Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | Director | May 23, 2022 | May 25, 2022 |
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 May 23, 2022 · Filed May 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 30,044 |
Reported balance
After 2022-05-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-05-23 · Purchase · Acquired 152 · Balance 30,044 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 30,159 |
Reported balance
After 2022-05-24 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-05-24 · Purchase · Acquired 115 · Balance 30,159 |
| Common StockSEC Table I · non-derivative | Direct | 1,600 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,600 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,500 F2: 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, 500 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 3,520 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,520 F3: 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 | 600 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 600 F4: 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 the transaction date, 600 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 300 F5: 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. |
| Common StockSEC Table I · non-derivative | Direct | 235,748 |
Reported balance
Holding disclosure · report date 2022-05-23 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 235,748 F6: 69,494 of shares reported are owned by spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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, 500 shares have vested.
F3: 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.
F4: 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 the transaction date, 600 shares have vested.
F5: 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.
F6: 69,494 of shares reported are owned by spouse.
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 |
|---|---|---|---|---|---|---|
| January 10, 2017 Filed Jan 12, 2017 20:13 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001684 · doc1.xml · nonDerivative · entry 4 Jones Daniel S · CIK 0001607574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F4 · 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 |
| October 14, 2016 Filed Oct 18, 2016 17:49 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Exercise / conversionStock Options · Derivative | 2,900 | $17.50 Strike: $17.50 | $50,750.00 |
DisclosureSEC source: 0001140361-16-082957 · doc1.xml · derivative · entry 6 Jones Daniel S · CIK 0001607574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,900 shares Expires 2016-12-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Stock Options granted pursuant to the 2006 Stock Option Plan, all of which are fully vested. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 17:49 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Exercise / conversionCommon Stock | 2,900 | $17.50 | $50,750.00 |
DisclosureSEC source: 0001140361-16-082957 · doc1.xml · nonDerivative · entry 5 Jones Daniel S · CIK 0001607574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.