Adam O'Farrell - Sep 2, 2025 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Signature
/s/ Matthew Grant Attorney-in-Fact
Stock symbol
BRDG
Transactions as of
Sep 2, 2025
Transactions value $
$0
Form type
4
Date filed
9/2/2025, 04:25 PM
Previous filing
Jul 23, 2025

Reporting Owners (1)

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

Transactions Table

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

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Adam O'Farrell is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may continue.

Explanation of Responses:

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.