BWFG at a glance
Bankwell Financial Group, Inc. (BWFG, SEC CIK 1505732) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Bankwell Financial Group, Inc. (BWFG) reported revenue of $2.8 million (up 44.0% from FY2024) and net income of $35.2 million. Diluted EPS was $4.45.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Bankwell Financial Group, Inc. (BWFG) shares worth $114.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by SEIDMAN LAWRENCE B on September 8, 2026 of 510 shares at $66.95 per share.
- In the last 90 days, BWFG insiders reported 23 open-market purchases ($1.3M) and 1 open-market sale ($150K) on Form 4, a net purchase of $1.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.8M
- +44.0% vs prior year
- Insiders · 90 days
- 23 buys · 1 sell
- Net +$1.1M
- 13F holders
- 24 funds
- $114.2M · −2 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02 · Item 7.01 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $32.8M vs $25.9M YoY, up $6.9M
- Net income $12.4M vs $9.1M; ROAE 15.49% vs 12.98%, ROAA 1.46% vs 1.14%
- Net interest margin 3.58% vs 3.10%; noninterest income $3.3M vs $2.0M
- Best performer: commercial business loans, average balances $719.0M vs $558.2M
- Provision $1.2M vs $0.4M credit; deposits $3.0B, up $171.0M or 6.0% since December 31, 2025
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- Share-repurchase liquidity risk, with planned repurchases funded from cash on hand
- Market-compliance risk, with repurchases subject to Rules 10b-18 and 10b5-1
- Capital-allocation risk, with 202,133 shares remaining under the authorized repurchase plan
AI summary of the BWFG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal period ended June 30, 2026; results released July 23, 2026
- Exhibit 99.1 contains the detailed earnings release and operating results
Item 7.01: Regulation FD Disclosure
- Bankwell issued investor presentation materials on July 23, 2026 covering financial results and trends through June 30, 2026
- Presentation available as Exhibit 99.2 and on Bankwell’s investor-relations website
Item 8.01: Other Events
- Quarterly dividend of $0.20 per share declared by Bankwell Financial Group
- Payment scheduled for August 21, 2026 to shareholders of record August 10, 2026
Item EX-99.1: Item EX-99.1
- Q2 GAAP net income $12.4M, diluted EPS $1.52, up from $1.41 in Q1 and $1.15 year over year
- Net interest margin expanded 30 basis points to 3.58%, lifting net interest income to $29.5M
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held May 20, 2026, with 6,640,905 of 7,973,180 shares represented
- All 10 director nominees elected; lowest support for Carl Porto at 85.69%
Item 8.01: Other Events
- Quarterly dividend of $0.20 per share declared
- Payment scheduled for May 19, 2026
Item 7.01: Regulation FD Disclosure
- Presentation covers financial results and trends through March 31, 2026
- Issued April 22, 2026, providing investors an update beyond the quarter-end reporting date
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results covered the period ended March 31, 2026
- Press release issued April 22, 2026, with detailed operating results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 2026 net income $11.3M, diluted EPS $1.41, up from $9.1M and $1.15 in Q4 2025
- Core deposits grew $113M while brokered deposits and FHLB borrowings declined $44.5M and $50M, reducing wholesale reliance to 18.1%
AI summaries of BWFG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BWFG
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- Fund moves. Which tracked funds opened, added or cut BWFG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SEIDMAN LAWRENCE B | Buy | Sep 8, 2026 | 510 | $66.95 |
| SEIDMAN LAWRENCE B | Buy | Sep 8, 2026 | 1,304 | $66.92 |
| SEIDMAN LAWRENCE B | Buy | Sep 8, 2026 | 266 | $67.11 |
| SEIDMAN LAWRENCE B | Buy | Sep 8, 2026 | 1,956 | $66.92 |
| Drexler Blake S | Buy | Sep 8, 2026 | 116 | $67.11 |
| SEIDMAN LAWRENCE B | Buy | Sep 8, 2026 | 432 | $66.95 |
| Dunne Jeffrey R | Buy | Sep 8, 2026 | 261 | $67.11 |
| Porto Carl M | Buy | Sep 8, 2026 | 327 | $67.11 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.6M | $2.0M | $2.8M |
| Net Income | $36.7M | $9.8M | $35.2M |
| Net Margin | 2250.6% | 497.7% | 1245.5% |
| Balance Sheet | |||
| Total Assets | $3.2B | $3.3B | $3.4B |
| Equity | $265.8M | $270.5M | $301.5M |
| ROE | 13.8% | 3.6% | 11.7% |
| Per Share | |||
| EPS | - | $1.23 | $4.45 |
| Cash Flow | |||
| Operating CF | $31.9M | $29.9M | $28.3M |
| CapEx | $2.0M | $613K | $1.1M |
Source: XBRL data in Bankwell Financial Group, Inc. (BWFG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BWFG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $114.2M |
| Q1 2026 | 26 | $88.5M |
| Q4 2025 | 22 | $82.4M |
| Q3 2025 | 23 | $73.7M |
| Q2 2025 | 19 | $54.0M |
| Q1 2025 | 15 | $32.5M |
| Q4 2024 | 10 | $30.6M |
| Q3 2024 | 9 | $19.5M |
- AQR Capital Management+58.0K (+114%)
- Two Sigma Investments+33.3K (+39%)
- Northern Trust+28.2K (+43%)
- State Street Corp+15.4K (+12%)
- BlackRock+12.9K (+3%)
- Goldman Sachs Group−17.3K (-19%)
- Renaissance Technologies LLC−13.8K (-13%)
- Prudential Financial−7.4K (-56%)
- Vanguard Capital Management LLC−5.5K (-2%)
- Morgan Stanley−2.8K (-8%)
- Millennium Management−19.7K
- Franklin Resources−4.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 148 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BWFG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
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BWFG SEC filings: frequently asked questions
Are BWFG insiders buying or selling?
In the last 90 days, Bankwell Financial Group, Inc. (BWFG) officers, directors and 10% owners reported 23 open-market purchases worth $1.3 million by 5 insiders and 1 open-market sale worth $149,898 by 1 insider on Form 4, a net purchase of $1.1 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BWFG stock?
As of June 30, 2026, the largest Bankwell Financial Group, Inc. (BWFG) holders among the 13F filers tracked by SignalX were BlackRock ($29.0 million), Dimensional Fund Advisors ($19.4 million), Vanguard Capital Management LLC ($16.3 million), State Street Corp ($8.6 million), Two Sigma Investments ($7.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BWFG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Bankwell Financial Group, Inc. (BWFG) reported revenue of $2.8 million (up 44.0% from FY2024) and net income of $35.2 million. Diluted EPS was $4.45. The figures come from the XBRL data in the 10-K.
What did BWFG report in its latest 8-K?
Bankwell Financial Group, Inc. (BWFG) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Fiscal period ended June 30, 2026; results released July 23, 2026.
What are the latest BWFG SEC filings?
Bankwell Financial Group, Inc. (BWFG) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on September 9, 2026.
What is BWFG's SEC CIK number?
Bankwell Financial Group, Inc. (BWFG)'s SEC Central Index Key (CIK) is 1505732. EDGAR lists every BWFG filing under that number.
Ask anything about BWFG
The research agent reads BWFG's filings, financials, insider trades and 13F holders, then answers with sources.