| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Morse Robert Randolph | Executive Chairman, Director, 10%+ Owner | C/O BRIDGE INVESTMENT GROUP HOLDINGS INC, 111 EAST SEGO LILY DRIVE, SUITE 400, SANDY | /s/ Matthew Grant Attorney-in-Fact | 2025-09-02 | 0001569086 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRDG | Class A Common Stock | Award | $0 | +448K | +14.55% | $0.00 | 3.53M | Sep 2, 2025 | Direct | F1 |
| transaction | BRDG | Class A Common Stock | Disposed to Issuer | -3.53M | -100% | 0 | Sep 2, 2025 | Direct | F2, F3, F4 | ||
| transaction | BRDG | Class B Common Stock | Disposed to Issuer | -1.41M | -100% | 0 | Sep 2, 2025 | By Family Trusts | F2, F3, F4, F5 | ||
| transaction | BRDG | Class B Common Stock | Disposed to Issuer | -27.9M | -100% | 0 | Sep 2, 2025 | By FLM Holdings, LLC | F2, F3, F4, F6 |
| 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 | -1.45M | -100% | 0 | Sep 2, 2025 | Class A Common Stock | 1.45M | By Family Trusts | F2, F3, F4, F5 | |||
| transaction | BRDG | Class A Units | Disposed to Issuer | -33.6M | -100% | 0 | Sep 2, 2025 | Class A Common Stock | 33.6M | By FLM Holdings, LLC | F2, F3, F4, F6 |
Robert R. Morse 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. |
| F5 | Represents Class A Units and shares of Class B Common Stock previously held by The Charlotte Morse 2017 AET ("Trust I"), The Elliot Coleman Morse 2017 AET ("Trust II"), The Margaret Brooke Morse 2017 AET ("Trust III") and The Robert Edson Morse 2017 AET ("Trust IV" and together with Trust I, Trust II and Trust III, the "Family Trusts"). FLM Management LLC is the trustee of each of the Family Trusts. The Reporting Person is the manager of FLM Management LLC and, as a result, may be deemed to share beneficial ownership. |
| F6 | The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to share beneficial ownership. |