Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
O'Farrell Adam | Chief Operating Officer, Director | C/O BRIDGE INVESTMENT GROUP HOLDINGS INC, 111 EAST SEGO LILY DRIVE, SUITE 400, SANDY | /s/ Matthew Grant Attorney-in-Fact | 2025-09-02 | 0001870917 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRDG | Class A Common Stock | Award | $0 | +38.9K | +7.39% | $0.00 | 566K | Sep 2, 2025 | Direct | F1 |
transaction | BRDG | Class A Common Stock | Disposed to Issuer | -566K | -100% | 0 | Sep 2, 2025 | Direct | F2, F3, F4 | ||
transaction | BRDG | Class B Common Stock | Disposed to Issuer | -827K | -100% | 0 | Sep 2, 2025 | By Adam B. O'Farrell and Tracy K. O'Farrell Trust dtd May 9, 2019 | F2, F3, F4 | ||
transaction | BRDG | Class B Common Stock | Disposed to Issuer | -1.46M | -100% | 0 | Sep 2, 2025 | By The O'Farrell Irrevocable Trust | F2, F3, F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRDG | Class A Units | Disposed to Issuer | -1.47M | -100% | 0 | Sep 2, 2025 | Class A Common Stock | 1.47M | By Adam B. O'Farrell and Tracy K. O'Farrell Trust dtd May 9, 2019 | F2, F3, F4 | |||
transaction | BRDG | Class A Units | Disposed to Issuer | -1.46M | -100% | 0 | Sep 2, 2025 | Class A Common Stock | 1.46M | By The O'Farrell Irrevocable Trust | F2, F3, F4 |
Adam O'Farrell is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may continue.
Id | Content |
---|---|
F1 | Represents an award of restricted stock units that vest in four substantially equal annual installments beginning on September 2, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. |
F2 | Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 23, 2025, the Issuer and Bridge Investment Group Holdings LLC became wholly owned subsidiaries (the "Mergers") of Apollo Global Management, Inc. ("Parent"). At the effective time of the Mergers (the "Effective Time"), among other transactions, (i) each share of Class A Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class A Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, (cont. in FN 3) |
F3 | (cont. from FN 2) (ii) each share of Class B Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class B Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.00006 per share, (iii) each restricted stock award of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into an award of restricted shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock award of the Issuer immediately prior to the Effective Time, (cont. in FN 4) |
F4 | (cont. from FN 3) (iv) each restricted stock unit of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into a number of restricted stock units of Parent with respect to shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock unit of the Issuer immediately prior to the Effective Time and (v) each Class A Unit issued and outstanding immediately prior to the Effective Time, excluding certain Class A Units as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such Class A Unit immediately prior to the Effective Time. |