SCHEDULE 13G/A: David Juran Discloses 5.8% Passive Stake in Bridgewater Bancshares
Beneficial Ownership Report
David Juran has filed an amended Schedule 13G, reporting a 5.8% beneficial ownership stake in Bridgewater Bancshares, Inc. as of December 31, 2024.
Summary
- David Juran beneficially owns an aggregate of 1,586,550 shares of Bridgewater Bancshares, Inc. common stock.
- This ownership represents 5.8% of the company's outstanding common stock.
- The percentage is calculated based on 27,552,449 shares of common stock outstanding as of December 31, 2024, as reported in the Issuer's Form 8-K filed on January 29, 2025.
- Mr. Juran holds sole voting power and sole dispositive power over 1,480,518 shares.
- He holds shared voting power and shared dispositive power over 106,032 shares.
- The shares are held directly by Mr. Juran and indirectly through various trusts where he serves as trustee, co-trustee, or attorney-in-fact.
Sentiment
Score: 5
Explanation: Neutral. This is a factual disclosure of beneficial ownership and does not convey positive or negative sentiment about the company's performance or prospects.
Positives
- The filing indicates a significant individual beneficial ownership stake of 5.8% in Bridgewater Bancshares, Inc. by David Juran, demonstrating a notable investment position.
Negatives
- The Schedule 13G filing, being a beneficial ownership disclosure, does not contain information regarding negative operational or financial aspects of Bridgewater Bancshares, Inc.
Risks
- This Schedule 13G filing is a beneficial ownership report and does not contain specific risk factors related to Bridgewater Bancshares, Inc.'s operations or financial performance.
Future Outlook
This Schedule 13G filing is a beneficial ownership report and does not provide forward-looking statements or guidance regarding Bridgewater Bancshares, Inc.'s future outlook.
Industry Context
This filing is a routine disclosure of a significant individual ownership stake in a bank holding company. It does not provide specific insights into broader industry trends or competitive dynamics beyond indicating an individual's investment in the financial services sector.
Stakeholder Impact
- This filing primarily impacts shareholders by providing transparency on a significant individual ownership stake.
- It does not directly detail impacts on employees, customers, suppliers, or creditors.
Next Steps
- The document does not specify any future actions, events, or milestones for Bridgewater Bancshares, Inc. or the reporting person beyond the routine nature of such filings.
Key Dates
| Date | Description |
|---|---|
| 2002-06-18 | Date of a marital trust and a residuary trust where Mr. Juran serves as 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 a decendant's separate trust and marital trust 2 where Mr. Juran serves as trustee. |
| 2021-02-05 | Date of the original Schedule 13G filing by David Juran, referenced for Power of Attorney. |
| 2024-12-31 | Date of event which requires filing of this statement (reporting date for ownership). |
| 2025-01-29 | Date of Issuer's Form 8-K filing reporting 27,552,449 shares outstanding. |
| 2025-02-10 | Date of this Schedule 13G Amendment No. 4 filing. |
Keywords
Bridgewater Bancshares, David Juran, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Passive Investment, Bank Stock, Financial Services
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