Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | Director | June 05, 2026 | June 08, 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.
Bankwell Financial Group, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,366 |
Reported balance
After 2026-06-05 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-06-05 · Sale · Disposed 3,500 · Balance 12,366 F1: Range of reported sale price is $53.01 - $54.01. Reporting person agrees to provide individual transaction information to SEC upon request. |
| Common StockSEC Table I · non-derivative | Direct | 291 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 291 F2: 291 shares of restricted stock granted on February 9, 2026, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2027. |
| Common StockSEC Table I · non-derivative | Direct | 1,455 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,455 F3: 1,455 shares of restricted stock granted on February 9, 2026, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 485 to vest on February 7, 2027. 485 will vest on February 7, 2028 and 485 will vest on February 7, 2029. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 400 F4: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment vesting on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,200 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 534 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 534 F5: 1,600 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 533 vested on February 7, 2025, 533 will vest on February 7, 2026 and 534 will vest on February 7, 2027. As of the filing date, 1,066 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,200 F6: 1,800 shares of restricted stock granted on February 7, 2025, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 600 to vest on February 7, 2026. 600 will vest on February 7, 2027 and 600 will vest on February 7, 2028. As of the filing date, 600 shares have vested. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 8,608 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 8,608 |
| Common StockSEC Table I · non-derivative | IndirectSpouse's IRA | 9,699 |
Reported balance
Holding disclosure · report date 2026-06-05 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 9,699 |
Filing footnotes · ownership attribution and instrument terms
F1: Range of reported sale price is $53.01 - $54.01. Reporting person agrees to provide individual transaction information to SEC upon request.
F2: 291 shares of restricted stock granted on February 9, 2026, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2027.
F3: 1,455 shares of restricted stock granted on February 9, 2026, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 485 to vest on February 7, 2027. 485 will vest on February 7, 2028 and 485 will vest on February 7, 2029.
F4: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment vesting on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,200 shares have vested.
F5: 1,600 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 533 vested on February 7, 2025, 533 will vest on February 7, 2026 and 534 will vest on February 7, 2027. As of the filing date, 1,066 shares have vested.
F6: 1,800 shares of restricted stock granted on February 7, 2025, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 600 to vest on February 7, 2026. 600 will vest on February 7, 2027 and 600 will vest on February 7, 2028. As of the filing date, 600 shares have vested.
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 |
|---|---|---|---|---|---|---|
| January 10, 2017 Filed Jan 12, 2017 20:14 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001685 · doc1.xml · nonDerivative · entry 4 Lampert Todd · CIK 0001607630 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F3 · ownership.direct: 1,000 shares of restricted stock granted on January 10, 2017, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in two equal annual installments of 500 shares, with the first installment to vest on December 29, 2017 and the remaining 500 shares to vest on December 31, 2018. Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 19:25 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Exercise / conversionStock Options · Derivative | 4,125 | $17.50 Strike: $17.50 | $72,187.50 |
DisclosureSEC source: 0001140361-16-089238 · doc1.xml · derivative · entry 5 Lampert Todd · CIK 0001607630 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,125 shares Expires 2016-12-13 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. F3 · security: Stock Options granted pursuant to the 2006 Stock Option Plan, all of which are fully vested. Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 19:25 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Exercise / conversionCommon Stock | 4,125 | $17.50 | $72,187.50 |
DisclosureSEC source: 0001140361-16-089238 · doc1.xml · nonDerivative · entry 4 Lampert Todd · CIK 0001607630 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,125 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 06, 2016 Filed Dec 7, 2016 21:09 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 2,907 | $29.27 | $85,084.98 |
DisclosureSEC source: 0001140361-16-089019 · doc1.xml · nonDerivative · entry 4 Lampert Todd · CIK 0001607630 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,302 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 21:09 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,218 | $29.16 | $35,517.98 |
DisclosureSEC source: 0001140361-16-089019 · doc1.xml · nonDerivative · entry 3 Lampert Todd · CIK 0001607630 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,209 F2 · balance_after: 1,000 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares vest in three substantially equal installments - the first immediately on December 15, 2014 and then on each of December 3, 2015 and December 3, 2016. As of the Transaction Date, all Shares have vested and been moved to Direct Ownership. F3 · balance_after: 9,499 of Shares reported are owned jointly with Spouse. 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.