Key facts
- This page summarizes Jeffrey D. Shellberg's Form 4 filing for Bridgewater Bancshares Inc (BWB).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 17 Dec 2024, 17:56.
Jeffrey D. Shellberg - 13 Dec 2024 Form 4 Insider Report for Bridgewater Bancshares Inc (BWB)
- Reporting relationship
- EVP AND CHIEF CREDIT OFFICER, Director
- Issuer ticker
- BWB
- Reported as of
- 13 Dec 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 17 Dec 2024, 17:56:27 UTC
- Prior SEC filing
- 09 Dec 2024
- Next SEC filing
- 04 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ben Klocke, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jeffrey D. Shellberg filed Form 4 for Bridgewater Bancshares Inc (BWB) on 17 Dec 2024.
Change
- Previous filing in this sequence was filed on 09 Dec 2024.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BWB
transaction
Common Stock
Gift
- Transaction value
- $0
- Shares
- -152,000
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 13 Dec 2024
- Ownership
- By Trust
- Footnotes
- F1
BWB
transaction
Common Stock
Gift
- Transaction value
- $0
- Shares
- +87,000
- Change %
- Price
- $0.000000
- Shares after
- 87,000
- Date
- 13 Dec 2024
- Ownership
- By Trust
- Footnotes
- F2
BWB
transaction
Common Stock
Gift
- Transaction value
- $0
- Shares
- +65,000
- Change %
- Price
- $0.000000
- Shares after
- 65,000
- Date
- 13 Dec 2024
- Ownership
- By Trust
- Footnotes
- F3
BWB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 282,390
- Date
- 13 Dec 2024
- Ownership
- By Trust
- Footnotes
- F4
BWB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 358,426
- Date
- 13 Dec 2024
- Ownership
- Direct
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Trust under agreement dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Trust under agreement dated July 16, 2024.
Footnote F2
Shares of common stock are held by Mr. Shellberg as trustee of the Susan K Shellberg Family Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Family Trust dated July 16, 2024.
Footnote F3
Shares of common stock are held by Mr. Shellberg as trustee of the Susan K. Shellberg Marital Trust dated July 16, 2024. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Susan K. Shellberg Marital Trust dated July 16, 2024.
Footnote F4
Shares of common stock are held by Mr. Shellberg as trustee of the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014. Mr. Shellberg possesses voting and investment power with respect to the shares of common stock held by the Jeffrey D. Shellberg Trust under agreement dated October 1, 2014.