Bridgewater Bancshares (BWB) director adds stock through 1,146-share grant
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Juran David B. reported acquisition or exercise transactions in this Form 4 filing.
Bridgewater Bancshares Inc director David B. Juran received a grant of 1,146 shares of common stock on March 31, 2026 at no cost, increasing his direct holdings to 1,348,967 shares.
He also reports indirect ownership through several trusts, including shares held as co-trustee of a Residuary Trust, as attorney-in-fact for a Revocable Trust, and as trustee of Descendant's Separate Trust and Martial Trust 2.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Juran David B.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 1,146 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,348,967 shares (Direct);
Common Stock — 10,725 shares (Indirect, By Trust)
Footnotes (1)
- Shares of common stock are held by Mr. Juran as co-trustee of a Residuary Trust dated June 18, 2002. Mr. Juran possesses shared voting and investment power with respect to the shares of common stock held under the trust. Mr. Juran is attorney-in-fact for a trustee who holds the shares of common stock as trustee of a Revocable Trust dated January 31, 2014. Mr. Juran is not a trustee of the trust, however Mr. Juran may possess investment power with respect to the shares of common stock held under the trust. Shares of common stock are held by Mr. Juran as trustee of Descendant's Separate Trust under a trust agreement dated September 17, 2018. Shares of common stock are held by Mr. Juran as trustee of Martial Trust 2 under a trust agreement dated September 17, 2018.
Key Figures
Stock grant: 1,146 shares
Direct holdings after grant: 1,348,967 shares
Indirect holdings – trust 1: 10,725 shares
+3 more
6 metrics
Stock grant
1,146 shares
Grant of common stock on March 31, 2026
Direct holdings after grant
1,348,967 shares
Common stock directly owned following transaction
Indirect holdings – trust 1
10,725 shares
Common stock held indirectly by trust, nature of ownership: By Trust
Indirect holdings – trust 2
95,307 shares
Common stock held indirectly by trust, nature of ownership: By Trust
Indirect holdings – trust 3
16,328 shares
Common stock held indirectly by trust, nature of ownership: By Trust
Indirect holdings – trust 4
121,301 shares
Common stock held indirectly by trust, nature of ownership: By Trust
Key Terms
grant/award acquisition, attorney-in-fact, Revocable Trust, Residuary Trust, +1 more
5 terms
grant/award acquisition financial
"The transaction is classified as a grant/award acquisition of common stock."
attorney-in-fact financial
"Mr. Juran is attorney-in-fact for a trustee who holds the shares of common stock as trustee of a Revocable Trust dated January 31, 2014."
An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.
Revocable Trust financial
"trustee who holds the shares of common stock as trustee of a Revocable Trust dated January 31, 2014."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
Residuary Trust financial
"Shares of common stock are held by Mr. Juran as co-trustee of a Residuary Trust dated June 18, 2002."
voting and investment power financial
"Mr. Juran possesses shared voting and investment power with respect to the shares of common stock held under the trust."
FAQ
What insider transaction did BWB director David B. Juran report?
David B. Juran reported receiving a grant of 1,146 shares of Bridgewater Bancshares common stock. The grant was recorded at a price of $0.0000 per share and classified as a grant or award acquisition, increasing his direct ownership position in the company.