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 | 84,170 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 484 · Balance 84,170 |
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 21:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 484 | $0.00 | $0.00 |
DisclosureSEC source: 0001733117-26-000010 · form4-09302026_090943.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,170 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:07 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0001733117-26-000008 · form4-07012026_090733.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,686 Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 21:57 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001733117-26-000006 · form4-03312026_090330.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,207 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:38 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 13,000 | $19.51 | $253,691.10 |
DisclosureSEC source: 0001733117-26-000004 · form4-02122026_100239.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,634 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.50 to $19.63, 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 22:50 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001733117-26-000002 · form4-01022026_100105.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,634 Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:01 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001733117-25-000003 · form4-10012025_091023.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,078 Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 21:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 6,152 | $16.40 | $100,892.80 |
DisclosureSEC source: 0001415889-25-022785 · form4-08222025_090814.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,496 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:13 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018779 · form4-07012025_100755.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,648 Read SEC document |
| May 14, 2025 Filed May 14, 2025 20:30 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 2,200 | $15.78 | $34,706.98 |
DisclosureSEC source: 0001415889-25-012881 · form4-05142025_080519.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,031 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.75 to $15.79, 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 |
| March 31, 2025 Filed Mar 31, 2025 21:23 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009271 · form4-03312025_090323.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,231 Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:50 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 741 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000164 · form4-01022025_100129.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,521 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 2,000 | $15.13 | $30,260.20 |
DisclosureSEC source: 0001415889-24-026439 · form4-11082024_041101.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,780 Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 21:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024225 · form4-10012024_091037.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,780 Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 21:24 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | SaleCommon Stock | 5,000 | $14.11 | $70,557.50 |
DisclosureSEC source: 0001415889-24-022943 · form4-09052024_090930.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,072 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.50 to $14.29, 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 |
| June 28, 2024 Filed Jun 28, 2024 20:32 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018446 · form4-06282024_080610.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,072 Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 21:31 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009573 · form4-04012024_090448.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,165 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 3,804 shares of BWB common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:21 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 774 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000286 · form4-01032024_090117.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,098 Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 21:10 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | OtherOptions to buy · Derivative | 40,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001415889-23-017010 · form4-12292023_041201.xml · derivative · entry 3 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2023-12-31 F2 · security: Options to buy granted under the 2012 Combined Incentive and Non-Statutory Stock Option Plan. F3 · 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 27, 2023 Filed Dec 29, 2023 21:10 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 4,648 | $12.91 | $60,005.68 |
DisclosureSEC source: 0001415889-23-017010 · form4-12292023_041201.xml · nonDerivative · entry 2 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,324 Read SEC document |
| December 27, 2023 Filed Dec 29, 2023 21:10 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Exercise / conversionCommon Stock | 40,000 | $3.00 | $120,000.00 |
DisclosureSEC source: 0001415889-23-017010 · form4-12292023_041201.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,972 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. F1 · balance_after: Mr. Trutna's ex-spouse owned half of the economic benefits of the exercised option pursuant to a domestic relations order, and half of the shares received in connection with the exercise will be transferred to his ex-spouse as part of the transaction. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013733 · form4-10022023_081020.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,972 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:37 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010464 · form4-06302023_080617.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,923 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 884 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005772 · form4-04032023_080441.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,901 Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 21:14 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000053 · form4-01032023_090130.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,017 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 101,239 shares of BWB common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 20:42 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010076 · form4-10032022_011004.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,678 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007163 · form4-07012022_010704.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,085 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:33 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003607 · form4-04012022_020441.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,460 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:19 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000039 · form4-01032022_010145.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,878 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:17 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004650 · form4-10012021_121053.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,314 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 18:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003321 · form4-07012021_110716.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,745 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:52 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001773 · form4-04012021_010443.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,139 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 16:02 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000037 · edgar.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,513 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 16:20 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010016 · edgar.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,708 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:12 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007875 · edgar.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,651 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 16:51 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,103 | $9.75 | $10,754.25 |
DisclosureSEC source: 0001179110-20-004314 · edgar.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,581 F1 · balance_after: Includes 20,000 shares held in an IRA previously reported as indirectly owned. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 15:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 2,000 | $11.75 | $23,500.00 |
DisclosureSEC source: 0001179110-18-004544 · edgar.xml · nonDerivative · entry 1 Trutna Thomas P. · CIK 0001733117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,478 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.