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.
Bridgewater Bancshares, Inc. filings document the regulatory record for a Minnesota financial holding company, Bridgewater Bank and the issuer's preferred depositary shares. Form 8-K reports cover operating results, financial condition, earnings presentations, Regulation FD investor materials, dividend-related events and material agreements.
The filing record also addresses capital structure matters, including common stock, depositary shares and at-the-market equity distribution arrangements. Definitive proxy statements disclose board matters, executive compensation, shareholder voting items and governance practices for the bank holding company.
Bridgewater Bancshares CEO and director Jerry J. Baack reported an acquisition of 23,739 shares of common stock on February 3, 2026. The shares were acquired at a reported price of $0.00 per share, indicating they were likely granted rather than purchased on the open market.
Following this transaction, Baack directly beneficially owns 1,186,003 shares of common stock. In addition, he is listed as indirectly holding 1,000 shares each in three accounts as custodian for children, reflecting custodial positions rather than direct personal holdings.
Bridgewater Bancshares CEO and director Jerry J. Baack reported an acquisition of 23,739 shares of common stock on February 3, 2026. The shares were acquired at a reported price of $0.00 per share, indicating they were likely granted rather than purchased on the open market.
Following this transaction, Baack directly beneficially owns 1,186,003 shares of common stock. In addition, he is listed as indirectly holding 1,000 shares each in three accounts as custodian for children, reflecting custodial positions rather than direct personal holdings.
Bridgewater Bancshares Chief Banking Officer Nicholas L. Place reported several transactions in the company’s common stock. On February 2, 2026, he disposed of 1,389 shares at $19.63 per share. On February 3, 2026, he disposed of 554 shares at $19.54 per share and acquired 15,022 shares at a reported price of $0 per share. Following these transactions, he directly owned 144,310 shares of common stock and indirectly held 7,500 shares through a spouse IRA.
Bridgewater Bancshares Chief Banking Officer Nicholas L. Place reported several transactions in the company’s common stock. On February 2, 2026, he disposed of 1,389 shares at $19.63 per share. On February 3, 2026, he disposed of 554 shares at $19.54 per share and acquired 15,022 shares at a reported price of $0 per share. Following these transactions, he directly owned 144,310 shares of common stock and indirectly held 7,500 shares through a spouse IRA.
Bridgewater Bancshares EVP & Chief Strategy Officer Mary Jayne Crocker reported two dispositions of Bridgewater Bancshares common stock coded "F." On February 2, 2026, she disposed of 1,588 shares at $19.63, and on February 3, 2026, she disposed of 639 shares at $19.54. After these transactions, she directly beneficially owned 208,997 shares of common stock.
Bridgewater Bancshares EVP & Chief Strategy Officer Mary Jayne Crocker reported two dispositions of Bridgewater Bancshares common stock coded "F." On February 2, 2026, she disposed of 1,588 shares at $19.63, and on February 3, 2026, she disposed of 639 shares at $19.54. After these transactions, she directly beneficially owned 208,997 shares of common stock.
Bridgewater Bancshares Inc. director Jeffrey D. Shellberg reported two transactions in company common stock. On February 2, 2026, he disposed of 1,359 shares at $19.63 per share, and on February 3, 2026 he disposed of 540 shares at $19.54, both coded "F".
After these transactions, Shellberg directly holds 276,025 common shares. He also reports indirect holdings "By Trust" of 355,000 shares, 87,000 shares, and 65,000 shares. Footnotes state he serves as trustee and has voting and investment power over the shares held in each named trust.
Bridgewater Bancshares Inc. director Jeffrey D. Shellberg reported two transactions in company common stock. On February 2, 2026, he disposed of 1,359 shares at $19.63 per share, and on February 3, 2026 he disposed of 540 shares at $19.54, both coded "F".
After these transactions, Shellberg directly holds 276,025 common shares. He also reports indirect holdings "By Trust" of 355,000 shares, 87,000 shares, and 65,000 shares. Footnotes state he serves as trustee and has voting and investment power over the shares held in each named trust.
Bridgewater Bancshares chief operating officer Lisa M. Salazar reported several stock transactions in early February 2026. On February 2, 1,062 shares of common stock were withheld at $19.63 per share, and on February 3, 427 shares were withheld at $19.54 per share, both coded "F" for shares withheld to cover taxes or similar obligations. Also on February 3, she acquired 10,088 shares of common stock in a transaction coded "A" at a stated price of $0, typically reflecting a stock award or similar grant. Following these transactions, Salazar directly owned 40,239 shares of Bridgewater Bancshares common stock.
Bridgewater Bancshares chief operating officer Lisa M. Salazar reported several stock transactions in early February 2026. On February 2, 1,062 shares of common stock were withheld at $19.63 per share, and on February 3, 427 shares were withheld at $19.54 per share, both coded "F" for shares withheld to cover taxes or similar obligations. Also on February 3, she acquired 10,088 shares of common stock in a transaction coded "A" at a stated price of $0, typically reflecting a stock award or similar grant. Following these transactions, Salazar directly owned 40,239 shares of Bridgewater Bancshares common stock.
Bridgewater Bancshares, Inc. filed a Form 8-K to report that it has released its financial results for the three and twelve months ended December 31, 2025 and made the related earnings materials available. The company furnished a press release as Exhibit 99.1 and an earnings presentation as Exhibit 99.2, both provided as supplemental information rather than being treated as filed financial statements. The filing also announces that the Board of Directors declared a quarterly cash dividend on the 5.875% Non-Cumulative Perpetual Preferred Stock, Series A of $36.72 per share, equivalent to $0.3672 per depositary share, payable on March 2, 2026 to shareholders of record as of February 13, 2026.
Jessica Anne Stejskal, listed at a Bridgewater Bancshares, Inc. address in St. Louis Park, MN, filed an initial Form 3 reporting her role as Chief Experience Officer and a director of Bridgewater Bancshares Inc [BWB]. The filing, dated for the event 09/15/2025 and signed by attorney-in-fact Ben Klocke on 09/18/2025, shows 12,961 shares of common stock owned directly. It also discloses three option grants held directly: an option covering 1,600 shares (exercisable 09/30/2017 at $7.47), an option covering 10,000 shares (related to an 08/01/2023 grant with $10.65 exercise price), and an option covering 25,000 shares (related to a 02/03/2025 grant with $13.78 exercise price). Vesting schedules are described in the filing as incremental vesting from the grant dates under the 2017 and 2023 equity plans.
Katie Lynn Morrell, Chief Credit Officer and director at Bridgewater Bancshares Inc, reported direct ownership of 10,441 shares of the issuer's common stock and two stock option grants. The first option covers 10,000 shares with an exercise price of $10.65; the second covers 25,000 shares with an exercise price of $13.78. Both options vest in 25% increments over four anniversaries of their respective grant dates. All holdings and derivative securities are reported as direct beneficial ownership.
Mary Jayne Crocker, who is listed as EVP & Chief Strategy Officer and a director of Bridgewater Bancshares, filed a Form 4 disclosing an insider purchase on 09/04/2025. The form reports the acquisition of 100 depositary shares at $19.478 per 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. After the transaction the reporting person is shown as beneficially owning 5,495 depositary shares indirectly through a spouse IRA. The filing was signed by an attorney-in-fact on 09/05/2025.
Mary Jayne Crocker, identified as EVP & Chief Strategy Officer and a director of Bridgewater Bancshares, Inc., reported two open-market sales of the issuer's common stock on Form 4. On 08/25/2025 she sold 1,332 shares at a weighted-average price of $16.2277, leaving her with 201,653 shares beneficially owned. On 08/26/2025 she sold 9,314 shares at $16.05, leaving 192,339 shares beneficially owned. The Form 4 was signed by an attorney-in-fact on 08/27/2025. The filing notes the 08/25/2025 price is a weighted average from multiple transactions with prices ranging from $16.20 to $16.305. No derivatives, acquisitions, or other transaction types are reported.