Bridgewater Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BWB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 24	SellUS$46,530	Joseph Chybowski	Individual	3,000	US$15.51
04 Dec 24	SellUS$11,868,157	Castle Creek Advisors VIII LLC	Company	788,560	US$15.39
21 Nov 24	SellUS$70,575	James Johnson	Individual	4,705	US$15.00
18 Nov 24	SellUS$10,260	James Johnson	Individual	684	US$15.00
14 Nov 24	SellUS$86,529	Douglas Parish	Individual	5,750	US$15.05
07 Nov 24	SellUS$30,260	Thomas Trutna	Individual	2,000	US$15.13
31 Oct 24	SellUS$295,298	David Juran	Individual	20,000	US$14.84
29 Oct 24	SellUS$295,066	Jeffrey Shellberg	Individual	20,000	US$14.75
04 Sep 24	SellUS$70,558	Thomas Trutna	Individual	5,000	US$14.11
04 Sep 24	SellUS$162,753	Gerald Baack	Individual	11,500	US$14.15
29 May 24	SellUS$24,458	Lisa Salazar	Individual	2,176	US$11.24
06 Mar 24	SellUS$262,878	James Johnson	Individual	22,590	US$11.66
31 Jan 24	SellUS$394,105	Gerald Baack	Individual	30,176	US$13.11

Insider Trading Volume

Insider Buying: BWB insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BWB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,626,601	20.5%
General Public	6,908,150	25.2%
Institutions	14,890,939	54.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.24% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.95%	Thrivent Investment Management Inc.	2,729,422	US$37.7m	0.1%	0.07%
6.04%	BlackRock, Inc.	1,655,186	US$22.9m	2.23%	no data
5.78%	David Juran	1,585,068	US$21.9m	-1.25%	no data
4.31%	Gerald Baack	1,181,777	US$16.3m	-1.31%	no data
4.27%	Castle Creek Advisors VIII LLC	1,172,211	US$16.2m	-46.9%	5.86%
4.26%	Todd Urness	1,168,421	US$16.2m	0.12%	no data
3.97%	The Vanguard Group, Inc.	1,089,319	US$15.1m	1.48%	no data
3.05%	Dimensional Fund Advisors LP	837,150	US$11.6m	5.97%	no data
2.89%	Jeffrey Shellberg	792,816	US$11.0m	-2.66%	no data
2.23%	Punch & Associates Investment Management, Inc.	611,212	US$8.5m	-0.62%	0.48%
1.64%	Geode Capital Management, LLC	450,451	US$6.2m	-0.66%	no data
1.64%	State Street Global Advisors, Inc.	449,345	US$6.2m	1.1%	no data
1.59%	AllianceBernstein L.P.	435,611	US$6.0m	6.35%	no data
1.37%	Renaissance Technologies LLC	376,740	US$5.2m	-7.17%	0.01%
1.33%	Tradition Wealth Management LLC	364,670	US$5.0m	-2.72%	0.46%
1.32%	Acadian Asset Management LLC	362,076	US$5.0m	5.81%	0.01%
1.04%	American Century Investment Management Inc	286,106	US$4.0m	0.42%	no data
0.99%	Hotchkis and Wiley Capital Management, LLC	272,799	US$3.8m	0.8%	0.01%
0.88%	James Johnson	240,063	US$3.3m	-2.2%	no data
0.68%	Mary Crocker	185,763	US$2.6m	12.8%	no data
0.66%	EJF Capital LLC	182,149	US$2.5m	267%	1.61%
0.62%	Northern Trust Global Investments	170,001	US$2.4m	-2.68%	no data
0.61%	Foundry Partners, LLC	167,010	US$2.3m	112%	0.12%
0.56%	Stieven Capital Advisors, L.P.	153,789	US$2.1m	-47.1%	0.39%
0.55%	Russell Investment Management, LLC	150,076	US$2.1m	0.55%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 19:16
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Bridgewater Bancshares, Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Jeffrey Rulis	D.A. Davidson & Co.
null null	D.A. Davidson & Co.