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 |
|---|---|---|---|---|---|---|
| December 07, 2022 Filed Dec 8, 2022 21:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 974 | $18.61 | $18,126.14 |
DisclosureSEC source: 0001415889-22-012225 · form4-12082022_091258.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,578 Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 21:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 1,439 | $18.72 | $26,938.08 |
DisclosureSEC source: 0001415889-22-012225 · form4-12082022_091258.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: 270,552 Read SEC document |
| September 09, 2022 Filed Sep 14, 2022 20:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-009609 · form4-09142022_010948.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: 288,890 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 01, 2022 Filed Feb 2, 2022 22:49 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantOption to buy · Derivative | 20,000 | $0.00 Strike: $17.50 | $0.00 |
DisclosureSEC source: 0001415889-22-000986 · form4-02022022_020235.xml · derivative · entry 1 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2032-02-01 F1 · security: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F2 · 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 |
| December 07, 2021 Filed Dec 7, 2021 23:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 974 | $17.40 | $16,947.60 |
DisclosureSEC source: 0001415889-21-005757 · form4-12072021_031227.xml · nonDerivative · entry 3 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,991 Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 23:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 714 | $17.41 | $12,430.74 |
DisclosureSEC source: 0001415889-21-005757 · form4-12072021_031227.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP AND CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,965 Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 23:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 9,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005757 · form4-12072021_031227.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: 273,679 Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 18:13 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005081 · form4-11052021_111127.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: 298,890 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 |
| December 07, 2020 Filed Dec 7, 2020 21:01 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 12,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011718 · edgar.xml · nonDerivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,207 Read SEC document |
| December 06, 2020 Filed Dec 7, 2020 21:01 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 714 | $12.12 | $8,653.68 |
DisclosureSEC source: 0001179110-20-011718 · edgar.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: 423,479 Read SEC document |
| March 20, 2020 Filed Feb 5, 2021 15:00 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 172,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001339 · edgar.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: 264,207 F1 · shares: On March 20, 2020, Mr. Shellberg transferred 172,000 shares of common stock to the Susan K. Shellberg Trust of which Mr. Shellberg is co-trustee. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 21:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-002563 · edgar.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: 424,193 Read SEC document |
| December 06, 2019 Filed Dec 10, 2019 16:47 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantOption to buy · Derivative | 25,000 | $0.00 Strike: $12.92 | $0.00 |
DisclosureSEC source: 0001179110-19-012579 · edgar.xml · derivative · entry 3 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2029-12-06 F1 · security: Options to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F2 · 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 |
| December 06, 2019 Filed Dec 10, 2019 16:47 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 9,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-012579 · edgar.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: 426,693 Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 19:32 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-012498 · edgar.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: 417,360 F1 · shares: The transaction reported involved a gift by the reporting person of 7,500 shares of common stock to a charitable donor advised fund. F2 · balance_after: Includes 4,835 shares held in a Roth IRA previously reported as indirectly owned and includes 238,025 shares held in an IRA previously reported as indirectly owned. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 22:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013842 · edgar.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: 182,000 F1 · shares: The transaction reported involved a gift by the reporting person of 10,000 shares of common stock to a charitable donor advised fund. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 15:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 2,000 | $11.75 | $23,500.00 |
DisclosureSEC source: 0001179110-18-004550 · edgar.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: 739,750 Read SEC document |
| October 01, 2017 Filed Mar 19, 2018 15:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantOption to buy · Derivative | 150,000 | $0.00 Strike: $7.47 | $0.00 |
DisclosureSEC source: 0001179110-18-004550 · edgar.xml · derivative · entry 2 Shellberg Jeffrey D. · CIK 0001732717 · Director · EVP and Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 150,000 shares Expires 2027-09-30 F1 · security: Option to buy granted under the 2017 Combined Incentive and Non-Statutory Stock Option Plan. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.