Jeffrey D. Shellberg - Net Worth and Insider Trading
Jeffrey D. Shellberg Net Worth
The estimated net worth of Jeffrey D. Shellberg is at least $10 Million dollars as of 2024-11-13. Jeffrey D. Shellberg is the EVP AND CHIEF CREDIT OFFICER of Bridgewater Bancshares Inc and owns about 642,515 shares of Bridgewater Bancshares Inc (BWB) stock worth over $10 Million. Details can be seen in Jeffrey D. Shellberg's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jeffrey D. Shellberg has not made any transactions after 2024-10-29 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey D. Shellberg
Jeffrey D. Shellberg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey D. Shellberg owns 1 companies in total, including Bridgewater Bancshares Inc (BWB) .
Click here to see the complete history of Jeffrey D. Shellberg’s form 4 insider trades.
Insider Ownership Summary of Jeffrey D. Shellberg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BWB | Bridgewater Bancshares Inc | 2024-10-29 | director & EVP and Chief Credit Officer |
Jeffrey D. Shellberg Latest Holdings Summary
Jeffrey D. Shellberg currently owns a total of 1 stock. Jeffrey D. Shellberg owns 642,515 shares of Bridgewater Bancshares Inc (BWB) as of October 29, 2024, with a value of $10 Million.
Latest Holdings of Jeffrey D. Shellberg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BWB | Bridgewater Bancshares Inc | 2024-10-29 | 642,515 | 15.11 | 9,708,402 |
Holding Weightings of Jeffrey D. Shellberg
Jeffrey D. Shellberg Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey D. Shellberg has made a total of 1 transactions in Bridgewater Bancshares Inc (BWB) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Bridgewater Bancshares Inc is the sale of 20,000 shares on October 29, 2024, which brought Jeffrey D. Shellberg around $295,000.
Insider Trading History of Jeffrey D. Shellberg
- 1
Jeffrey D. Shellberg Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey D. Shellberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey D. Shellberg is -0.47%. GuruFocus also compares Jeffrey D. Shellberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey D. Shellberg within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey D. Shellberg's insider trading performs compared to the benchmark.
Performance of Jeffrey D. Shellberg
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.67 | | | | | |
| Relative Return to S&P 500(%) | 7.37 | | | | | |
Jeffrey D. Shellberg Ownership Network
Ownership Network List of Jeffrey D. Shellberg
Ownership Network Relation of Jeffrey D. Shellberg
Jeffrey D. Shellberg Owned Company Details
What does Bridgewater Bancshares Inc do?
Who are the key executives at Bridgewater Bancshares Inc?
Jeffrey D. Shellberg is the director & EVP and Chief Credit Officer of Bridgewater Bancshares Inc. Other key executives at Bridgewater Bancshares Inc include EVP & Chief Operating Officer Mary Jayne Crocker , director & President & CEO Jerry J. Baack , and SVP Deposit Svcs/Emerging Prod Lisa M Salazar .
Bridgewater Bancshares Inc (BWB) Insider Trades Summary
Over the past 18 months, Jeffrey D. Shellberg made 1 insider transaction in Bridgewater Bancshares Inc (BWB) with a net sale of 20,000. Other recent insider transactions involving Bridgewater Bancshares Inc (BWB) include a net purchase of 3,605 shares made by Mary Jayne Crocker , a net sale of 41,676 shares made by Jerry J. Baack , and a net sale of 7,000 shares made by Thomas P. Trutna .
In summary, during the past 3 months, insiders sold 58,500 shares of Bridgewater Bancshares Inc (BWB) in total and bought 330 shares, with a net sale of 58,170 shares. During the past 18 months, 113,442 shares of Bridgewater Bancshares Inc (BWB) were sold and 13,305 shares were bought by its insiders, resulting in a net sale of 100,137 shares.
Bridgewater Bancshares Inc (BWB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Bridgewater Bancshares Inc Insider Transactions
Jeffrey D. Shellberg Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey D. Shellberg. You might contact Jeffrey D. Shellberg via mailing address: 4450 Excelsior Blvd., Suite 100, St. Louis Park Mn 55416.
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