Bankwell Financial Group is a small commercial bank based in Connecticut.
BWFG Bankwell Financial Group Inc
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BWFG
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What changed
Recent filings, trades and movesKey stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.6B
- Employees
- 167
- List Date
- 2004-10-13
- CIK
- 0001505732
- Last Earnings
- Jul 23
- Headquarters
- New Canaan, CT
- Homepage
- https://www.mybankwell.com
Bankwell Financial Group Inc is a bank holding company, engaged in providing financial products and services. It offers products related to commercial lending, retail lending, depository services, and others. The bank's commercial lending products includes owner-occupied commercial real estate loans, commercial real estate investment loans, commercial loans to small and mid-sized businesses and real estate construction and development loans. The retail lending products include residential mortgage loans, home equity lines of credit, and consumer installment loans. Its depository products inclu…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.53% | 4.54% | 3.97% | -5.16% | 2.90% | 6.95% | 2.62% |
| Feb | 28.70% | 2.50% | -0.26% | -8.08% | 1.70% | -4.60% | 3.33% |
| Mar | 5.23% | -1.23% | -17.55% | 2.85% | -2.96% | 1.34% | -2.05% |
| Apr | 0.11% | 0.15% | -6.21% | -9.04% | 13.41% | 4.91% | 0.56% |
| May | 3.67% | -0.45% | -1.08% | 4.83% | 3.61% | 0.31% | 1.82% |
| Jun | -4.39% | -13.92% | 6.18% | 2.71% | 3.83% | 13.42% | 1.30% |
| Jul | 4.08% | 4.13% | 9.97% | 10.00% | 9.38% | 13.42% | 8.50% |
| Aug | 2.98% | -5.09% | -5.52% | 14.46% | 8.16% | -2.64% | 2.06% |
| Sep | -2.38% | -8.17% | -8.03% | 3.13% | 5.51% | -1.01% | -1.82% |
| Oct | 1.33% | 2.89% | 1.16% | -2.66% | -0.37% | 8.55% | 1.82% |
| Nov | 1.81% | -5.82% | 11.13% | 15.91% | 6.64% | -3.18%* | 4.42% |
| Dec | 6.69% | -3.13% | 6.57% | -5.81% | -0.91% | -- | 0.68% |
| Total | 58.68% | -22.62% | -3.58% | 21.17% | 62.82% | 41.78% | 26.38% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $68.18
SMA 50: $67.03
SMA 200: $57.60
Current: $70.62
EMA 12: $69.88
EMA 26: $68.47
MACD: 1.4065 | Signal: 0.2786
BULLISH
ADX (14): 26.55
TREND
+DI: 30.60
−DI: 17.79
Momentum Oscillators
RSI (14): 59.10
NEUTRAL
Stoch %K: 56.07
Stoch %D: 67.11
Williams %R: -41.88
Volume & Volatility
BB Upper: $73.55
BB Lower: $62.81
NEUTRAL
OBV: 3,412,816
Vol SMA 20: 68,568
Vol ROC: -32.63%
ATR: $1.76
True Range: $1.36
HV 20: 28.2%
HV 30: 25.3%
HV 60: 21.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
Written before BWFG’s Oct 29 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report: BWFG
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers: Positive earnings outlook, low volatility, and a relatively stable market environment.
Primary Risks: Potential for a pullback if interest rates rise, competition from other financial institutions, and the risk of missing earnings estimates.
Investment Thesis: BWFG is poised to continue its steady growth trajectory, driven by its strong balance sheet, low debt levels, and increasing profitability. The stock's relatively low volatility and stable market environment provide a favorable backdrop for long-term investors.
Recent News Sentiment Impact: The recent positive news headlines have contributed to the stock's upward momentum, with sentiment shifting from neutral to positive.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): UPTREND
- Long-term (3-12 months): UPTREND
Support/Resistance Levels: The stock is trading above its 20-day and 50-day SMAs, indicating a strong upward trend. Key levels to monitor include the upper Bollinger Band ($53.22) and the recent highs near $54.00.
Momentum Signals:
- RSI interpretation: NEUTRAL (56.35)
- MACD signal: BULLISH
- Bollinger Bands position: SIGNALING A BULLISH TENDENCY
News & Sentiment Analysis
Recent Headlines Summary: The news headlines are primarily positive, with a focus on earnings and dividend announcements.
Sentiment Assessment: POSITIVE (based on the recent news sentiment)
Catalyst Identification: Upcoming earnings release, dividend payment, and potential merger or acquisition activity.
Market Narrative: The market is currently in a steady uptrend, driven by low interest rates and a strong economy. BWFG's stable fundamentals and positive earnings outlook make it an attractive investment opportunity.
Risk & Volatility Assessment
Beta Interpretation: LOW RISK (beta 0.75)
Volatility Regime: CURRENT VOLATILITY IS LOWER THAN HISTORICAL AVERAGE
Options Market Signals: No options data available to analyze.
Downside Protection: The stock's strong support levels near $50.00 and its recent lows provide a safety net in case of a pullback.
Market Context & Positioning
Sector Performance: Financials sector is performing relatively well, with BWFG outperforming its peers.
Institutional Activity: Institutional interest is moderate, with the stock experiencing an increase in trading volume over the past few months.
Correlation Analysis: The stock has a low correlation to the market (0.35), indicating that it tends to move independently of broader market trends.
Relative Valuation: BWFG is trading at a relatively low valuation compared to its peers and historical averages, making it an attractive investment opportunity.
Key Levels & Action Items
Critical Price Levels:
- Support level: $50.00
- Resistance level: $53.22 (upper Bollinger Band)
Breakout/Breakdown Levels: A breakout above the upper Bollinger Band ($53.22) could signal a new uptrend, while a breakdown below the support level ($50.00) could indicate a potential pullback.
Time-Sensitive Catalysts: Upcoming earnings release and dividend payment provide opportunities for investors to re-evaluate their positions.
Risk Management: Investors should consider implementing stop-loss orders near $50.00 and adjusting their position sizes based on market conditions.
By combining the technical, fundamental, and news-based analysis, we can gain a comprehensive understanding of BWFG's current market position and potential future direction.
Generated
News
All BWFG news →
Record net income and SBA gains drive margin expansion at regional bank.
BWFG Options Activity & IV Rank
Loading options activity...
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.3339
Alpha: 46.98%
Correlation: 0.1856
R-Squared: 3.4%
Stock Volatility: 24.7%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own BWFG
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $5.5M | #1405 of 3138 | -12.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $943K | #3760 of 6285 | +85.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $315K | #1718 of 1945 | -21.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BWFG Institutional Ownership (13F)
Filings for 2026-06-30 · 46 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
BWFG Insider Trading (Form 4)
Latest: 2026-09-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Eric J Dale | Director | Buy (P) | +530 | $67.11 | $35.6K | EDGAR |
| 2026-09-09 | Jeffrey R Dunne | Director | Buy (P) | +261 | $67.11 | $17.5K | EDGAR |
| 2026-09-09 | Blake S Drexler | Director | Buy (P) | +116 | $67.11 | $7.8K | EDGAR |
| 2026-09-09 | Carl M Porto | Director | Buy (P) | +327 | $67.11 | $21.9K | EDGAR |
| 2026-09-09 | Lawrence B Seidman | Director | Buy (P) | +5,266 | $66.94 | $352.5K | EDGAR |
| 2026-08-26 | Lawrence B Seidman | Director | Buy (P) | +2,540 | $65.92 | $167.4K | EDGAR |
| 2026-08-10 | Lawrence B Seidman | Director | Buy (P) | +10,000 | $66.63 | $666.3K | EDGAR |
| 2026-08-04 | Ryan Jason Hildebrand | Chief Innovation Officer | Sell (S) | −2,246 | $66.74 | -$149.9K | EDGAR |
| 2026-07-01 | Ryan Jason Hildebrand | Chief Innovation Officer | Sell (S) | −1,088 | $58.48 | -$63.6K | EDGAR |
| 2026-06-09 | Carl M Porto | Director | Buy (P) | +370 | $53.70 | $19.9K | EDGAR |
| 2026-06-09 | Jeffrey R Dunne | Director | Buy (P) | +315 | $53.70 | $16.9K | EDGAR |
| 2026-06-09 | Lawrence B Seidman | Director | Buy (P) | +323 | $53.70 | $17.3K | EDGAR |
| 2026-06-09 | Blake S Drexler | Director | Buy (P) | +79 | $53.70 | $4.2K | EDGAR |
| 2026-06-09 | Eric J Dale | Director | Buy (P) | +588 | $53.70 | $31.6K | EDGAR |
| 2026-06-08 | Todd Lampert | Director | Sell (S) | −3,500 | $53.59 | -$187.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BWFG Insider Holdings
16 insiders · @ $70.62
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Lawrence B Seidman | Director | 134,729 | $9.51M | $7.42M | 84 | 2026-09-09 |
| 2 | Eric J Dale | Director | 43,426 | $3.07M | $743.8K | 86 | 2026-09-09 |
| 3 | Carl M Porto | Director | 22,931 | $1.62M | $702.7K | 87 | 2026-09-09 |
| 4 | Christopher R Gruseke | CEO | 20,154 | $1.42M | $388.0K | 37 | 2026-02-11 |
| 5 | Matt McNeill | President & CBO | 15,000 | $1.06M | $93.6K | 15 | 2026-02-11 |
| 6 | Ryan Jason Hildebrand | Chief Innovation Officer | 15,000 | $1.06M | -$445.3K | 9 | 2026-08-04 |
| 7 | Jeffrey R Dunne | Director | 10,547 | $744.8K | $217.7K | 30 | 2026-09-09 |
| 8 | Todd Lampert | Director | 10,063 | $710.6K | -$1.19M | 33 | 2026-06-08 |
| 9 | Kevin D Leitao | Director | 5,700 | $402.5K | $118.6K | 6 | 2026-02-23 |
| 10 | Blake S Drexler | Director | 2,328 | $164.4K | $184.2K | 72 | 2026-09-09 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BWFG Board & Officers
As of SEC filings through Sep 9, 2026Directors 9
- Blake S Drexler · since May 14, 2014
- Eric J Dale · since May 14, 2014
- Todd Lampert · since May 14, 2014
- Carl M Porto · since Jul 29, 2015
- Lawrence B Seidman · since Aug 12, 2020
- Darryl Demos · since May 25, 2022
- Jeffrey R Dunne · since Mar 9, 2023
- Anahaita N. Kotval · since May 31, 2023
- Kevin D Leitao · since May 29, 2024
Officers 6
- Christopher R Gruseke · CEO · listed since Feb 2025
- Matt McNeill · President & CBO · listed since Feb 2025
- Courtney E Sacchetti · EVP & Chief Financial Officer · since Jan 1, 2023
- Ryan Jason Hildebrand · Chief Innovation Officer · since Jun 26, 2023
- Christine Chivily · EVP & Chief Credit Officer · listed since Jan 2024
- Steven H Brunner · EVP & Chief Risk Officer · listed since Feb 2025
10% owners 1
- Lawrence B Seidman · listed since Sep 2026
Changes in the last 10 years (29)
| Sep 9, 2026 | Lawrence B Seidman first listed as a 10% owner in an SEC filing |
| Feb 10, 2025 | Matt McNeill listed as President & CBO (previously EVP & Chief Banking Officer) in SEC filings |
| Feb 10, 2025 | Christopher R Gruseke listed as CEO (previously President & CEO) in SEC filings |
| Feb 3, 2025 | Steven H Brunner listed as EVP & Chief Risk Officer (previously EVP & Chief Risk & Operations) in SEC filings |
| May 29, 2024 | Kevin D Leitao became a director |
| Jan 24, 2024 | Steven H Brunner became EVP & Chief Risk & Operations |
| Jan 4, 2024 | Christine Chivily listed as EVP & Chief Credit Officer (previously Chief Credit Officer) in SEC filings |
| Jun 26, 2023 | Ryan Jason Hildebrand became Chief Innovation Officer |
| May 31, 2023 | Anahaita N. Kotval became a director |
| Mar 9, 2023 | Jeffrey R Dunne became a director |
| Jan 4, 2023 | Christine Chivily listed as Chief Credit Officer (previously Chief Risk & Credit Officer) in SEC filings |
| Jan 1, 2023 | Courtney E Sacchetti became EVP & Chief Financial Officer |
| Oct 6, 2022 | The company announced the departure of Penko Krassimir Ivanov as EVP & Chief Financial Officer in an SEC filing |
| May 25, 2022 | Darryl Demos became a director |
| Sep 2, 2021 | Laura Waitz listed as EVP & Chief Operating Officer (previously EVP & Chief of Staff) in SEC filings |
| Aug 12, 2020 | Lawrence B Seidman became a director |
| Mar 16, 2020 | Matt McNeill became EVP & Chief Banking Officer |
| Jan 3, 2020 | Heidi DeWyngaert reported in an SEC filing no longer being EVP & CLO |
| Dec 23, 2019 | Gail E D Brathwaite first listed as a director in an SEC filing |
| Dec 6, 2018 | Christine Chivily listed as Chief Risk & Credit Officer (previously EVP & Chief Credit Officer) in SEC filings |
| Jul 19, 2018 | James A Fieber reported in an SEC filing no longer being a director |
| Apr 25, 2018 | James M Garnett Jr became a director |
| Mar 26, 2018 | Gail E D Brathwaite reported in an SEC filing no longer being a director |
| Oct 24, 2017 | Laura Waitz became EVP & Chief of Staff |
| Jun 1, 2017 | Frederick R Afragola reported in an SEC filing no longer being a director |
| Apr 4, 2017 | Gail E D Brathwaite first listed as a director in an SEC filing |
| Mar 24, 2017 | Penko Krassimir Ivanov listed as EVP & Chief Financial Officer (previously EVP & Chief Accounting Officer) in SEC filings |
| Feb 8, 2017 | Raymond W Palumbo reported in an SEC filing no longer being a director |
| Feb 6, 2017 | Ernest J Verrico Sr reported in an SEC filing no longer being EVP & CFO |
Not reported recently (8)
- Gail E D Brathwaite · Last reported as a director in an SEC filing dated Jan 3, 2024
- James M Garnett Jr · Last reported as a director in an SEC filing dated Jan 3, 2024
- Laura Waitz · Last reported as EVP & Chief Operating Officer in an SEC filing dated Feb 9, 2023
- Victor S Liss · Last reported as a director in an SEC filing dated Jan 4, 2023
- George P Bauer · Last reported as a director in an SEC filing dated Jan 4, 2023
- Richard Castiglioni · Last reported as a director in an SEC filing dated Jan 4, 2023
- Daniel S Jones · Last reported as a director in an SEC filing dated May 25, 2022
- David P Dineen · Last reported as EVP, Head of Community Banking in an SEC filing dated Aug 30, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BWFG Proposed Insider Sales (Form 144)
Latest: 2026-08-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | Hildebrand Ryan Jason | Chief Innovation Officer | 2,246 | $149.9K | 2026-07-31 | Georgeson Securities Corporation | — | EDGAR |
| 2026-07-01 | Hildebrand Ryan Jason | Chief Innovation Officer | 1,088 | $63.6K | 2026-07-01 | Citigroup Global Markets, Inc | — | EDGAR |
| 2026-06-05 | TODD LAMPERT | Director | 3,500 | $187.6K | 2026-06-05 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-01 | Chivily Christine | Officer | 4,321 | $225.2K | 2026-05-01 | Raymond James & Associates | — | EDGAR |
| 2026-02-09 | Sacchetti Courtney E | Officer, EVP CHIEF FINANCIAL OFFICER | 1,062 | $52.9K | 2026-02-09 | CITIGROUP GLOBAL MARKETS | — | EDGAR |
| 2026-02-09 | McNeill Matt | Officer, PRESIDENT AND CBO | 3,794 | $189.1K | 2026-02-09 | CITIGROUP GLOBAL MARKETS | — | EDGAR |
| 2026-02-09 | Chivily Christine | EVP & Chief Credit Officer | 1,985 | $98.9K | 2026-02-09 | Citigroup Global Markets, Inc | — | EDGAR |
| 2026-02-09 | Brunner Steven H | EVP & Chief Risk Officer | 1,876 | $93.5K | 2026-02-09 | Citigroup Global Markets, Inc | — | EDGAR |
| 2026-02-09 | Gruseke Christopher R | CEO | 5,056 | $251.7K | 2026-02-09 | Citigroup Global Markets, Inc | — | EDGAR |
| 2025-11-14 | Chivily Christine | Officer | 2,533 | $116.2K | 2025-11-12 | Raymond James & Associates | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
46 ETFs hold BWFG
25 shown · $76.98M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.04% | $12.6M | $31.6B | 2026-11-05 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $12.2M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $12.0M | $76.6B | 2026-11-06 |
| 4 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.02% | $6.5M | — | 2026-11-05 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $4.4M | — | 2026-09-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $4.3M | — | 2026-11-05 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.03% | $3.6M | $13.9B | 2026-11-06 |
| 8 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $3.5M | — | 2026-11-05 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $2.3M | — | 2026-09-30 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.0M | — | 2026-11-05 |
| 11 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.9M | — | 2026-11-05 |
| 12 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.08% | $1.9M | — | 2026-06-30 |
| 13 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.68% | $1.8M | $263.7M | 2026-11-06 |
| 14 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.11% | $1.3M | $1.2B | 2026-11-06 |
| 15 | OASC OneAscent Enhanced Small and Mid Cap ETF | Nport | 1.06% | $998,656 | — | 2026-08-31 |
| 16 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.03% | $911,304 | $3.2B | 2026-11-05 |
| 17 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.05% | $797,532 | — | 2026-11-05 |
| 18 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.07% | $749,073 | $1.0B | 2026-11-05 |
| 19 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $728,496 | — | 2026-11-05 |
| 20 | SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF | SPDR (State Street) | 0.27% | $691,419 | $260.1M | 2026-11-05 |
| 21 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $644,707 | $13.7B | 2026-11-06 |
| 22 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.01% | $339,422 | — | 2026-11-05 |
| 23 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $309,785 | $14.3B | 2026-11-05 |
| 24 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.01% | $305,312 | — | 2026-07-31 |
| 25 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $305,143 | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
BWFG vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| NTRS Northern Trust Corp | $31.3B | 18.6 | −7.9% | +27.5% | 35 |
| IVZ Invesco LTD | $11.9B | — | +13.7% | +7.3% | 38 |
| AMG Affiliated Managers Group | $9.4B | 15.7 | +4.2% | +32.6% | 10 |
| SRCE 1st Source Corp | $2.1B | 12.2 | +3.8% | +41.4% | 67 |
| FISI Financial Institutions Inc | $776M | 10.0 | +39.3% | +30.4% | 40 |
| HTB HomeTrust Bancshares, Inc. | $743M | 12.3 | −0.8% | +11.0% | 14 |
| TCBX Third Coast Bancshares, Inc. Common Stoc | $646M | 10.2 | +12.8% | +6.4% | 68 |
| BWFG Bankwell Financial Group Inc | $559M | — | — | +56.7% | — |
| PDLB Ponce Financial Group, Inc. Common Stock | $525M | 22.6 | −24.4% | +37.4% | 60 |
| Peer median | $1.4B | 12.3 | +4.0% | +29.0% | 39 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.