Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | EVP & Chief Risk 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 | 1,558 |
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 1,558 · Balance 1,558 F1: 1,558 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 779 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. 779 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 | 5,265 |
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 518 · Balance 5,265 F2: 518 shares were granted and vested on February 9, 2026. These shares were related to 2023, 2024, and 2025 additional performance shares. |
| Common StockSEC Table I · non-derivative | Direct | 3,389 |
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 1,876 · Balance 3,389 F3: Range of reported sale price is $49.52 - $50.26. Reporting person agrees to provide individual transaction information to SEC upon request. F4: 1,876 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,717 shares. |
| Common StockSEC Table I · non-derivative | Direct | 1,630 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,630 F5: 4,894 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,447 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. 2,447 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the filing date, 1,632 restricted shares have vested, 816 performance shares vested, and 542 performance shares have been forfeited. 282 additional performance shares vested. |
| Common StockSEC Table I · non-derivative | Direct | 498 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 498 F6: 498 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 | 1,244 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,244 F7: 1,493 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 746 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. 746 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goals are achieved. As of the vesting date, 249 shares have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,558 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 779 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. 779 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2029 if the performance goal is achieved.
F2: 518 shares were granted and vested on February 9, 2026. These shares were related to 2023, 2024, and 2025 additional performance shares.
F3: Range of reported sale price is $49.52 - $50.26. Reporting person agrees to provide individual transaction information to SEC upon request.
F4: 1,876 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,717 shares.
F5: 4,894 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,447 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. 2,447 of those shares are performance restricted stock and may vest when and if the performance goal is achieved. As of the filing date, 1,632 restricted shares have vested, 816 performance shares vested, and 542 performance shares have been forfeited. 282 additional performance shares vested.
F6: 498 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.
F7: 1,493 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 746 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. 746 of those shares are performance restricted stock with a three year cliff vesting on February 7, 2028 if the performance goals are achieved. As of the vesting date, 249 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 |
|---|---|---|---|---|---|---|
| February 09, 2026 Filed Feb 10, 2026 15:29 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,876 | $49.85 | $93,518.60 |
DisclosureSEC source: 0001505732-26-000033 · wk-form4_1770755339.xml · nonDerivative · entry 3 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,389 F3 · price: Range of reported sale price is $49.52 - $50.26. Reporting person agrees to provide individual transaction information to SEC upon request. F4 · ownership.direct: 1,876 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,717 shares. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 15:29 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 518 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000033 · wk-form4_1770755339.xml · nonDerivative · entry 2 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,265 F2 · ownership.direct: 518 shares were granted and vested on February 9, 2026. These shares were related to 2023, 2024, and 2025 additional performance shares. Read SEC document |
| February 09, 2026 Filed Feb 10, 2026 15:29 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-26-000033 · wk-form4_1770755339.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,558 F1 · ownership.direct: 1,558 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 779 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. 779 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 |
| September 11, 2025 Filed Sep 12, 2025 13:10 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 421 | $44.55 | $18,755.55 |
DisclosureSEC source: 0001505732-25-000155 · wk-form4_1757697042.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,548 Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 11:04 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 245 | $41.55 | $10,179.75 |
DisclosureSEC source: 0001505732-25-000136 · wk-form4_1756825468.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,969 F1 · shares: 245 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 666 shares. F2 · price: Range of reported sale price is $41.54 - $41.56. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| April 30, 2025 Filed May 1, 2025 11:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 807 | $33.36 | $26,921.52 |
DisclosureSEC source: 0001505732-25-000086 · wk-form4_1746113635.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,548 Read SEC document |
| March 17, 2025 Filed Mar 17, 2025 14:36 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 454 | $28.98 | $13,156.92 |
DisclosureSEC source: 0001505732-25-000074 · wk-form4_1742236585.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,355 F1 · shares: 454 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,261 shares. F2 · price: Range of reported sale price is $28.67 - $29.50. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000043 · wk-form4_1739216295.xml · nonDerivative · entry 4 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498 F5 · ownership.direct: 498 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 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000043 · wk-form4_1739216295.xml · nonDerivative · entry 3 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249 F4 · ownership.direct: 249 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 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-25-000043 · wk-form4_1739216295.xml · nonDerivative · entry 2 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,493 F3 · ownership.direct: 1,493 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 746 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. 746 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 14:38 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 680 | $32.67 | $22,215.60 |
DisclosureSEC source: 0001505732-25-000043 · wk-form4_1739216295.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,548 F1 · shares: 680 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,624 shares. F2 · price: Range of reported sale price is $32.66 - $32.85. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 12:57 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 2,198 | $30.69 | $67,456.62 |
DisclosureSEC source: 0001505732-25-000014 · wk-form4_1738691869.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 17:07 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 200 | $31.07 | $6,214.00 |
DisclosureSEC source: 0001505732-25-000012 · wk-form4_1738620418.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,802 Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 11:57 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,330 | $32.98 | $43,863.40 |
DisclosureSEC source: 0001505732-24-000255 · wk-form4_1734454670.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,002 F1 · shares: 1,330 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 3,728 shares. F2 · price: Range of reported sale price is $32.62 - $33.18. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| September 04, 2024 Filed Sep 6, 2024 11:25 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 421 | $29.60 | $12,461.60 |
DisclosureSEC source: 0001505732-24-000175 · wk-form4_1725636306.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604 Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 16:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 246 | $29.87 | $7,348.02 |
DisclosureSEC source: 0001505732-24-000173 · wk-form4_1725395685.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,025 F1 · shares: 246 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 667 shares. F2 · price: Range of reported price is $29.85 to $29.91. Reporting person agrees to provide individual transaction to SEC upon request. Read SEC document |
| May 22, 2024 Filed May 24, 2024 11:16 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,417 | $24.31 | $34,447.27 |
DisclosureSEC source: 0001505732-24-000090 · wk-form4_1716563779.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604 Read SEC document |
| May 21, 2024 Filed May 23, 2024 13:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 805 | $24.15 | $19,440.75 |
DisclosureSEC source: 0001505732-24-000088 · wk-form4_1716486908.xml · nonDerivative · entry 2 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,621 Read SEC document |
| May 21, 2024 Filed May 23, 2024 13:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 600 | $24.07 | $14,442.00 |
DisclosureSEC source: 0001505732-24-000088 · wk-form4_1716486908.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,426 Read SEC document |
| May 17, 2024 Filed May 23, 2024 13:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 600 | $24.14 | $14,484.00 |
DisclosureSEC source: 0001505732-24-000088 · wk-form4_1716486908.xml · nonDerivative · entry 3 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,021 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 09:35 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 456 | $25.17 | $11,477.52 |
DisclosureSEC source: 0001505732-24-000069 · wk-form4_1710855315.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,026 F1 · shares: 456 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,261 shares. F2 · price: Range of reported sale price is $25.17 - $25.25. Reporting person agrees to provide individual transaction information to SEC upon request. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 14:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 4,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-24-000051 · wk-form4_1707507273.xml · nonDerivative · entry 2 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,894 F3 · ownership.direct: 4,894 shares of Bankwell Financial Group, Inc. stock granted pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan. 2,447 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. 2,447 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 14:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 465 | $24.59 | $11,434.35 |
DisclosureSEC source: 0001505732-24-000051 · wk-form4_1707507273.xml · nonDerivative · entry 1 Brunner Steven H · CIK 0002009787 · EVP & Chief Risk & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,221 F1 · shares: 465 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover the tax liability for vesting a total of 1,069 shares. F2 · price: Range of reported sale price is $24.50 - $24.63. 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.