Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bridgewater Bancshares IncBWB · Entity 2317 | Chief Credit Officer | December 05, 2025 | December 09, 2025 |
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 December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,906 |
Ending reported balance
After 2025-12-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-05 · Tax withholding · Disposed 354 · Balance 13,011 Row 2 · 2025-12-06 · Tax withholding · Disposed 105 · Balance 12,906 |
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 |
|---|---|---|---|---|---|---|
| December 06, 2025 Filed Dec 9, 2025 23:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 105 | $17.84 | $1,873.20 |
DisclosureSEC source: 0002081261-25-000006 · form4-12092025_111248.xml · nonDerivative · entry 2 Morrell Katie Lynn · CIK 0002081261 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,906 Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 23:11 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 354 | $17.84 | $6,315.36 |
DisclosureSEC source: 0002081261-25-000006 · form4-12092025_111248.xml · nonDerivative · entry 1 Morrell Katie Lynn · CIK 0002081261 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,011 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:58 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | GrantCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0002081261-25-000004 · form4-12052025_101235.xml · nonDerivative · entry 2 Morrell Katie Lynn · CIK 0002081261 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,365 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:58 UTC | Bridgewater Bancshares Inc BWB · Entity 2317 | Tax withholdingCommon Stock | 201 | $18.03 | $3,624.03 |
DisclosureSEC source: 0002081261-25-000004 · form4-12052025_101235.xml · nonDerivative · entry 1 Morrell Katie Lynn · CIK 0002081261 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,240 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.