Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | EVP & Chief Financial Officer | February 09, 2026 | February 10, 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 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,994 |
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 1,994 · Balance 1,994 F1: 1,994 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 997 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. 997 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 | 4,263 |
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 245 · Balance 4,263 F2: 245 shares were granted and vested on February 9, 2026. These shares were related to 2024 and 2025 additional performance shares. |
| Common StockSEC Table I · non-derivative | Direct | 3,201 |
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 1,062 · Balance 3,201 F3: Range of reported sale price is $49.47 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request. F4: 1,062 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,220 shares. |
| Common StockSEC Table I · non-derivative | Direct | 375 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 375 F5: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest in four substantially equal annual installments, with the first installment vested on February 7, 2024 and the second, third and fourth installments to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,125 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 980 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 980 F6: 2,936 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 1,468 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. 1,468 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the filing date, 978 common shares vested and 653 performance shares have vested. 325 performance shares have been forfeited. |
| Common StockSEC Table I · non-derivative | Direct | 436 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 436 F7: 436 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 two year cliff vesting on February 7, 2027 if the performance goals are achieved. |
| Common StockSEC Table I · non-derivative | Direct | 1,090 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,090 F8: 1,308 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 654 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2026 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the vesting date, 218 shares have vested. 654 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goal is achieved. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,994 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 997 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. 997 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2029 if the performance goal is achieved.
F2: 245 shares were granted and vested on February 9, 2026. These shares were related to 2024 and 2025 additional performance shares.
F3: Range of reported sale price is $49.47 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request.
F4: 1,062 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,220 shares.
F5: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest in four substantially equal annual installments, with the first installment vested on February 7, 2024 and the second, third and fourth installments to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,125 shares have vested.
F6: 2,936 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 1,468 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. 1,468 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the filing date, 978 common shares vested and 653 performance shares have vested. 325 performance shares have been forfeited.
F7: 436 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 two year cliff vesting on February 7, 2027 if the performance goals are achieved.
F8: 1,308 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 654 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2026 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. As of the vesting date, 218 shares have vested. 654 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goal is 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 10, 2026 16:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,062 | $49.79 | $52,876.98 |
DisclosureSEC source: 0001505732-26-000009 · wk-form4_1770741639.xml · nonDerivative · entry 3 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,201 F3 · price: Range of reported sale price is $49.47 - $50.21. Reporting person agrees to provide individual transaction information to SEC upon request. F4 · ownership.direct: 1,062 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 2,220 shares. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 16:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 245 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000009 · wk-form4_1770741639.xml · nonDerivative · entry 2 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,263 F2 · ownership.direct: 245 shares were granted and vested on February 9, 2026. These shares were related to 2024 and 2025 additional performance shares. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 16:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000009 · wk-form4_1770741639.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,994 F1 · ownership.direct: 1,994 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 997 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. 997 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 19:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000031 · wk-form4_1739215183.xml · nonDerivative · entry 4 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436 F4 · ownership.direct: 436 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 two year cliff vesting on February 7, 2027 if the performance goals are achieved. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 19:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000031 · wk-form4_1739215183.xml · nonDerivative · entry 3 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218 F3 · ownership.direct: 218 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 one year cliff vesting on February 7, 2026 if the performance goals are achieved. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 19:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000031 · wk-form4_1739215183.xml · nonDerivative · entry 2 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,308 F2 · ownership.direct: 1,308 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 654 of those shares are restricted stock that will vest in three substantially equal annual installments, with the first installment to vest on February 7, 2026 and the second and third installments to vest on each annual anniversary of the vesting date thereafter. 654 of those 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 19:19 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 445 | $32.66 | $14,533.70 |
DisclosureSEC source: 0001505732-25-000031 · wk-form4_1739215183.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,043 F1 · shares: 445 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,216 shares. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 19:35 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 2,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-24-000053 · wk-form4_1707507339.xml · nonDerivative · entry 2 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,936 F3 · ownership.direct: 2,936 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 1,468 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. 1,468 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 19:35 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 212 | $24.53 | $5,200.36 |
DisclosureSEC source: 0001505732-24-000053 · wk-form4_1707507339.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,272 F1 · shares: 212 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 563 shares. F2 · price: Range of reported sale price is $24.50 - $24.55. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 18:00 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 46 | $29.54 | $1,358.84 |
DisclosureSEC source: 0001505732-24-000029 · wk-form4_1704391224.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921 F1 · shares: 46 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 125 shares. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 20:43 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 68 | $30.13 | $2,048.84 |
DisclosureSEC source: 0001505732-23-000091 · wf-form4_167597539348092.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842 F1 · shares: 68 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 188 shares. F2 · price: Range of reported sale price is $29.85-$30.54. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 17:32 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000060 · wf-form4_167458152598144.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · ownership.direct: 1,500 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. The shares are restricted stock that will vest in four substantially equal annual installments, with the first installment to vest on February 7, 2024 and the second, third and fourth installments to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| January 03, 2023 Filed Jan 17, 2023 19:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 46 | $28.33 | $1,303.18 |
DisclosureSEC source: 0001505732-23-000058 · wf-form4_167398531884405.xml · nonDerivative · entry 1 Sacchetti Courtney E · CIK 0001956565 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 F1 · shares: 46 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 125 shares. F2 · price: Range of reported purchase price is $28.22 - $28.69. Reporting person agrees to provide individual transaction information to SEC upon request. 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.