Dean Allara - 22 Jul 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, Attorney-in-Fact
Issuer symbol
BRDG
Transactions as of
22 Jul 2024
Transactions value $
-$138,398
Form type
4
Filing time
24 Jul 2024, 19:47:41 UTC
Previous filing
03 Jan 2024
Next filing
03 Jan 2025
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 Sale -$47,329 -5,730 -1% $8.26 555,276 22 Jul 2024 Direct F1
transaction BRDG Class A Common Stock Sale -$44,782 -5,468 -0.98% $8.19 549,808 23 Jul 2024 Direct F2
transaction BRDG Class A Common Stock Sale -$46,284 -5,764 -1% $8.03 544,044 24 Jul 2024 Direct F3
holding BRDG Class B Common Stock 500,000 22 Jul 2024 The Dean Allara Family Legacy Trust dtd December 20, 2021 F4
holding BRDG Class B Common Stock 558,632 22 Jul 2024 By Rockridge Investments, LLC F5
holding BRDG Class B Common Stock 500,000 22 Jul 2024 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F6
holding BRDG Class B Common Stock 4,863,964 22 Jul 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 22 Jul 2024 Class A Common Stock 6,303,811 Direct F7
holding BRDG Class A Units 500,000 22 Jul 2024 Class A Common Stock 500,000 The Dean Allara Family Legacy Trust dtd December 20, 2021 F4, F7
holding BRDG Class A Units 558,632 22 Jul 2024 Class A Common Stock 558,632 By Rockridge Investments, LLC F5, F7
holding BRDG Class A Units 500,000 22 Jul 2024 Class A Common Stock 500,000 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.18 to $8.40. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.08 to $8.36. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.93 to $8.14. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4 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.
F5 The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to be the beneficial owner of these securities.
F6 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.
F7 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