Dean Allara - Sep 2, 2025 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Role
Vice Chairman, Director
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, 04:35 PM
Previous filing
Jul 23, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Allara Dean Vice Chairman, 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 0001870999

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRDG Class A Common Stock Award $0 +48.7K +7.57% $0.00 692K Sep 2, 2025 Direct F1
transaction BRDG Class A Common Stock Disposed to Issuer -692K -100% 0 Sep 2, 2025 Direct F2, F3, F4
transaction BRDG Class B Common Stock Disposed to Issuer -4.86M -100% 0 Sep 2, 2025 Direct F2, F3, F4
transaction BRDG Class B Common Stock Disposed to Issuer -500K -100% 0 Sep 2, 2025 The Dean Allara Family Legacy Trust dtd December 20, 2021 F2, F3, F4, F5
transaction BRDG Class B Common Stock Disposed to Issuer -500K -100% 0 Sep 2, 2025 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F2, F3, F4, F6
transaction BRDG Class B Common Stock Disposed to Issuer -559K -100% 0 Sep 2, 2025 By Rockridge Investments, LLC F2, F3, F4, F7

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 -6.3M -100% 0 Sep 2, 2025 Class A Common Stock 6.3M Direct F2, F3, F4
transaction BRDG Class A Units Disposed to Issuer -500K -100% 0 Sep 2, 2025 Class A Common Stock 500K The Dean Allara Family Legacy Trust dtd December 20, 2021 F2, F3, F4, F5
transaction BRDG Class A Units Disposed to Issuer -500K -100% 0 Sep 2, 2025 Class A Common Stock 500K The Stacey Allara Family Legacy Trust dtd December 20, 2021 F2, F3, F4, F6
transaction BRDG Class A Units Disposed to Issuer -559K -100% 0 Sep 2, 2025 Class A Common Stock 559K By Rockridge Investments, LLC F2, F3, F4, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Dean Allara 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.
F5 The Reporting Person is the Trustee of the Dean Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to share beneficial ownership.
F6 The Reporting Person is the Trustee of the Stacey Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to share beneficial ownership.
F7 The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to share beneficial ownership.