Dean Allara - Jan 1, 2023 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Role
Officer, Director
Signature
/s/ Matthew Grant, as attorney-in-fact
Stock symbol
BRDG
Transactions as of
Jan 1, 2023
Transactions value $
$1,099,900
Form type
4
Date filed
1/4/2023, 02:45 PM
Previous filing
Jan 6, 2022
Next filing
Jul 5, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRDG Class A Common Stock Award $0 +140K +51.66% $0.00 411K Jan 1, 2023 Direct F1
holding BRDG Class B Common Stock 500K Jan 1, 2023 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F2
holding BRDG Class B Common Stock 500K Jan 1, 2023 The Dean Allara Family Legacy Trust dtd December 20, 2021 F3
holding BRDG Class B Common Stock 559K Jan 1, 2023 By Rockridge Investments, LLC F4
holding BRDG Class B Common Stock 4.86M Jan 1, 2023 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
transaction BRDG Class A Units Other $1.1M +91.3K +1.52% $12.05 6.09M Jan 1, 2023 Class A Common Stock 91.3K Direct F5, F6
holding BRDG Class A Units 559K Jan 1, 2023 Class A Common Stock 559K By Rockridge Investments, LLC F4, F5
holding BRDG Class A Units 500K Jan 1, 2023 Class A Common Stock 500K The Dean Allara Family Legacy Trust dtd December 20, 2021 F3, F5
holding BRDG Class A Units 500K Jan 1, 2023 Class A Common Stock 500K The Stacey Allara Family Legacy Trust dtd December 20, 2021 F2, 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 three equal annual installments, with the first such annual installment vesting on January 1, 2026, subject to the Reporting Person's continued service with the Issuer through each vesting date.
F2 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.
F3 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.
F4 The Reporting Person is the manager of Rockridge Investments, LLC 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.
F6 Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer.