Filing Details

Accession Number:
0000899243-21-029231
Form Type:
4
Zero Holdings:
No
Publication Time:
2021-07-21 16:43:44
Reporting Period:
2021-07-20
Accepted Time:
2021-07-21 16:43:44
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1854401 Bridge Investment Group Holdings Inc. BRDG Investment Advice (6282) 000000000
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1870917 Adam O'farrell C/O Bridge Investment Group Holdings Inc
111 East Sego Lily Drive, Suite 400
Salt Lake City UT 84070
See Remarks Yes Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Class A Common Stock Acquisiton 2021-07-20 109,631 $0.00 109,631 No 4 A Direct
Class A Common Stock Acquisiton 2021-07-20 300 $16.00 300 No 4 P Indirect By daughter
Class B Common Stock Disposition 2021-07-20 198,960 $0.00 1,527,095 No 4 D Indirect By Adam B. O'Farrell and Tracy K. O'Farrell Trust dtd May 9, 2019
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 A Direct
No 4 P Indirect By daughter
No 4 D Indirect By Adam B. O'Farrell and Tracy K. O'Farrell Trust dtd May 9, 2019
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Class A Common Stock Class A Units Disposition 2021-07-20 198,960 $14.63 198,960 $0.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
1,527,095 No 4 D Indirect
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Class B Common Stock 760,950 Indirect By The O'Farrell Irrevocable Trust
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Class A Common Stock Class A Units $0.00 760,950 760,950 Indirect
Expiration Date Amount Remaning Holdings Nature of Ownership
760,950 760,950 Indirect
Footnotes
  1. Represents an award of restricted Class A Common Stock which will vest in three equal annual installments, with the first such annual installment vesting on July 20, 2024, subject to the Reporting Person's continued service with the Issuer through each vesting date.
  2. The Reporting Person disclaims beneficial ownership of the shares held by his daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of his daughter's shares for purposes of Section 16 or for any other purpose.
  3. Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption and conversion of the Class A Units into shares of Class A Common Stock.
  4. The Class A Units may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis.
  5. As described in the prospectus filed by the Issuer with the Securities and Exchange Commission, upon the closing of the offering, the Issuer redeemed the Class A Units from the Reporting Person.