Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | President & CBO | February 09, 2026 | February 11, 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 February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,860 |
Reported balance
After 2026-02-09 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-02-09 · Grant · Acquired 4,860 · Balance 4,860 F1: 4,860 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,430 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2027 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,430 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2029 if the performance goal is achieved. |
| Common StockSEC Table I · non-derivative | Direct | 48,813 |
Reported balance
After 2026-02-09 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-02-09 · Grant · Acquired 1,143 · Balance 48,813 F2: 1,143 shares were granted and vested on February 9, 2026. These shares were related to 2023 and 2024 additional performance shares. |
| Common StockSEC Table I · non-derivative | Direct | 45,019 |
Reported balance
After 2026-02-09 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-02-09 · Sale · Disposed 3,794 · Balance 45,019 F3: 3,794 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 8,462 shares. F4: Range of reported sale price is $49.44 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request. |
| Common StockSEC Table I · non-derivative | Direct | 3,588 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,588 F5: 10,768 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 5,384 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2025 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 5,384 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the vesting date, 1,795 restricted stock shares vested, 1,795 performance based shares vested, and 621 additional performance based shares vested. |
| Common StockSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 15,000 F6: 15,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. These shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goals are achieved. |
Filing footnotes · ownership attribution and instrument terms
F1: 4,860 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,430 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2027 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,430 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2029 if the performance goal is achieved.
F2: 1,143 shares were granted and vested on February 9, 2026. These shares were related to 2023 and 2024 additional performance shares.
F3: 3,794 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 8,462 shares.
F4: Range of reported sale price is $49.44 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request.
F5: 10,768 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 5,384 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2025 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 5,384 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the vesting date, 1,795 restricted stock shares vested, 1,795 performance based shares vested, and 621 additional performance based shares vested.
F6: 15,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. These shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goals are achieved.
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 |
|---|---|---|---|---|---|---|
| February 09, 2026 Filed Feb 11, 2026 09:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 3,794 | $49.83 | $189,055.02 |
DisclosureSEC source: 0001505732-26-000035 · wk-form4_1770821966.xml · nonDerivative · entry 3 McNeill Matt · CIK 0001806998 · President & CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,019 F3 · ownership.direct: 3,794 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 8,462 shares. F4 · ownership.direct: Range of reported sale price is $49.44 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 09:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000035 · wk-form4_1770821966.xml · nonDerivative · entry 2 McNeill Matt · CIK 0001806998 · President & CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,813 F2 · ownership.direct: 1,143 shares were granted and vested on February 9, 2026. These shares were related to 2023 and 2024 additional performance shares. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 09:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 4,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000035 · wk-form4_1770821966.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · President & CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,860 F1 · ownership.direct: 4,860 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,430 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2027 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 2,430 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2029 if the performance goal is achieved. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 14:03 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000021 · wk-form4_1739214178.xml · nonDerivative · entry 2 McNeill Matt · CIK 0001806998 · President & CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F3 · ownership.direct: 15,000 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. These shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goals are achieved. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 14:03 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,908 | $32.43 | $61,876.44 |
DisclosureSEC source: 0001505732-25-000021 · wk-form4_1739214178.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · President & CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,353 F1 · shares: 1,908 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 5,772 shares. F2 · price: Range of reported sale price is $32.04 - $32.85. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 10,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-24-000054 · wk-form4_1707507495.xml · nonDerivative · entry 2 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,768 F3 · ownership.direct: 10,768 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 5,384 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2025 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 5,384 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 2,208 | $24.43 | $53,941.44 |
DisclosureSEC source: 0001505732-24-000054 · wk-form4_1707507495.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,489 F1 · shares: 2,208 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 6,748 shares. F2 · price: Range of reported sale price is $23.76 - $24.75. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 12:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,047 | $29.76 | $31,158.72 |
DisclosureSEC source: 0001505732-24-000023 · wk-form4_1704390897.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,949 F1 · shares: 1,047 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,896 shares. F2 · price: Range of reported sale price is $29.37 - $30.01. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 09:12 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,005 | $30.04 | $30,190.20 |
DisclosureSEC source: 0001505732-23-000102 · wf-form4_167785271959374.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,100 F1 · shares: 1,005 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,231 shares. F2 · price: Range of reported sale price is $30.01 - $30.05. Reporting person agrees to provide individual transaction information to SEC upon request. F3 · ownership.direct: 16,159 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest as follows: 40% on March 1, 2021, 40% on March 1, 2022 and 20% on March 1, 2023. As of the transaction date, all shares have vested. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 14:20 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,427 | $30.18 | $43,066.86 |
DisclosureSEC source: 0001505732-23-000087 · wf-form4_167597042797923.xml · nonDerivative · entry 2 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,874 F2 · shares: 1,427 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 4,530 shares. F3 · price: Range of reported sale price is $29.83 - $30.53. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 14:20 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000087 · wf-form4_167597042797923.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,301 F1 · ownership.direct: 1,510 performance based shares were granted and vested on February 7, 2023 as a result of meeting performance metrics from previously issued grants. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 08:39 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 11,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000068 · wf-form4_167482674330604.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,185 F1 · ownership.direct: 11,185 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 5,593 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2024 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 5,592 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 15:31 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,674 | $28.41 | $47,558.34 |
DisclosureSEC source: 0001505732-23-000056 · wf-form4_167286425053497.xml · nonDerivative · entry 2 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,771 F2 · shares: 1,674 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 4,350 shares. F3 · price: Range of reported sale price is $28.21 - $28.69. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 02, 2023 Filed Jan 4, 2023 15:31 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000056 · wf-form4_167286425053497.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,445 F1 · ownership.direct: 1,450 performance based shares were granted and vested on January 2, 2023 as a result of meeting performance metrics from previously issued grants. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 10:37 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 2,017 | $34.44 | $69,465.48 |
DisclosureSEC source: 0001505732-22-000094 · wf-form4_164632185081448.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,095 F1 · shares: 2,017 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 6,464 shares. F2 · price: Range of reported purchase price is $34.26 - $34.65. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 13:32 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 9,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000050 · wf-form4_164218516194352.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,059 F1 · ownership.direct: 9,059 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 4,530 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2023 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 4,529 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 14:27 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 1,308 | $32.46 | $42,457.68 |
DisclosureSEC source: 0001505732-22-000019 · wf-form4_164141080740690.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,648 F1 · shares: 1,308 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,480 shares. F2 · price: Range of reported sale price is $32.03 - $33.20. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 09:53 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | PurchaseCommon Stock | 11,070 | $31.12 | $344,498.40 |
DisclosureSEC source: 0001505732-21-000239 · wf-form4_163655599721712.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,476 F1 · price: Range of reported purchase price is $31.00 - $31.32. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 10:07 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 2,058 | $25.22 | $51,902.76 |
DisclosureSEC source: 0001505732-21-000065 · wf-form4_161487042752585.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,406 F1 · shares: 2,058 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 6,464 shares. F2 · price: Range of reported sale price is $25.00 - $25.26. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 15:16 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 8,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-21-000013 · wf-form4_160996418164049.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,696 F1 · ownership.direct: 8,696 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. 4,348 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on January 2, 2022 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 4,348 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 13:57 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 16,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-20-000064 · wf-form4_159293501689729.xml · nonDerivative · entry 1 McNeill Matt · CIK 0001806998 · EVP & Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,159 F1 · balance_after: 16,159 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest as follows: 40% on March 1, 2021, 40% on March 1, 2022 and 20% on March 1, 2023. 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.