Robert R. Morse - 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 $
-$623,671
Form type
4
Date filed
7/24/2024, 07:50 PM
Previous filing
Jun 26, 2024
Next filing
Sep 25, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRDG Class A Common Stock Sale -$213K -25.8K -0.98% $8.26 2.61M Jul 22, 2024 Direct F1
transaction BRDG Class A Common Stock Sale -$202K -24.6K -0.95% $8.19 2.58M Jul 23, 2024 Direct F2
transaction BRDG Class A Common Stock Sale -$209K -26K -1.01% $8.03 2.55M Jul 24, 2024 Direct F3
holding BRDG Class B Common Stock 1.41M Jul 22, 2024 By Family Trusts F4
holding BRDG Class B Common Stock 27.9M Jul 22, 2024 By FLM Holdings, LLC F5

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 1.45M Jul 22, 2024 Class A Common Stock 1.45M By Family Trusts F4, F6
holding BRDG Class A Units 33.6M Jul 22, 2024 Class A Common Stock 33.6M By FLM Holdings, LLC F5, F6
* 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 Represents 567,797 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.
F5 The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to be the beneficial owner of these securities.
F6 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.