Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bridgewater Bancshares IncBWB · Entity 2317 | Director | September 30, 2026 | September 30, 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 September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,422 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 969 · Balance 98,422 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 59,250 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 59,250 F1: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 76,750 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 76,750 F2: Shares of common stock are held by Mr. Johnson as co-trustee of the Jolynn Johnson Trust dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the Jolynn Johnson Trust dated May 28, 2015. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 10,417 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,417 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015.
F2: Shares of common stock are held by Mr. Johnson as co-trustee of the Jolynn Johnson Trust dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the Jolynn Johnson Trust dated May 28, 2015.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Sep 30, 2026 21:42 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 969 | $0.00 | $0.00 |
DisclosureSEC source: 0001733285-26-000010 · form4-09302026_090947.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,422 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:03 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001733285-26-000008 · form4-07012026_090718.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,453 Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 22:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001733285-26-000006 · form4-03312026_100308.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,494 Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 22:48 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 4,712 | $19.71 | $92,893.78 |
DisclosureSEC source: 0001733285-26-000004 · form4-02062026_100231.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,348 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.65 to $19.77, 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 31, 2025 Filed Jan 2, 2026 22:55 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001733285-26-000002 · form4-01022026_100133.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,060 Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:00 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001733285-25-000003 · form4-10012025_091003.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,947 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018791 · form4-07012025_100706.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,783 Read SEC document |
| March 31, 2025 Filed Mar 31, 2025 21:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009275 · form4-03312025_090345.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,548 Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:55 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000170 · form4-01022025_100151.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,128 Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:07 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 4,705 | $15.00 | $70,575.00 |
DisclosureSEC source: 0001415889-24-027549 · form4-11222024_101129.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,646 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:39 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 684 | $15.00 | $10,260.00 |
DisclosureSEC source: 0001415889-24-027355 · form4-11202024_091122.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,351 Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 21:19 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024221 · form4-10012024_091011.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,035 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 20:34 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018448 · form4-06282024_080602.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,619 Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 21:38 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009582 · form4-04012024_090427.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,805 Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 22:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 10,000 | $11.66 | $116,558.00 |
DisclosureSEC source: 0001415889-24-007066 · form4-03062024_100335.xml · nonDerivative · entry 2 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 59,250 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.6200 to $11.7950, 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. F3 · ownership.nature: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 22:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 12,590 | $11.62 | $146,319.72 |
DisclosureSEC source: 0001415889-24-007066 · form4-03062024_100335.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,063 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.6000 to $11.6800, 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 29, 2023 Filed Jan 3, 2024 21:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000292 · form4-01032024_090126.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,653 Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:06 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013721 · form4-10022023_081017.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,104 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:44 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010473 · form4-06302023_080626.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,006 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:17 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005768 · form4-04032023_080404.xml · nonDerivative · entry 2 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,962 Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 20:17 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOption to buy · Derivative | 40,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005768 · form4-04032023_080404.xml · derivative · entry 6 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 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 |
| March 30, 2023 Filed Apr 3, 2023 20:17 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 40,000 | $3.00 | $120,000.00 |
DisclosureSEC source: 0001415889-23-005768 · form4-04032023_080404.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,194 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 |
| December 30, 2022 Filed Jan 3, 2023 21:03 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000032 · form4-01032023_090115.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,194 Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:59 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010082 · form4-10032022_011024.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,616 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:25 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007171 · form4-07012022_010739.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,023 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003596 · form4-04012022_020424.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,398 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:29 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000050 · form4-01032022_010155.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,816 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:37 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004658 · form4-10012021_121034.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,252 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 18:37 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003327 · form4-07012021_110715.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,683 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001756 · form4-04012021_010413.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,077 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 16:06 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000042 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,451 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 16:25 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010022 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,646 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:10 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007871 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,589 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 16:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,103 | $9.75 | $10,754.25 |
DisclosureSEC source: 0001179110-20-004304 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,519 Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 17:10 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 7,500 | $13.45 | $100,886.25 |
DisclosureSEC source: 0001179110-20-002011 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 69,250 F1 · price: The Price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.45 to $13.48, inclusive. The reporting person undertakes to provide 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 within the ranges set forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 19:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 5,000 | $11.41 | $57,069.50 |
DisclosureSEC source: 0001179110-18-013730 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 76,750 F1 · price: The Price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.37 to $11.45, inclusive. The reporting person undertakes to provide 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 within the ranges set forth in footnote (1) to this Form 4. F2 · ownership.nature: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 15:29 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 5,000 | $11.75 | $58,750.00 |
DisclosureSEC source: 0001179110-18-004546 · edgar.xml · nonDerivative · entry 1 Johnson James S. · CIK 0001733285 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 219,333 F1 · ownership.nature: Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. 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.