Welcome to our dedicated page for Bridgewater Banc SEC filings (Ticker: BWBBP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The BWBBP SEC filings page focuses on regulatory documents for Bridgewater Bancshares, Inc. that are relevant to its 5.875% Non-Cumulative Perpetual Preferred Stock, Series A, and the associated depositary shares trading as BWBBP on Nasdaq. As the parent company of Bridgewater Bank and a Minnesota-based savings institution, Bridgewater Bancshares, Inc. files periodic and current reports with the U.S. Securities and Exchange Commission that describe its financial condition, capital structure, and material events.
Investors researching BWBBP can use this page to access Forms 10-K and 10-Q, which provide comprehensive discussions of net interest income, net interest margin on a fully tax-equivalent basis, loan and deposit balances, asset quality ratios, and capital levels. These filings help readers evaluate the issuer’s capacity to support its preferred and common equity over time.
Current reports on Form 8-K offer additional detail on specific events that may matter for BWBBP holders. For example, the Company has filed 8-Ks describing the declaration of quarterly cash dividends on the 5.875% Non-Cumulative Perpetual Preferred Stock, Series A, including the equivalent amount per BWBBP depositary share. Other 8-Ks have outlined the entry into a Subordinated Note Purchase Agreement and the issuance of 7.625% Fixed-to-Floating Rate Subordinated Notes due 2035, the extension of a stock repurchase program for common stock, and executive leadership changes.
On Stock Titan, these filings are updated in near real time as they are made available on EDGAR. AI-powered summaries highlight key points from lengthy documents, helping users quickly identify disclosures related to preferred dividends, capital instruments, and board or management actions. The page also provides convenient access to other filing types, such as Form 4 insider transaction reports and proxy statements, so investors can see how insider activity and governance decisions intersect with the capital structure that includes BWBBP.
Bridgewater Bancshares, Inc. reported planned executive leadership changes and related board actions. The company announced the upcoming retirements of Mary Jayne Crocker, Executive Vice President and Chief Strategy Officer, and Jeffrey Shellberg, Executive Vice President and Chief Credit Officer, with amended employment agreements extending Ms. Crocker’s term to February 15, 2026 and Mr. Shellberg’s term to October 9, 2026. Both plan to retire at the end of these terms, while Mr. Shellberg will continue to serve as a director of the company and its bank subsidiary.
The company is promoting internal leaders to its Strategic Leadership Team effective September 15, 2025: Laura Espeseth as Chief Administrative Officer, Katie Morrell as Chief Credit Officer, and Jessica Stejskal as Chief Experience Officer. The board also increased its size from ten to eleven members and appointed Ms. Crocker as a director, with her initial term beginning February 16, 2026, when she becomes a non-employee director. She will receive a quarterly retainer of $20,000 under the company’s Non-Employee Director Compensation Program.
Bridgewater Bancshares insider sale summary: Jeffrey D. Shellberg, EVP and Chief Credit Officer and a director, reported multiple sales of common stock on August 14-15, 2025. He sold 32,273 shares on August 14 at a weighted average price of $16.0303 and 1,687 shares on August 15 at a weighted average price of $16.0012. After the August 14 sale his beneficial ownership was reported as 325,117 shares (indirectly held by trust); after the August 15 sale the reported beneficial ownership was 323,430 shares (indirect). The filing discloses additional indirect holdings: 87,000 shares in the Susan K. Shellberg Family Trust and 65,000 shares in the Susan K. Shellberg Marital Trust, with Shellberg possessing voting and investment power for those trusts. The Form 4 was signed by an attorney-in-fact.
Mary Jayne Crocker, EVP & Chief Strategy Officer and director of Bridgewater Bancshares, Inc. (ticker: BWBBP), reported an insider purchase on Form 4. On 08/13/2025 she acquired 100 depositary shares at a price of $19.9999 per depositary share. Each depositary share represents a 1/100th interest in a share of the issuer's 5.875% Non-Cumulative Perpetual Preferred Stock, Series A.
Following the reported transaction the reporting person (through a spouse IRA) is recorded as beneficially owning 5,395 depositary shares indirectly. The Form 4 was signed by an attorney-in-fact on 08/15/2025. The filing discloses the transaction type as a purchase and the ownership form as indirect (by spouse IRA).
Thrivent Financial for Lutherans reports owning 2,382,186 shares of Bridgewater Bancshares Inc. common stock, representing approximately 8.68% of the outstanding shares based on 27,439,946 shares outstanding as of April 29, 2025. The filing is an Amendment No. 7 to a Schedule 13G dated for the event of 06/30/2025 and signed by Thrivent's CFO on 08/15/2025. Thrivent disclaims beneficial ownership of 9,788 shares held in its Defined Benefit Plan Trust and clarifies that 566,140 shares are held by registered investment companies advised by Thrivent Financial for Lutherans while 1,806,258 shares are held by registered investment companies advised by its wholly owned subsidiary Thrivent Asset Management, LLC. The statement affirms the positions were acquired and are held in the ordinary course of business.
Jerry J. Baack, CEO and director reported a non-derivative sale of 10,000 shares of Bridgewater Bancshares, Inc. common stock on 08/12/2025 at a weighted-average price of $16.0066. After the reported sale, the reporting person beneficially owns 1,214,361 shares directly and holds three custodial indirect holdings of 1,000 shares each. The filing discloses the sale price range was $16.00 to $16.12 and offers to provide detailed per-transaction pricing on request.
Bridgewater Bancshares filed a Form 144 reporting a proposed sale of 40,000 shares of Common stock with an aggregate market value of $649,200, to be sold approximately on 08/14/2025 on NASDAQ through broker D.A. Davidson & Co. The filing lists 27,482,534 shares outstanding. Acquisition details show two stock option exercises paid in cash: 25,000 shares acquired on 12/28/2022 and 25,000 on 06/22/2023. The filer reports "Nothing to Report" for securities sold in the past three months and affirms no undisclosed material adverse information.
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