Filing Details
- Accession Number:
- 0001104659-24-129798
- Form Type:
- 13G Filing
- Publication Date:
- 2024-12-17 19:00:00
- Filed By:
- Michael F. Petrie
- Company:
- Merchants Bancorp (NASDAQ:MBIN)
- Filing Date:
- 2024-12-18
- SEC Url:
- 13G Filing
Ownership Summary
Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.
| Name | Beneficially Owned Number of Shares | Beneficially Owned Number of Aggregate Shares | Percent of Class |
|---|---|---|---|
| Michael F. Petrie | 0 | 12,650,641 | 27.6% |
| Jody J. Petrie | 0 | 12,650,641 | 27.6% |
| Emily J. Pell | 0 | 2,693,128 | 5.9% |
| The Emily J. Petrie Irrevocable Trust - 2010 | 0 | 2,611,424 | 5.7% |
| The Julia L. Petrie Irrevocable Trust - 2010 | 0 | 2,482,616 | 5.4% |
Filing
|
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
|
UNDER THE SECURITIES EXCHANGE ACT OF 1934
|
(Amendment No. 9)
|
Merchants Bancorp (Name of Issuer) |
Common Stock (Title of Class of Securities) |
58844R108 (CUSIP Number) |
12/11/2024 (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)
|
| Rule 13d-1(c)
|
 Rule 13d-1(d)
|
SCHEDULE 13G
|
| CUSIP No. | 58844R108 |
| 1 | Names of Reporting Persons
Michael F. Petrie | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
12,650,641.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
27.6 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
|
| CUSIP No. | 58844R108 |
| 1 | Names of Reporting Persons
Jody J. Petrie | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
12,650,641.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
27.6 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
|
| CUSIP No. | 58844R108 |
| 1 | Names of Reporting Persons
Emily J. Pell | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
2,693,128.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
5.9 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
|
| CUSIP No. | 58844R108 |
| 1 | Names of Reporting Persons
The Emily J. Petrie Irrevocable Trust - 2010 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
2,611,424.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
5.7 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13G
|
| CUSIP No. | 58844R108 |
| 1 | Names of Reporting Persons
The Julia L. Petrie Irrevocable Trust - 2010 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
2,482,616.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
5.4 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13G
|
| Item 1. | ||
| (a) | Name of issuer:
Merchants Bancorp | |
| (b) | Address of issuer's principal executive offices:
410 Monon Boulevard Carmel, IN, 46032 | |
| Item 2. | ||
| (a) | Name of person filing:
Michael F. Petrie, Jody J. Petrie, The Emily J. Petrie Irrevocable Trust - 2010, The Julia J. Petrie Irrevocable Trust - 2010, Emily J. Pell
Michael F. Petrie, Jody J. Petrie, The Emily J. Petrie Irrevocable Trust - 2010, The Julia L. Petrie Irrevocable Trust - 2010, and Emily J. Pell have entered into a Joint Filing Agreement pursuant to which they have agreed to file this Schedule 13G Amendment jointly in accordance with the provisions of Rule 13d-1(k) of the Act. | |
| (b) | Address or principal business office or, if none, residence:
410 Monon Boulevard, Carmel, IN 46032 | |
| (c) | Citizenship:
United States | |
| (d) | Title of class of securities:
Common Stock | |
| (e) | CUSIP No.:
58844R108 | |
| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
| |
| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
| |
| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
| |
| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
| |
| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
| |
| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
| |
| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
| |
| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
| |
| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
| |
| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
| |
| Item 4. | Ownership | |
| (a) | Amount beneficially owned:
Michael F. Petrie - 12,650,641
Jody J. Petrie - 12,650,641
Emily J. Pell - 2,693,128
The Emily J. Petrie Irrevocable Trust - 2010 - 2,611,424
The Julia L. Petrie Irrevocable Trust - 2010 - 2,482,616 | |
| (b) | Percent of class:
27.6%
27.6%
5.9%
5.7%
5.4 | |
| (c) | Number of shares as to which the person has:
| |
| (i) Sole power to vote or to direct the vote:
0
0
2,018,399
2,611,424
2,482,616 | ||
| (ii) Shared power to vote or to direct the vote:
12,650,641
12,650,641
674,729
0
0 | ||
| (iii) Sole power to dispose or to direct the disposition of:
0
0
2,018,399
2,611,424
2,482,616 | ||
| (iv) Shared power to dispose or to direct the disposition of:
12,650,641
12,650,641
674,729
0
0 | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
Not Applicable
| ||
| 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
| ||
| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
| ||
| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
| ||
| Item 10. | Certifications: |
Not Applicable
|
| 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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Exhibit Information
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JOINT FILING AGREEMENT
The undersigned hereby agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, and that all subsequent amendments to this statement on Schedule 13G may be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements.
Dated: December 18, 2024
/s/ Michael F. Petrie
Michael F. Petrie
/s/ Jody J. Petrie
Jody J. Petrie
/s/ Emily J. Pell
Emily J. Pell
The Emily J. Petrie Irrevocable Trust - 2010
/s/ Jody J. Petrie
Jody J. Petrie, Trustee
The Julia L. Petrie Irrevocable Trust - 2010
/s/ Jody J. Petrie
Jody J. Petrie, Trustee |