Dean Allara - Jul 22, 2024 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Signature
/s/ Matthew Grant, Attorney-in-Fact
Stock symbol
BRDG
Transactions as of
Jul 22, 2024
Transactions value $
-$138,398
Form type
4
Date filed
7/24/2024, 07:47 PM
Previous filing
Jan 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRDG Class A Common Stock Sale -$47.3K -5.73K -1.02% $8.26 555K Jul 22, 2024 Direct F1
transaction BRDG Class A Common Stock Sale -$44.8K -5.47K -0.98% $8.19 550K Jul 23, 2024 Direct F2
transaction BRDG Class A Common Stock Sale -$46.3K -5.76K -1.05% $8.03 544K Jul 24, 2024 Direct F3
holding BRDG Class B Common Stock 500K Jul 22, 2024 The Dean Allara Family Legacy Trust dtd December 20, 2021 F4
holding BRDG Class B Common Stock 559K Jul 22, 2024 By Rockridge Investments, LLC F5
holding BRDG Class B Common Stock 500K Jul 22, 2024 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F6
holding BRDG Class B Common Stock 4.86M Jul 22, 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 6.3M Jul 22, 2024 Class A Common Stock 6.3M Direct F7
holding BRDG Class A Units 500K Jul 22, 2024 Class A Common Stock 500K The Dean Allara Family Legacy Trust dtd December 20, 2021 F4, F7
holding BRDG Class A Units 559K Jul 22, 2024 Class A Common Stock 559K By Rockridge Investments, LLC F5, F7
holding BRDG Class A Units 500K Jul 22, 2024 Class A Common Stock 500K 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