Key facts
- This page summarizes Robert R. Morse's Form 4 filing for Bridge Investment Group Holdings Inc. (BRDG).
- 3 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 06 Jan 2025, 19:18.
Robert R. Morse - 02 Jan 2025 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)
- Reporting relationship
- Executive Chairman, Director, 10%+ Owner
- Issuer ticker
- BRDG
- Reported as of
- 02 Jan 2025
- Net transaction value
- -$1,128,100
- SEC form
- 4
- Accepted by SEC
- 06 Jan 2025, 19:18:23 UTC
- Prior SEC filing
- 03 Jan 2025
- Next SEC filing
- 27 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Matthew Grant Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Robert R. Morse filed Form 4 for Bridge Investment Group Holdings Inc. (BRDG) on 06 Jan 2025.
Change
- Previous filing in this sequence was filed on 03 Jan 2025.
- Current net transaction value: -$1,128,100.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BRDG
transaction
Class A Common Stock
Sale
- Transaction value
- $375,893
- Shares
- -45,343
- Change %
- -1.4%
- Price
- $8.29
- Shares after
- 3,249,076
- Date
- 02 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
BRDG
transaction
Class A Common Stock
Sale
- Transaction value
- $359,543
- Shares
- -44,553
- Change %
- -1.4%
- Price
- $8.07
- Shares after
- 3,204,523
- Date
- 03 Jan 2025
- Ownership
- Direct
- Footnotes
- F2
BRDG
transaction
Class A Common Stock
Sale
- Transaction value
- $392,664
- Shares
- -47,252
- Change %
- -1.5%
- Price
- $8.31
- Shares after
- 3,157,271
- Date
- 06 Jan 2025
- Ownership
- Direct
- Footnotes
- F3
BRDG
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,412,126
- Date
- 02 Jan 2025
- Ownership
- By Family Trusts
- Footnotes
- F4
BRDG
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 27,870,157
- Date
- 02 Jan 2025
- Ownership
- By FLM Holdings, LLC
- Footnotes
- F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BRDG
holding
Derivative
Class A Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,450,996
- Date
- 02 Jan 2025
- Ownership
- By Family Trusts
- Underlying class
- Class A Common Stock
- Underlying amount
- 1,450,996
- Exercise price
- Footnotes
- F4, F6
BRDG
holding
Derivative
Class A Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 33,635,780
- Date
- 02 Jan 2025
- Ownership
- By FLM Holdings, LLC
- Underlying class
- Class A Common Stock
- Underlying amount
- 33,635,780
- Exercise price
- Footnotes
- F5, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote 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 $8.48. 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
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.94 to $8.29. 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
Footnote F3
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.27 to $8.41. 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
Footnote F4
Represents 565,117 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.
Footnote F5
The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to be the beneficial owner of these securities.
Footnote 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.