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 | 311,187 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 969 · Balance 311,187 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 866,722 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 866,722 F1: Shares of common stock are held by Mr. Urness as trustee of the Todd B. Urness Revocable Trust under agreement dated May 21, 2024. Mr. Urness possess sole voting and investment power with respect to the shares of common stock held by the Todd B. Urness Revocable Trust under agreement dated May 21, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock are held by Mr. Urness as trustee of the Todd B. Urness Revocable Trust under agreement dated May 21, 2024. Mr. Urness possess sole voting and investment power with respect to the shares of common stock held by the Todd B. Urness Revocable Trust under agreement dated May 21, 2024.
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 21:37 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 969 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-26-000008 · form4-09302026_090952.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,187 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:06 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-26-000006 · form4-07012026_090724.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,218 Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 21:52 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-26-000004 · form4-03312026_090305.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,259 Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 22:16 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-26-000002 · form4-01022026_100131.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,113 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:50 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 350,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-25-000007 · form4-12052025_101231.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,000 F1 · ownership.direct: On December 4, 2025, Mr. Urness transferred 350,478 shares of common stock to the Todd B. Urness Revocable Trust dated May 21, 2024 for no consideration. Mr. Urness is the trustee of the trust and members of his immediate family are beneficiaries of the trust. Mr. Urness remains the beneficial owner of the securities held by the trust. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 22:37 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GiftCommon Stock | 516,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-25-000005 · form4-11122025_101115.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657,478 F1 · ownership.direct: On November 10, 2025, Mr. Urness transferred 516,244 shares of common stock to the Todd B. Urness Revocable Trust dated May 21, 2024 for no consideration. Mr. Urness is the trustee of the trust and members of his immediate family are beneficiaries of the trust. Mr. Urness remains the beneficial owner of the securities held by the trust. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:53 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001733123-25-000003 · form4-10012025_081007.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,173,722 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:15 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018783 · form4-07012025_100746.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172,558 Read SEC document |
| March 31, 2025 Filed Mar 31, 2025 21:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009260 · form4-03312025_090346.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,171,323 Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:45 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000153 · form4-01022025_100103.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,169,903 Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 21:22 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024229 · form4-10012024_091001.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,168,421 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 20:30 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018432 · form4-06282024_080623.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,167,005 Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 21:41 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009584 · form4-04012024_090427.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165,191 Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:28 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000294 · form4-01032024_090111.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,449 Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:13 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013735 · form4-10022023_081021.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,161,900 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:34 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010462 · form4-06302023_080617.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159,802 Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOption to buy · Derivative | 40,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006964 · form4-04272023_080445.xml · derivative · entry 2 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2023-12-31 F1 · security: Options to buy granted under the 2012 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 1/1/2014. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 40,000 | $3.00 | $120,000.00 |
DisclosureSEC source: 0001415889-23-006964 · form4-04272023_080445.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,157,758 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 |
| March 31, 2023 Filed Apr 3, 2023 20:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005770 · form4-04032023_080445.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,117,758 Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 21:09 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000040 · form4-01032023_090115.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115,990 Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:40 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010074 · form4-10032022_011055.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115,412 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007166 · form4-07012022_010743.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114,819 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:32 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003605 · form4-04012022_020456.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114,194 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:15 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000031 · form4-01032022_010152.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,612 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:41 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004660 · form4-10012021_121024.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,048 Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 21:41 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseDepositary Shares | 20,000 | $25.00 | $500,000.00 |
DisclosureSEC source: 0001415889-21-003969 · form4-08172021_020803.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · security: Each depositary share represents ownership of a 1/100th interest in a share of the Issuer's 5.875% Non-Cumulative Perpetual Preferred Stock, Series A, $0.01 par value per share. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 18:23 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003319 · form4-07012021_110735.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,112,479 Read SEC document |
| May 27, 2021 Filed May 28, 2021 13:23 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 20,895 | $17.89 | $373,811.55 |
DisclosureSEC source: 0001415889-21-002695 · form4-05282021_060512.xml · nonDerivative · entry 2 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,111,873 Read SEC document |
| May 26, 2021 Filed May 28, 2021 13:23 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 4,105 | $17.34 | $71,161.82 |
DisclosureSEC source: 0001415889-21-002695 · form4-05282021_060512.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090,978 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $17.27 to $17.35, 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 purchased at each separate price set forth in this footnote to this Form 4. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:49 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001771 · form4-04012021_010437.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086,873 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 15:59 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000035 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086,247 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 16:19 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010014 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085,442 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:13 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007878 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084,385 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 16:48 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,103 | $9.75 | $10,754.25 |
DisclosureSEC source: 0001179110-20-004312 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083,315 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 16:27 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 5,330 | $9.73 | $51,882.22 |
DisclosureSEC source: 0001179110-20-003774 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082,212 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in two transactions at prices of $9.42 and $9.76. 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 purchased at each separate price set forth in this footnote to this Form 4. F2 · balance_after: Includes 92,000 shares held in an IRA previously reported as indirectly owned. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 15:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 300,000 | $11.05 | $3,313,500.00 |
DisclosureSEC source: 0001179110-18-004542 · edgar.xml · nonDerivative · entry 1 Urness Todd B. · CIK 0001733123 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,076,882 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.