Bridgewater Bancshares (BWB) director receives 959-share stock grant and updates holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Johnson James S. reported acquisition or exercise transactions in this Form 4 filing.
Bridgewater Bancshares director James S. Johnson reported a stock award and updated holdings. He received a grant of 959 shares of common stock at no cost, bringing his direct ownership to 97,453 shares. He also reports indirect holdings of 10,417 shares through a spouse IRA and 76,750 and 59,250 shares held in family trusts where he serves as co-trustee with shared voting and investment power.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Johnson James S.
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 959 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 97,453 shares (Direct, null);
Common Stock — 59,250 shares (Indirect, By Trust)
Footnotes (1)
- Shares of common stock are held by Mr. Johnson as co-trustee of the James S. Johnson Trust, dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the James S. Johnson Trust dated May 28, 2015. Shares of common stock are held by Mr. Johnson as co-trustee of the Jolynn Johnson Trust dated May 28, 2015. Mr. Johnson possesses shared voting and investment power with respect to the shares of common stock held under the Jolynn Johnson Trust dated May 28, 2015.
Key Figures
Stock grant: 959 shares
Grant price: $0.00 per share
Direct holdings after grant: 97,453 shares
+4 more
7 metrics
Stock grant
959 shares
Common stock award coded as grant/award acquisition
Grant price
$0.00 per share
Price per share for 959-share award
Direct holdings after grant
97,453 shares
Total common stock directly owned after transaction
Spouse IRA holdings
10,417 shares
Indirect ownership by spouse IRA
James S. Johnson Trust holdings
76,750 shares
Indirect trust holdings with shared voting and investment power
Jolynn Johnson Trust holdings
59,250 shares
Indirect trust holdings with shared voting and investment power
Transaction code
A
Grant, award, or other acquisition of common stock
Key Terms
Grant, award, or other acquisition, By Spouse IRA, By Trust, shared voting and investment power
4 terms
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
By Spouse IRA financial
"nature_of_ownership: By Spouse IRA"
By Trust financial
"nature_of_ownership: By Trust"