Daniel S Jones
CIK 1607574 · View on SEC EDGAR ↗
First SEC filing: June 13, 2014 · Latest: Feb. 7, 2019
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2014 | BWFG | P | 1,642 | $18.00 | $29,556 | 1,642 Indirect | — | Acquired | 263.3% (price as of 2026-08-20) |
| May 15, 2014 | BWFG | P | 28,000 | $18.00 | $504,000 | 28,000 Direct | — | Acquired | 263.3% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Dec. 11, 2017 | BWFG | Stock Options [F4] | Common Stock (2,569) | $20.70 | Dec. 12, 2017 | 2,569 | Disposed |
| Oct. 14, 2016 | BWFG | Stock Options [F4] | Common Stock (2,900) | $17.50 | Dec. 13, 2016 | 2,900 | Disposed |
| Dec. 3, 2015 | BWFG | Warrants [F5] | Common Stock (8,686) | $14.00 | Dec. 5, 2015 | 8,686 | Disposed |
| Dec. 3, 2015 | BWFG | Warrants [F4] | Common Stock (8,686) | $14.00 | Dec. 5, 2015 | 8,686 | Disposed |
| Oct. 20, 2015 | BWFG | Stock Options [F6] | Common Stock (820) | $15.50 | Dec. 22, 2015 | 820 | Disposed |
| Feb. 10, 2015 | BWFG | Stock Options [F6] | Common Stock (330) | $14.50 | March 1, 2015 | 330 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 20 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 13, 2014 | BWFG | Common Stock | 177,457 | Direct |
| June 13, 2014 | BWFG | Common Stock [F1] | 1,300 | Direct |
| June 13, 2014 | BWFG | Common Stock | — | Indirect |
| June 13, 2014 | BWFG | Stock Options [F3]→ Common Stock (330) | 330 | Direct |
| June 13, 2014 | BWFG | Stock Options [F3]→ Common Stockl (820) | 820 | Direct |
| June 13, 2014 | BWFG | Stock Options [F4]→ Common Stock (2,900) | 2,900 | Direct |
| June 13, 2014 | BWFG | Stock Options [F5]→ Common Stock (2,569) | 2,569 | Direct |
| May 19, 2014 | BWFG | Common Stock | 177,457 | Direct |
| May 19, 2014 | BWFG | Common Stock [F1] | 1,300 | Direct |
| May 19, 2014 | BWFG | Common Stock [F2] | 5,518 | Indirect |
| May 19, 2014 | BWFG | Stock Options [F3]→ Common Stock (330) | 330 | Direct |
| May 19, 2014 | BWFG | Stock Options [F3]→ Common Stockl (820) | 820 | Direct |
| May 19, 2014 | BWFG | Stock Options [F4]→ Common Stock (2,900) | 2,900 | Direct |
| May 19, 2014 | BWFG | Stock Options [F5]→ Common Stock (2,569) | 2,569 | Direct |
| May 14, 2014 | BWFG | Common Stock | 182,975 | Direct |
| May 14, 2014 | BWFG | Common Stock [F1] | 1,300 | Direct |
| May 14, 2014 | BWFG | Stock Options [F2]→ Common Stock (330) | 330 | Direct |
| May 14, 2014 | BWFG | Stock Options [F2]→ Common Stockl (820) | 820 | Direct |
| May 14, 2014 | BWFG | Stock Options [F3]→ Common Stock (2,900) | 2,900 | Direct |
| May 14, 2014 | BWFG | Stock Options [F4]→ Common Stock (2,569) | 2,569 | Direct |