Jeffrey D. Shellberg - 02 Feb 2025 Form 4 Insider Report for Bridgewater Bancshares Inc (BWB)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
04 Feb 2025, 17:27:33 UTC
Prior SEC filing
17 Dec 2024
Next SEC filing
06 Feb 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Ben Klocke, Attorney-in-Fact

Key filing fact

Jeffrey D. Shellberg filed Form 4 for Bridgewater Bancshares Inc (BWB) on 04 Feb 2025.

Key facts

  • This page summarizes Jeffrey D. Shellberg's Form 4 filing for Bridgewater Bancshares Inc (BWB).
  • 2 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 04 Feb 2025, 17:27.

Change

  • Previous filing in this sequence was filed on 17 Dec 2024.
  • Current net transaction value: -$18,893.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BWB transaction

Common Stock

Tax liability

Transaction value
$18,893
Shares
-1,338
Change %
-0.37%
Price
$14.12
Shares after
357,088
Date
02 Feb 2025
Ownership
Direct
BWB transaction

Common Stock

Award

Transaction value
$0
Shares
+7,525
Change %
+2.1%
Price
$0.000000
Shares after
364,613
Date
03 Feb 2025
Ownership
Direct
BWB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
282,390
Date
02 Feb 2025
Ownership
By Trust
Footnotes
F1
BWB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
87,000
Date
02 Feb 2025
Ownership
By Trust
Footnotes
F2
BWB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
65,000
Date
02 Feb 2025
Ownership
By Trust
Footnotes
F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

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.

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.

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