Shellberg Jeffrey D. — SEC Form 4 filings
SEC reporting owner CIK 1732717. 23 Form 4 filings on record with FilingPulse; latest filed 2026-09-01.
Transaction summary — filings shown
Covers all 23 filings on record, filed 2024-02-05 to 2026-09-01. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 13 legs across 11 filings — 331,774 shares, $6,469,687 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 27.
- Largest priced transaction: sale of 160,000 shares @ $21.04 ($3,366,736) in Bridgewater Bancshares Inc, filed 2026-08-05.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Bridgewater Bancshares Inc (BWB) | Director | 23 | — | 13 legs · 331,774 sh · $6,469,687 | 27 |
Form 4 filings — Shellberg Jeffrey D.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-01 | 4 | Bridgewater Bancshares Inc (BWB) | Option exercise (M): 16,100 @ $17.50 · Option exercise (M): 6,250 @ $12.92 · Tax withholding (F): 17,206 @ $21.07 · Option exercise (M): 16,100 (derivative) @ $0 · Option exercise (M): 6,250 (derivative) @ $0 | EDGAR |
| 2026-08-10 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 40,000 @ $21.26 | EDGAR |
| 2026-08-05 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 160,000 @ $21.04 | EDGAR |
| 2026-05-22 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 20,000 @ $18.55 | EDGAR |
| 2026-05-08 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 9,252 @ $18.45 · Sale (S): 8,174 @ $18.45 | EDGAR |
| 2026-05-05 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 62 @ $18.50 | EDGAR |
| 2026-05-01 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 2,512 @ $18.50 | EDGAR |
| 2026-02-06 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 9,838 @ $18.89 | EDGAR |
| 2026-02-04 | 4 | Bridgewater Bancshares Inc (BWB) | Tax withholding (F): 1,359 @ $19.63 · Tax withholding (F): 540 @ $19.54 | EDGAR |
| 2025-12-09 | 4 | Bridgewater Bancshares Inc (BWB) | Tax withholding (F): 669 @ $17.84 · Sale (S): 21,936 @ $17.78 | EDGAR |
| 2025-12-05 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 6,356 @ $0 | EDGAR |
| 2025-12-01 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 10,916 @ $0 · Gift (G): 10,916 @ $0 | EDGAR |
| 2025-10-10 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 54,882 @ $0 · Gift (G): 54,882 @ $0 | EDGAR |
| 2025-09-12 | 4 | Bridgewater Bancshares Inc (BWB) | Option exercise (M): 54,882 @ $7.47 · Option exercise (M): 54,882 (derivative) @ $0 | EDGAR |
| 2025-08-22 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 6,040 @ $16.09 | EDGAR |
| 2025-08-15 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 32,273 @ $16.03 · Sale (S): 1,687 @ $16.00 | EDGAR |
| 2025-02-06 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 75,000 @ $0 · Gift (G): 75,000 @ $0 | EDGAR |
| 2025-02-04 | 4 | Bridgewater Bancshares Inc (BWB) | Tax withholding (F): 1,338 @ $14.12 · Grant/award (A): 7,525 @ $0 | EDGAR |
| 2024-12-17 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 152,000 @ $0 · Gift (G): 87,000 @ $0 · Gift (G): 65,000 @ $0 | EDGAR |
| 2024-12-09 | 4 | Bridgewater Bancshares Inc (BWB) | Tax withholding (F): 725 @ $15.13 · Tax withholding (F): 974 @ $15.13 | EDGAR |
| 2024-10-31 | 4 | Bridgewater Bancshares Inc (BWB) | Sale (S): 20,000 @ $14.75 | EDGAR |
| 2024-05-03 | 4 | Bridgewater Bancshares Inc (BWB) | Gift (G): 1,500 @ $0 | EDGAR |
| 2024-02-05 | 4 | Bridgewater Bancshares Inc (BWB) | Grant/award (A): 8,133 @ $0 · Tax withholding (F): 969 @ $11.89 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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