Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 4)*
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BRIDGEWATER BANCSHARES, INC. (Name of Issuer) |
Common Stock (Title of Class of Securities) |
108621103 (CUSIP Number) |
12/31/2024 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
 Rule 13d-1(b)
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| Rule 13d-1(c)
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 Rule 13d-1(d)
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SCHEDULE 13G
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| CUSIP No. | 108621103 |
| 1 | Names of Reporting Persons
David Juran | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
1,586,550.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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| 11 | Percent of class represented by amount in row (9)
5.8 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
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| Item 1. | |
| (a) | Name of issuer:
BRIDGEWATER BANCSHARES, INC. |
| (b) | Address of issuer's principal executive offices:
4450 Excelsior Blvd., Suite 100, St. Louis Park, MN, 55416. |
| Item 2. | |
| (a) | Name of person filing:
David Juran |
| (b) | Address or principal business office or, if none, residence:
4450 Excelsior Blvd., Suite 100, St. Louis Park, MN 55416 |
| (c) | Citizenship:
United States |
| (d) | Title of class of securities:
Common Stock |
| (e) | CUSIP No.:
108621103 |
| Item 4. | Ownership |
| (a) | Amount beneficially owned:
See the responses to Item 9 on the attached cover pages. |
| (b) | Percent of class:
See the responses to Item 11 on the attached cover pages.Such response is based on 27,552,449 shares of common stock outstanding as of December 31, 2024, as reflected in the Issuer's Form 8-K dated January 29, 2025, as filed by the Issuer with the U.S. Securities and Exchange Commission on January 29, 2025. %
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| (c) | Number of shares as to which the person has:
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| (i) Sole power to vote or to direct the vote:
See the responses to Item 5 on the attached cover pages.Such response includes (i) 16,328 shares held by Mr. Juran as trustee of decendant's separate trust under trust agreement dated September 17, 2018 and (ii) 121,301 shares of common stock held by Mr. Juran as trustee of marital trust 2 under a trust agreement dated September 17, 2018. | |
| (ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.Such response includes (i) 86,775 shares held by Mr. Juran as co-trustee of a marital trust dated June 18, 2002, (ii) 10,725 shares held by Mr. Juran as co-trustee of a residuary trust dated June 18, 2002, and (iii) 8,532 shares held in a revocable trust dated January 31, 2014 for which Mr. Juran is the attorney-in-fact for the trustee of the trust and Mr. Juran may possess voting power and investment power with respect to the shares of common stock under the trust. | |
| (iii) Sole power to dispose or to direct the disposition of:
See the responses to Item 7 on the attached cover pages.Such response includes (i) 16,328 shares held by Mr. Juran as trustee of decendant's separate trust under trust agreement dated September 17, 2018 and (ii) 121,301 shares of common stock held by Mr. Juran as trustee of marital trust 2 under a trust agreement dated September 17, 2018. | |
| (iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.Such response includes (i) 86,775 shares held by Mr. Juran as co-trustee of a marital trust dated June 18, 2002, (ii) 10,725 shares held by Mr. Juran as co-trustee of a residuary trust dated June 18, 2002, and (iii) 8,532 shares held in a revocable trust dated January 31, 2014 for which Mr. Juran is the attorney-in-fact for the trustee of the trust and Mr. Juran may possess voting power and investment power with respect to the shares of common stock under the trust. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. |
Not Applicable
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| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. |
Not Applicable
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| Item 8. | Identification and Classification of Members of the Group. |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. |
Not Applicable
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| Item 10. | Certifications: |
Not Applicable
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| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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Comments accompanying signature: *Duly authorized under Power of Attorney incorporated herein by reference to the exhibit to the Schedule 13G filed by David Juran on February 5, 2021.