Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bridgewater Bancshares IncBWB · Entity 2317 | Director | August 31, 2026 | September 01, 2026 |
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.
Bridgewater Bancshares Inc
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,331 |
Ending reported balance
After 2026-08-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-31 · Exercise / conversion · Acquired 16,100 · Balance 82,287 Row 2 · 2026-08-31 · Exercise / conversion · Acquired 6,250 · Balance 88,537 Row 3 · 2026-08-31 · Tax withholding · Disposed 17,206 · Balance 71,331 |
| Option to buySEC Table II · derivative / convertible security · Conversion / exercise price $17.50 · Expires 2032-02-01 | Direct | 3,900 |
Reported balance
After 2026-08-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-31 · Exercise / conversion · Disposed 16,100 · Balance 3,900 F4: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F5: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 2/1/2022. |
| Option to buySEC Table II · derivative / convertible security · Conversion / exercise price $12.92 · Expires 2029-12-06 | Direct | 18,750 |
Reported balance
After 2026-08-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-31 · Exercise / conversion · Disposed 6,250 · Balance 18,750 F4: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F6: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 12/6/2019. |
| Option to buySEC Table II · derivative / convertible security · Conversion / exercise price $7.47 · Expires 2027-09-30 | Direct | 95,118 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 95,118 F4: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F7: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 10/1/2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 355,000 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 355,000 F1: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 87,000 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 87,000 F2: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K Shellberg Family Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Family Trust dated July 16, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 25,000 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 25,000 F3: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014.
F2: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K Shellberg Family Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Family Trust dated July 16, 2024.
F3: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024.
F4: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan.
F5: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 2/1/2022.
F6: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 12/6/2019.
F7: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 10/1/2017.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 1, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionOption to buy · Derivative | 6,250 | $0.00 Strike: $12.92 | $0.00 |
DisclosureSEC source: 0001732717-26-000025 · form4-09012026_090930.xml · derivative · entry 8 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 6,250 shares Expires 2029-12-06 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: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F6 · derivative.exercise_date: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 12/6/2019. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionOption to buy · Derivative | 16,100 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001732717-26-000025 · form4-09012026_090930.xml · derivative · entry 7 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 16,100 shares Expires 2032-02-01 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: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F5 · derivative.exercise_date: Options exercisable in 25% increments on the first four anniversaries of the date of the grant which was 2/1/2022. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 17,206 | $21.07 | $362,530.42 |
DisclosureSEC source: 0001732717-26-000025 · form4-09012026_090930.xml · nonDerivative · entry 3 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,331 Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 6,250 | $12.92 | $80,750.00 |
DisclosureSEC source: 0001732717-26-000025 · form4-09012026_090930.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,537 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 |
| August 31, 2026 Filed Sep 1, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 16,100 | $17.50 | $281,750.00 |
DisclosureSEC source: 0001732717-26-000025 · form4-09012026_090930.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,287 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 |
| August 06, 2026 Filed Aug 10, 2026 21:15 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 40,000 | $21.26 | $850,284.00 |
DisclosureSEC source: 0001732717-26-000023 · form4-08102026_090849.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,187 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.10 to $21.49, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. Read SEC document |
| August 05, 2026 Filed Aug 5, 2026 21:56 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 160,000 | $21.04 | $3,366,736.00 |
DisclosureSEC source: 0001732717-26-000021 · form4-08052026_090806.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,187 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.16, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:38 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 20,000 | $18.55 | $371,084.00 |
DisclosureSEC source: 0001732717-26-000016 · form4-05222026_080557.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 25,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $18.68, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:59 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 8,174 | $18.45 | $150,812.75 |
DisclosureSEC source: 0001732717-26-000012 · form4-05082026_080546.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 45,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.45 to $18.55, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:59 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 9,252 | $18.45 | $170,710.50 |
DisclosureSEC source: 0001732717-26-000012 · form4-05082026_080546.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 53,174 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.45 to $18.61, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:56 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 62 | $18.50 | $1,147.00 |
DisclosureSEC source: 0001732717-26-000010 · form4-05052026_090554.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 62,426 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:15 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 2,512 | $18.50 | $46,479.28 |
DisclosureSEC source: 0001732717-26-000008 · form4-05012026_040501.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 62,488 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.500 to $18.675, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| February 06, 2026 Filed Feb 6, 2026 22:50 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 9,838 | $18.89 | $185,840.80 |
DisclosureSEC source: 0001732717-26-000004 · form4-02062026_100219.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,187 Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 22:42 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 540 | $19.54 | $10,551.60 |
DisclosureSEC source: 0001732717-26-000002 · form4-02042026_100205.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,025 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 22:42 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 1,359 | $19.63 | $26,677.17 |
DisclosureSEC source: 0001732717-26-000002 · form4-02042026_100205.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,565 Read SEC document |
| December 09, 2025 Filed Dec 9, 2025 23:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 21,936 | $17.78 | $389,989.18 |
DisclosureSEC source: 0001732717-25-000009 · form4-12092025_111214.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,924 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.7501 to $17.85, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. Read SEC document |
| December 06, 2025 Filed Dec 9, 2025 23:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 669 | $17.84 | $11,934.96 |
DisclosureSEC source: 0001732717-25-000009 · form4-12092025_111214.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,860 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:47 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 6,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001732717-25-000007 · form4-12052025_101207.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 355,000 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 22:51 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 10,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001732717-25-000005 · form4-12012025_101213.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,529 Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 22:51 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 10,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001732717-25-000005 · form4-12012025_101213.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 361,356 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| October 09, 2025 Filed Oct 10, 2025 20:14 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 54,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001732717-25-000003 · form4-10102025_081050.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 372,272 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| October 09, 2025 Filed Oct 10, 2025 20:14 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 54,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001732717-25-000003 · form4-10102025_081050.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,613 Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 21:07 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionOption to buy · Derivative | 54,882 | $0.00 Strike: $7.47 | $0.00 |
DisclosureSEC source: 0001415889-25-024404 · form4-09122025_090958.xml · derivative · entry 5 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,118 Underlying: Common Stock · 54,882 shares Expires 2027-09-30 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: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F5 · derivative.exercise_date: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 10/1/2017. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 21:07 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 54,882 | $7.47 | $409,968.54 |
DisclosureSEC source: 0001415889-25-024404 · form4-09122025_090958.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,495 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 |
| August 22, 2025 Filed Aug 22, 2025 21:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 6,040 | $16.09 | $97,197.49 |
DisclosureSEC source: 0001415889-25-022772 · form4-08222025_090840.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 317,390 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.01 to $16.22, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| August 15, 2025 Filed Aug 15, 2025 21:29 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 1,687 | $16.00 | $26,994.02 |
DisclosureSEC source: 0001415889-25-022103 · form4-08152025_090859.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 323,430 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.00 to $16.02, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 21:29 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 32,273 | $16.03 | $517,345.87 |
DisclosureSEC source: 0001415889-25-022103 · form4-08152025_090859.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 325,117 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.00 to $16.13, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 22:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003278 · form4-02062025_100202.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 357,390 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 22:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003278 · form4-02062025_100202.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,613 Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 22:27 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 7,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002977 · form4-02042025_100228.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,613 Read SEC document |
| February 02, 2025 Filed Feb 4, 2025 22:27 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 1,338 | $14.12 | $18,892.56 |
DisclosureSEC source: 0001415889-25-002977 · form4-02042025_100228.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,088 Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:56 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029652 · form4-12172024_101224.xml · nonDerivative · entry 3 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 65,000 F3 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:56 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 87,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029652 · form4-12172024_101224.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 87,000 F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K Shellberg Family Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Family Trust dated July 16, 2024. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:56 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 152,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029652 · form4-12172024_101224.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Trust under agreement dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Trust under agreement dated July 16, 2024. Read SEC document |
| December 07, 2024 Filed Dec 9, 2024 22:45 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 974 | $15.13 | $14,736.62 |
DisclosureSEC source: 0001415889-24-028695 · form4-12092024_101205.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,426 Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 22:45 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 725 | $15.13 | $10,969.25 |
DisclosureSEC source: 0001415889-24-028695 · form4-12092024_101205.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,400 Read SEC document |
| October 29, 2024 Filed Oct 31, 2024 21:08 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 20,000 | $14.75 | $295,066.00 |
DisclosureSEC source: 0001415889-24-025834 · form4-10312024_091019.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 152,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.70 to $14.90, inclusive. The reporting person undertakes to provide to Bridgewater Bancshares, Inc., any security holder of Bridgewater Bancshares, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Trust under agreement dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Trust under agreement dated July 16, 2024. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:32 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012202 · form4-05032024_080505.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 282,390 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as co-trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses shared voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 22:48 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 969 | $11.89 | $11,521.41 |
DisclosureSEC source: 0001415889-24-002619 · form4-02052024_100234.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,125 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 22:48 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 8,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002619 · form4-02052024_100234.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,094 Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:36 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 974 | $11.10 | $10,811.40 |
DisclosureSEC source: 0001415889-23-016064 · form4-12082023_091224.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,961 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:36 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 1,440 | $11.00 | $15,840.00 |
DisclosureSEC source: 0001415889-23-016064 · form4-12082023_091224.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,935 Read SEC document |
| September 22, 2023 Filed Sep 25, 2023 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOption to buy · Derivative | 25,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013558 · form4-09252023_080934.xml · derivative · entry 4 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2023-12-31 F3 · security: Options to buy granted under the 2012 Combined Incentive and Non-Statutory Stock Option Plan. F4 · derivative.exercise_date: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 1/1/2014. Read SEC document |
| September 22, 2023 Filed Sep 25, 2023 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 25,000 | $3.00 | $75,000.00 |
DisclosureSEC source: 0001415889-23-013558 · form4-09252023_080934.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,375 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 |
| June 22, 2023 Filed Jun 26, 2023 20:49 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOption to buy · Derivative | 25,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010299 · form4-06262023_080610.xml · derivative · entry 4 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-12-31 F3 · security: Options to buy granted under the 2012 Combined Incentive and Non-Statutory Stock Option Plan. F4 · derivative.exercise_date: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 1/1/2014. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 20:49 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 25,000 | $3.00 | $75,000.00 |
DisclosureSEC source: 0001415889-23-010299 · form4-06262023_080610.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,375 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 |
| February 13, 2023 Filed Feb 16, 2023 21:50 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002703 · form4-02162023_090231.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 283,890 F1 · ownership.nature: Shares of common stock are held by Mr. Shellberg as co-trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses shared voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 22:17 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 10,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001950 · form4-02032023_100252.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,375 Read SEC document |
| December 28, 2022 Filed Dec 29, 2022 22:05 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOption to buy · Derivative | 25,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-22-013069 · form4-12292022_101246.xml · derivative · entry 4 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 25,000 shares Expires 2023-12-31 F3 · security: Options to buy granted under the 2012 Combined Incentive and Non-Statutory Stock Option Plan. F4 · derivative.exercise_date: Options exercisable in 20% increments on the first five anniversaries of the date of the grant which was 1/1/2014. Read SEC document |
| December 28, 2022 Filed Dec 29, 2022 22:05 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 25,000 | $3.00 | $75,000.00 |
DisclosureSEC source: 0001415889-22-013069 · form4-12292022_101246.xml · nonDerivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,578 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.