Dean Allara - 02 Sep 2025 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Reporting relationship: Vice Chairman, Director
Issuer ticker: BRDG
Reported as of: 02 Sep 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Sep 2025, 16:35:15 UTC
Prior SEC filing: 23 Jul 2025
Source filing: View source filing
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 02 Sep 2025.

Key facts

This page summarizes Dean Allara's Form 4 filing for Bridge Investment Group Holdings Inc. (BRDG).
10 reported transactions and 4 derivative rows are listed below.
Accepted by SEC: 02 Sep 2025, 16:35.

Change

Previous filing in this sequence was filed on 23 Jul 2025.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001870999 Primary reporting owner

Allara Dean

Relationship: Vice Chairman, Director
Address: C/O BRIDGE INVESTMENT GROUP HOLDINGS INC, 111 EAST SEGO LILY DRIVE, SUITE 400, SANDY
Signature: /s/ Matthew Grant Attorney-in-Fact
Signature date: 02 Sep 2025

Reported non-derivative transactions

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

BRDG transaction

Class A Common Stock

Award

Transaction value: $0
Shares: +48,685
Change %: +7.6%
Price: $0.000000
Shares after: 691,885
Date: 02 Sep 2025
Ownership: Direct
Footnotes: F1

BRDG transaction

Class A Common Stock

Disposed to Issuer

Transaction value
Shares: -691,885
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: Direct
Footnotes: F2, F3, F4

BRDG transaction

Class B Common Stock

Disposed to Issuer

Transaction value
Shares: -4,863,964
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: Direct
Footnotes: F2, F3, F4

BRDG transaction

Class B Common Stock

Disposed to Issuer

Transaction value
Shares: -500,000
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: The Dean Allara Family Legacy Trust dtd December 20, 2021
Footnotes: F2, F3, F4, F5

BRDG transaction

Class B Common Stock

Disposed to Issuer

Transaction value
Shares: -500,000
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: The Stacey Allara Family Legacy Trust dtd December 20, 2021
Footnotes: F2, F3, F4, F6

BRDG transaction

Class B Common Stock

Disposed to Issuer

Transaction value
Shares: -558,632
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: By Rockridge Investments, LLC
Footnotes: F2, F3, F4, F7

Reported derivative securities

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

BRDG transaction Derivative

Class A Units

Disposed to Issuer

Transaction value
Shares: -6,303,811
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 6,303,811
Exercise price
Footnotes: F2, F3, F4

BRDG transaction Derivative

Class A Units

Disposed to Issuer

Transaction value
Shares: -500,000
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 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: F2, F3, F4, F5

BRDG transaction Derivative

Class A Units

Disposed to Issuer

Transaction value
Shares: -500,000
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 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: F2, F3, F4, F6

BRDG transaction Derivative

Class A Units

Disposed to Issuer

Transaction value
Shares: -558,632
Change %: -100%
Price
Shares after: 0
Date: 02 Sep 2025
Ownership: By Rockridge Investments, LLC
Underlying class: Class A Common Stock
Underlying amount: 558,632
Exercise price
Footnotes: F2, F3, F4, F7

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Dean Allara is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 7 footnotes

Footnote F1

Represents an award of restricted stock units that vest in four substantially equal annual installments beginning on September 2, 2026. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.

Footnote F2

Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 23, 2025, the Issuer and Bridge Investment Group Holdings LLC became wholly owned subsidiaries (the "Mergers") of Apollo Global Management, Inc. ("Parent"). At the effective time of the Mergers (the "Effective Time"), among other transactions, (i) each share of Class A Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class A Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, (cont. in FN 3)

Footnote F3

(cont. from FN 2) (ii) each share of Class B Common Stock issued and outstanding immediately prior to the Effective Time, excluding certain Class B Common Stock as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.00006 per share, (iii) each restricted stock award of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into an award of restricted shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock award of the Issuer immediately prior to the Effective Time, (cont. in FN 4)

Footnote F4

(cont. from FN 3) (iv) each restricted stock unit of the Issuer outstanding and unvested as of immediately prior to the Effective Time was converted into a number of restricted stock units of Parent with respect to shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such restricted stock unit of the Issuer immediately prior to the Effective Time and (v) each Class A Unit issued and outstanding immediately prior to the Effective Time, excluding certain Class A Units as described in the Merger Agreement, was cancelled and extinguished and automatically converted into the right to receive shares of Parent common stock equal to 0.07081 per share, subject to the same terms and conditions as were applicable to such Class A Unit immediately prior to the Effective Time.

Footnote F5

The Reporting Person is the Trustee of the Dean Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to share beneficial ownership.

Footnote F6

The Reporting Person is the Trustee of the Stacey Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to share beneficial ownership.

Footnote F7

The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to share beneficial ownership.