Dean Allara - 01 Jan 2024 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Role
Senior Managing Director, Vice Chairman and Head of Client Solutions Group, Director
Signature
/s/ Matthew Grant, as attorney-in-fact
Issuer symbol
BRDG
Transactions as of
01 Jan 2024
Transactions value $
$0
Form type
4
Filing time
03 Jan 2024, 16:57:03 UTC
Previous filing
05 Jul 2023
Next filing
24 Jul 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRDG Class A Common Stock Award $0 +150,000 +36.5% $0 561,006 01 Jan 2024 Direct F1
holding BRDG Class B Common Stock 500,000 01 Jan 2024 The Dean Allara Family Legacy Trust dtd December 20, 2021 F2
holding BRDG Class B Common Stock 558,632 01 Jan 2024 By Rockridge Investments, LLC F3
holding BRDG Class B Common Stock 500,000 01 Jan 2024 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F4
holding BRDG Class B Common Stock 4,863,964 01 Jan 2024 Direct

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
holding BRDG Class A Units 6,303,811 01 Jan 2024 Class A Common Stock 6,303,811 Direct F5
holding BRDG Class A Units 558,632 01 Jan 2024 Class A Common Stock 558,632 By Rockridge Investments, LLC F3, F5
holding BRDG Class A Units 500,000 01 Jan 2024 Class A Common Stock 500,000 The Dean Allara Family Legacy Trust dtd December 20, 2021 F2, F5
holding BRDG Class A Units 500,000 01 Jan 2024 Class A Common Stock 500,000 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents an award of restricted Class A Common Stock which will vest in four equal annual installments, with the first such annual installment vesting on January 1, 2025, subject to the Reporting Person's continued service with the Issuer through each vesting date.
F2 The Reporting Person is the Trustee of the Dean Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities.
F3 The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to be the beneficial owner of these securities.
F4 The Reporting Person is the Trustee of the Stacey Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities.
F5 The Class A Units in Bridge Investment Group Holdings LLC may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis.

Remarks:

Senior Managing Director, Vice Chairman and Head of Client Solutions Group