, 2021, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 16:12 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-20-000180 · wf-form4_160763470920079.xml · nonDerivative · entry 1 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · ownership.direct: 2,000 shares of restricted stock granted on December 8, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:58 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-20-000027 · wf-form4_158145827114517.xml · nonDerivative · entry 1 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,520 F1 · ownership.direct: 3,520 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 13:37 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-19-000066 · wf-form4_157712622874924.xml · nonDerivative · entry 1 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F1 · ownership.direct: 1,200 shares of restricted stock granted on December 20, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2021 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 16:15 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006293 · doc1.xml · nonDerivative · entry 3 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F3 · ownership.direct: 1,200 shares of restricted stock granted on March 4, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2020 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 16:25 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014992 · doc1.xml · nonDerivative · entry 3 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · ownership.direct: 1,000 shares of restricted stock granted on March 22, 2018, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2019 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 15:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001686 · doc1.xml · nonDerivative · entry 3 LISS VICTOR S · CIK 0001192075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · ownership.direct: 1,000 shares of restricted stock granted on January 10, 2017, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in two equal annual installments of 500 shares, with the first installment to vest on December 29, 2017 and the remaining 500 shares to vest on December 31, 2018. 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.