Dean Allara - 02 Jan 2025 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
06 Jan 2025, 19:21:27 UTC
Prior SEC filing
03 Jan 2025
Next SEC filing
23 Jul 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Matthew Grant, Attorney-in-Fact

Key filing fact

Dean Allara filed Form 4 for Bridge Investment Group Holdings Inc. (BRDG) on 06 Jan 2025.

Key facts

  • This page summarizes Dean Allara's Form 4 filing for Bridge Investment Group Holdings Inc. (BRDG).
  • 3 reported transactions and 4 derivative rows are listed below.
  • Accepted by SEC: 06 Jan 2025, 19:21.

Change

  • Previous filing in this sequence was filed on 03 Jan 2025.
  • Current net transaction value: -$259,685.

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 transaction

Class A Common Stock

Sale

Transaction value
$86,531
Shares
-10,438
Change %
-1.5%
Price
$8.29
Shares after
683,606
Date
02 Jan 2025
Ownership
Direct
Footnotes
F1
BRDG transaction

Class A Common Stock

Sale

Transaction value
$82,766
Shares
-10,256
Change %
-1.5%
Price
$8.07
Shares after
673,350
Date
03 Jan 2025
Ownership
Direct
Footnotes
F2
BRDG transaction

Class A Common Stock

Sale

Transaction value
$90,388
Shares
-10,877
Change %
-1.6%
Price
$8.31
Shares after
662,473
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
500,000
Date
02 Jan 2025
Ownership
The Dean Allara Family Legacy Trust dtd December 20, 2021
Footnotes
F4
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
558,632
Date
02 Jan 2025
Ownership
By Rockridge Investments, LLC
Footnotes
F5
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
500,000
Date
02 Jan 2025
Ownership
The Stacey Allara Family Legacy Trust dtd December 20, 2021
Footnotes
F6
BRDG holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,863,964
Date
02 Jan 2025
Ownership
Direct

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
6,303,811
Date
02 Jan 2025
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
6,303,811
Exercise price
Footnotes
F7
BRDG holding Derivative

Class A Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
500,000
Date
02 Jan 2025
Ownership
The Dean Allara Family Legacy Trust dtd December 20, 2021
Underlying class
Class A Common Stock
Underlying amount
500,000
Exercise price
Footnotes
F4, F7
BRDG holding Derivative

Class A Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
558,632
Date
02 Jan 2025
Ownership
By Rockridge Investments, LLC
Underlying class
Class A Common Stock
Underlying amount
558,632
Exercise price
Footnotes
F5, F7
BRDG holding Derivative

Class A Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
500,000
Date
02 Jan 2025
Ownership
The Stacey Allara Family Legacy Trust dtd December 20, 2021
Underlying class
Class A Common Stock
Underlying amount
500,000
Exercise price
Footnotes
F6, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 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

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.

Footnote F5

The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to be the beneficial owner of these securities.

Footnote 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.

Footnote 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.

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