Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | Director | December 29, 2023 | January 03, 2024 |
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 December 29, 2023 · Filed January 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,667 |
Reported balance
After 2023-12-29 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-12-29 · Grant · Acquired 2,500 · Balance 1,667 F1: 2,500 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 833 vested immediately on December 29, 2023. 833 will vest on February 7, 2024 and 834 will vest on February 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 1,600 |
Reported balance
After 2023-12-29 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2023-12-29 · Grant · Acquired 1,600 · Balance 1,600 F2: 1,600 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 533 to vest on February 7, 2025. 533 will vest on February 7, 2026 and 534 will vest on February 7, 2027. |
| Common StockSEC Table I · non-derivative | Direct | 1,200 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,200 F3: 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, 400 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 800 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 800 F4: 1,600 shares of restricted stock granted on December 31, 2021, 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, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 800 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 500 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 500 F5: 2,000 shares of restricted stock granted on December 8, 2020, 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, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,500 shares have vested. |
| Common StockSEC Table I · non-derivative | Direct | 1,760 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,760 F6: 1,760 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 21,933 |
Reported balance
Holding disclosure · report date 2023-12-29 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 21,933 |
Filing footnotes · ownership attribution and instrument terms
F1: 2,500 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 833 vested immediately on December 29, 2023. 833 will vest on February 7, 2024 and 834 will vest on February 7, 2025.
F2: 1,600 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 533 to vest on February 7, 2025. 533 will vest on February 7, 2026 and 534 will vest on February 7, 2027.
F3: 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, 400 shares have vested.
F4: 1,600 shares of restricted stock granted on December 31, 2021, 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, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 800 shares have vested.
F5: 2,000 shares of restricted stock granted on December 8, 2020, 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, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. As of the filing date, 1,500 shares have vested.
F6: 1,760 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025.
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 29, 2023 Filed Jan 3, 2024 10:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-24-000018 · wk-form4_1704296077.xml · nonDerivative · entry 2 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,600 F2 · ownership.direct: 1,600 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 533 to vest on February 7, 2025. 533 will vest on February 7, 2026 and 534 will vest on February 7, 2027. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 10:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-24-000018 · wk-form4_1704296077.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,667 F1 · ownership.direct: 2,500 shares of restricted stock granted on December 29, 2023, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan with 833 vested immediately on December 29, 2023. 833 will vest on February 7, 2024 and 834 will vest on February 7, 2025. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 13:02 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-23-000052 · wf-form4_167285532054042.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · ownership.direct: 1,600 shares of restricted stock granted on December 30, 2022, pursuant to the 2022 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2024 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 15:40 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-22-000038 · wf-form4_164150161608253.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · ownership.direct: 1,600 shares of restricted stock granted on December 31, 2021, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2023 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 16:09 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-20-000173 · wf-form4_160763458032100.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · ownership.direct: 2,000 shares of restricted stock granted on December 8, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2022 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:59 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-20-000030 · wf-form4_158145834956269.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 F1 · ownership.direct: 1,760 shares of restricted stock granted on February 7, 2020, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will fully vest on February 7, 2025. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 13:37 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001505732-19-000067 · wf-form4_157712625017242.xml · nonDerivative · entry 1 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F1 · ownership.direct: 1,200 shares of restricted stock granted on December 20, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on January 2, 2021 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 16:11 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006288 · doc1.xml · nonDerivative · entry 3 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F2 · ownership.direct: 1,200 shares of restricted stock granted on March 4, 2019, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2020 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 16:27 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014996 · doc1.xml · nonDerivative · entry 2 BRATHWAITE GAIL E D · CIK 0001284298 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: 1,000 shares of restricted stock granted on March 22, 2018, pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal annual installments of 25%, with the first installment to vest on February 7, 2019 and an additional 25% to vest on each annual anniversary of the vesting date thereafter. 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.