SCHEDULE: David Juran Boosts Bridgewater Bancshares Stake to 5.7%
Beneficial Ownership Report
David Juran has increased his beneficial ownership in Bridgewater Bancshares, Inc. to 5.7% of common stock, totaling 1,591,482 shares.
Summary
- David Juran beneficially owns an aggregate of 1,591,482 shares of Bridgewater Bancshares, Inc. common stock.
- This ownership represents 5.7% of the company's common stock outstanding.
- The calculation is based on 27,759,970 shares of common stock outstanding as of December 31, 2025, as reported in the Issuer's Form 8-K dated January 27, 2026.
- Mr. Juran holds sole voting and dispositive power over 1,485,450 shares.
- Mr. Juran holds shared voting and dispositive power over 106,032 shares.
- Shares are held through various trusts, including those where Mr. Juran acts as trustee or co-trustee, or as attorney-in-fact for a trustee.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this filing positively as it indicates a significant and increased beneficial ownership by David Juran, suggesting strong insider confidence in Bridgewater Bancshares, Inc.'s prospects.
Positives
- The reporting person, David Juran, holds a significant beneficial ownership stake of 5.7% in Bridgewater Bancshares, Inc., which can signal confidence in the company's future prospects.
Industry Context
StockSavvy.ai notes that significant beneficial ownership by individuals like David Juran in a regional bank like Bridgewater Bancshares, Inc. can be interpreted by the market as a sign of insider confidence, potentially indicating a belief in the company's long-term value and stability within the banking sector.
Stakeholder Impact
- Shareholders may view the increased beneficial ownership by David Juran as a positive signal, potentially boosting investor confidence in the company's leadership and future performance.
Key Dates
| Date | Description |
|---|---|
| 2002-06-18 | Date of a residuary trust where Mr. Juran is a co-trustee. |
| 2014-01-31 | Date of a revocable trust where Mr. Juran is attorney-in-fact for the trustee. |
| 2018-09-17 | Date of trust agreements for a decedent's separate trust and marital trust 2, where Mr. Juran is trustee. |
| 2025-11-25 | Date of the Power of Attorney granted by David Juran. |
| 2025-12-31 | Date of event which requires filing of this statement, and the date for shares outstanding calculation. |
| 2026-01-27 | Date of the Issuer's Form 8-K, which reported the shares outstanding. |
| 2026-02-11 | Date of the Schedule 13G filing. |
Recommendation
holdThe filing indicates a significant and increased beneficial ownership by David Juran, which is generally a positive signal of insider confidence. However, a Schedule 13G filing primarily discloses ownership and does not provide comprehensive financial or operational details to warrant a 'buy' or 'sell' recommendation. A 'hold' recommendation is appropriate, suggesting investors maintain their current positions while awaiting further fundamental analysis or company updates.
Keywords
Bridgewater Bancshares, David Juran, Beneficial Ownership, Common Stock, SEC Filing, Schedule 13G, Insider Ownership, Banking Sector
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