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 | 38,147 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 969 · Balance 38,147 |
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 21:45 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 969 | $0.00 | $0.00 |
DisclosureSEC source: 0001796490-26-000008 · form4-09302026_090943.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,147 Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:51 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001796490-26-000006 · form4-07012026_080730.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,178 Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 22:02 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001796490-26-000004 · form4-03312026_100348.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,219 Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 22:58 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001796490-26-000002 · form4-01022026_100154.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,073 Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 21:03 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001796490-25-000003 · form4-10012025_091016.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,960 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 22:12 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018777 · form4-07012025_100722.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,796 Read SEC document |
| March 31, 2025 Filed Mar 31, 2025 21:22 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009267 · form4-03312025_090307.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,561 Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:48 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000160 · form4-01022025_100137.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,141 Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 21:18 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024219 · form4-10012024_091010.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,659 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 20:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018450 · form4-06282024_080613.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,243 Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 21:34 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009577 · form4-04012024_090447.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,429 Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:23 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000288 · form4-01032024_090128.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,687 Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:04 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013718 · form4-10022023_081005.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,138 Read SEC document |
| August 22, 2023 Filed Aug 29, 2023 20:36 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 4,900 | $10.08 | $49,391.02 |
DisclosureSEC source: 0001415889-23-012756 · form4-08292023_080803.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,040 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $10.055 to $10.08, 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 purchased at each separate price set forth in this footnote to this Form 4. Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:43 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 2,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010471 · form4-06302023_080616.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,140 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:29 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005786 · form4-04032023_080455.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,096 Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 21:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000045 · form4-01032023_090107.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,328 Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:06 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010087 · form4-10032022_021020.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,750 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:13 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007159 · form4-07012022_010731.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,157 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:28 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003599 · form4-04012022_020440.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,532 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000048 · form4-01032022_010109.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,950 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 19:35 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004656 · form4-10012021_121059.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,386 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 18:34 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003325 · form4-07012021_110751.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,817 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:42 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001764 · form4-04012021_010406.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,211 Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 20:51 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,800 | $16.59 | $29,858.94 |
DisclosureSEC source: 0001179110-21-002865 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,585 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.56 to $16.59, 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 03, 2021 Filed Jun 25, 2021 16:11 UTC Amendment | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 1,800 | $16.59 | $29,858.94 |
DisclosureSEC source: 0001415889-21-003213 · form4a-06252021_090623.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,585 F1 · kind: This amendment is being filed solely to correct the transaction code in column 3 above. The original filing utilized code "A" inadvertently and this amendment changes that code to "P" to indicate that the transaction was a purchase of shares in the open market. F2 · price: The price in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.56 to $16.59, 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. F3 · balance_after: The amount reflected in column 5 reflects the number of shares owned by the reporting person following the original transaction. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 16:08 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000044 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,785 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 16:26 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-010023 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,980 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:07 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-007868 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 16:33 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 1,103 | $9.75 | $10,754.25 |
DisclosureSEC source: 0001179110-20-004306 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 22:08 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | PurchaseCommon Stock | 750 | $13.16 | $9,869.55 |
DisclosureSEC source: 0001179110-20-000907 · edgar.xml · nonDerivative · entry 1 Brezonik Lisa · CIK 0001796490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 F1 · price: The price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.15 to $13.18, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.