Robert Randolph Morse - 16 Jul 2021 Form 3 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Role
Partner and Executive Chairman Exhibit List: Exhibit 24 - Power of Attorney, Director, 10%+ Owner
Signature
/s/ Matthew Grant, Attorney-in-Fact
Issuer symbol
BRDG
Transactions as of
16 Jul 2021
Net transactions value
$0
Form type
3
Filing time
16 Jul 2021, 21:19:30 UTC
Previous filing
19 May 2021
Next filing
21 Jul 2021
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding BRDG Class B Common Stock 28,873,403 16 Jul 2021 By FLM Holdings, LLC F1
holding BRDG Class B Common Stock 1,412,126 16 Jul 2021 By Family Trusts F2

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 16 Jul 2021 Class A Common Stock 28,873,403 By FLM Holdings, LLC F1, F3
holding BRDG Class A Units 16 Jul 2021 Class A Common Stock 1,412,126 By Family Trusts F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to be the beneficial owner of these securities.
F2 Represents 535,274 Class A Units and 535,274 shares of Class B Common Stock held by The Charlotte Morse 2017 AET ("Trust I"), 292,284 Class A Units and 292,284 shares of Class B Common Stock held by The Elliot Coleman Morse 2017 AET ("Trust II"), 292,284 Class A Units and 292,284 shares of Class B Common Stock held by The Margaret Brooke Morse 2017 AET ("Trust III") and 292,284 Class A Units and 292,284 shares of Class B Common Stock held by 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 be the beneficial owner of these securities.
F3 The Class A Units may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis.

Remarks:

Partner and Executive Chairman Exhibit List: Exhibit 24 - Power of Attorney