Bridgewater Bancshares's three largest insider shareholders as of September 29, 2026 are David B. Juran (Director, 1.35Mn shares), Jerry J. Baack (Ceo, 1.12Mn shares), Todd B. Urness (Director, 310.22K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jerry J. Baack | Ceo | 1,123,769 | 0 | 1,123,769 | 42.5% | 18 Aug, 2026 |
| 2 | Todd B. Urness | Director | 310,218 | 0 | 310,218 | 11.7% | 01 Jul, 2026 |
| 3 | David B. Juran | Director | 0 | 236,849 | 236,849 | 8.9% | 03 Sep, 2026 |
| 4 | Mary Jayne Crocker | Evp Chief Strategy Officer | 224,384 | 5,700 | 230,084 | 8.7% | 05 Aug, 2026 |
| 5 | Nicholas L. Place | Chief Banking Officer | 152,122 | 0 | 152,122 | 5.7% | 08 Jun, 2026 |
| 6 | Joseph M. Chybowski | President Cfo | 118,501 | 0 | 118,501 | 4.5% | 05 Jun, 2026 |
| 7 | James S. Johnson | Director | 97,453 | 0 | 97,453 | 3.7% | 01 Jul, 2026 |
| 8 | Thomas P. Trutna | Director | 83,686 | 0 | 83,686 | 3.2% | 01 Jul, 2026 |
| 9 | Jeffrey D. Shellberg | Evp And Chief Credit Officer | 71,331 | 0 | 71,331 | 2.7% | 01 Sep, 2026 |
| 10 | Lisa M Salazar | Chief Operating Officer | 38,008 | 0 | 38,008 | 1.4% | 11 Jun, 2026 |
| 11 | Lisa Brezonik | Director | 37,178 | 0 | 37,178 | 1.4% | 01 Jul, 2026 |
| 12 | Mohammed Lawal | Director | 36,498 | 0 | 36,498 | 1.4% | 01 Jul, 2026 |
| 13 | David J. Volk | Director | 33,243 | 0 | 33,243 | 1.3% | 01 Jul, 2026 |
| 14 | Mark E. Hokanson | Chief Technology Officer | 22,880 | 0 | 22,880 | 0.9% | 05 Feb, 2024 |
| 15 | Laura Espeseth | Chief Administrative Officer | 21,816 | 0 | 21,816 | 0.8% | 09 Dec, 2025 |
| 16 | Jessica Anne Stejskal | Chief Experience Officer | 16,207 | 0 | 16,207 | 0.6% | 16 Sep, 2026 |
| 17 | Katie Lynn Morrell | Chief Credit Officer | 12,906 | 0 | 12,906 | 0.5% | 09 Dec, 2025 |
| 18 | Douglas J. Parish | Director | 0 | 4,107 | 4,107 | 0.2% | 10 Sep, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 09 Sep, 2026 | Douglas J. Parish | Director | Disposed S | 4,000 | $21.38 | $85.54K | 4,107 | Indirect |
| 02 Sep, 2026 | David B. Juran | Director | Disposed S | 623 | $21.50 | $13.39K | 79,220 | Indirect |
| 28 Aug, 2026 | David B. Juran | Director | Disposed S | 518 | $21.50 | $11.14K | 79,843 | Indirect |
| 31 Aug, 2026 | Jeffrey D. Shellberg | Director | Acquired M | 16,100 | $17.50 | $281.75K | 82,287 | Direct |
| 31 Aug, 2026 | Jeffrey D. Shellberg | Director | Acquired M | 6,250 | $12.92 | $80.75K | 88,537 | Direct |
| 31 Aug, 2026 | Jeffrey D. Shellberg | Director | Disposed F | 17,206 | $21.07 | $362.53K | 71,331 | Direct |
| 31 Aug, 2026 | Jeffrey D. Shellberg | Director | Disposed M | 16,100 | $0.00 | $0 | 3,900 | Direct |
| 31 Aug, 2026 | Jeffrey D. Shellberg | Director | Disposed M | 6,250 | $0.00 | $0 | 18,750 | Direct |
| 25 Aug, 2026 | David B. Juran | Director | Disposed S | 940 | $21.54 | $20.25K | 80,361 | Indirect |
| 21 Aug, 2026 | David B. Juran | Director | Disposed S | 15,000 | $21.59 | $323.89K | 106,301 | Indirect |
| 24 Aug, 2026 | David B. Juran | Director | Disposed S | 25,000 | $21.74 | $543.43K | 81,301 | Indirect |
| 17 Aug, 2026 | Jerry J. Baack | Ceo | Disposed S | 10,000 | $22.48 | $224.81K | 1,123,769 | Direct |
| 13 Aug, 2026 | Jerry J. Baack | Ceo | Disposed S | 10,000 | $22.03 | $220.28K | 1,148,769 | Direct |
| 14 Aug, 2026 | Jerry J. Baack | Ceo | Disposed S | 15,000 | $22.21 | $333.22K | 1,133,769 | Direct |
| 06 Aug, 2026 | Jeffrey D. Shellberg | Director | Disposed S | 40,000 | $21.26 | $850.28K | 66,187 | Direct |
| 05 Aug, 2026 | Jeffrey D. Shellberg | Director | Disposed S | 160,000 | $21.04 | $3.37Mn | 106,187 | Direct |
| 04 Aug, 2026 | Mary Jayne Crocker | Director | Disposed S | 11,000 | $21.04 | $231.49K | 224,384 | Direct |
| 30 Jul, 2026 | Jessica Anne Stejskal | Chief Experience Officer | Acquired M | 1,600 | $7.47 | $11.95K | 16,607 | Direct |
| 30 Jul, 2026 | Mary Jayne Crocker | Director | Acquired M | 31 | $7.47 | $232 | 210,012 | Direct |
| 30 Jul, 2026 | Mary Jayne Crocker | Director | Disposed S | 11 | $21.22 | $233 | 210,001 | Direct |