Jonathan Slager - 01 Jul 2023 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
05 Jul 2023, 16:46:03 UTC
Prior SEC filing
04 Jan 2023
Next SEC filing
03 Jan 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Matthew Grant, as attorney-in-fact

Key filing fact

Jonathan Slager filed Form 4 for Bridge Investment Group Holdings Inc. (BRDG) on 05 Jul 2023.

Key facts

  • This page summarizes Jonathan Slager's Form 4 filing for Bridge Investment Group Holdings Inc. (BRDG).
  • 1 reported transaction and 3 derivative rows are listed below.
  • Accepted by SEC: 05 Jul 2023, 16:46.

Change

  • Previous filing in this sequence was filed on 04 Jan 2023.
  • Current net transaction value: +$1,948,114.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BRDG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
592,744
Date
01 Jul 2023
Ownership
Direct
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,374,838
Date
01 Jul 2023
Ownership
By SF Intentional Irrevocable Trust Dated December 30, 2019
Footnotes
F1
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,256,198
Date
01 Jul 2023
Ownership
By J.P. Slager, LLC
Footnotes
F2
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
320,490
Date
01 Jul 2023
Ownership
By Slager Family Limited Partnership
Footnotes
F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BRDG transaction Derivative

Class A Units

Other

Transaction value
$1,948,114
Shares
+171,640
Change %
+5.2%
Price
$11.35
Shares after
3,468,512
Date
01 Jul 2023
Ownership
By J.P. Slager, LLC
Underlying class
Class A Common Stock
Underlying amount
171,640
Exercise price
Footnotes
F2, F4, F5
BRDG holding Derivative

Class A Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,374,838
Date
01 Jul 2023
Ownership
By SF Intentional Irrevocable Trust Dated December 30, 2019
Underlying class
Class A Common Stock
Underlying amount
2,374,838
Exercise price
Footnotes
F1, F4
BRDG holding Derivative

Class A Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
320,490
Date
01 Jul 2023
Ownership
By Slager Family Limited Partnership
Underlying class
Class A Common Stock
Underlying amount
320,490
Exercise price
Footnotes
F3, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

The Reporting Person is the grantor of the SF Intentional Irrevocable Trust Dated December 30, 2019 and may be deemed to be the beneficial owner of these securities.

Footnote F2

The Reporting Person is the manager of J.P. Slager, LLC and may be deemed to be the beneficial owner of these securities.

Footnote F3

The Reporting Person is the trustee of the general partner of the Slager Family Limited Partnership and may be deemed to be the beneficial owner of these securities.

Footnote F4

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.

Footnote F5

Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer.

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